Professional
Added to YB: 2025-12-19
Pitch date: 2025-09-30
MORN [neutral]
Morningstar, Inc.
-7.63%
current return
Author Info
No bio for this author
Company Info
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Market Cap
$8.6B
Pitch Price
$231.56
Price Target
N/A
Dividend
0.95%
EV/EBITDA
14.93
P/E
23.84
EV/Sales
3.82
Sector
Capital Markets
Category
growth
Baron Growth Fund Portfolio Holding: Morningstar, Inc.
MORN (holding update): Leading investment data provider w/ solid Q2 results but shares down on PitchBook organic growth slowdown. Sector underperformed amid factor rotation & AI disruption concerns. However, proprietary managed investment data + PitchBook insights remain valuable. Expect growth reacceleration as capital markets improve.
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