NASDAQ · MORN

Morningstar, Inc.

$172.61 +$5.04 (+3.01%) 1D After hours

Key Metrics

$6.56B
Market cap
16.30×
P/E · TTM
$2.51B
Revenue · TTM
$402.80M
Net income
EPS · TTM $9.35
Dividend yield 1.2%
Free cash flow $437.40M
Beta · 1Y 0.09
EBITDA · TTM $762.70M
Gross margin

The Story So Far

LAST 6 MONTHS PRIMARY SOURCES ONLY
  • Jul 16
    Money rotated out of high-beta cohorts market-wide.

    High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

    RECEIPT: ROTATION GAUGE, LIVE
  • Jun 26
    The stock moved +9.0% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Jun 26
  • Jun 25
    From its Jan 30 high, the share price fell 30%.

    Peak close $202.09 on Jan 30; trough close $141.84 on Jun 25. The drawdown is the fact — the chapters around it are the context.

    RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -30%
  • Apr 30
    The stock moved -10.1% in a single session.

    Sessions this size usually pair with a chapter above or below — a filing, a headline, or the whole cohort moving together.

    RECEIPT: DAILY BAR, Apr 30

The story updates itself as events post · The wolf reports; you decide

Snapshot

Market cap$6.56B
Enterprise value$8.24B
Shares outstanding38.0M
52-wk range$141.49 – $289.63
Avg volume · 20D198.1K
Net cash −$1.67B
Book value / share$23.64
IndustryInvestment Advice
ExchangeNASDAQ
About Morningstar, Inc.
IPO dateMay 3, 2005
Employees10973

Morningstar Inc is a provider of independent investment insights to financial advisers, asset managers, and investors.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E16.30
P/S2.62
P/FCF15.01
EV/EBITDA10.80
EV/Sales3.28
Graham №$70.50

Profitability

Gross
Operating 22.7%
Net 16.1%
FCF 17.4%
ROE / ROIC 30.5% · 16.0%

Financial Health

Current ratio1.03
Quick ratio
Debt / equity1.68
Debt / EBITDA 2.25
Net cash −$1.67B
Working capital$32.60M

Cash Flow · TTM

Operating CF $590.20M
Capex −$152.80M
Free cash flow $437.40M
Buybacks $977.40M
Dividends paid $77.30M
Shareholder yield 16.1%

Piotroski F-Score

4 / 9
Middling fundamentals · 4 of 9 signals passing

Altman Z-Score

3.2
Safe zone (> 2.99) · bankruptcy risk negligible

Graham Number vs Price

$70.50 vs $172.61
Trades 2.4× above classic defensive value — priced for growth
Fundamentals through 2026-03-31 · computed by TickerWolf from SEC filings