AlphaStocks
5.4
Consider Buy

Morningstar, Inc. (MORN)

Financials / Financial Exchanges & Data

S&P MidCap 400

$169.90

Below average on several measures. Research carefully.

Consider Buy

Score based on 5 of 5 models — high confidence

#45out of 92 in Financials

Is Morningstar, Inc. a Good Investment in 2026?

Morningstar, Inc. (MORN) scores 5.4 out of 10 on AlphaStocks' composite model, earning a Consider Buy rating. The Piotroski model rates Morningstar, Inc. as Strong (8/9). The Lynch model is the least favorable, rating it Neutral. Morningstar, Inc. currently trades below its estimated fair value of $194, suggesting potential upside. Morningstar, Inc. ranks #45 out of 92 stocks in the Financials sector.

This summary is algorithmically generated and is not financial advice.

Key Metrics

P/E19.2ROE17.3Market Cap7BDiv Yield1.2

Estimated Fair Value

$193.8012% below

Trading near or slightly below 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

8/9

Buffett

Strong

Business quality & competitive moat

Graham

Neutral

88% above fair value

Lynch

Neutral

PEG 1.7 · Stalwart

Greenblatt

Attractive

Top 10% (rank 2%)

Frequently Asked Questions

Is Morningstar, Inc. (MORN) a good investment?
Based on AlphaStocks' composite analysis, Morningstar, Inc. (MORN) scores 5.4 out of 10, earning a Consider Buy rating. This score is below average, suggesting caution. Trading near or slightly below estimated fair value.
What is Morningstar, Inc.'s Piotroski F-Score?
Morningstar, Inc.'s Piotroski F-Score status is Strong. The raw score is 8/9. 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 undervalued. The stock currently trades 12% below its estimated fair value. Trading near or slightly below estimated fair value.
How does MORN compare to other Financials stocks?
Morningstar, Inc. ranks #45 out of 92 stocks in the Financials sector, placing it in the top 49% of its sector by composite score. This is an above-average 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 5.4/10.

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