MORN · Morningstar, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Financial Data & Stock Exchanges — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MORN
this stock
Morningstar, Inc.
|
$7.35B | -13.0% | +7.5% | 18.6 | 3.8% |
|
SPGI
S&P Global Inc.
|
$126.18B | — | +7.1% | 27.0 | 2.1% |
|
CME
Cme Group Inc.
|
$94.80B | -1.1% | +6.4% | 22.4 | 1.6% |
|
ICE
Intercontinental Exchange, Inc.
|
$86.63B | -6.1% | -2.1% | 21.8 | 1.1% |
|
MCO
Moodys Corp /De/
|
$81.18B | -12.3% | +16.6% | 29.7 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MORN | -1.3% | -9.7% | +9.8% | -0.5% | -13.0% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -2.5% | -10.3% | -1.7% | -2.1% | -26.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.