Bringing the fundamentals into focus…
Back to Morningstar, Inc.
How Morningstar, Inc. stacks up
MORN · against 131 other Financial Services companies listed in US-listed
Valuation
46/ 100
Below the middle of the pack.
Ranked #66 of 132 · scores higher than 50% of peers
Bars: peers in each 10-point band of the valuation score14 peers with a valuation score of 40–49, including MORN · Click a bar to see the companies
Why valuation scores 46?
Weighted metrics compared with all Financial Services companies.Its metrics sit close to the Financial Services norm.
- Earnings yield is close to the peer norm. Earnings yield: 4.7% vs peer median 5.7%
- Free cash flow yield is close to the peer norm. Free cash flow yield: 5.6% vs peer median 6.1%
- EBITDA yield is close to the peer norm. EBITDA yield: 8.0% vs peer median 6.9%
Metric by metric
Position: dot = MORN, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | MORN | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 191 reported | 4.5% | 4.8% | 45% | 30% | |
| EBITDA yieldHigher is better · 80 reported | 6.6% | 6.9% | 47% | 50% | |
| Free cash flow yieldHigher is better · 133 reported | 5.6% | 5.6% | 50% | 20% | |
| Book yieldHigher is better · 187 reported | 11.5% | 63.8% | 13% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around MORN| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 61 | 1.5B USD | 50 | 59 | |
| 63 | 1.7B USD | 48 | ||
| 63 | 5.3B USD | 48 | 52 | |
| 65 | 67.1B USD | 47 | 51 | |
| 66 | 8.9B USD | 46 | 50 | |
| 66 | 15.1B USD | 46 | 49 | |
| 68 | 8.4B USD | 45 | 63 | |
| 69 | 70.0B USD | 44 | 53 | |
| 69 | 15.1B USD | 44 | 38 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score