Morningstar, Inc. (MORN) has a MoatMap StockRank of 41/100 based on Quality (71/100), Value (30/100), and Momentum (27/100) factor scores. The current signal is HOLD. Morningstar, a leading investment research and data provider, fits the 'Durable Quality & Moats' theme perfectly due to its asset-light model, strong brand, high switching costs, and recurring revenue. It is a quintessential quality compounder. However, it lacks a direct, unpriced macro *inflection point* tailwind. Its 'STRONG_SELL' signal indicates that despite its quality, it is likely significantly overvalued, failing Buffett's margin of safety. While a great business, it does not currently present an asymmetric opportunity driven by unpriced macro shifts.
Morningstar, Inc. is a leading global provider of independent investment research, offering comprehensive data, analysis, and ratings on a wide spectrum of investment offerings, alongside investment management and software solutions. The company's competitive moat is built on its trusted brand reputation, extensive proprietary financial data, and widely adopted investment methodologies that are integral to client decision-making. Morningstar serves a diverse clientele from individual investors to large institutions, establishing itself as a premier source for investment insights.
| Price | $179.64 |
| Market Cap | $6.8B |
| P/E (TTM) | 17.59 |
| P/E (Forward) | 12.99 |
| Price/Book | 5.59 |
| Return on Equity | 30.7% |
| Return on Invested Capital | 21.2% |
| Debt/Equity | 187.15 |
| Gross Margin | 61.7% |
| Operating Margin | 24.2% |
| Revenue Growth | 10.8% |
| Dividend Yield | 1.2% |
| Free Cash Flow | $453M |
Morningstar, Inc. operates in the Financial Data & Stock Exchanges industry, part of the Financial Services sector (United States).