FranΓ§aisπ See the interactive version (live chart) β
For Morningstar, Inc., we replayed every analyst price target of the past 12 months and measured the real outcome: 11% were profitable, average return -19% (9 calls). At 3 months: -3% average return (36% profitable). The higher the %, the more often analysts were right on this stock.
Their past track record on this stock (targets replayed against real prices) β not a forecast of what will happen.
| Analyst / broker | Calls i | % profitable i | Avg return i |
|---|---|---|---|
| BMO Capital | 6 | 0% | -31% |
Is Morningstar, Inc. overvalued, and is it a good time to buy Morningstar, Inc. right now? If you're wondering, here's a recap to make up your own mind: Morningstar, Inc.'s valuation vs its sector median, to weigh alongside analyst reliability (above) and past performance. Educational information, not buy advice.
The P/E (price Γ· earnings per share) = how many years of earnings you pay for the stock. The higher it is, the more growth the market expects β but the pricier the stock, so more vulnerable if growth disappoints. The forward P/E uses next year's expected earnings: lower than the current P/E = rising expected earnings. We compare it to the sector median to see whether the stock is expensive relative to its peers.
| Metric | Morningstar, Inc. | Sector median (Financials) |
|---|---|---|
| P/E | 20.2 | 14.0 |
| Forward P/E | 15.7 | 11.1 |
| Net margin | 16% | 24% |
π Morningstar, Inc. trades above its sector median (20.2 vs 14.0) β the market expects higher growth; watch out for disappointment.
π P/E, PEG, marginβ¦: see the glossary
π΅ Dividend : Morningstar, Inc. pays about $1.91/share/yr β 1.18% yield. what is this?
The analyst consensus on Morningstar, Inc. (MORN) is "Buy" (3 bullish, 0 bearish calls over 12 months). This is not advice: historically, 11% of their targets on this stock turned out profitable over 1 year.
The median 12-month price target is $260 (+19% vs $219), ranging from $260 to $260 (1 analysts).
Over 1 year, 11% of analyst targets on Morningstar, Inc. were profitable, for an average return of -19% (across 9 timestamped calls). This is JPI Invest's accuracy metric.
Analysts target a median of $260 within 12 months, i.e. +19% vs the current price. The most bullish targets $260, the most cautious $260.
Note: analyst targets are 12-month (median $260, +19%), NOT 2030. No reliable 5-10 year price forecast exists (Β« 2030 prediction Β» models are speculative). The most useful inputs: the 12-month median above, these analysts' historical accuracy (11%), and the stock's past trajectory.
Its P/E is 20.2, forward P/E 15.7. A forward P/E lower than the current P/E means earnings are expected to grow.
π See the full interactive analysis of Morningstar, Inc. β
JPI Invest aggregates analyst recommendations across the entire S&P 500 (plus the S&P MidCap 400), replays them against real prices and measures who predicts best β on results, not reputation. Instead of taking a price target at face value, you see each analyst's track record on each stock.
Explore JPI Invest for free β How it works: the method β
β οΈ Educational information, not investment advice. Analyst price targets are 12-month and can be wrong. Data via Yahoo Finance, recomputed by JPI Invest.