P/B
7,3
Morningstar
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
$6.9B
Market Cap • 10/2/2026
1984
(42 years)
Founded
2005
(21 years ago)
IPO
NASDAQ
Listing Exchange
United States
Country
Valuation
P/S
2,7
P/EBITDA
8,6
P/OCF
10,6
P/FCF
13,8
P/E
17,4
BVPS
25
EPS
10,5
Market Cap
Market Cap
6,9B
EV
8,3B
EV/Revenue
3,2
EV/EBITDA
10,3
EV/EBIT
13,7
Payout
Dividend Per Share
1,9
Dividend Yield
1,1%
Buyback Yield
14,2%
Total Yield
15,3%
Dividend Yield 5Y
0,8%
Payout
18,3%
Retained Earnings
2,4B
Profitability
Gross Margin
62,2%
EBITDA Margin
31,3%
EBIT Margin
23,5%
Net Margin
16,4%
D&A/EBITDA
24,8%
R&D/Revenue
0%
Capex/Revenue
5,8%
Capex/D&A
75%
Capex/OCF
23,1%
SBC/OCF
10,4%
% PPE
10,2%
% Goodwill
44,2%
ROE
32%
ROIC
16,2%
Growth
CAGR Revenue 5Y
10,7%
CAGR Op. Income 5Y
22%
CAGR Net Income 5Y
12%
CAGR EPS 5Y
13,8%
CAGR OCF 5Y
10,1%
Leverage
N.D./EBITDA
1,7
Debt/Equity
0%
Current Ratio
1,1
Quick Ratio
0,9
Interest Coverage
1295,9%
Premium
- Unrestricted access
- Unlimited data history
- Analysis videos
- Quarterly highlights
- Customizable financials table
- Ranking
- Discussions
...and much more!