SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
Morningstar, Inc. (MORN) trades at a trailing P/E of 18.2, forward P/E of 15.2. Trailing earnings yield is 5.48%, forward earnings yield 6.60%. PEG 5.36. Graham Number is $79.20.
Criteria proven by this page:
- VALUE (68/100, Pass) — P/E is below market average (18.2); analyst target implies upside (+37.3%); earnings yield beats bond yields (5.48%).
- Forward P/E 15.2 (down from trailing 18.2) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 5.36 — above 2.0 suggests expensive relative to earnings growth.
- Trailing Earnings Yield 5.48% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 6.60% as earnings recover.
- Analyst consensus target $236.50 (+37.3% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 71/100 with 5/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
68/100
Price-to-Earnings & upside
Proven by this page
~
HEALTH
50/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — MORN
Valuation Multiples
P/E (TTM)18.2
Forward P/E15.2
PEG Ratio5.36
Forward PEG0.54
P/B Ratio5.59
P/S Ratio2.73
EV/EBITDA10.4
Per Share Data
EPS (TTM)$9.24
Forward EPS (Est.)$11.36
Book Value / Share$30.17
Revenue / Share$60.38
FCF / Share$10.93
Yields & Fair Value
Earnings Yield5.48%
Forward Earnings Yield6.60%
Dividend Yield1.13%
Graham Number$79.20
SharesGrow IV$534.67 (+210.5%)
Analyst Target$236.50 (+37.3%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
19.6 |
0.80 |
4.54 |
3.96 |
1.20% |
| 2017 |
30.2 |
-2.13 |
5.14 |
4.54 |
0.95% |
| 2018 |
25.6 |
0.75 |
5.01 |
4.59 |
0.91% |
| 2019 |
42.5 |
-2.47 |
5.96 |
5.48 |
0.74% |
| 2020 |
44.4 |
0.95 |
7.81 |
7.15 |
0.52% |
| 2021 |
76.1 |
-5.52 |
10.39 |
8.65 |
0.37% |
| 2022 |
130.9 |
-2.07 |
7.64 |
4.93 |
0.67% |
| 2023 |
86.4 |
0.86 |
9.18 |
5.98 |
0.52% |
| 2024 |
39.0 |
0.24 |
8.90 |
6.34 |
0.48% |
| 2025 |
24.3 |
7.25 |
7.45 |
3.72 |
0.84% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$3.72 |
$798.6M |
$161M |
20.2% |
| 2017 |
$3.18 |
$911.7M |
$136.9M |
15% |
| 2018 |
$4.26 |
$1.02B |
$183M |
17.9% |
| 2019 |
$3.52 |
$1.18B |
$152M |
12.9% |
| 2020 |
$5.18 |
$1.39B |
$223.6M |
16.1% |
| 2021 |
$4.45 |
$1.7B |
$193.3M |
11.4% |
| 2022 |
$1.64 |
$1.87B |
$70.5M |
3.8% |
| 2023 |
$3.29 |
$2.04B |
$141.1M |
6.9% |
| 2024 |
$8.58 |
$2.28B |
$369.9M |
16.3% |
| 2025 |
$8.87 |
$2.45B |
$374.2M |
15.3% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$11.36 |
$11.00 – $11.73 |
$2.61B |
$2.56B – $2.66B |
1 |
| 2027 |
$13.15 |
$12.49 – $14.18 |
$2.78B |
$2.7B – $2.83B |
2 |
| 2028 |
$17.05 |
$16.50 – $17.45 |
$3.04B |
$3.03B – $3.06B |
1 |
