Top line decelerating.
+7.5% YoY versus +11.6% prior. 3y CAGR +9.3%.
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Financial Services · Market Cap: $6.7B
Fundamentals as of 2025-12-31
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
2 of 2 legendary models say BUY MORN.
What would legendary investors pay for MORN?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Yes — Morningstar, Inc.'s 30.6% ROE ranks above the S&P 500 median, and D/E 1.94 stays within healthy bounds.
Financial story
Yes — Morningstar, Inc.'s 30.6% ROE shows strong capital efficiency, and its 1.94 debt-to-equity stays within healthy bounds.
Bottom line: MORN is rated BUY by all 2 legendary models, 49% below avg fair value $299, but earns a C sector grade (46/100) in Financial Services. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
How does MORN compare?
Average fair value across qualifying models: $299. See the per-investor fair-value table in the valuation tab.
MORN trades at 19.5x earnings. Sector context and per-investor signals are in the valuation tab.
MORN and LNC differ on P/E, ROE, and revenue growth. See the full MORN vs LNC compare matrix.
Lynch and Munger evaluate MORN against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
MORN's P/E ratio is 19.5x. 5-year P/E history is in the financials tab.
2 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
See exactly where MORN ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingMORN sits at #110 in Financial Services with a C grade (46/100).
+7.5% YoY versus +11.6% prior. 3y CAGR +9.3%.
+7.5%Net margin 15.3% versus 16.3% prior (−1.0pp). Operating 21.5%.
15.3%P/E 18.9x — 65% below the 5y median of 54.7x. Forward 12.9x hints at EPS expansion next year.
18.9x