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MORN

9/9 Score

Morningstar, Inc.

Analysis Date: February 1, 2026

Buffettology Criteria

All 9 of 9 criteria passed

  • High ROE

    Return on Equity > 12%

    Value: 23.7%

  • High ROIC

    Return on Invested Capital > 9%

    Value: 15.3%

  • Cash Machine

    FCF / Assets > 5%

  • Fair Valuation

    Earnings Yield > 3.5%

    Value: 4.4%

  • Share Buybacks

    Share Count is Dropping

    Value: 0.5%

  • Defensible Moat

    Gross Profit Margin > 40%

    Value: 60.9%

  • Simple Business

    Not in a speculative sector (e.g., Biotech)

    Value: Financial Services

  • Conservative Debt

    Debt to Equity < 1.5

    Value: 0.69x

  • Consistent Growth

    5-Year Growth is Positive

    Value: 142.8%

Analysis Summary

Well, this looks like a pretty fine kettle of fish. MORN checks all the boxes: a fine ROE and ROIC, generating cash, and not saddled with debt. Crucially, it sports a very healthy moat, which is the bedrock of any enduring business. This one warrants a closer look for the long haul.

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