MORN · Morningstar, Inc.
Market Cap
$7.87B
Shares
37.51M
MORN metrics
99 of 114 screener metrics currently available.
Market overview
2 metricsShare price
$209.80
Market cap
$7.87B
Price action
19 metricsPrice change (1W)
-2.4%
Price change (30D)
+5.5%
Price change (3M)
+13.2%
Price change (6M)
+15.1%
Price change (YTD)
-3.4%
Price change (1Y)
-20.0%
Trailing year
Price change (5Y)
-23.8%
52-week high
$258.11
52-week low
$141.84
Change from 52-week high
-18.7%
Change from 52-week low
+48.0%
Annualized volatility
40.1%
Beta
0.1
RSI (14D)
56.2
Price vs SMA 50
+12.6%
Price vs SMA 200
+11.7%
Avg volume (3M)
411,900
Relative volume
0.8
Average dollar volume
$74.53M
Company
3 metricsSector
Financial Services
Industry
Financial Data & Stock Exchanges
Shares outstanding
37.51M
Valuation
12 metricsP / E (TTM)
19.9
Trailing earnings · reciprocal yield 5.0%
PEG ratio
0.6
EV / revenue
3.5×
reciprocal yield 28.3%
EV / EBITDA
11.3×
reciprocal yield 8.8%
EV / EBIT
15.0×
reciprocal yield 6.7%
P / sales
3.1×
reciprocal yield 32.6%
P / book
7.7
reciprocal yield 13.0%
FCF yield
6.3%
TTM · current market cap
Buyback yield
12.3%
P / FCF
15.8
reciprocal yield 6.3%
P / operating cash flow
12.2
reciprocal yield 8.2%
Earnings yield
5.4%
Historical valuation
8 metricsP / E historical average (3Y)
38.9×
reciprocal yield 2.6%
P / E historical average (5Y)
47.3×
reciprocal yield 2.1%
EV / revenue historical average (3Y)
5.1×
reciprocal yield 19.5%
EV / revenue historical average (5Y)
5.6×
reciprocal yield 17.9%
EV / EBIT historical average (3Y)
31.6×
reciprocal yield 3.2%
EV / EBIT historical average (5Y)
41.8×
reciprocal yield 2.4%
EV / EBITDA historical average (3Y)
20.0×
reciprocal yield 5.0%
EV / EBITDA historical average (5Y)
24.3×
reciprocal yield 4.1%
Dividends & buybacks
7 metricsDividend yield
0.9%
Trailing 12 months
Payout ratio
18.3%
Shareholder yield
13.2%
Dividend / share (TTM)
$1.96
Dividend growth YoY
+10.5%
Dividend growth streak
4
Last ex-dividend
2026-07-10
Earnings calendar
2 metricsNext earnings
—
Last earnings
2026-07-29
Profitability
9 metricsGross margin
62.2%
Operating margin
23.5%
Trailing 12 months
Net margin
16.4%
Gross profit (TTM)
—
Operating profit (TTM)
$603.90M
Net income (TTM)
$421.60M
Trailing 12 months
Diluted EPS (TTM)
$10.52
FCF margin
19.4%
Effective tax rate
25.1%
Growth
11 metricsRevenue growth YoY
+9.6%
Year over year
Net income growth YoY
+21.1%
Revenue (TTM)
$2.57B
Trailing 12 months
EPS growth YoY
+35.4%
Shares change YoY
-10.4%
Year over year · fewer shares
Revenue CAGR (3Y)
+9.3%
Revenue CAGR (5Y)
+12.0%
EPS CAGR (3Y)
+75.5%
EPS CAGR (5Y)
+11.4%
FCF CAGR (3Y)
+38.0%
FCF CAGR (5Y)
+7.5%
Quality
14 metricsReturn on equity
41.2%
Return on assets
10.7%
Debt / equity
1.7
Current ratio
1.1
EBITDA (TTM)
$803.20M
Free cash flow (TTM)
$497.50M
Quick ratio
1.1
Interest coverage
—
Net debt / EBITDA
1.5
Return on invested capital
20.3%
Trailing 12 months
Net cash
−$1.21B
Latest balance sheet
Cash & equivalents
$489.50M
Total assets
$3.95B
Total debt
$1.73B
Cash flow & spend
7 metricsOperating cash flow (TTM)
$646.90M
Capital expenditures (TTM)
$149.40M
R&D (TTM)
$53.42M
SG&A (TTM)
—
Stock compensation (TTM)
$67.00M
R&D / revenue
—
Stock compensation / revenue
2.6%
Ownership (13F)
3 metrics13F filers
419
13F filer change QoQ
-28
Institutional ownership
64.9%
Short interest
3 metricsShort interest
4.1%
Latest settlement · 4.9 days to cover
Days to cover
4.9d
Short-squeeze score
70 / 100
Insider activity
2 metricsNet insider buying (90D)
−$20.71M
Insider-sentiment score
52 / 100
Risk flags
1 metricsGoing concern
—
Key facts
CIK
1289419
CUSIP
617700109
13F (30d)
295 filings
287 filers
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Investor relations