MORN

Morningstar, Inc.

$224.89

+0.70% Oct 23 close

FinancialsS&P 400 Compare Technicals

1M 3M 6M 1Y 2Y

MORNSPY

+8.4%

+12.6%

+30.6%

+28.3%

YTD

+4.6%

+4.2%

Live chart

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What they do

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts.

Financial Services · Financial Data & Stock Exchanges

For information only · Important disclosures

Grades vs sector

Momentum

19th percentile in sector

12-1 return: -9.7%
Percentile within its GICS sector across the S&P 1500.

Growth

44th percentile in sector

Revenue growth (YoY): +9.6%
Percentile within its GICS sector across the S&P 1500.

Value

26th percentile in sector

D+

Forward E/P: 6.8% · EBITDA/EV: 7.4%
Percentile within its GICS sector across the S&P 1500.

Profitability

64th percentile in sector

B-

Profit margin: +16.4% · Return on equity: +32.0%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 5 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

Outside this model's universe or screens

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

Coteau Long Book

Not in the current book

News

More news

See Which Recent 13F Filers Hold VUG

Nasdaq · 4h ago

2 Wall Street Forecasts Disagree on When Rates Fall. What It Means for Homebuyers and Retirees.

24/7 Wall St. · 10h ago

History Says This ETF Is a Millionaire Maker. Here's What You'd Need to Invest Each Month to Get There.

Nasdaq · Oct 21

Who’s Really Making Money on Leveraged ETFs? Ripple Wants In

24/7 Wall St. · Oct 21

iShares Morningstar Small-Cap Growth Breaks Above 200-Day Moving Average - Bullish for ISCG

Nasdaq · Oct 20

Key stats

52-week range$141.04 – $224.89

Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

Earnings

Next report: –

No EPS history available.

Insider trades

Mansueto Joseph D