Morningstar (MRS) Stock Price & Analysis
MRS Stock Chart & Stats
- Day’s Range
- EUR 200.30 - EUR 201.30
- 52-Week Range
- EUR 121.65 - EUR 201.30
- Previous Close
- EUR 196.35
- Volume
- 0
- Average Volume (3M)
- 8
- Market Cap
- EUR 7.49B
- Enterprise Value
- EUR 8.52B
- Total Cash (Recent Filing)
- EUR 524.60M
- Total Debt (Recent Filing)
- EUR 1.86B
- Price to Earnings (P/E)
- 19.6
- Beta
- 0.55
- Next Earnings
- Feb 25, 2027 (Est.)
- EPS Estimate
- 3.02
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.89%
Bulls Say, Bears Say
Bulls Say
Recurring Revenue Model
Subscription and license revenue from long-term professional clients provides a recurring foundation for earnings. This model can support retention, visibility, and reinvestment because customers rely on Morningstar’s data, ratings, analytics, and workflow tools in ongoing investment processes.
Broad-Based Growth
Strong third-quarter growth was accompanied by faster operating-income and EPS expansion, indicating meaningful earnings leverage rather than revenue growth alone. Expansion across Credit, Retirement, and Direct supports a diversified growth profile and strengthens Morningstar’s financial capacity.
AI Product Development
The launch of Direct AI and continued investment in AI-driven offerings can deepen the usefulness of Morningstar’s data and research platforms. If adoption develops, these tools may reinforce client engagement, improve workflow integration, and protect the value of its proprietary information.
Bears Say
Higher Leverage
The sharp increase in debt relative to equity reduces balance-sheet flexibility and makes a larger portion of future cash generation relevant to financial obligations. Higher leverage can constrain capital allocation and amplify the effect of weaker operating conditions on financial resilience.
Free Cash Flow Volatility
Although absolute cash generation remains solid, the steep recent decline shows that earnings are not converting into free cash flow consistently from period to period. Such volatility can complicate debt reduction, investment planning, and shareholder-return decisions over the next several quarters.
Margin And Cost Pressure
Operating profitability has weakened from prior levels despite strong revenue growth, suggesting that costs or mix are absorbing part of the benefit. Ongoing compensation, technology, AI, and cloud investments may support growth, but they also create pressure on margin sustainability.
Morningstar News
MRS FAQ
What was Morningstar’s price range in the past 12 months?
What is Morningstar’s market cap?
When is Morningstar’s upcoming earnings report date?
How were Morningstar’s earnings last quarter?
Is Morningstar overvalued?
Does Morningstar pay dividends?
What is Morningstar’s EPS estimate?
How many shares outstanding does Morningstar have?
What happened to Morningstar’s price movement after its last earnings report?
Which hedge fund is a major shareholder of Morningstar?
What is the TipRanks Smart Score and how is it calculated?
Morningstar Stock Smart Score
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.
- Sector
- Financial
- Industry
- Financial - Data & Stock Exchanges
- CEO
- Kunal Kapoor
- Employees
- 10,973
- Website
- www.morningstar.com
- Address
- 22 West Washington Street, Chicago, IL, 60602, US
Morningstar (MRS) Earnings & Revenues
MRS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 15 | 3 | 3 |
| Technical Analysis | 3 | 3 | 3 |
| Moving Averages | 12 | 0 | 0 |