Morningstar, Inc. (MORN)
Investment Advice · Financial Services · $6.6B
Intrinsic Value (Consensus)
$122.86
Current Price
$172.65
Margin of Safety
-28.8%
28.8% Above Intrinsic Value
Value: $123
Price: $173
Valuation Model Estimates
Current Price: $172.65
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%.
Health Score
C
63
Profitability
22/25
Strength
22/25
Valuation
9/25
Growth
10/25
Financial Health Signals
Strong profitability — ROE of 23% (above 20% is excellent)
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
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Data last updated: 2026-06-16
Source: Yahoo Finance