Added to YB: 2026-02-27
Pitch date: 2026-02-24
MORN [bullish]
Morningstar, Inc.
+11.7%
current return
Author Info
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Company Info
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Market Cap
$6.4B
Pitch Price
$163.21
Price Target
750.00 (+335%)
Dividend
1.23%
EV/EBITDA
11.01
P/E
18.37
EV/Sales
2.94
Sector
Capital Markets
Category
value
Pitch: Morningstar, Inc. (NasdaqGS:MORN)
MORN (new position): Financial data provider w/ proprietary datasets (CRSP, PitchBook) sold off from 36.6x to 9.4x EBITDA on AI fears. Only ~16% of revenue at high LLM disruption risk; core structured data likely benefits as AI increases demand for canonical datasets. Bear: 8.9% rev growth, 22.3% EBITDA margin, 8x exit = 2.3x MOIC. Bull: 12.1% growth, 30% margin, 14x exit = 4.6x MOIC through 2030. 60% chance of 2.3x-4.6x return.
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