MORNMorningstar, Inc.

$200.47

Price

$200.47-22%1Y
1M+2.0%1Y-22%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Below average
4/10
Value60
Quality35
Momentum30
Growth53
Strongest Value, weakest Momentum · ranked vs Financial Services peers. The five questions below judge the company on its own terms.
What they do

Our mission is to empower investor success. We deliver connected data, independent research, investor-first tools, and long-term portfolio strategies with a focus on removing frictions that can slow decisions, cloud markets, and drive up costs.

In the company’s own words · 10-K filed Feb 13, 2026 · SEC EDGAR

P/E (TTM)20.5
Market Cap$5.39B
1Y Return-22%
5Y Return-21%

Business segments

Jun 2026 · $592.4M

The company’s own SEC segment disclosure.

  • United States$479.1M81%
  • United Kingdom$47.3M8%
  • Canada$46.6M8%
  • Australia$19.4M3%

Morningstar, Inc. (MORN) reported revenue of $645M in Q1 2026 (quarter ended Mar 31, 2026), up 11% from the same quarter a year earlier. That came with a gross margin of 63% and net income of $107M (17% of revenue). For the full year FY2025, revenue was $2.45B (+7.5% year on year) and net income $374M. Its largest region in Jun 2026 was United States at $479M, 81% of the disclosed total, well ahead of United Kingdom at 8.0%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.