Morningstar, Inc.

MORN • Financial - Data & Stock Exchanges

$211.76

— 0.00 (0.00%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$8.07B

Crecimiento

14.6%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 15.3%Crecimiento positivo de ingresos · 10.2%Flujo de caja libre positivo · 10.56Flujo de caja libre consistente · 5/5Liquidez débil · 0.99

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$211.76

Change0.00%

Shares Out38.10M

Market Cap$8.07B

Enterprise Value$9.48B

52W Range141.49 - 276.47

Beta1.01

P/E19.14

P/S3.14

P/B7.88

P/FCF16.22

EV/Sales3.70

Price$211.76

Change0.00%

Shares Out38.10M

Market Cap$8.07B

Enterprise Value$9.48B

52W Range141.49 - 276.47

Beta1.01

P/E19.14

P/S3.14

P/B7.88

P/FCF16.22

EV/Sales3.70

EV/EBITDA12.15

EV/FCF19.06

Earnings Yield5.23%

FCF Yield6.17%

Dividend Yield0.67%

Gross Margin61.03%

Oper. Margin21.53%

Profit Margin15.30%

Debt/Eq1.15

Current Ratio0.99

Quick Ratio0.99

Revenue 5Y14.56%

Target$227.33

Target Upside7.35%

Target Median$212.00

Target Range210.00 - 260.00

Volume818.10K

Avg Volume492.35K

EPS Surprise0.77

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

84/100

Fortaleza financiera

Deuda, caja, estabilidad

65/100

Potencial de crecimiento

Ingresos y expansión

86/100

Atractivo del precio

Barata o cara hoy

62/100

Por qué este puntaje▼

Márgenes estables o en mejora · 15.3%Crecimiento positivo de ingresos · 10.2%Flujo de caja libre positivo · 10.56Flujo de caja libre consistente · 5/5Liquidez débil · 0.99

Analyst view

Analyst sentiment and price target

MORN

Analyst sentiment

Based on 6 analyst votes · 2026-10-20

67/100

Neutral

Bullish

Hold

Bearish

Precio objetivo

2026-07-31

Bajo

$210.00

Promedio

$227.33

Mediana

$212.00

Alto

$260.00

Resumen de la compañía

IPO: 5/3/2005

Industria: Financial - Data & Stock Exchanges

P/B i: 7.88

Deuda / Patrimonio i: 1.15

Margen operativo: 21.53%

Margen neto: 15.30%

ROE i: -

ROIC: -

Salud financiera

Puntaje13 / 20

Deuda / Patrimonio: 1.15

Ratio corriente: 0.99

Ratio rápido: 0.99

Estado: Good

Advertencias

Weak Liquidity

Transacciones internas

Actividad reciente de ejecutivos e insiders

Lyons William M

Transacción: 05/27/2026

VENTA

Cambio

-700

Precio

$179.00

Presentación

05/27/2026

Tipo

VENTA

Mansueto Joseph D

Transacción: 05/22/2026

VENTA

Cambio

-227

Precio

$179.52

Presentación

05/22/2026

Tipo

VENTA

Mansueto Joseph D

Transacción: 05/21/2026

VENTA

Cambio

-234

Precio

$174.07

Presentación

05/22/2026

Tipo

VENTA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Lyons William M	VENTA	-700	$179.00	05/27/2026	05/27/2026
Mansueto Joseph D	VENTA	-227	$179.52	05/22/2026	05/22/2026
Mansueto Joseph D	VENTA	-234	$174.07	05/21/2026	05/22/2026
Mansueto Joseph D	VENTA	-291	$173.11	05/20/2026	05/20/2026
Mansueto Joseph D	VENTA	-24	$182.13	05/19/2026	05/20/2026
Mansueto Joseph D	VENTA	-640	$177.42	05/18/2026	05/20/2026
Wiersema Conan	VENTA	-13	Not reported	05/15/2026	05/19/2026
Wiersema Conan	COMPRA	+903	Not reported	05/15/2026	05/19/2026
Wiersema Conan	VENTA	-105	$166.05	05/15/2026	05/19/2026
Holt Michael	VENTA	-243	Not reported	05/15/2026	05/19/2026
Holt Michael	COMPRA	+2,860	Not reported	05/15/2026	05/19/2026
Holt Michael	VENTA	-270	$166.05	05/15/2026	05/19/2026
Kapoor Kunal	VENTA	-2,108	Not reported	05/15/2026	05/19/2026
Kapoor Kunal	COMPRA	+1,177	Not reported	05/15/2026	05/19/2026
Kapoor Kunal	VENTA	-3,699	$166.05	05/15/2026	05/19/2026
Lyons William M	COMPRA	+1,144	Not reported	05/15/2026	05/19/2026
FRANCIS CHERYL A	COMPRA	+1,144	Not reported	05/15/2026	05/19/2026
Diamonte Robin	COMPRA	+1,144	Not reported	05/15/2026	05/19/2026
JOYNT STEPHEN	COMPRA	+1,144	Not reported	05/15/2026	05/19/2026
Sutton Doniel	COMPRA	+1,144	Not reported	05/15/2026	05/19/2026

Sobre la compañía

Morningstar, Inc.

Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.

Fuente - Link

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Rendimiento de peers · 1A

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Defense World

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-29	2.41	3.18	0.77
2026-02-12	2.36	2.71	0.35
2025-10-29	2.34	2.55	0.21
2025-07-30	2.21	2.4	0.19
2025-04-30	2.06	2.23	0.17
2025-02-26	2.06	2.14	0.08
2024-10-23	2.01	2	-0.01
2017-04-21	0.7	0.42	-0.28
2017-02-21	0.77	0.77	0
2016-10-20	0.77	0.7	-0.07
2016-07-21	0.73	0.73	0
2016-04-21	0.73	0.67	-0.06