MORN

Morningstar, Inc.

$215.78

−$9.51 (4.22%)Oct 27 close

FinancialsS&P 400 Compare Technicals

1M 3M 6M 1Y 2Y

MORNSPY

Wall St. Highest PT $294.84 (+36.6%) Wall St. Avg PT $241.67 (+12.0%)

Underwater Drawdown %Max DD -35.3%Current -4.2%

Relative Strength vs SPY-13.6% vs SPYUnderperforming

+$4.02 (1.90%)

+$20.31 (10.39%)

+$22.17 (11.45%)

+$33.08 (18.11%)

YTD

+$0.83 (0.38%)

−$0.18 (0.09%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street & Morningstar coverage

Wall Street consensusNo covering analysts on file for MORN

Analyst price targetsNo target range on file

Morningstar star ratingNot rated

Checked Wall Street & Morningstar feeds · All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

52-week range$141.04 – $225.29

What they do

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts.

Financial Services · Financial Data & Stock Exchanges

Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum

19th percentile in sector

12-1 return: -9.7%
Percentile within its GICS sector across the S&P 1500.

Growth

44th percentile in sector

Revenue growth (YoY): +9.6%
Percentile within its GICS sector across the S&P 1500.

Value

26th percentile in sector

D+

Forward E/P: 6.8% · EBITDA/EV: 7.4%
Percentile within its GICS sector across the S&P 1500.

Profitability

64th percentile in sector

B-

Profit margin: +16.4% · Return on equity: +32.0%
Percentile within its GICS sector across the S&P 1500.

Revisions

Not enough data yet

–

EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

Outside this model's universe or screens

Momentum Blend

Not in the current book

New Highs Growth

Outside this model's universe or screens

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Physical AI Grid & Power

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Earnings & events

Next report: –

No EPS history available.

News & catalysts

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Insider trades

Mansueto Joseph D