Valuation: Morningstar, Inc.

Market Cap 588.1Cr 515.65Cr 475.31Cr 444.99Cr 834.42Cr 55TCr 851.75Cr 5.71TCr 2.21TCr 27TCr 2.21TCr 2.16TCr 95TCr P/E 2026 *
14.9x
P/E 2027 * 12.9x
Enterprise Value 686.17Cr 601.63Cr 554.57Cr 519.19Cr 973.56Cr 65TCr 993.77Cr 6.67TCr 2.58TCr 32TCr 2.58TCr 2.52TCr 1,10900Cr EV / Sales 2026 *
2.62x
EV / Sales 2027 * 2.37x
Free-Float
35.04%
Yield 2026 *
1.3%
Yield 2027 * 1.43%
1 week-0.15%
Current month-13.50%
1 month-11.30%
3 months-2.52%
6 months-26.36%
Current year-26.36%
1 week 124.95
Extreme 124.95
140
1 month 124.95
Extreme 124.95
168.78
3 years 124.95
Extreme 124.95
344
Manager TitleAgeSince
Chief Executive Officer 50 01/01/2017
Director of Finance/CFO 46 01/01/2025
Chief Tech/Sci/R&D Officer 57 -
Director TitleAgeSince
Chairman 69 16/05/1984
Director/Board Member 72 01/07/2002
Director/Board Member 66 01/01/1999
Change 5-day change 1-year change 3-year change Capi.($)
0.00%-0.15%-49.06%-21.22% 588.1Cr
+0.34%+1.04%-32.73%-15.50% 2.97TCr
-8.57%+0.93%-16.12%+24.14% 252.65Cr
+2.40%+3.60%-34.05%-7.19% 101.3Cr
0.00%+0.32%+52.94%-69.68% 37Cr
-8.43%-24.61%+133.22%-60.95% 24Cr
-4.81%+0.39%+228.22%+214.95% 19Cr
Average -3.18%-6.18%+40.35%+9.22% 567.07Cr
Weighted average by Cap. -0.37%-1.48%-31.09%-13.29%

Financials

2026 *2027 *
Net sales 262.32Cr 230Cr 212.01Cr 198.49Cr 372.19Cr 25TCr 379.92Cr 2.55TCr 986.02Cr 12TCr 985.02Cr 963.51Cr 42TCr 277.12Cr 242.98Cr 223.97Cr 209.68Cr 393.18Cr 26TCr 401.35Cr 2.69TCr 1.04TCr 13TCr 1.04TCr 1.02TCr 45TCr
Net income 40Cr 35Cr 32Cr 30Cr 57Cr 3.79TCr 58Cr 389.89Cr 150.87Cr 1.87TCr 150.71Cr 147.42Cr 6.49TCr 45Cr 40Cr 36Cr 34Cr 64Cr 4.26TCr 65Cr 438.7Cr 169.75Cr 2.11TCr 169.58Cr 165.88Cr 7.3TCr
Net Debt 98Cr 86Cr 79Cr 74Cr 139.14Cr 9.25TCr 142.02Cr 952.59Cr 368.6Cr 4.57TCr 368.23Cr 360.19Cr 16TCr 68Cr 60Cr 55Cr 51Cr 97Cr 6.42TCr 99Cr 660.82Cr 255.7Cr 3.17TCr 255.44Cr 249.86Cr 11TCr
Logo Morningstar, Inc.
Morningstar, Inc. is a provider of independent investment insights. The Company's segments include Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The Morningstar Direct Platform provides investors with data, research and insights, and investment analysis to empower investment decision-making. The PitchBook provides investors with access to data, research, analytics, and artificial intelligence (AI) enabled software across private capital markets, including venture capital, private equity, private credit, bank loans, and mergers & acquisitions (M&A). Morningstar Credit provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Wealth provides investment products, investor tools, and an advisor platform powered by research and data. The Morningstar Retirement offers products designed to help individuals reach retirement goals.
Employees
-
Date Price Change
29/26/29 135.50 0.00%
26/26/26 €135.50 +8.44%
25/26/25 €124.95 -7.75%
24/26/24 €135.45 -1.17%
23/26/23 €137.05 +1.93%
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
154.65USD
Average target price
234.00USD
Spread / Average Target
+51.31%

Quarterly revenue - Rate of surprise