PositoAI/ US/ Morningstar, Inc.

Morningstar, Inc.

NasdaqGS: MORN · Financial Services

Positivity Index

#5,523 / 6,774

Global

#3,015 / 4,000

United States

Positivity Score

17,074

Rank→

Overview Go Deep Penta Pattern Funda News For this company Histo

PosiRed: no active red flags

Morningstar, Inc. — Overview & Financial Snapshot

Morningstar, Inc. (NasdaqGS: MORN) is a Financial Services company, ranked #5,523 of 6,774 companies globally and #3,015 of 4,000 in United States on PositoAI, with a Positivity Score of 17,074. Its market capitalisation is ₹79,079.74 Cr ($8.38B), P/E ratio is 21.2 and P/B ratio is 8.18. It has no active red flags (PosiRed) or yellow flags (PosiYellow) on record.

For financial statements, ratio trends and score history, Go Deep →

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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, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

P/B Ratio 8.18

P/E Ratio 21.2

D/E Ratio 1.86

ROE 31.96%

Owes vs Owns ? 0.74× Moderate $0.74 owed for every $1 it owns · balance sheet Jun 2026 Usually higher for banks and lenders.

Dividend Yield 0.94%

Trailing EPS ₹992.05$10.51

Forward EPS ₹1,321.54$14.00

Beta 1.02

Market Cap ₹79,079.74 Cr$8.38B

What these numbers mean →

What does Morningstar, Inc. do?

What is Morningstar, Inc.'s P/E and P/B ratio?

Morningstar, Inc. has a P/E ratio of 21.2 and a P/B ratio of 8.18.

What is Morningstar, Inc.'s debt-to-equity ratio?

Morningstar, Inc. has a debt-to-equity ratio of 1.86.

How much does Morningstar, Inc. owe compared with what it owns?

Morningstar, Inc. owes $0.74 for every $1 it owns (balance sheet Jun 2026), which is moderate. Banks and lenders usually show higher figures.

What is Morningstar, Inc.'s Positivity rank?

Morningstar, Inc. is ranked #5,523 of 6,774 companies globally and #3,015 of 4,000 in United States on PositoAI, with a Positivity Score of 17,074.

Does Morningstar, Inc. have any regulatory orders, red flags (PosiRed) or yellow flags (PosiYellow)?

No active red flags (PosiRed) or yellow flags (PosiYellow) are currently on record for Morningstar, Inc..

Where can I read the latest news about Morningstar, Inc.?

Recent headlines about Morningstar, Inc. from the last 30 days, with links to the original articles, are on its News page on PositoAI.

Does Morningstar, Inc. have a PositoAI PosiShot or QR code?

Yes. A dated PosiShot of Morningstar, Inc.'s current position, a PosiQR code for its live profile and a ready-made dated mention are available on its For this company page on PositoAI.

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