P/B
8,9
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.
$8.4B
Market Cap • 10/30/2026
1984
(42 years)
Founded
2005
(21 years ago)
IPO
NASDAQ
Listing Exchange
United States
Country
Valuation
P/S
3,2
P/EBITDA
9,9
P/OCF
13,1
P/FCF
17
P/E
19,8
BVPS
25,3
EPS
11,4
Market Cap
Market Cap
8,4B
EV
9,7B
EV/Revenue
3,7
EV/EBITDA
11,5
EV/EBIT
15,1
Payout
Dividend Per Share
2
Dividend Yield
0,9%
Buyback Yield
10,9%
Total Yield
11,7%
Dividend Yield 5Y
0,8%
Payout
17,2%
Retained Earnings
2,5B
Profitability
Gross Margin
63,1%
EBITDA Margin
32,4%
EBIT Margin
24,5%
Net Margin
17%
D&A/EBITDA
24,2%
R&D/Revenue
0%
Capex/Revenue
5,7%
Capex/D&A
72,6%
Capex/OCF
23,2%
SBC/OCF
10,1%
% PPE
10,1%
% Goodwill
44,2%
ROE
35,1%
ROIC
17,4%
Growth
CAGR Revenue 5Y
10,1%
CAGR Op. Income 5Y
21,1%
CAGR Net Income 5Y
16%
CAGR EPS 5Y
18,5%
CAGR OCF 5Y
8,4%
Leverage
N.D./EBITDA
1,6
Debt/Equity
0%
Current Ratio
1
Quick Ratio
0,9
Interest Coverage
1125%
Premium
- Unrestricted access
- Unlimited data history
- Analysis videos
- Quarterly highlights
- Customizable financials table
- Ranking
- Discussions
...and much more!