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Stocks MORN DCF valuation

DCF valuation

What is Morningstar, Inc. worth?

With the base-case assumptions below, a discounted cash flow model on Morningstar, Inc.'s reported free cash flow gives $257.89 per share. The share price was $195.98 on September 25, 2026, 24% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$442.6M
Average free cash flow, last 5 years
$321M
Cash
$489.5M
balance sheet of June 30, 2026
Debt
$1.7B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
42,200,000
Revenue growth per year, last 5 years
12.0%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear7.0%4.5%2.0%10.0%$149.11-24%
Base12.0%7.0%2.5%9.0%$257.89+32%
Bull17.0%10.0%3.0%8.0%$474.60+142%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$340.80$366.44$397.77$436.94$487.30
8.0%$278.68$295.30$314.95$338.53$367.35
9.0%$233.40$244.77$257.89$273.19$291.28
10.0%$199.01$207.10$216.26$226.73$238.81
11.0%$172.05$177.98$184.60$192.05$200.50

Where the presets come from

Base: years 1 to 5 grow at Morningstar, Inc.'s revenue growth rate over the last 5 fiscal years (12.0% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Morningstar, Inc. company page