Morningstar Inc (MORN) Stock Analysis
Verdict: HOLD
Aggressive earnings expansion and private market data tailwinds are currently masked by short-term technical weakness and insider selling.
Investment score: 64/100
Analysis as of
Is Morningstar Inc stock worth reviewing? AI model thesis
The model sees Morningstar as a high-quality compounder trading at a rare historical and peer-relative discount. Strong earnings beats and the Samaya AI partnership for PitchBook validate the growth thesis, while current price action provides a 45% discount from 52-week highs.
7-factor investment score
- Valuation: 72/100 (weight 20%)
- Financial Health: 60/100 (weight 15%)
- Technical Momentum: 45/100 (weight 15%)
- Earnings Quality: 85/100 (weight 15%)
- Insider Sentiment: 35/100 (weight 10%)
- Analyst Consensus: 80/100 (weight 10%)
- Risk-Adjusted Return: 65/100 (weight 15%)
Morningstar Inc opportunities and risks
What speaks for MORN
- Private Market Dominance via PitchBook
What speaks against MORN
- Persistent Insider Sell Overhang
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| MORN | 16.8x | 2.6x | 10.3x | 61.7% | 16.1% | 6.6% |
| COIN | 56.6x | 7.8x | 33.9x | 75.9% | 13.8% | 6.2% |
| MSCI | 33.9x | 13.7x | 25.4x | 82.9% | 40.7% | 3.5% |
| CBOE | 22.7x | 5.8x | 14.4x | 52.2% | 25.8% | 3.5% |
| TW | 24.8x | 10.0x | 13.1x | 68.0% | 40.3% | 5.2% |
| FDS | 15.0x | 3.6x | 10.2x | 51.9% | 24.5% | 7.8% |
| Peer median | 24.8x | 7.8x | 14.4x | 68.0% | 25.8% | 5.2% |
Frequently asked questions about Morningstar Inc (MORN)
Is MORN stock a good investment?
The cached TradeMates AI model rates Morningstar Inc as HOLD with an investment score of 64/100. The model sees Morningstar as a high-quality compounder trading at a rare historical and peer-relative discount. Strong earnings beats and the Samaya AI partnership for PitchBook validate the growth thesis, while current price action provides a 45% discount from 52-week highs. This is algorithmic model output, not personal investment advice.
Is MORN stock a buy?
The TradeMates model verdict for MORN is HOLD with an investment score of 64/100. Treat this as a model signal to review, not a personal buy recommendation.