Morningstar Inc (MORN) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Morningstar Inc stock (MORN) is currently trading at $158.97. Morningstar Inc PE ratio is 18.51. Morningstar Inc PS ratio (Price-to-Sales) is 2.77. Analyst consensus price target for MORN is $246.00. WallStSmart rates MORN as Hold.
- MORN PE ratio analysis and historical PE chart
- MORN PS ratio (Price-to-Sales) history and trend
- MORN intrinsic value — DCF, Graham Number, EPV models
- MORN stock price prediction 2025 2026 2027 2028 2029 2030
- MORN fair value vs current price
- MORN insider transactions and insider buying
- Is MORN undervalued or overvalued?
- Morningstar Inc financial analysis — revenue, earnings, cash flow
- MORN Piotroski F-Score and Altman Z-Score
- MORN analyst price target and Smart Rating
Morningstar Inc
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MORN Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Morningstar Inc (MORN)
MORN trades 25% above its Graham fair value of $124.32, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Morningstar Inc (MORN) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in return on equity, operating margin, profit margin. Concerns around price/book and eps growth. Fundamentals are solid but monitor weak areas for improvement.
Morningstar Inc (MORN) Key Strengths (5)
Every $100 of shareholder equity generates $26 in profit
Strong operational efficiency: $22 kept per $100 revenue
Strong profitability: $15 kept per $100 revenue
62.98% held by institutions, strong professional interest
Mid-cap company balancing growth potential with stability
Supporting Valuation Data
Morningstar Inc (MORN) Areas to Watch (5)
Very expensive at 5.8x book value
Earnings barely growing at 4.50%
Paying a premium for growth, expensive relative to earnings expansion
Modest revenue growth at 8.50%
Revenue is fairly priced at 2.77x sales
Morningstar Inc (MORN) Detailed Analysis Report
Overall Assessment
This company scores 57/100 in our Smart Analysis, earning a C grade. Out of 10 metrics analyzed, 5 register as strengths (avg 8.2/10) while 5 fall into concern territory (avg 3.6/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with Return on Equity at 26.40%, Operating Margin at 21.70%, Profit Margin at 15.30%.
The Bear Case
The primary concerns are Price/Book, EPS Growth, PEG Ratio. Some valuation metrics including PEG Ratio (2.31), Price/Sales (2.77), Price/Book (5.80) suggest expensive pricing. Growth concerns include Revenue Growth at 8.50%, EPS Growth at 4.50%, which may limit upside.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Book improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 26.40% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 8.50% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. Strengths and concerns are roughly balanced. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (Return on Equity, Operating Margin) and negatives (Price/Book, EPS Growth). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
MORN Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
MORN's Price-to-Sales ratio of 2.77x sits near its historical average of 3.06x (0th percentile), suggesting the market is pricing in steady-state growth. The current valuation is 14% below its historical high of 3.21x set in Mar 2026, and 0% above its historical low of 2.77x in Mar 2026.
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Data-driven financial summary for Morningstar Inc (MORN) · FINANCIAL SERVICES › FINANCIAL DATA & STOCK EXCHANGES
The Big Picture
Morningstar Inc is a mature, profitable business with steady cash generation. Revenue reached 2.4B with 9% growth year-over-year. Profit margins of 15.3% are healthy, with room for further expansion as the business scales.
Key Findings
ROE of 2640.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Generating 161M in free cash flow and 204M in operating cash flow. Earnings are translating into actual cash generation.
What to Watch Next
Sector dynamics: monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive moves, and regulatory changes that could impact Morningstar Inc.
Bottom Line
Morningstar Inc is a well-established business delivering consistent profitability with 15.3% margins. The growth phase may be slowing, but strong cash generation and operational efficiency make it suitable for investors seeking reliability over excitement.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(75 last 3 months)
| Insider | Type | Shares |
|---|---|---|
HOLT, MICHAEL Chief Financial Officer | Buy | +1,000 |
| Insider | Type | Shares |
|---|---|---|
MANSUETO, JOSEPH D Director, Executive Chairman, 10% Owner | Sell | -3,122 |
| Insider | Type | Shares |
|---|---|---|
MANSUETO, JOSEPH D Director, Executive Chairman, 10% Owner | Sell | -3,214 |
| Insider | Type | Shares |
|---|---|---|
TSAY, CAROLINE J Director | Sell | -600 |
Data sourced from SEC Form 4 filings
Last updated: 8:24:29 AM
About Morningstar Inc(MORN)
NASDAQ
FINANCIAL SERVICES
FINANCIAL DATA & STOCK EXCHANG...
USA
Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.