Morningstar, Inc.
NASDAQ•MORN
CEO: Mr. Joseph D. Mansueto
セクター: Financial Services
業種: Financial - Data & Stock Exchanges
上場日: 2005-05-03
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
連絡先情報
時価総額
$7.10B
PER (TTM)
19.4
29.7
配当利回り
1.1%
52週高値
$316.71
52週安値
$149.08
52週レンジ
順位33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$641.10M+0.00%
直近4四半期の推移
EPS
$2.84+0.00%
直近4四半期の推移
フリーCF
$161.30M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Consolidated Revenue Growth Consolidated revenue reached $2,445.5M in 2025, marking 7.5% growth; organic revenue increased 8.0%.
Adjusted Income Improvement Adjusted operating income grew 18.0% to $582.9M, reflecting 2.1 pp expansion in adjusted operating margin.
Credit Segment Strong Performance Morningstar Credit revenue surged 21.7% to $354.4M, driven by strong transaction-based revenue growth.
Data Renewal Rate Rises Morningstar Data renewal rate improved to 101% in 2025, up from 99% in 2024, showing client retention.
リスク要因
Brand Independence Reputation Reputation risks negative impact from allegations of conflicts of interest or lack of independence in ratings/research.
Pace of Innovation Failure Failing to create innovative, proprietary offerings or keep pace with technology trends may harm competitive position.
Economic Market Volatility Changing economic conditions, recessions, and fluctuating interest rates may negatively impact asset-based revenue.
Cybersecurity Data Protection Failure to protect confidential information via cybersecurity measures risks operational disruption and reputational harm.
見通し
AI Native Strategy Focus Strategy centers on becoming AI-native, rethinking processes to improve insight speed and quality across workflows.
Index Capabilities Expansion Completed CRSP acquisition in February 2026 to significantly enhance index and data capabilities for growth.
New Share Repurchase Program New $1.0B share repurchase program authorized, replacing the prior program completed during 2025.
Language of Markets Goal Strategic priority to become the trusted universal language for both public and private capital markets data.
同業比較
売上高 (TTM)
$5.29B
$4.60B
$4.44B
粗利益率 (最新四半期)
100.0%
72.0%
67.4%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| WBS | $11.69B | 11.6 | 10.7% | 5.1% |
| FHN | $11.68B | 11.3 | 11.4% | 15.8% |
| XP | $10.97B | 10.6 | 22.5% | 21.5% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.3%
緩やかな成長
4四半期純利益CAGR
13.6%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年4月28日
EPS:-
|売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし