MORN
BEARISH
$172.21
Live
Morningstar, Inc. · NASDAQ
Target $246.0
(+42.8%)
$149.08
52W Range
$316.71
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 15, 2026
Market cap
$6.82B
P/E
19.41
ROE
26.3%
Profit margin
15.3%
Debt/Equity
1.03
Dividend yield
1.16%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
MORN presents a stable but mediocre Piotroski F-Score of 4/9 and lacks a provided Altman Z-Score, indicating a neutral health baseline. The stock is trading at a significant premium to both its Graham Number ($78.33) and Intrinsic Value ($121.96), suggesting substantial overvaluation. This fundamental gap is compounded by a completely bearish technical trend (0/100) and aggressive insider selling totaling over $25M. While the company maintains a strong ROE of 26.35%, the combination of negative price momentum and poor insider sentiment outweighs the optimistic analyst target prices.
Key Strengths
Strong Return on Equity (ROE) of 26.35%
High Gross Margins (61.03%) and Operating Margins (21.71%)
Consistent earnings beat track record (3 of last 4 quarters)
Reasonable Forward P/E ratio of 13.28
Sustainable dividend payout ratio of 21.03%
Key Risks
Significant overvaluation relative to Graham and Intrinsic value models
Strongly bearish insider activity (14 sells, 0 buys)
Severe negative price momentum (-38.6% 1Y change)
Liquidity concerns with a Current Ratio of 0.98 (below 1.0)
Stagnating Q/Q earnings growth (-1.50%)
AI Fair Value Estimate
Based on comprehensive analysis
$115.5
-32.9% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
39
Weak
30
50
20
50
45
AI Verdict
Overvalued with Negative Momentum
Key drivers: Valuation gap, Insider selling, Technical breakdown, Strong ROE
Confidence
90%
Value
30/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E is attractive at 13.28
Watchpoints
- Current price ($172.21) is 119% above Graham Number
- Current price is 41% above Intrinsic Value
Future
50/100
Ref Growth rates
Positives
- Steady YoY revenue growth of 8.50%
Watchpoints
- Negative Q/Q earnings growth
- Sluggish YoY earnings growth (4.50%)
Past
20/100
Ref Historical trends
Positives
- Long-term earnings progression is generally positive
Watchpoints
- Negative returns over 1Y, 3Y, and 5Y horizons
- Technical trend score of 0/100
Health
50/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 4/9 is in the 'Stable' range
Watchpoints
- Current Ratio (0.98) and Quick Ratio (0.89) indicate tight liquidity
- Debt/Equity ratio of 1.03 is moderate but requires monitoring
Dividend
45/100
Ref Yield, Payout
Positives
- Low payout ratio (21.03%) suggests high safety
Watchpoints
- Low dividend yield (1.16%)
- Low overall dividend strength score (25/100)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$172.21
Analyst Target
$246.0
Upside/Downside
+42.8%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MORN and closest competitors.
Updated 2026-04-14
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MORN
Morningstar, Inc.
Primary
|
-24.2% | -15.7% | -38.6% | -23.1% | -5.4% | -2.5% |
|
BMA
Banco Macro S.A.
Peer
|
+868.3% | +446.6% | -7.7% | +34.8% | +6.2% | +4.3% |
|
MKTX
MarketAxess Holdings Inc.
Peer
|
-65.4% | -45.9% | -20.2% | +1.9% | -3.1% | -0.3% |
|
HUT
Hut 8 Corp.
Peer
|
+85.1% | +567.5% | +463.4% | +51.7% | +29.3% | +37.4% |
|
ACT
Enact Holdings, Inc.
Peer
|
+145.2% | +101.6% | +25.8% | +5.2% | -6.5% | -2.3% |
MOR
Morningstar, Inc.
Primary
5Y
-24.2%
3Y
-15.7%
1Y
-38.6%
6M
-23.1%
1M
-5.4%
1W
-2.5%
BMA
Banco Macro S.A.
Peer
5Y
+868.3%
3Y
+446.6%
1Y
-7.7%
6M
+34.8%
1M
+6.2%
1W
+4.3%
MKT
MarketAxess Holdings Inc.
Peer
5Y
-65.4%
3Y
-45.9%
1Y
-20.2%
6M
+1.9%
1M
-3.1%
1W
-0.3%
HUT
Hut 8 Corp.
Peer
5Y
+85.1%
3Y
+567.5%
1Y
+463.4%
6M
+51.7%
1M
+29.3%
1W
+37.4%
ACT
Enact Holdings, Inc.
Peer
5Y
+145.2%
3Y
+101.6%
1Y
+25.8%
6M
+5.2%
1M
-6.5%
1W
-2.3%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
19.41
Forward P/E
13.28
PEG Ratio
N/A
P/B Ratio
5.6
P/S Ratio
2.79
EV/Revenue
3.09
EV/EBITDA
12.72
Market Cap
$6.82B
Profitability
Profit margins and return metrics
Profit Margin
15.3%
Operating Margin
21.71%
Gross Margin
61.03%
ROE
26.35%
ROA
8.86%
Growth
Revenue and earnings growth rates
Revenue Growth
+8.5%
Earnings Growth
+4.5%
Q/Q Revenue Growth
+8.48%
Q/Q Earnings Growth
-1.5%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
1.03
Moderate
Current Ratio
0.98
Weak
Quick Ratio
0.89
Poor
Cash/Share
$13.36
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.6B
Gross Margin
61.1%
Op. Margin
21.4%
Net Margin
18.0%
Total Assets
$3.6B
Liabilities
$2.4B
Equity
$1.2B
Debt/Equity
1.94x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
79%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-29
$N/A
2026-02-12
$2.71
+14.8% surprise
2025-10-29
$2.55
+5.5% surprise
2025-07-30
$2.4
+9.4% surprise
Financial Services Sector Comparison
Comparing MORN against 484 companies in the Financial Services sector
(87 bullish, 202 neutral, 195 bearish)
P/E Ratio
19.41
This Stock
vs
46.02
Sector Avg
-57.8%
(Discount)
Return on Equity (ROE)
26.35%
This Stock
vs
0.23%
Sector Avg
+11417.6%
(Excellent)
Profit Margin
15.3%
This Stock
vs
50.44%
Sector Avg
-69.7%
(Weaker)
Debt to Equity
1.03
This Stock
vs
1.37
Sector Avg
-24.9%
(Less Debt)
Revenue Growth
8.5%
This Stock
vs
37.35%
Sector Avg
-77.2%
(Slower)
Current Ratio
0.98
This Stock
vs
3.28
Sector Avg
-70.0%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MORN
Morningstar, Inc.
|
BEARISH | $6.82B | 19.41 | 26.3% | 15.3% | $172.21 | |
|
BMA
Banco Macro S.A.
|
BEARISH | $6.81B | 38.35 | 5.5% | 8.6% | $96.63 | Compare |
|
MKTX
MarketAxess Holdings Inc.
|
NEUTRAL | $6.49B | 26.25 | 19.4% | 29.1% | $174.56 | Compare |
|
HUT
Hut 8 Corp.
|
BEARISH | $7.33B | - | -18.6% | -96.2% | $66.08 | Compare |
|
ACT
Enact Holdings, Inc.
|
NEUTRAL | $5.85B | 8.96 | 13.0% | 54.6% | $40.49 | Compare |
MORN
Morningstar, Inc.
BEARISH
Mkt Cap
$6.8B
P/E
19.4
ROE
26.3%
Price
$172.21
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | HOLT MICHAEL CFA | Chief Financial Officer | Purchase | 1,000 | $186,590 |
| 2026-03-02 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 3,122 | $569,191 |
| 2026-02-27 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 14,500 | $2,607,117 |
| 2026-02-27 | WIERSEMA CONAN | Officer | Stock Award | 301 | - |
| 2026-02-27 | HOLT MICHAEL CFA | Chief Financial Officer | Stock Award | 684 | - |
| 2026-02-25 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 14,500 | $2,351,702 |
| 2026-02-20 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 13,858 | $2,239,664 |
| 2026-02-18 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 14,041 | $2,244,995 |
| 2026-02-13 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 14,189 | $2,206,244 |
| 2026-02-10 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 4,867 | $796,106 |
| 2026-02-06 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 20,066 | $3,585,120 |
| 2026-02-02 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 857 | $173,443 |
| 2025-12-29 | TSAY CAROLINE J | Director | Sale | 600 | $131,090 |
| 2025-12-12 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Gift | 27,775 | - |
| 2025-11-25 | MANSUETO JOSEPH D | Officer, Director and Beneficial Owner | Sale | 1,602 | $341,059 |
HOLT MICHAEL CFA
Chief Financial Officer
2026-03-04
1,000 shares
·
$186,590
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-03-02
3,122 shares
·
$569,191
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-27
14,500 shares
·
$2,607,117
WIERSEMA CONAN
Officer
2026-02-27
301 shares
HOLT MICHAEL CFA
Chief Financial Officer
2026-02-27
684 shares
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-25
14,500 shares
·
$2,351,702
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-20
13,858 shares
·
$2,239,664
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-18
14,041 shares
·
$2,244,995
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-13
14,189 shares
·
$2,206,244
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-10
4,867 shares
·
$796,106
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-06
20,066 shares
·
$3,585,120
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2026-02-02
857 shares
·
$173,443
TSAY CAROLINE J
Director
2025-12-29
600 shares
·
$131,090
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2025-12-12
27,775 shares
MANSUETO JOSEPH D
Officer, Director and Beneficial Owner
2025-11-25
1,602 shares
·
$341,059
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
3 analysts
BMO Capital
2026-02-17
Outperform
Outperform
UBS
2025-10-30
Buy
Buy
Past News Coverage
Recent headlines mentioning MORN from our newsroom.
Newest → oldest
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