MRS Stock Chart & Stats
Currently, no data available
Please return soon. This page is being updated.
Bulls Say, Bears Say
Bulls Say
Recurring Subscription And Asset-based Revenue ModelMorningstar’s business relies on recurring subscription and asset-based fees across data, software and asset management. That predictability supports durable cash conversion, steady revenue visibility, and makes investment in long-term product development and client retention strategies financially sustainable.
Durable Data Moat And AI Integrations (PitchBook)Morningstar’s decades-deep datasets and PitchBook integration create a high switching cost and unique product depth that’s hard to replicate. Embedding data into AI workflows expands distribution and stickiness, supporting long-term pricing power and retention among institutional clients.
Strong Cash Generation And Healthy MarginsRobust operating and free cash flow coupled with high gross margins provide financial flexibility to invest in products, return capital, and absorb cyclical shocks. Consistent cash conversion underpins dividends, buybacks, and strategic M&A without immediate funding stress.
Bears Say
Materially Increased LeverageLeverage has jumped meaningfully, driven by higher debt and lower equity. Elevated debt-to-equity reduces financial flexibility, increases interest and covenant risk, and constrains the company’s ability to fund growth initiatives or weather revenue volatility without raising costs.
Step-down In Operating Margins Versus Prior YearsA sustained decline in operating margin signals rising structural costs (compensation, tech, distribution) or lower operating leverage. If margins don’t recover, returns on incremental revenue fall, reducing free cash flow growth and limiting reinvestment or capital-return potential over the medium term.
Execution, AI, Cybersecurity And Regulatory RisksManagement flags multiple structural risks tied to integrating AI, data products and acquisitions. Execution failures, regulatory action, or AI-related legal exposure could impair monetization, elevate compliance costs, harm reputation, and pressure margins and customer retention over the medium term.
Morningstar News
MRS FAQ
What was Morningstar’s price range in the past 12 months?
Currently, no data Available
What is Morningstar’s market cap?
Morningstar’s market cap is CHF4.98B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Jul 29, 2026 which is in 27 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Apr 29, 2026. The company reported $2.572 earnings per share for the quarter, beating the consensus estimate of $1.947 by $0.625.
Is Morningstar overvalued?
According to Wall Street analysts Morningstar’s price is currently Undervalued.
Does Morningstar pay dividends?
Morningstar does not currently pay dividends.
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 2.28.
How many shares outstanding does Morningstar have?
Currently, no data Available
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $2.572 in its last earnings report, beating expectations of $1.947. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Morningstar?
Currently, no hedge funds are holding shares in CH:MRS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Morningstar Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
CHF189.49 (― Downside)
CHF189.49 (― Downside)
Insider Transactions
Sold Shares
Worth CHF137.7K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-49.86%
12-Months-Change
Fundamentals
Return on Equity
30.01%
Trailing 12-Months
Asset Growth
11.15%
Trailing 12-Months
Company Description
Morningstar
Morningstar, Inc. operates as a leading global provider of independent investment research and insights, catering to clients across North America, Europe, Australia, and Asia. The firm delivers a comprehensive range of services, including sophisticated web-based analytical tools, extensive investment data, and specialized research focusing on fundamental equity, manager selection, and private capital markets. Additionally, Morningstar offers credit and fund ratings, ESG (environmental, social, and governance) ratings, and index solutions. Its product suite also encompasses various investment offerings, such as managed portfolios, data on both publicly traded and private companies, fixed income securities, and real-time global market information. These services are designed to serve a diverse client base, including financial advisors, asset management companies, retirement plan administrators and sponsors, alongside individual and institutional investors. Among its key offerings are: Morningstar Data: A vast repository of investment intelligence, encompassing equity fundamentals, managed investments, ESG factors, and market data. Morningstar Direct: An advanced platform built for in-depth investment analysis. Morningstar Managed Portfolios: A model portfolio service tailored for independent financial advisors, also providing asset allocation strategies for asset managers, broker/dealers, and insurance providers. Morningstar Advisor Workstation: A web-based platform enabling research, financial planning, and the generation of proposals. Morningstar.com: The company's dedicated online portal for individual investors. Furthermore, Morningstar provides Morningstar Enterprise Components and Morningstar Credit Ratings, which offer issuance and surveillance capabilities for structured finance products, corporate credit evaluations, and operational risk assessments. It also creates Morningstar Indexes for developing specialized investment products and offers workplace solutions, including retirement accounts, fiduciary services, allocation funds, and custom models. Through its PitchBook Platform, the company provides a robust research and analysis workstation for investment and research professionals, supplemented by a mobile application, an Excel plug-in, data feeds, and various data solutions. Morningstar, Inc. was founded in 1984 and has its corporate headquarters situated in Chicago, Illinois.
MRS Stock 12 Month Forecast
Average Price Target
$189.49
Options Prices
Currently, No data available
---