Morningstar, Inc. (MORN)

Investment Advice · Financial Services · $6.7B

overvalued
Intrinsic Value (Consensus)
$122.86
Current Price
$177.40
Margin of Safety
-30.7%
30.7% Above Intrinsic Value
Value: $123
Price: $177

Valuation Model Estimates

Current Price: $177.40
DCF (Discounted Cash Flow)
$162.93
Graham Number
$64.99
Earnings Power Value
$86.12
Relative Value (P/E)
$177.40
Dividend Discount Model
$7.23
Consensus Value
$122.86

Model Assumptions

Discount Rate
10.3%
Growth Rate
3.4%
Terminal Growth
2.5%
Risk-Free Rate
4.3%

Discount rate derived from CAPM (risk-free rate + beta × market risk premium). Growth rate based on trailing earnings growth, capped at 20%.

Key Financials

EPS (TTM)
$8.87
EPS (Forward)
$9.17
Book Value
$21.17
P/E Ratio
20.0
Forward P/E
19.3
PEG Ratio
ROE
22.7%
Debt/Equity
56%
Revenue Growth
7.5%
Earnings Growth
3.4%
Dividend Yield
0.3%
Beta
1.00

Data last updated: 2026-06-12

Source: Yahoo Finance