Morningstar, Inc. MORN
Nasdaq · XNAS · stock · Investment Advice
Chart by TradingView
3/9
Piotroski F — financial health
3.5
Altman Z″ — distress risk · safe
—
Dividend payout · n/a
Financials (annual, from 10-K)
| FY | Revenue | Net income | Gross profit | Free cash flow | Equity |
|---|---|---|---|---|---|
| 2025 | $2.4B | — | — | $442.6M | $1.2B |
| 2024 | $2.3B | — | — | $448.9M | $1.6B |
| 2023 | $2.0B | — | — | $197.3M | $1.3B |
| 2022 | $1.9B | — | — | $168.3M | $1.2B |
| 2021 | $1.7B | — | — | $348.1M | $1.4B |
| 2020 | $1.4B | — | — | $307.6M | $1.3B |
Recent insider activity (Form 4)
| Insider | Role | Date | Action | Shares | Price |
|---|---|---|---|---|---|
| Lyons William M | director | 2026-05-27 | Sell | 700 | $179.00 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 227 | $179.52 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 578 | $177.08 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 317 | $174.09 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 114 | $174.98 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 741 | $176.30 |
| Mansueto Joseph D | Executive Chairman | 2026-05-22 | Sell | 293 | $178.39 |
| Mansueto Joseph D | Executive Chairman | 2026-05-21 | Sell | 1,935 | $172.87 |
Why these scores methodology →
Piotroski F-score: 3/9
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″: 3.5 (safe)
- Working capital / assets -0.004
- Retained earnings / assets 0.615
- EBIT / assets 0.147
- Equity / liabilities 0.516
Source: SEC EDGAR filings · CIK 0001289419 · as of 2025-12-31. Figures are facts from filings plus Stocktoria's own computed scores — not investment advice.