Morningstar, Inc.
MORNFinancial ServicesNASDAQFinancial Data & Stock Exchanges
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Daily timeframeHeadquartered within the financial services sector, Morningstar, Inc. focuses on Financial Data & Stock Exchanges services and products. Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The $7.52B market capitalization puts MORN squarely in mid-cap range for its industry. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.
Market Cap
$7.52B
Beta
1.00
P/E (TTM)
19.08
P/E (Fwd)
14.39
EPS (TTM)
$10.51
EPS (Fwd)
$13.94
ROE
32.0%
ROA
9.6%
Cash
$523.8M
Total Debt
$1.90B
Free CF
$497.8M
52W Change
-16.7%
Annual Financials
Cash vs Debt
Where MORN stands vs its 150-day and 200-day moving averages
As of the September 2, 2026 close, MORN finished 17.44% above its 150-day moving average ($178.70) and 12.15% above its 200-day moving average ($187.12). 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 September 2, 2026 close, MORN's RSI(14) was 63.0, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
The company holds $523.8M in cash, though total debt stands at $1.90B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. The company generates $497.8M in free cash flow annually, which funds everything from R&D to shareholder returns without needing external financing. Return on equity stands at 32.0%, which is exceptionally high for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. 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.
As with any equity investment, MORN carries market risk, sector-specific risk, and company-specific risk that investors should evaluate in the context of their own portfolios. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Morningstar, Inc. and its sector.