Morningstar, Inc. (MORN) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 27/100
- 10Y CAGR
- 12%
- Median YoY
- 12%
- YoY volatility
- σ 6.3pp· smooth
- Quarters ≥ 20%
- 7 of 40
- Negative quarters
- 0
- Valuation vs own 10Y history
- Latest historical P/S 2.9x · 10Y median 5.5x · 6th percentile · as of Oct 6, 2026
How this score is computed
- Quarters at or above 20%: 7 of 40 → 7 of 40 pts
- Steadiness (typical swing 6.3pp) → 20.5 of 25 pts
- Pace (median 12% YoY) → 0 of 20 pts
- Latest quarter (9.6% YoY) → 0 of 15 pts
- Score: 27 of 100 (points above use the rounded stats shown on this card)
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 12% | 12% | 6.3pp | 7 of 40 | 0 |
| EPSEPS | 11.4% | 4.4% | 55.4pp | 15 of 40 | 17 |
| Op cash flowOperating cash flow | 9.3% | 19.9% | 38.3pp | 20 of 40 | 15 |
| EBITDAEBITDA | 10.9% | 9.8% | 29.7pp | 14 of 40 | 13 |
| FCFFree cash flow | 9.2% | 15.5% | 44.6pp | 16 of 40 | 15 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: MORN on the compounders surface · All compounders, ranked