MORN · NASDAQ · STOCK
Morningstar (MORN) Stock Analysis
$195.10
52W $141.49 – $238.80
60/100
$7.56B
19.0
1.00
Is MORN Bullish or Bearish?
Mixed.
Innellis AI committee rates Morningstar, Inc. (MORN) Watch with a composite score of 60/100
, based on 6 analysts with 67% agreement.
Last updated September 22, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +0.40 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -19.60 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — vix regime is low -- calm backdrop supports risk-taking — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- ROE of 35.3% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.40 across 36 articles, 14d) — News
Bear Case
- Price-to-book of 7.3x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Current ratio of 0.99 is tight -- limited short-term liquidity cushion — Risk
- Bollinger bandwidth of 16.7% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 22, 2026
Overall Committee Score
60/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 65%
of 211 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 35.3% shows genuine earnings power backing the valuation
− Price-to-book of 7.3x prices in significant intangible value
Growth Analyst
neutral
52
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
54
/ 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst
neutral
47
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Current ratio of 0.99 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
80
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
70
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 36 articles, 14d)
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score strengthened from 54.1 to 59.6.
- Conviction changed from contested to moderate.
- Committee agreement increased notably from 50% to 67%.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 3 signal(s) disappeared.
- Analyst(s) changed stance: Risk Analyst.
Analyst-level changes:
- Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
- News Analyst: score 64->70 (+6); +1 bullish signal(s).
- Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
- Risk Analyst: stance bearish->neutral; score 35->47 (+12); +1 bearish signal(s).
Comparing 2026-09-21 to 2026-09-22 (1 day apart).
Technical Analysis
RSI (14)
45.4
Neutral
MACD Histogram
-1.273
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$185.49
Resistance
$210.46
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$202.36
Below
EMA 21
$203.49
Below
EMA 50
$197.86
Below
EMA 200
$197.63
Below
Fundamental Analysis
Valuation
55
Growth
75
Profitability
96
Financial Health
27
Cash Flow
70
Valuation
P/E Ratio
19.0×
P/B Ratio
7.44×
PEG Ratio
1.55
Dividend Yield
0.97%
52W High
$238.80
52W Low
$141.49
Quality & Growth
ROE
3062.4%
ROA
1042.3%
Gross Margin
6224.0%
Operating Margin
2353.0%
Revenue Growth YoY
—
Debt / Equity
1.86
AI Fundamental Assessment
P/E ratio of 19.0 (inexpensive relative to a 15-40x range); Price-to-book of 7.4x; PEG ratio of 1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 30.6%; Return on assets of 10.4%; Net margin of 16.4%; Gross margin of 62.2%; Current ratio of 1.06 (tight short-term liquidity); Debt-to-equity of 1.86; Free cash flow per share is positive (13.16); Most recent quarter beat estimates by 7.4%; 5 consecutive earnings beats; EPS growth decelerating (+17.3% -> -2.5% QoQ); Average YoY EPS growth of 29.2%; Analyst estimates rising over recent quarters
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