MRS Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Durable Data MoatDecades of proprietary data, industry relationships and quality-control processes create a durable barrier to replication. This supports customer retention, premium pricing and recurring demand across research, analytics and workflow products.
Improving Profitability And Cash GenerationConsistently positive and improving free cash flow provides funding for product investment, acquisitions and shareholder returns. Strong gross margins and higher net profitability also indicate meaningful operating leverage in the business model.
Broad-Based Growth And AI DistributionGrowth across Credit, Direct Platform and PitchBook, combined with AI connectors and cloud workflows, can expand Morningstar's distribution and embed its data deeper in customer processes. CRSP's accretive margins add further scale.
Bears Say
Rising Leverage And Reduced FlexibilityThe rapid increase in leverage raises refinancing and balance-sheet risk, while declining equity reduces financial flexibility. Although profitability supports the obligations today, debt growth could constrain acquisitions, investment and shareholder returns.
Recent Operating Margin PressureLower TTM operating profit suggests that profitability may not improve smoothly as Morningstar invests in technology, AI and cloud migration. Sustained cost pressure could limit the conversion of recurring revenue growth into operating and free cash flow.
Execution, Cybersecurity And AI RiskExpanding AI distribution and integrating acquired data assets increase exposure to privacy, cybersecurity, intellectual-property and regulatory challenges. Adverse outcomes could raise costs, restrict product use or weaken trust in Morningstar's data franchise.
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 CHF6.41B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s upcoming earnings report date is Oct 28, 2026 which is in 67 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Jul 29, 2026. The company reported CHF2.5 earnings per share for the quarter, beating the consensus estimate of CHF2.281 by CHF0.219.
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 2.4.
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 CHF2.5 in its last earnings report, beating expectations of CHF2.281. 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
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Analyst Consensus
Moderate Buy
Average Price Target:
CHF186.69 (― Upside)
CHF186.69 (― Upside)
Blogger Sentiment
Bullish
CH:MRS Sentiment 86%
Sector Average 55%
Sector Average 55%
Insider Transactions
Sold Shares
Worth CHF259.5K 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
-37.34%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
8.68%
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.