Morningstar, Inc.· MORN

🇺🇸 US · MidSP400NASDAQ

Financial Services Financial - Data & Stock Exchanges Website

Price: $203.83
Day: +0.48%
Mkt Cap: $7.65B
52W Range: $141.49 – $238.80
Volume: 840.5K
Beta: 1.00

D25D FrameworkTTM Data

Peer Comparison

Performance vs sector and industry peers across 40 metrics.

Peer Comparison: 3.2 / 5 (Adequate) against 154 sector peers in United States · Mid Cap · Financial Services
Pillars: strongest Returns Overview 5.0, weakest Valuation Multiples 2.0 (10 of 10 ranked)
Ranks: ROIC 86th percentile, operating margin 43rd percentile

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Morningstar, Inc.

MORN|Financial Services|Financial - Data & Stock Exchanges

Comparing against 154 sector peers in United States · Mid Cap · Financial Services

Peer Comparison

Dimension 2 of 5

Revenue Growth

55%ile

9.3%

Operating Margin

43%ile

23.5%

ROIC

86%ile

15.0%

FCF Yield

29%ile

6.5%

Growth & Cash Flow Quality

Percentile ranking across profitability growth and cash generation

EBITDA Growth

5.2%

EBIT Growth

5.3%

Net Income Growth

4.3%

OCF Growth

20.8%

FCF Growth

27.6%

Income Quality

1.53

Returns on Capital (TTM)

ROE(35.3%)

95%ile

Top 20%

PoorWeakAdequateStrongExceptional

ROCE(20.4%)

90%ile

Top 20%

PoorWeakAdequateStrongExceptional

ROA(10.7%)

89%ile

Top 20%

PoorWeakAdequateStrongExceptional

ROIC(15.0%)

86%ile

Top 20%

PoorWeakAdequateStrongExceptional

Profit Margins (TTM)

Gross Margin(62.2%)

37%ile

Below Avg

PoorWeakAdequateStrongExceptional

EBITDA Margin(31.6%)

62%ile

Above Avg

PoorWeakAdequateStrongExceptional

Operating Margin(23.5%)

43%ile

Average

PoorWeakAdequateStrongExceptional

Net Margin(16.4%)

36%ile

Below Avg

PoorWeakAdequateStrongExceptional

Leverage & Coverage (TTM)

Debt/Equity

14%ile

1.86

Debt/Capital

13%ile

0.65

Net Debt/EBITDA

34%ile

1.74

Interest Coverage

80%ile

11.29x

Liquidity (TTM)

Current Ratio

52%ile

1.06

Quick Ratio

52%ile

1.06

Cash Ratio

55%ile

0.50

WC Turnover

100%ile

58.9

Operational Efficiency (TTM)

Asset Turnover

87%ile

0.65

DSO

23%ile

56.3

Days Inventory

52%ile

0.00

Cash Conv. Cycle

43%ile

21.6

TTM: Trailing Twelve Months · EBITDA: Earnings Before Interest, Taxes, Depreciation & Amortization · EBIT: Earnings Before Interest & Taxes · ROA: Return on Assets · ROIC: Return on Invested Capital · ROCE: Return on Capital Employed · ROE: Return on Equity · OCF: Operating Cash Flow · FCF: Free Cash Flow · DSO: Days Sales Outstanding · WC: Working Capital

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore MORN on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

154 sector peers (United States · Mid Cap · Financial Services)

Relative Quality

MORN Relative Quality Score

Ranked against 154 sector peers in United States · Mid Cap · Financial Services

Relative Quality

3.2/5

Adequate

vs 154 sector peers

Peer Rankings (10 of 10 available)

Relative Quality Score of 3.23/5 (Adequate) based on percentile rankings against 154 sector peers in United States · Mid Cap · Financial Services. Each pillar shows a 1-5 score plus the cohort percentile (e.g. 95p = top 5%); higher percentiles indicate stronger relative performance.Last updated September 20, 2026.

Top-Line and Profit Growth

How does the company's growth rate compare to peers?

Revenue Growth

55th percentile, Adequate

Value: 9.33%
Percentile: 55%
Score: 3/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm revenue growth of 9.33% and ranks at the 55th percentile vs United States · Financial Services sector peers. Adequate financial performance.

Margin Efficiency

Does the company maintain better profit margins than peers?

Gross Margin

37th percentile, Weak

Value: 62.24%
Percentile: 37%
Score: 2/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm gross margin of 62.24% and ranks at the 37th percentile vs United States · Financial Services sector peers. Below average financial performance.

Operational Efficiency

Is the company more operationally efficient than competitors?

Asset Turnover

87th percentile, Exceptional

Value: 0.65
Percentile: 87%
Score: 5/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm asset turnover of 0.65 and ranks at the 87th percentile vs United States · Financial Services sector peers. Top-tier financial performance.

Returns Overview

Does the company generate better returns on capital than peers?

ROA

89th percentile, Exceptional

Value: 10.69%
Percentile: 89%
Score: 5/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm roa of 10.69% and ranks at the 89th percentile vs United States · Financial Services sector peers. Top-tier financial performance.

Cash Flow Quality

How does the company's cash generation compare to peers?

Operating Cash Flow Growth

61st percentile, Strong

Value: 20.85%
Percentile: 61%
Score: 4/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm operating cash flow growth of 20.85% and ranks at the 61st percentile vs United States · Financial Services sector peers. Strong financial performance.

Liquidity and Working Capital

Does the company maintain better liquidity positions than competitors?

Cash Ratio

55th percentile, Adequate

Value: 0.50
Percentile: 55%
Score: 3/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm cash ratio of 0.50 and ranks at the 55th percentile vs United States · Financial Services sector peers. Adequate financial performance.

Leverage and Coverage

Is the company's debt burden more manageable than peers?

Debt to Capital

13th percentile, Poor

Value: 0.65
Percentile: 13%
Score: 1/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm debt-to-capital of 0.65 and ranks at the 13th percentile vs United States · Financial Services sector peers. Poor financial performance.

Valuation Multiples

Is the company's stock valuation attractive relative to peers?

P / E Ratio

18th percentile, Poor

Value: 19.21
Percentile: 18%
Score: 1/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm p/e ratio of 19.21 and ranks at the 18th percentile vs United States · Financial Services sector peers. Poor financial performance.

Dividend and Shareholder Yield

Does the company deliver superior income to shareholders compared to peers?

Dividend Yield

25th percentile, Weak

Value: 0.96%
Percentile: 25%
Score: 2/5

PoorWeakAdequateStrongExceptional

Analysis

MORN has a ttm dividend yield of 0.96% and ranks at the 25th percentile vs United States · Financial Services sector peers. Below average financial performance.

Peer companies

The 154 companies MORN is compared against across its sector and industry cohorts.

Morningstar, Inc.· MORN

Peer Comparison

Top-Line and Profit Growth

Per-Share Fundamentals

Margin Efficiency

Operational Efficiency

Returns Overview

Cash Flow Quality

Liquidity and Working Capital

Leverage and Coverage

Valuation Multiples

Dividend and Shareholder Yield

Peer companies

Search stocks

Peer Comparison

Top-Line and Profit Growth

Per-Share Fundamentals

Margin Efficiency

Operational Efficiency

Returns Overview

Cash Flow Quality

Liquidity and Working Capital

Leverage and Coverage

Valuation Multiples

Dividend and Shareholder Yield

Peer companies