Morningstar, Inc. (MORN) is a Financial - Data & Stock Exchanges company in the Financial Services sector, currently trading at $172.21. It has a SharesGrow Score of 71/100, indicating a above average investment profile with 5 out of 7 criteria passed.
SharesGrow calculates the intrinsic value of MORN = $534.67 (+210.5% from the current price, the stock appears undervalued). Analyst consensus target is MORN = $237 (+37.3% upside).
Valuation: MORN trades at a trailing Price-to-Earnings (P/E) of 18.2 (S&P 500 average ~25) with a forward Price/Earnings-to-Growth (PEG) of 1.16.
Financials: revenue is $2.4B, +9.4%/yr average growth. Net income is $374M, growing at +87.8%/yr. Net profit margin is 15.3% (healthy). Gross margin is 61% (+2.7 pp trend).
Balance sheet: total debt is $1.4B against $1.2B equity (Debt-to-Equity (D/E) ratio 1.15, moderate). Current ratio is 0.99 (tight liquidity). Debt-to-assets is 39.2%. Total assets: $3.6B.
Analyst outlook: 2 / 6 analysts rate MORN as buy (33%) — mixed sentiment.
SharesGrow 7-Criteria breakdown: Value 68/100 (Pass), Growth 83/100 (Pass), Past 100/100 (Pass), Health 50/100 (Partial), Moat 74/100 (Pass), Future 52/100 (Partial), Income 70/100 (Pass).
