Morningstar, Inc. (MORN) — Financial Data & Exchanges. Numbers-first dossier: valuation, distress risk, calibrated signal.

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Bid — × — AskUpdated Nov 10, 2026 · 10:46 AM ETVol 19.6K · 3-mo avg 285.0K

Morningstar, Inc. (MORN)

MORNMorningstar, Inc.loading…
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QTick signal
+3net
2 bull / 1 bear factors · leaning
Bull 4 pts·Bear 1 pts30d
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Market context—Sector read · not on fileOKBalance sheet · Safe—Inflation-report days · not on fileOKCalm trading · sharp-drop risk 0/100 · Nov 9
$244.92
near a support level · Nov 9
$248–252
near the top of its usual range, a resistance level, the 52-week high and a round-number price · midpoint $249.93 · Nov 9
±$1.07
±0.4% up or down, priced by the options market
Golden cross
50-day average is above the 200-day — an uptrend
In line
85% of similar setups fell 10% or more within 3 months · 1.1× the usual rate · rating eased: at bottom zone (2/6 bottoming checks met)
Golden cross
50-day average is above the 200-day — an uptrend
Trading volume80% above normal1.80× its 20-day average
Past year's range$141.49 – $248.88lowest to highest price
From its peak32.6% belowpeak $365.00, highest since 2015
Gain vs. risk0.27 to 1$0.27 possible gain per $1 at risk
Plan fails below$226.31the setup is broken under this price
Options pressure point$185.00price can drift here near expiry
Momentum (RSI)72.6overbought
Accounting warning signs2worth checking — see the list
Price vs. profit16.7× next year21.3× last 12 months
Price vs. its own pastpricier than 17%of the last 5 years · usual P/E 55.1×

Last session traded heavier than its own normal. Over the last 20 sessions, 31% of the volume traded on days the stock closed lower.

Entry strategy · 10 triggers

1 of 6 aligned — not yet
RSI 14
●
72.6
overbought
vs 50-day
●
$208.85
above the line · fires near $210.09
Bollinger
●
$194.17
no lower pierce · fires near $189.21
VWAP 20
●
$226.56
above the rolling VWAP · fires near $226.52
Entry level
✓
$244.92
within 1% of model level
Put wall
●
$175.00
2026-11-20 expiry · chain of 2026-11-10
MACD
Context✓
+2.98
histogram above zero · rising
RVolStatic
1.80×
heavier than its own normal
Short int.Static
6.4%
short interest below 20%
ATRStatic
$7.53
14-session average true range
A checklist, not odds on a return: 4 of 6 usable price conditions have to line up. RSI, the 50-day average and the Bollinger band move with the price you set; the 20-day average traded price, the entry level and the busiest put strike stay fixed. MACD, RVol, Short int. and ATR are context only — they never count toward the total.
See the full case→
Next earnings
2027-02-11
in 63 sessions
Next dividend
0.82% yld
no ex-date on file