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Morningstar (MORN) Stock Price & Analysis

MORN Stock Chart & Stats

No data to display
Day’s Range
N/A
52-Week Range
N/A
Previous Close
N/A
Volume
N/A
Average Volume (3M)
N/A
Market Cap
MXN 157.66B
Enterprise Value
MXN 8.52B
Total Cash (Recent Filing)
MXN 524.60M
Total Debt (Recent Filing)
MXN 1.86B
Price to Earnings (P/E)
19.6
Beta
-0.38
Next Earnings
Feb 25, 2027 (Est.)
EPS Estimate
62.76
Next Dividend Ex-Date
N/A
Dividend Yield
1.33%

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

MORN FAQ

What is Morningstar’s market cap?
Morningstar’s market cap is Mex$157.66B.
When is Morningstar’s upcoming earnings report date?
Morningstar’s next earnings report is estimated for Feb 25, 2027 (not yet confirmed), which is in 116 days.
How were Morningstar’s earnings last quarter?
Morningstar released its earnings results on Oct 28, 2026. The company reported $64.946 earnings per share for the quarter, beating the consensus estimate of $56.734 by $8.212.
Is Morningstar overvalued?
Not enough analysts have published a price target to calculate whether the price is overvalued.
Does Morningstar pay dividends?
Morningstar does not currently pay dividends.
What is Morningstar’s EPS estimate?
Morningstar’s EPS estimate is 62.76.
How many shares outstanding does Morningstar have?
Morningstar has 37,104,313 shares outstanding.
What happened to Morningstar’s price movement after its last earnings report?
Morningstar reported an EPS of $64.946 in its last earnings report, beating expectations of $56.734. Following the earnings report the stock price went same ―.
Which hedge fund is a major shareholder of Morningstar?
Hedge funds hold Morningstar shares: hedge funds increased their holdings by 167.6K shares last quarter.
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