MORN Relative Valuation
MORN's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, MORN is overvalued; if below, it's undervalued.
Historical Valuation
Morningstar Inc (MORN) is now in the Fair zone, suggesting that its current forward PE ratio of 21.39 is considered Fairly compared with the five-year average of 36.14. The fair price of Morningstar Inc (MORN) is between 115.86 to 564.46 according to relative valuation methord.
Relative Value
Fair Zone
115.86-564.46
Current Price：217.87
Fair
21.30
PE
1Y
3Y
5Y
Trailing
Forward
12.37
EV/EBITDA
Morningstar Inc. (MORN) has a current EV/EBITDA of 12.37. The 5-year average EV/EBITDA is 17.08. The thresholds are as follows: Strongly Undervalued below -2.10, Undervalued between -2.10 and 7.49, Fairly Valued between 26.67 and 7.49, Overvalued between 26.67 and 36.26, and Strongly Overvalued above 36.26. The current Forward EV/EBITDA of 12.37 falls within the Historic Trend Line -Fairly Valued range.
15.31
EV/EBIT
Morningstar Inc. (MORN) has a current EV/EBIT of 15.31. The 5-year average EV/EBIT is 23.29. The thresholds are as follows: Strongly Undervalued below -8.46, Undervalued between -8.46 and 7.42, Fairly Valued between 39.17 and 7.42, Overvalued between 39.17 and 55.04, and Strongly Overvalued above 55.04. The current Forward EV/EBIT of 15.31 falls within the Historic Trend Line -Fairly Valued range.
3.52
PS
Morningstar Inc. (MORN) has a current PS of 3.52. The 5-year average PS is 4.03. The thresholds are as follows: Strongly Undervalued below -0.42, Undervalued between -0.42 and 1.81, Fairly Valued between 6.25 and 1.81, Overvalued between 6.25 and 8.48, and Strongly Overvalued above 8.48. The current Forward PS of 3.52 falls within the Historic Trend Line -Fairly Valued range.
14.79
P/OCF
Morningstar Inc. (MORN) has a current P/OCF of 14.79. The 5-year average P/OCF is 17.18. The thresholds are as follows: Strongly Undervalued below -1.99, Undervalued between -1.99 and 7.59, Fairly Valued between 26.76 and 7.59, Overvalued between 26.76 and 36.35, and Strongly Overvalued above 36.35. The current Forward P/OCF of 14.79 falls within the Historic Trend Line -Fairly Valued range.
19.25
P/FCF
Morningstar Inc. (MORN) has a current P/FCF of 19.25. The 5-year average P/FCF is 23.71. The thresholds are as follows: Strongly Undervalued below -3.35, Undervalued between -3.35 and 10.18, Fairly Valued between 37.24 and 10.18, Overvalued between 37.24 and 50.77, and Strongly Overvalued above 50.77. The current Forward P/FCF of 19.25 falls within the Historic Trend Line -Fairly Valued range.
Morningstar Inc (MORN) has a current Price-to-Book (P/B) ratio of 5.97. Compared to its 3-year average P/B ratio of 8.21 , the current P/B ratio is approximately -27.28% higher. Relative to its 5-year average P/B ratio of 8.26, the current P/B ratio is about -27.72% higher. Morningstar Inc (MORN) has a Forward Free Cash Flow (FCF) yield of approximately 0.00%. Compared to its 3-year average FCF yield of 2.51%, the current FCF yield is approximately -100.00% lower. Relative to its 5-year average FCF yield of 2.59% , the current FCF yield is about -100.00% lower.
5.95
P/B
Median3y
8.21
Median5y
8.26
4.40
FCF Yield
Median3y
2.51
Median5y
2.59
Competitors Valuation Multiple
The average P/S ratio for MORN's competitors is , providing a benchmark for relative valuation. Morningstar Inc Corp (MORN) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 8.43%, this premium appears unsustainable.
P/S
P/E
EV/EBITDA
EV/EBIT
P/S
Revenue Growth
Market Cap
Performance Decomposition
1Y
3Y
5Y
Market capitalization of MORN decreased by 35.58% over the past 1 year. The primary factor behind the change was an increase in Revenue Growth from 569.40M to 617.40M.
The secondary factor is the P/E Change, contributed -14.61%to the performance.
Overall, the performance of MORN in the past 1 year is driven by Revenue Growth. Which is more sustainable.
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FAQ
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