MORN Morningstar, Inc. · $172.48 Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤 Terminal终端 ↗

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Morningstar, Inc. · Financials

MORN

$172.48
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984.晨星公司是一家美国金融服务公司，总部位于伊利诺伊州芝加哥，由乔·曼苏埃托于1984年创立。
Financial金融股 Mid cap中盘 $7B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
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Key Statistics关键统计

Price价格
$172.48
40.3% below 52-week high低于52周高点 40.3%
Market Cap市值
$7B
Normal volume正常成交量
Beta贝塔
0.11
Moves about 0.1x the market波动幅度约为市场的 0.1 倍
RSI (14)RSI（14）
55
Neutral zone中性区域
Next Earnings下次财报
2026-07-29 (10d)
Volatility Rank波动率分位
94th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.2% of float

Performance价格表现

Period周期 MORN S&P 500vs Index对比指数
1 Week近1周 +4.4% -1.5% Beat the index by 5.9 points跑赢指数 5.9 个百分点
1 Month近1月 +5.3% +0.6% Beat the index by 4.7 points跑赢指数 4.7 个百分点
3 Months近3月 -6.4% +4.7% Lagged the index by 11.1 points落后指数 11.1 个百分点
6 Months近6月 -19.1% +7.8% Lagged the index by 26.9 points落后指数 26.9 个百分点
Year to date年初至今 -17.8% +9.1% Lagged the index by 26.9 points落后指数 26.9 个百分点
1 Year近1年 -40.3% +19.4% Lagged the index by 59.7 points落后指数 59.7 个百分点
3 Years近3年 -17.0% +69.4% Lagged the index by 86.4 points落后指数 86.4 个百分点

Technicals技术面

RSI (14)RSI（14） 55 Neutral zone中性区域
vs 50-day相对50日均线 +0.9% vs 50-day avg
vs 200-day相对200日均线 -9.5% vs 200-day avg
Volatility rank波动率分位 94th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$165.50
Don't chase above不追高于
$172.50
Stop止损
$141.40
Extended — wait for a pullback过度拉伸 — 等待回撤

Earnings财务业绩

10
days until next report天后公布财报
2026-07-29

Estimates being raised — 2 analysts预期上调 — 2 位分析师

Post-earnings drift: +2.0% (20d)财报后漂移：+2.0%（20日）

Earnings call transcripts — coming soon财报电话会议记录 — 即将上线

Valuation估值

Multiple指标 MORN Sector median行业中位 Cheaper than相对便宜
P/S市销率 2.80x 2.87
51%
Shareholder yield股东收益率 11.48% 3.91
91%
Analyst price targets — coming soon分析师目标价 — 即将上线

Financials财务数据

Revenue营业收入
$1.4B
2020
$1.7B
2021
$1.9B
2022
$2.0B
2023
$2.3B
2024
$2.4B
2025
5yr CAGR5年复合增速: 12.0%
Earnings Per Share每股收益
$5.18
2020
$4.45
2021
$1.64
2022
$3.29
2023
$8.58
2024
$8.87
2025
5yr CAGR5年复合增速: 11.4%
Free Cash Flow自由现金流
$307.6M
2020
$348.1M
2021
$168.3M
2022
$197.3M
2023
$448.9M
2024
$442.6M
2025
Margins利润率
Operating margin营业利润率
21.5%
FCF margin自由现金流利润率
24.1%
Leverage杠杆
Net debt / EBITDA净债务/EBITDA0.83
Capital Allocation资本配置
Buybacks (TTM)回购（TTM）$787.0M
Stock-based comp股权薪酬$56.4M
Share count change (1y)股数变化（1年）-7.3%
Piotroski皮奥特罗斯基 6/9 Altman Z阿尔特曼Z: safe (3.8) Clean稳健

Snapshot Gauges综合指标

Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 51% of its sector on blended multiples综合估值倍数低于行业内 51% 的公司
Beta市场敏感度
0.11×
0.21×3×
Moves about 0.1× the market波动幅度约为市场的 0.1 倍
Financial Health财务健康
6/9
Altman阿尔特曼: safe
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息

Why Is It Moving为何波动

Macro宏观 Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓 Short interest changed -11.7%空头仓位变动 -11.7%
Technical技术面 BOTTOMING → UPTREND筑底中 → 上涨趋势

Ownership & Smart Money持仓与聪明钱

Insider activity内部人员活动: -$37.9M net (1 buyers, 2 sellers)-$37.9M 净值（1 买家，2 卖家）

Signal History信号历史

UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~15 day(s) ago @ 141.41) and momentum is fading — the daily momentum is already rolling over. A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy. Last cycle was left-translated (topped early) — a bearish structural tell止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 15 天前形成 @ 141.41）且动量正在衰竭——日线动量已开始掉头向下。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入。 上一周期为左移结构（见顶偏早）——属于看空的结构性信号
TOP WATCH NEARING A HIGH
Jul 15, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 13, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 10, 2026
BOTTOMING → UNCONFIRMED TURN筑底中 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 2, 2026
MORN daily MACD crossed upMORN 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $165.44.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$165.44。
Jul 1, 2026
DOWNTREND → BOTTOMING下跌趋势 → 筑底中
BUY SETUP买入预备
Jun 29, 2026
MORN StochRSI turned up from oversoldMORN StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $155.38.StochRSI重回20上方 — 下行动量趋缓的最早预警。$155.38。
Jun 25, 2026
MORN printed a daily-cycle lowMORN 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $141.41.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$141.41。
Jun 25, 2026
MORN RSI reached oversoldMORN RSI进入超卖
RSI(14) crossed below 30 — washed out; context, not a timing trigger alone. $141.41.RSI(14)下穿30 — 超卖；仅作背景，单独不构成择时。$141.41。

Showing last 15 of显示最近15条，共 239 signals条信号

Factor Profile因子特征

Composite factor score综合因子得分: 0.35
Value价值
-0.4
Quality质量
-0.2
Investment资本投入
+0.4
Shareholder payout股东回报
+1.9
Low volatility低波动
+0.0
Low market beta低市场敏感度
+1.0
Short interest空头兴趣
+0.4

Company Profile公司档案

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984.晨星公司是一家美国金融服务公司，总部位于伊利诺伊州芝加哥，由乔·曼苏埃托于1984年创立。
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