Morningstar, Inc.
MORNFinancial ServicesNASDAQFinancial Data & Stock Exchanges · Last scanned Oct 24, 2026
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Daily timeframeMorningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. Valued at $8.44B, MORN is a mid-cap name in its sector. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.
Market Cap
$8.44B
Beta
1.02
P/E (TTM)
20.50
P/E (Fwd)
16.06
EPS (TTM)
$10.97
EPS (Fwd)
$14.00
ROE
32.0%
ROA
9.6%
Cash
$523.8M
Total Debt
$1.90B
Free CF
$497.8M
52W Change
2.4%
Annual Financials
Cash vs Debt
Where MORN stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, MORN finished 12.04% above its 150-day moving average ($183.56) and 11.45% above its 200-day moving average ($184.53). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is MORN overbought or oversold?
At the October 20, 2026 close, MORN's RSI(14) was 73.3, in overbought territory (above 70). The MACD histogram was positive, so short-term momentum leaned bullish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
On the balance sheet, MORN has $523.8M in cash with $1.90B in obligations. The ability to service this debt comfortably depends on continued operational cash generation. The company generates $497.8M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. ROE of 32.0% points to exceptionally high capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. An ROA of 9.6% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $1.87B (2022) to $2.45B (2025), reflecting a 31% increase over the period.
Investors considering Morningstar, Inc. should weigh the typical risks associated with MORN's sector, size, and financial profile against their own risk tolerance and investment objectives. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Morningstar, Inc. and its sector.