MORN Stock Analysis — Morningstar
Sector: Financials
AI Verdict
At 14.4x forward earnings for 16.3% expected growth, this is cheap for the growth you’re getting if Morningstar’s sticky data platforms keep clients locked in.
Competitive Moat
Morningstar provides investment research, data, and analytics to asset managers and advisors, with a defensible moat built on proprietary databases and deep integration into client workflows. Its software platforms and ratings systems are deeply embedded, making switching costly for institutional customers.
Summary
Morningstar's forward P/E of 14.4x with 16.3% expected EPS growth makes it a rare value in financial data services.
Where It Stands
MORN trades at 14.4x next year's earnings, a discount to the sector median of 14x, with analysts expecting 16.3% EPS growth and a trailing P/E of 16.8x.
Key Metrics
- Trailing P/E: 16.8x
- Forward P/E: 14.4x
- PEG Ratio: 1.03
- Earnings Growth: +0.2%
- Revenue Growth: +0.1%
- Dividend Yield: 0.01%
- 52-Week High: $316.71
- 52-Week Low: $149.08
Analyst Consensus
7 Buy · 2 Hold · 0 Sell (9 analysts)
Bull Case
With forward EPS growth of 16.3% and a forward P/E of 14.4x, you’re getting above-average earnings growth for a below-average price in the financials sector.
Bear Case
If the forward P/E reverts to the sector median of 14x, that’s only a 3% downside, so the main risk is if earnings growth falls short of the 16.3% target.
Catalyst to Watch
Watch for quarterly earnings surprises—if EPS growth lands below the 16.3% consensus, the stock could lose its valuation edge.