Valuation: Morningstar, Inc.

Market Cap 631.04Cr 551.65Cr 506.97Cr 472.55Cr 896.3Cr 60TCr 909.89Cr 6.09TCr 2.37TCr 30TCr 2.37TCr 2.32TCr 1,01800Cr P/E 2026 *
16x
P/E 2027 * 13.9x
Enterprise Value 729.1Cr 637.38Cr 585.75Cr 545.99Cr 1.04TCr 69TCr 1.05TCr 7.03TCr 2.73TCr 34TCr 2.74TCr 2.68TCr 1,17600Cr EV / Sales 2026 *
2.78x
EV / Sales 2027 * 2.52x
Free-Float
35.04%
Yield 2026 *
1.21%
Yield 2027 * 1.33%
1 day+7.45%
1 week+11.54%
Current month+7.45%
1 month+318.29%
3 months+318.29%
6 months+318.29%
Current year+318.29%
1 week 136.25
Extreme 136.25
148.2
1 month 131.25
Extreme 131.25
160.25
Current year 131.25
Extreme 131.25
160.25
1 year 131.25
Extreme 131.25
160.25
3 years 131.25
Extreme 131.25
160.25
5 years 131.25
Extreme 131.25
160.25
10 years 131.25
Extreme 131.25
160.25
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.($)
+7.45%+11.54% - - 631.04Cr
+0.84%+4.92%-30.80%-11.54% 3.15TCr
+1.37%+2.66%-20.09%+24.40% 259.94Cr
+4.74%+13.96%-27.34%+1.20% 115.44Cr
0.00%-0.32%+38.22%-70.66% 37Cr
+7.45%+14.64%+163.46%-54.93% 27Cr
-0.93%+4.09%+256.67%+229.43% 20Cr
Average +2.99%+4.39%+63.35%+19.65% 601.09Cr
Weighted average by Cap. +1.99%+5.10%-26.16%-8.14%

Financials

2026 *2027 *
Net sales 262.32Cr 229.32Cr 210.75Cr 196.44Cr 372.59Cr 25TCr 378.24Cr 2.53TCr 983.55Cr 12TCr 984.65Cr 963.51Cr 42TCr 277.12Cr 242.25Cr 222.63Cr 207.52Cr 393.6Cr 26TCr 399.57Cr 2.67TCr 1.04TCr 13TCr 1.04TCr 1.02TCr 45TCr
Net income 40Cr 35Cr 32Cr 30Cr 57Cr 3.82TCr 58Cr 387.11Cr 150.49Cr 1.88TCr 150.66Cr 147.42Cr 6.47TCr 45Cr 39Cr 36Cr 34Cr 64Cr 4.3TCr 65Cr 435.57Cr 169.33Cr 2.11TCr 169.52Cr 165.88Cr 7.28TCr
Net Debt 98Cr 86Cr 79Cr 73Cr 139.29Cr 9.34TCr 141.4Cr 945.8Cr 367.68Cr 4.59TCr 368.09Cr 360.19Cr 16TCr 68Cr 59Cr 55Cr 51Cr 97Cr 6.48TCr 98Cr 656.11Cr 255.06Cr 3.18TCr 255.35Cr 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
10,973
Date Price Change Volume
02/26/02 €146.40 +7.45% 67
30/26/30 €136.25 +3.81% 40
Trader
Investor
Global
Quality
ESG MSCI
BBB
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
3
Last Close Price
165.94USD
Average target price
234.00USD
Spread / Average Target
+41.01%

Quarterly revenue - Rate of surprise