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MORN Morningstar, Inc.

Financial Services

246.47 USD 1D +0.32 +0.13% Close 11/10
Since 2024-12-10 -29.9%

Close 11/10

Open
245.74
High
247.13
Low
240.62
Prev close
246.15
Volume
213.89K
Amplitude
2.64%
P/E
21.5
P/B
8.9
Revenue YoY (TTM)
+9.4%
52W 141.49 248.88
FinLab Studio

From Morningstar, Inc. to every stock like it

AI finds several complementary traits of Morningstar, Inc. across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like Morningstar, Inc.

Is Morningstar, Inc. a buy? Fundamentals and valuation first

As of 2026-11-09

Quality: Strong, Growth: Good, Momentum: Strong, Risk / liquidity: Good; Valuation: Pricey.

Valuation Pricey Free-cash-flow yield is Good, but Price / book is Expensive.
TTM P/E 21.5 56th percentile · Pricey
Price / book 8.9 91th percentile · Expensive
Free-cash-flow yield (%) 5.4 69th percentile · Good
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Strong ROE, TTM is Top; FCF margin, TTM is Good.
ROE, TTM (%) 43.4 91th percentile · Top
Operating margin, TTM (%) 24.6 77th percentile · Good
FCF margin, TTM (%) 18.8 75th percentile · Good
Quality Factor Investing: A US Quality Value Backtest
Growth Good All 2 indicators are Good.
Revenue growth, TTM YoY (%) 9.4 59th percentile · Good
Diluted EPS growth, TTM YoY (%) 30.3 71th percentile · Good
Momentum Strong 60-day return is Top; 240-day return is Good.
60-day return (%) 19.0 93th percentile · Top
240-day return (%) 18.4 68th percentile · Good
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Good 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 61,082,366.0 82th percentile · Top
60-day annualized volatility (%) 36.3 38th percentile · Good
Factor Investing Explained: 10 Classic Factors in US Stocks

Morningstar, Inc. (MORN) today

3 quant signals active · As of 2026-11-09

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

Morningstar, Inc. (MORN) peers and tracking

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Morningstar, Inc. (MORN) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

52-week adjusted-price high

Active

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

26 historical occurrences (since 2017-09-20)

Average forward return after 52-week adjusted-price high

20-day: Win 56.0%, Sample 25, Median +1.7%, Excess -0.7%, Beat mkt rate 40.0%

60-day: Win 60.0%, Sample 25, Median +3.4%, Excess +0.9%, Beat mkt rate 44.0%

120-day: Win 68.0%, Sample 25, Median +2.1%, Excess -1.3%, Beat mkt rate 32.0%

120 days after: historical avg +4.0%

20-day -0.1%
60-day +4.5%
120-day +4.0%
20-day
60-day
120-day
Win
56.0%
60.0%
68.0%
Sample
25
25
25
Median
+1.7%
+3.4%
+2.1%
Excess
-0.7%
+0.9%
-1.3%
Beat mkt rate
40.0%
44.0%
32.0%

Over 25 occurrences, 120-day forward avg gained 4.0%, lagged the market by 1.3 pts; win rate 68.0%.

Top-quintile 6-month momentum

Active · now 87.3%

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest
20 historical occurrences (since 2017-11-20)

Average forward return after Top-quintile 6-month momentum

20-day: Win 63.2%, Sample 19, Median +2.0%, Excess -0.6%, Beat mkt rate 42.1%

60-day: Win 68.4%, Sample 19, Median +2.2%, Excess +2.3%, Beat mkt rate 42.1%

120-day: Win 72.2%, Sample 18, Median +4.7%, Excess -1.5%, Beat mkt rate 44.4%

120 days after: historical avg +3.7%

20-day +0.8%
60-day +5.9%
120-day +3.7%
20-day
60-day
120-day
Win
63.2%
68.4%
72.2%
Sample
19
19
18
Median
+2.0%
+2.2%
+4.7%
Excess
-0.6%
+2.3%
-1.5%
Beat mkt rate
42.1%
42.1%
44.4%

Over 18 occurrences, 120-day forward avg gained 3.7%, lagged the market by 1.5 pts; win rate 72.2%.

EPS surprise beat

Active · now 14.5%

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest
9 historical occurrences (since 2015-02-11)

Average forward return after EPS surprise beat

20-day: Win 71.4%, Sample 7, Median +5.3%, Excess +1.6%, Beat mkt rate 71.4%

60-day: Win 42.9%, Sample 7, Median -0.6%, Excess -6.1%, Beat mkt rate 28.6%

120-day: Win 50.0%, Sample 6, Median -4.7%, Excess -13.6%, Beat mkt rate 33.3%

120 days after: historical avg -2.5%

20-day +4.5%
60-day +0.5%
120-day -2.5%
20-day
60-day
120-day
Win
71.4%
42.9%
50.0%
Sample
7
7
6
Median
+5.3%
-0.6%
-4.7%
Excess
+1.6%
-6.1%
-13.6%
Beat mkt rate
71.4%
28.6%
33.3%

Over 6 occurrences, 120-day forward avg declined 2.5%, lagged the market by 13.6 pts; win rate 50.0%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 Now84-12.3% -13.0% 17.9% -28.5%
20-40 104-41.0% -40.4% 0.0% -63.0%
40-60 96-16.8% -35.7% 13.5% -37.1%
60-80 232+3.3% +0.5% 51.3% -7.0%
80-100 933+20.4% +21.4% 65.9% +5.1%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 21.50, placing it in the 11.2 own-history percentile, inside the 0-20 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
Now
-17.9%
Win rate 17.0% Excess -27.6%
47d
-6.1%
Win rate 28.3% Excess -8.4%
99d
+12.6%
Win rate 76.5% Excess +3.9%
714d
60-day momentum down
-13.3%
Win rate 22.1% Excess -24.2%
249d
+6.7%
Win rate 38.6% Excess -8.9%
57d
+7.7%
Win rate 54.6% Excess +2.8%
392d

Currently in “Cheap (own-history bottom third) × 60-day momentum up”: across 47 historical days, 120-day forward avg declined 17.9%, win rate 17.0%, lagged the market by 27.6%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 100,435 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.41%, a 58.4% positive-return rate, and +3.07 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

Filed revenue acceleration

Pending

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

11 times historically; 60-day forward avg +3.3%, win rate 54.5%, beating the market by -0.1 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.