MorningstarMORN.OValuation Analysis
Based on the blended 10-year P/E and P/B percentiles, the stock currently sits in the “Fair Value Range” zone.
As of Oct 16, 2026, Morningstar (MORN.O) trades at a P/E of 18.50x, P/B of 7.60x, P/S of 3.03x, and a dividend yield of 0.96%.
Longitudinal percentile comparison: P/E sits at the 6th percentile over the trailing 10Y window (vs. 20th percentile over 3Y); P/B sits at the 62nd percentile over the trailing 10Y window (vs. 43rd percentile over 3Y); P/S sits at the 6th percentile over the trailing 10Y window (vs. 22nd percentile over 3Y).
Cross-sectional valuation: its P/E ranks at the 58th percentile within its industry and the 48th percentile across the broader market.
Shareholder return highlight: Total Shareholder Yield is 11.08%, ranking at the 97th percentile over the trailing 20Y window.
Notably, P/E and P/B aren't telling quite the same story, 56.0 points apart — worth checking the full percentile matrix on this page for the complete picture. The P/E percentile sits lower across the market than within its own industry — relatively cheaper next to the market as a whole. Of the 11.08% total shareholder yield, 0.96% is paid out as dividends and roughly 10.12% is implied to come from buybacks — both channels are meaningfully in play. Morningstar operates in the Finance, Insurance, And Real Estate sector. Data refreshes weekly and is for reference only, not investment advice.
Also listed as: NASDAQ: MORN · MORN
Want the full picture on whether Morningstar (MORN.O) is under- or over-valued? See the full 3Y / 5Y / 10Y / 20Y P/E, P/B, P/S, Dividend Yield & Total Shareholder Yield percentile matrix and the interactive ECharts trend chart on this page.
Historical Percentiles by Metric
| Metric | Current | Market Percentile | Industry Percentile | 3Y Pctl | 5Y Pctl | 10Y Pctl | 20Y Pctl |
|---|---|---|---|---|---|---|---|
| P/E (TTM) | 18.50 | ||||||
| P/B (MRQ) | 7.60 | ||||||
| P/S (TTM) | 3.03 | ||||||
| Dividend Yield | 0.96% | ||||||
| Buyback + Div Yield | 11.08% |