Financial Data & Stock Exchanges. Scored on the same transparent model behind the daily rankings.
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MORN
Morningstar, Inc. · Financial Data & Stock Exchanges
59.2Financial strength
$204.45Oct 9 close$7.7B
1Y Target$236.67Analyst consensus · 3 analysts
5Y Target$346.50Compound horizon
10Y Target$514.01Long-dated conviction
FCF$498mTTM · 06/26C
FCF $498m — modest; watch for margin expansion · Trailing twelve months to 06/26 (operating cash flow − capex).
Rev+7.5%FY YoYB
Revenue +7.5% — at or above S&P median · Computed from the last two annual revenue figures (FY YoY).
D/E1.86C
D/E 1.86 — more levered than most Financial Services peers (≈90th pctile)
P/E19.3xC
P/E 19.3 — expensive vs Financial Services peers (≈90th pctile)
PEG2.31C
PEG 2.31 — expensive relative to growth rate
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Financial strength · 59.2 / 100
Profitability100.0
Value (P/B)12.0
Income42.4
A peer-relative read for financials on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.
Entry · Margin of safety
52-week rangeNear 52-week high
10% off the 12-month high
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
Why now
Financial Data & Stock Exchanges · market cap $7.7b. 10% off the 52-week high of $227.51. 3 sell-side analysts rate this a Buy with a mean 1-yr target of $236.67 (implying +16% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 118% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Horizon
1-3 yr $236.67 (3-analyst consensus) — fundamentals + valuation re-rating. 5 yr $346.50 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $514.01 if current growth sustains into durable earnings power.
Score history · MORN
Not enough history yet — the model records MORN's score after each daily run, and the chart appears once a few days have accumulated.
MORN at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+0.4%
90-day change
+4.1%
Forward EPS estimate
$14.00
Over the last 90 days, what analysts expect MORN to earn is drifting higher (+4.1%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · MORN
$
%
%
Shares to buy
9
Position size
$1,840
3.7% of portfolio
Stop price
$153.34
25% below $204.45
$ at risk if stopped
$460.01
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Morningstar, Inc. (MORN): score, valuation & FAQ
Morningstar, Inc. (MORN) is a Financial Data & Stock Exchanges company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.
MORN is graded on the same transparent quality-growth model — quality, growth and value — behind the daily Bull Rankings.
Is MORN a good stock to buy?
Bull Rankings grades MORN on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. A score is a quantitative screen of Morningstar, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
How does Bull Rankings grade MORN?
As a bank, insurer or REIT, MORN isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage.
Is MORN overvalued or undervalued?
We don't publish a discounted-cash-flow value for MORN, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. MORN is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.
What are the main risks of investing in MORN?
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.