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Added to YB: 2025-10-28

Pitch date: 2025-10-24

MORN [neutral]

Morningstar, Inc.

-4.02%

current return

Author Info

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Company Info

Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.

Market Cap

$8.8B

Pitch Price

$219.54

Price Target

N/A

Dividend

0.86%

EV/EBITDA

15.14

P/E

24.20

EV/Sales

3.87

Sector

Capital Markets

Category

turnaround

Show full summary:
3 overlooked stocks in a deep drawdown - Morningstar, Inc.

MORN: Quality data provider (Morningstar Direct, PitchBook) down 35% YTD on margin squeeze & macro headwinds. Sticky subscriptions, 23% op margins, $400M+ FCF, 16yr dividend growth. Needs Fed cuts to unlock deal activity for rebound. Peers like FactSet also down 40%.

Read full article (2 min)