AlphaStocks
7.6
Strong Buy

Morningstar, Inc. (MORN)

As of Sep 20, 2026, Morningstar, Inc. (MORN) scores 7.6/10 on AlphaStocks' five-model composite, #18 of 265 Financials stocks. At $204, MORN trades 5% above its model fair value of $194.

Financials / Financial Exchanges & Data

S&P MidCap 400

$203.90

Above average across most dimensions. A solid candidate.

Strong Buy

Score based on 5 of 5 models — high confidence

Data as of Sep 20, 2026

#18out of 265 in Financials

Is Morningstar, Inc. a Good Investment in 2026?

Morningstar, Inc. (MORN) scores 7.6 out of 10 on AlphaStocks' composite model, earning a Strong Buy rating. The Piotroski model rates Morningstar, Inc. as Strong (8/8). The Lynch model is the least favorable, rating it Neutral. Morningstar, Inc. currently trades 5% above its estimated fair value of $194. Morningstar, Inc. ranks #18 out of 265 stocks in the Financials sector.

This summary is algorithmically generated and is not financial advice.

Key Metrics

P/E23.0ROE17.3Market Cap8BDiv Yield1.1

Estimated Fair Value

$193.805% above

Trading near estimated fair value.

Model-based estimate, not a price target.

5-Model Analysis

Each model evaluates this stock from a different angle. Combined, they form the composite score above.

Piotroski

Strong

8/8

Buffett

Strong

Business quality & competitive moat

Graham

Neutral

98% above fair value

Lynch

Neutral

PEG 1.8 · Stalwart

Greenblatt

Attractive

Earnings yield 6.9% · ROC >100%

Frequently Asked Questions

Is Morningstar, Inc. (MORN) a good investment?
As of Sep 20, 2026, Morningstar, Inc. (MORN) scores 7.6/10 on AlphaStocks' five-model composite, #18 of 265 Financials stocks. At $204, MORN trades 5% above its model fair value of $194. That score is above average across most investment dimensions.
What is Morningstar, Inc.'s Piotroski F-Score?
Morningstar, Inc.'s Piotroski F-Score status is Strong. The raw score is 8/8. The Piotroski F-Score evaluates financial health using 9 fundamental signals including profitability, leverage, and operating efficiency.
Is MORN overvalued or undervalued?
Based on AlphaStocks' model-based fair value estimate of $194, MORN appears overvalued. The stock currently trades 5% above its estimated fair value. Trading near estimated fair value.
How does MORN compare to other Financials stocks?
Morningstar, Inc. ranks #18 out of 265 stocks in the Financials sector, placing it in the top 7% of its sector by composite score. This is a strong position relative to sector peers.
What do investment models say about MORN?
AlphaStocks evaluates MORN using five proven investment models. Piotroski: Strong; Buffett: Strong; Graham: Neutral; Lynch: Neutral; Greenblatt Magic Formula: Attractive. These models are combined into a single composite score of 7.6/10.

Similar Stocks

FDSVIRTNDAQ

Compare MORN with

FDS vs MORNMORN vs VIRTMORN vs NDAQECPG vs MORN

Scores are algorithm-generated research tools, not investment recommendations. Past performance does not guarantee future results. Always do your own due diligence. Full disclaimer