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Morningstar, Inc. (MORN) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Morningstar, Inc.

MORNMarket cap $7.53BPrice $200.7

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Rates mutual funds, ETFs, and stocks through its famous star system, guiding trillions in investment decisions worldwide. Investors trust its independent research so much that a single rating change can shift millions into or out of a fund overnight.

In Bastion Portfolios?

52W Return-6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+9%7

Revenue Forecast

Rev CAGR (1y)+8%6

Rev CAGR (3y)+7%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+46%9

EPS Growth Y+2+8%6

EPS Growth Y+3+16%8

Quality

Margins

EBIT Margin23%8

Net Income Margin16%7

Free Cash Flow Margin19%8

Debt

Net Debt/EBITDA1.94

Efficiency

ROE32%9

ROA11%9

Earnings Stability55

GEAR+STRONG72

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV7.42

EV Multiples

EV/EBITDA Fwd106

EV/EBIT Fwd136

Yield

Free Cash Flow Yield0.0%6

Dividend Yield1.0%3

Momentum

Short term

1 month return+0%8

3 month return+22%10

YTD return-7%4

Mid term

Price vs 52wHigh89%8

1 year return-11%3

Long term

3 year return-12%2

5 year return-24%2

Risk Shield

Price Risk

Beta0.85

Volatility41%4

Free Cash Flow

Free Cash Flow Margin19%8

Free Cash Flow Yield0.0%6

Quality

ROCE21%9

Earnings Stability55

Net Debt/EBITDA1.94

02Growth

Is it actually growing, and how fast?

MORNMorningstar

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+8%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+46%9

EPS growth, FY27E+8%6

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 16%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+22%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return-11%3

3-year return-12%2

5-year return-24%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+22%).

WATCH

It's down 11% over the past year, now 11% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-12% over three years and -24% over five), behind 80% of the market.

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Morningstar, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MORNMorningstar

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+9%7

Revenue, next 1Y+8%6

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+46%9

EPS growth, FY27E+8%6

EPS growth, FY28E+16%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 9%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Earnings are set to grow faster than sales (EPS about 16%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 9%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE55 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+0%8

3-month return+22%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high89%8

1-year return-11%3

3-year return-12%2

5-year return-24%2

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+0%) and over three months (+22%).

WATCH

It's down 11% over the past year, now 11% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-12% over three years and -24% over five), behind 80% of the market.

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on Morningstar, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community