Is Morningstar, Inc. (MORN) Halal?

NASDAQ Financial Services United States $6.4B
✗ NOT HALAL
Confidence: 95/100
Morningstar, Inc. (MORN) is Not Halal under AAOIFI Standard 21 due to its classification in the Financial Data & Stock Exchanges industry, which is excluded under Shariah screening. Companies operating in prohibited sectors such as conventional banking, insurance, alcohol, tobacco, and gambling are automatically excluded regardless of their financial ratios.

Shariah Screening — 5 Standards

Based on financial data from December 2025

Standard Debt Ratio Cash Ratio Receivables Income Status
AAOIFI Excluded — Financial Data & Stock Exchanges ✗ NOT HALAL
DJIM Excluded — Financial Data & Stock Exchanges ✗ NOT HALAL
MSCI Excluded — Financial Data & Stock Exchanges ✗ NOT HALAL
S&P Excluded — Financial Data & Stock Exchanges ✗ NOT HALAL
FTSE Excluded — Financial Data & Stock Exchanges ✗ NOT HALAL

Financial Highlights

P/E Ratio
17.7
Forward: 12.1
EPS
$8.87
Dividend Yield
128.0%
Payout: 21.0%
P/B Ratio
5.1
EV/EBITDA
11.7
EV: $6.9B
Revenue
$2.4B
Growth: 8.5%
Beta
1.1
Average volatility
Current Ratio
1.0

Profitability

Gross Margin 61.0%
Operating Margin 21.7%
Net Margin 15.3%
Return on Equity (ROE) 26.3%
Return on Assets (ROA) 8.9%

Cash Flow & Balance Sheet

Operating Cash Flow$590M
Free Cash Flow$443M
Total Debt$1.3B
Debt-to-Equity103.2
Current Ratio1.0
Total Assets$3.6B

Price & Trading

Last Close$160.68
50-Day MA$181.23
200-Day MA$229.47
Avg Volume553K
Beta1.1
52-Week Range
$149.08
$316.71

About Morningstar, Inc. (MORN)

CEO
Mr. Kunal Kapoor CFA
Employees
10,973
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Country
United States
Exchange
NASDAQ
Market Cap
$6.4B
Currency
USD

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

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Frequently Asked Questions

Is Morningstar, Inc. (MORN) halal to invest in?

Based on our screening using AAOIFI Standard 21 (the strictest methodology), Morningstar, Inc. is Not Halal. The company fails one or more screening criteria. We screen against all 5 major standards: AAOIFI, DJIM, MSCI, S&P, and FTSE.

What is Morningstar, Inc.'s debt ratio?

Morningstar, Inc.'s debt ratio is not available under the AAOIFI standard (which uses market capitalization as the denominator). The AAOIFI threshold is 30%.

What are Morningstar, Inc.'s key financial metrics?

Morningstar, Inc. has a market capitalization of $6.4B, trailing P/E ratio of 17.7, and revenue of $2.4B. The company maintains a gross margin of 61.0% and a net margin of 15.3%. Return on equity stands at 26.3%.

How often is the screening data updated?

Our screening data is updated regularly using the latest available financial statements and market data. Stock prices and market caps are refreshed frequently, while financial statements are updated quarterly when companies report earnings.

Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.