Morningstar Earnings Estimate
| MORN Stock | USD 200.39 0.00 0.00% |
Morningstar Revenue Breakdown by Earning Segment
By analyzing Morningstar's earnings estimates, investors can diagnose different trends across Morningstar's analyst sentiment over time as well as compare current estimates against different timeframes. At this time, Morningstar's Gross Profit is very stable compared to the past year. As of the 2nd of February 2026, Gross Profit Margin is likely to grow to 0.70, while Pretax Profit Margin is likely to drop 0.11.
Morningstar | Build AI portfolio with Morningstar Stock |
Morningstar Earnings per Share Projection vs Actual
About Morningstar Earnings Estimate
The earnings estimate module is a useful tool to check what professional financial analysts are assuming about the future of Morningstar earnings. We show available consensus EPS estimates for the upcoming years and quarters. Investors can also examine how these consensus opinions have evolved historically. We show current Morningstar estimates, future projections, as well as estimates 1, 2, and three years ago. Investors can search for a specific entity to conduct investment planning and build diversified portfolios. Please note, earnings estimates provided by Macroaxis are the average expectations of expert analysts that we track. If a given stock such as Morningstar fails to match professional earnings estimates, it usually performs purely. Wall Street refers to that as a 'negative surprise.' If a company 'beats' future estimates, it's usually called an 'upside surprise.'
Please read more on our stock advisor page.| Last Reported | Projected for Next Year | ||
| Retained Earnings | 2.2 B | 2.3 B | |
| Retained Earnings Total Equity | 1.8 B | 999.2 M | |
| Earnings Yield | 0.02 | 0.02 | |
| Price Earnings Ratio | 44.81 | 42.57 | |
| Price Earnings To Growth Ratio | 0.22 | 0.23 |
Pair Trading with Morningstar
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morningstar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morningstar will appreciate offsetting losses from the drop in the long position's value.Moving against Morningstar Stock
| 0.61 | PBR | Petroleo Brasileiro Aggressive Push | PairCorr |
| 0.61 | NINTF | Ninety One Group Trending | PairCorr |
| 0.51 | EUX | EUWAX Aktiengesellschaft | PairCorr |
| 0.47 | EGPLF | Eagle Plains Resources | PairCorr |
| 0.4 | ASMXF | ASM International | PairCorr |
The ability to find closely correlated positions to Morningstar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morningstar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morningstar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morningstar to buy it.
The correlation of Morningstar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morningstar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morningstar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morningstar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in poverty. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Will Financial Exchanges & Data sector continue expanding? Could Morningstar diversify its offerings? Factors like these will boost the valuation of Morningstar. Expected growth trajectory for Morningstar significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Morningstar data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.22) | Dividend Share 1.815 | Earnings Share 8.84 | Revenue Per Share | Quarterly Revenue Growth 0.084 |
Understanding Morningstar requires distinguishing between market price and book value, where the latter reflects Morningstar's accounting equity. The concept of intrinsic value—what Morningstar's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Morningstar's price substantially above or below its fundamental value.
Understanding that Morningstar's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Morningstar represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. In contrast, Morningstar's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.