Loading stock data…
MORN
$185.76+1.85 (+1.01%)
Market ClosedLast close Jun 5
Morningstar, Inc.
Historical Price
Price (Candle)
50-Day SMA
200-Day SMA
Whystock Brain
The Narrative
Morningstar, Inc. in the Financial Services sector is trading at $185.76 with a market capitalization of $6.6B. Wall Street consensus targets $246.00 (2 analysts), implying a +32.4% move over the next 12 months. The stock is currently 41% below its 52-week high of $316.71, remaining 8.1% below its 200-day moving average. On fundamentals, Piotroski 5/9 shows mixed financial quality, Altman Z in the safe zone. The Whystock Score of 60/100 suggests a balanced risk-reward profile.
Ecosystem Influences
Sell-side targets imply +32.4% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
Loading Financials...
Peer Comparison
JPMBACGS
Whystock Valuation Model
Anchored to each ticker's own 5-year median trailing P/E, tilted by current ROE and growth. Fair P/E = own median P/E + (ROE × 10) + (max(revenue growth, earnings growth) × 15), capped at ±30% around the historical anchor. Fair Value = (Current Price ÷ Trailing P/E) × Fair P/E. Premium compounders like COST/MSFT are judged against their own multi-year norm rather than a sector median. Falls back to the sector-anchored formula (Tech ≈ 28, Comm Services ≈ 24, Utilities ≈ 18, Financials ≈ 14, etc.) for recent IPOs and tickers with insufficient history (< 24 monthly samples). Result is a normalised multiple gauge — not a price target.
Current Price$185.76
Potential Upside
27%
Whystock Fair Value$235.84
Price
UndervaluedFair ValueOvervalued
Simplified model based on P/E and ROE. Not a substitute for full valuation analysis. Data may be delayed. See our Terms.
Analyst Consensus2 analysts
Mean target$246.00+32.4%
Range$212.00 – $280.00
Fundamentals
Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, Pitch...
Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$6.56B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
17.64
Beta
Defensive asset. Lower volatility than the S&P 500.
0.98
Div Yield
Low to zero yield. Return is entirely dependent on price appreciation.
1.03%
ROE
Elite ROE. Management converts capital into profit efficiently.
39.54%
Volume
Today's trading volume
418,791
Recent News
SpaceX (SPAX) Stock Faces A $780 Billion Reality Check Before IPO
Morningstar has assigned Space Exploration Technologies an estimated value of $780b, which is well below the $1.75t valuation the company is reportedly seeking in its upcoming IPO. Analysts at the firm highlight uncertainties around SpaceX's artificial intelligence efforts, orbital data center plans and the Starlink broadband business as key risks. The IPO is expected to list SpaceX under the ticker SPCX on the Nasdaq, with a low float and strong underwriting cited as potential drivers of early
2 Financials Stocks to Target This Week and 1 We Turn Down
Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. Still, investors are uneasy as companies face challenges from an unpredictable interest rate and inflation environment. These doubts have caused the industry to lag recently as financials stocks have collectively shed 4.6% over the past six months. This drawdown is a far cry from the S&P 500’s 11% ascent.
Broadcom Stock Dropped 15% Despite a Record Quarter and AI Revenue
Broadcom stock fell 16% after a record AI quarter and analyst target hikes. Margins, dilution, and money flow explain the selloff.
Morningstar Thinks SpaceX Is Only Worth $780 Billion
A Morningstar report earlier this week said SpaceX has been “significantly overvalued” and is worth $780 billion based on cash flows. a valuation of around $1.75 trillion that people familiar with the matter told the Journal SpaceX is eyeing for its blockbuster initial public offering planned for next week. a valuation of around $1.25 trillion earlier this year after SpaceX acquired xAI, Musk’s AI company.
Spend $75 or Less to Make Contrarian Bets on These 3 Hard-Hit Value Stocks
The new 52-week highs on the NYSE exceeded the lows by 2.4 times yesterday, while the Nasdaq’s new highs were 2.9 times the lows. Value investors should check out these three new lows.