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Morningstar, Inc.

NASDAQ•MORN
CEO: Mr. Joseph D. Mansueto
板块: Financial Services
行业: Financial - Data & Stock Exchanges
上市日期: 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.
联系方式
22 West Washington Street, Chicago, IL, 60602, United States
312-696-6000
www.morningstar.com
市值
$7.81B
市盈率 (TTM)
20.5
31.5
股息率
1.0%
52周最高
$316.71
52周最低
$149.08
52周范围
24%
排名33Top 25.7%
4.8
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.8 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$641.10M+0.00%
近4季度走势

每股收益

$2.84+0.00%
近4季度走势

自由现金流

$161.30M+0.00%
近4季度走势

2025 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

WAL stock ticker logoWAL
$5.29B
+5.6%
FHN stock ticker logoFHN
$4.91B
-0.5%
UMBF stock ticker logoUMBF
$4.44B
+68.5%

毛利率 (最新季度)

SSB stock ticker logoSSB
72.0%
+4.0pp
FHN stock ticker logoFHN
70.3%
+9.6pp
XP stock ticker logoXP
67.4%
+4.3pp

关键指标

股票代码
市值
市盈率 (TTM)
净资产收益率 (TTM)
负债率
FHN$11.53B11.711.1%5.5%
WBS$11.14B11.010.7%5.1%
XP$10.39B10.622.5%21.5%

长期趋势

近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
3.3%
温和增长
4季度净利润复合增长率
13.6%
盈利能力稳步提升
现金流稳定性
100%
现金流表现优异

深度研究

下次财报:2026年4月28日
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