Morningstar, Inc. (MORN)
Financials · Investment research and data analytics software
Morningstar provides investment research, data analytics, and advisory software to asset managers, wealth advisors, and private equity professionals globally.
What Morningstar, Inc. does
Morningstar is a financial services company that delivers investment research, data, and software tools to professional investors and advisors worldwide. The company operates three main product platforms: Morningstar Direct (investment analysis and reporting for asset managers and wealth managers), Morningstar Advisor Workstation (tools for financial advisors including proposal creation and portfolio analytics), and PitchBook (private market data and insights for capital allocators). These solutions provide integrated data across asset classes, research capabilities, and analytics to help clients make informed investment decisions and manage portfolios.
Themes: ["Investment data and research"]
Fundamentals
- Price$165.55 as of 2026-07-09 close
- Market cap$6.2B as of 2026-07-10
- 1-year return-44.8% as of 2026-07-09 close
- P/E15.39 as of 2026-07-10
- Net margin+16.1% as of 2026-07-10
- Gross margin+61.7% as of 2026-07-10
- ROE+30.0% as of 2026-07-10
- Debt / equity1.68 as of 2026-07-10
- Revenue growth (YoY)+8.4% as of 2026-07-10
- Revenue CAGR (3y)+9.3% SEC XBRL
- Beta1.02 as of 2026-07-10
Dividend: yield +1.2%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
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Competitors & peers
- Bloomberg
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.