About morningstar inc - MORN
Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
MORN At a Glance
Morningstar, Inc.
22 West Washington Street
Chicago, Illinois 60602
| Phone | 1-312-696-6000 | | Revenue | 2.45B |
| Industry | Financial Publishing/Services | | Net Income | 374.20M |
| Sector | Commercial Services | | 2025 Sales Growth | 7.49% |
| Fiscal Year-end | 12 / 2026 | | Employees | 10,973 |
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View SEC Filings
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MORN Valuation
| P/E Current | 17.928 |
| P/E Ratio (with extraordinary items) | N/A |
| P/E Ratio (without extraordinary items) | 24.507 |
| Price to Sales Ratio | 3.75 |
| Price to Book Ratio | 7.068 |
| Price to Cash Flow Ratio | 15.55 |
| Enterprise Value to EBITDA | 13.846 |
| Enterprise Value to Sales | 4.049 |
| Total Debt to Enterprise Value | 0.127 |
MORN Efficiency
| Revenue/Employee | 222,865.215 |
| Income Per Employee | 34,101.886 |
| Receivables Turnover | 6.015 |
| Total Asset Turnover | 0.685 |
MORN Liquidity
| Current Ratio | 0.952 |
| Quick Ratio | 0.952 |
| Cash Ratio | 0.502 |
MORN Profitability
| Gross Margin | 53.269 |
| Operating Margin | 21.48 |
| Pretax Margin | 20.27 |
| Net Margin | 15.302 |
| Return on Assets | 10.483 |
| Return on Equity | 26.347 |
| Return on Total Capital | 15.07 |
| Return on Invested Capital | 15.185 |
MORN Capital Structure
| Total Debt to Total Equity | 103.208 |
| Total Debt to Total Capital | 50.789 |
| Total Debt to Total Assets | 35.126 |
| Long-Term Debt to Equity | 99.787 |
| Long-Term Debt to Total Capital | 49.106 |
