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MORN
$184.66+3.15 (+1.74%)
After Hours$184.66+0.00 (+0.00%)· Last close Jun 9
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 $185.19 with a market capitalization of $6.6B. Wall Street consensus targets $246.00 (2 analysts), implying a +32.8% move over the next 12 months. The stock is currently 42% below its 52-week high of $316.71, remaining 8.0% 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 +32.8% upside over 12 months
Long-term trend bearish (price vs 200-day SMA)
Macro-economic sensitivity to interest rate and inflation shifts
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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$184.66
Potential Upside
72.4%
Whystock Fair Value$318.37
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+33.2%
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.
1.04%
ROE
Elite ROE. Management converts capital into profit efficiently.
39.54%
Volume
Today's trading volume
340,413
Recent News
PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
Why Morningstar Thinks SpaceX Is Worth So Much Less Than Elon Musk Does
Shares in SpaceX start trading publicly Friday, and the company said last week that it plans to sell them at $135 apiece. Morningstar analysts think they are worth $63. In a research note Monday, they explained why: It isn’t clear yet whether SpaceX will be able to build a rocket that can be reused rapidly enough to enable multiple launches a week.
3 Reasons We Love Morningstar (MORN)
Over the past six months, Morningstar’s stock price fell to $185.85. Shareholders have lost 14.4% of their capital, which is disappointing considering the S&P 500 has climbed by 10.7%. This may have investors wondering how to approach the situation.
Institutional investors have governance concerns about SpaceX IPO: Morningstar director
The Elon Musk-owned company will debut on stock exchanges June 12. Institutional investors, however, have concerns about board composition and share structure, Morningstar’s Lindsey Stewart told ESG Dive.
Will SpaceX’s $1.75 Trillion IPO Valuation Survive Friday’s Market Rout?
SpaceX’s long-awaited IPO is coming on June 12, but is sitting at the center of one of the most aggressive valuation debates in recent market history. At a projected $1.75 trillion valuation, the offering is being priced not just as a capital markets debut, but as a forward claim on decades of satellite broadband revenue, ... Will SpaceX’s $1.75 Trillion IPO Valuation Survive Friday’s Market Rout?