Morningstar, Inc. (MORN) — Analysis Summary
Morningstar, Inc. (MORN) has a market cap of $7.66B with year-over-year revenue growth of +7.5%. Net margin stands at 15.3%. The stock trades at a P/E ratio of 18.2.
Key Takeaways
- Revenue changed +7.5% year-over-year
- Net margin of 15.3%
- P/E ratio of 18.2
Compared to other companies in the INVESTMENT ADVICE sector, MORN posted revenue growth of +7.5% and trades at a P/E of 18.2.
Morningstar, Inc. (MORN)
PREVIOUS CLOSE 2026-10-12 · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsNo Major Flags
No major credit, margin, or trend red flags were triggered from the latest filings.
Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors. It provides data and research insights on various investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time market data. The company has five reportable segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. Maximum revenue is derived from the Morningstar Direct Platform, which provides investors with comprehensive data, research, insights, and investment analysis through product areas such as Morningstar Data, Morningstar Direct, and Morningstar Advisor Workstation. Geographically, it generates maximum revenue from the USA.
Sector
INVESTMENT ADVICE
Employees
10,973
Headquarters
CHICAGO, IL
Exchange
XNAS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$2.00
Dividend Yield
0.98%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.