Morningstar, Inc. Stock Hits New 52-Week Low at USD 244.44

Morningstar, Inc., a small-cap player in the capital markets industry, has reached a new 52-week low of USD 244.44 as of September 15, 2025. This decline marks a significant downturn for the stock, which has experienced a 14.72% decrease in value over the past year, contrasting sharply with the S&P 500's performance of 17.67% during the same period.
Despite this recent dip, Morningstar maintains a market capitalization of USD 13,737 million and showcases strong financial metrics, including a return on equity (ROE) of 25.67% and a price-to-book ratio of 8.51. The company has demonstrated robust management efficiency, reflected in a high return on capital employed (ROCE) of 17.44%. Additionally, Morningstar has reported positive results for the last six consecutive quarters, with operating cash flow peaking at USD 535.3 million.

While the stock has faced challenges, it continues to exhibit a strong ability to service debt, evidenced by a low debt-to-EBITDA ratio of 0.74 times. The company’s net sales have also shown healthy long-term growth, increasing at an annual rate of 13.22%.