Price History
Feb 9, 2026 — Mar 31, 2026Investment Snapshot
- Trading 96% above Graham Number — above intrinsic value estimate
- Piotroski F-Score 6/9 — moderate financial health
- ROE of 13.7% — below-average profitability
- Revenue growing at 7% annually
Morningstar, Inc. - Common Stock (MORN) is a Financial Services company operating in Investment Advice, listed on the NASDAQ , with a market capitalisation of $6.5 billion . Key value metrics: P/E ratio 17.2, P/B ratio 5.93, Piotroski F-Score 6 out of 9 (moderate financial health) .
Value Score
Key Metrics
Current vs 5-Year Average
Based on 5 years of SEC filingsRevenue & Net Income
Financial Statements
| Metric | FY22 | FY23 | FY24 |
|---|---|---|---|
| Revenue | $X.XB | $X.XB | $X.XB |
| Gross Profit | $X.XB | $X.XB | $X.XB |
| Operating Income | $X.XB | $X.XB | $X.XB |
| Net Income | $X.XB | $X.XB | $X.XB |
| EBITDA | $X.XB | $X.XB | $X.XB |
| Total Assets | $X.XB | $X.XB | $X.XB |
| Total Liabilities | $X.XB | $X.XB | $X.XB |
Morningstar, Inc. - Common Stock — Fundamental Analysis Summary
Morningstar, Inc. - Common Stock (MORN) is currently trading 96% above its Graham Number of $84.07, suggesting the market price exceeds Benjamin Graham's intrinsic value estimate. The stock carries a reasonable trailing P/E ratio of 17.2x.
On financial health, MORN shows a moderate Piotroski F-Score of 6/9, and modest return on equity of 13.7% (sector average: 5.8%), and minimal leverage with a debt-to-equity ratio of 0.25.
StockPik's composite Value Score for MORN is 56/100 — an above-average value rating. The score is built from ten fundamental signals: P/E, P/B, PEG ratio, P/S ratio, return on equity, gross margin, debt-to-equity, current ratio, dividend yield, and Piotroski F-Score.
MORN reports a high gross margin of 61.0% (sector average: 9.2%) and a strong operating margin of 20.3%.
MORN shows revenue growing at 7% year-over-year, with earnings growing at 1%.
MORN pays a modest dividend yield of 1.1%.