MORN$216.01
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AI MORN Summary
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Powered by LiveAIOverall Analysis
HoldMorningstar (MORN) presents a mixed investment profile. Fundamentally, it shows solid profitability and revenue growth but with a high P/E ratio. Thematic exposure is strong in data and analytics, but technical indicators suggest caution due to recent underperformance and mixed short-term signals. It's a company with a stable business model but faces valuation and potential market headwinds.
Thematic
Morningstar operates in the essential sectors of investment insights, data, and analytics, which are crucial for informed decision-making in financial markets. Its diversified services cater to both retail and institutional investors, including growing areas like private capital markets (PitchBook) and ESG data (Sustainalytics).
Fundamental
Morningstar shows robust revenue and net income growth in its latest reported annual periods. Profitability, indicated by net margin, has significantly improved from prior years. The company maintains a manageable debt level relative to its assets and cash flow, though the P/E ratio is on the higher side, suggesting significant growth is already priced in.
Technical
Morningstar's stock has experienced a significant decline over the past year, indicated by its negative 1-year performance (-14.21%). While short-term indicators on the 1-minute and 5-minute charts show mixed signals with some 'Buy' recommendations from moving averages, longer-term timeframes (1h, 2h, 4h, 1d) predominantly show 'Sell' signals or cautionary 'Neutral' ratings. RSI and Momentum indicators are mixed across timeframes, not providing a clear directional bias.
| Factor | Score |
|---|---|
| Data & Analytics Services | 90 |
| Private Capital Markets Data | 85 |
| ESG Integration | 80 |
| Financial Advisory Tools | 75 |
| Credit Ratings and Analytics | 70 |
| Factor | Score |
|---|---|
| Valuation | 50 |
| Profitability | 75 |
| Growth | 70 |
| Balance Sheet Health | 70 |
| Cash Flow | 80 |
| Dividend Yield | 40 |
| Factor | Score |
|---|---|
| Short-Term Trend (1m, 5m) | 65 |
| Medium/Long-Term Trend (1h, 4h, 1d) | 40 |
| Momentum Indicators | 55 |
| Performance vs. Peers | 30 |
| Support/Resistance | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong Earnings Beat
The company's Q2 2025 Earnings Per Share (EPS) estimate was $2.06, and the reported EPS was $2.23, a positive surprise of 8.25%. This indicates strong profitability execution.
Improving Net Margin
The net margin for 2024Q4 was 19.8%, showing significant improvement from 13.5% in 2025Q1 and 6.9% in 2023Q4, suggesting increasing operational efficiency and profitability.
Bearish Points (7)
Recent Underperformance
The stock has experienced a 1-month performance of -10.23% and a 6-month performance of -16.28%, indicating recent weakness and a negative short-to-medium term trend.
High Quarterly P/E Ratio
The P/E ratio for 2025Q1 is 160.9, which is very high and suggests that the stock may be overvalued based on current earnings, especially when compared to historical annual P/E ratios.
Calendar
July 2025
31
Next Earnings Date
H: $2.35
A: $2.19
L: $2.04
H: 609.00M
A: 604.57M
L: 600.13M
October 2025
3
Ex-Dividend Date
October 2025
31
Next Dividend Date
Profile
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform; model portfolios and wealth platforms; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. In addition, the company offers credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations. Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Sustainalytics provides environmental, social and governance data, research, and ratings; and Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Seasonals
Price Target
337.67 USD
The 39 analysts offering 1 year price forecasts for MORN have a max estimate of 350.00 and a min estimate of 320.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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