Morningstar, Inc. (MORN)
NASDAQ: MORN · Real-Time Price · USD
278.03
-0.32 (-0.11%)
At close: Jul 25, 2025, 4:00 PM
276.23
-1.80 (-0.65%)
After-hours: Jul 25, 2025, 6:36 PM EDT

Morningstar Ratios and Metrics

Millions USD. Fiscal year is Jan - Dec.
Fiscal Year
CurrentFY 2024FY 2023FY 2022FY 2021FY 20202016 - 2020
Period Ending
Jul '25 Dec '24 Dec '23 Dec '22 Dec '21 Dec '20 2016 - 2020
11,74714,44212,2229,19314,7389,919
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Market Cap Growth
-2.50%18.16%32.95%-37.62%48.59%53.13%
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Enterprise Value
12,19014,88313,09910,14414,77810,206
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Last Close Price
278.03335.26283.42212.94334.35225.55
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PE Ratio
31.2139.0486.62130.4076.2544.36
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Forward PE
30.2429.0429.0429.0429.0429.04
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PS Ratio
5.156.356.004.928.677.14
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PB Ratio
7.348.929.217.6210.417.80
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P/FCF Ratio
26.2132.1761.9554.6342.3432.25
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P/OCF Ratio
19.9424.4138.6330.8732.7625.81
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PEG Ratio
-2.422.422.422.422.42
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EV/Sales Ratio
5.276.546.435.428.707.35
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EV/EBITDA Ratio
22.6628.8339.1834.2742.4933.93
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EV/EBIT Ratio
27.5635.3756.8052.3757.5047.43
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EV/FCF Ratio
27.2033.1566.3960.2742.4533.18
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Debt / Equity Ratio
0.620.560.871.100.380.49
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Debt / EBITDA Ratio
1.681.572.903.921.361.83
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Debt / FCF Ratio
2.242.015.887.871.532.04
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Asset Turnover
0.660.650.590.590.610.55
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Quick Ratio
1.000.950.830.821.051.07
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Current Ratio
1.111.050.930.921.131.17
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Return on Equity (ROE)
25.68%25.11%11.13%5.38%14.39%18.99%
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Return on Assets (ROA)
7.93%7.57%4.19%3.82%5.78%5.31%
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Return on Capital (ROIC)
10.79%10.50%5.74%5.41%8.35%7.33%
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Return on Capital Employed (ROCE)
16.50%16.30%9.10%7.50%12.40%10.40%
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Earnings Yield
3.27%2.56%1.15%0.77%1.31%2.25%
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FCF Yield
3.82%3.11%1.61%1.83%2.36%3.10%
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Dividend Yield
0.65%0.50%0.54%0.69%0.39%0.54%
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Payout Ratio
19.87%18.73%45.29%87.23%28.04%22.99%
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Buyback Yield / Dilution
-0.23%-0.47%-1.15%-0.46%-0.47%
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Total Shareholder Return
0.42%0.03%0.54%1.84%-0.07%0.07%
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Updated Apr 30, 2025. Source: S&P Global Market Intelligence. Standard template. Financial Sources.
SEC Filings: 10-K · 10-Q