MORN — Stock Film
STOCK FILMSCENE 1/11MORN · $194
Stock Expert AI presents
MORN
Morningstar, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Morningstar, Inc. A quick introduction.

On the stock market since 2005, it operates in the world of money and finance. It has 10,973 employees. Now — the numbers.

on the stock market since 2005
11K employees
$7.4B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $15 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 15%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
70%Licensed-Based
Licensed-Based 70%Transaction-Based 16%Asset-Based 14%
70% of all revenue comes from a single line: Licensed-Based.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 10% a year over the last 4 years. Every year shown ended in profit.

$1.7B
2021
$1.9B
2022
$2B
2023
$2.3B
2024
$2.4B
2025
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
97
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
36
weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
34
very weak

Clearly below the class average.

GROWTH
77
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
7
very weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Few are betting against it10/10
WEAK SPOTS
The stock has lost its spark3/10
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 46% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 15% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Sales keep climbing

Over the last 3 years, sales grew about 9% a year on average.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 6 of the last 7 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
Executives lean toward selling

Over the last 12 months, executives reported 266 sells against just 29 buys. Not an alarm bell by itself, but a number worth watching.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 7/100. For a turnaround signal, the stock first needs to close the gap with the market.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 34/100.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, MORN sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: MORN is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (34/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 28, 2026 · stockexpertai.com · Stock Film