Value
8.1/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 6.8 |
| P/S | 8.4 |
| EV/EBITDA | 4.0 |
| Fwd P/E | 8.4 |
| PEG | 10.0 |
- ▸Forward P/E: 13.7x
- ▸PEG: 0.27
- ▸Attractively valued
MORN · Why this verdict
Why Morningstar (MORN) is rated BUY WAIT
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictBUY WAIT
Overall score6.5/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
7.7/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 10.0 |
| ROA | 6.0 |
| Gross margin | 8.3 |
| Op margin | 9.7 |
| Net margin | 8.0 |
| Current ratio | 4.1 |
| FCF quality | 7.6 |
| Moat | 7.5 |
| Piotroski F | 7.8 |
- ▸Excellent ROE: 31%
- ▸Strong margins: 16%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
7.6/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 5.2 |
| EPS growth | 10.0 |
Momentum
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 8.6 |
| OBV | 10.0 |
| MA position | 6.0 |
| Volume | 0.0 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA, MA slope -6.4%/30d — confirmed downtrend
Sentiment
6.9/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 6.4 |
| Price target | 9.0 |
| erm sentiment | 5.0 |
- ▸Light analyst coverage (2.0) — signal dampened
- ▸Analyst upside: 37%
Insider
3.4/10data confidence 75%| Component | Sub-score |
|---|---|
| materiality | 3.0 |
| insider conviction | 2.0 |
| holder change | 5.1 |
- ▸Notable insider selling — $17,398,641 (0.246% of mkt cap)
Peer rank
5.5/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.7 |
| quality rank | 4.9 |
| growth rank | 4.5 |
Technical
3.8/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 4.8 |
| support resistance | 5.2 |
| 52w position | 1.5 |
Risk (lower is worse)
5.8/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 5.8 |
| days to cover | 7.4 |
| volatility | 2.0 |
| put call | 10.0 |
| implied vol | 4.1 |
| max pain risk | 7.0 |
| beta | 7.1 |
| debt equity | 3.3 |
Catalyst
7.1/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 8.6 |
| dividend safety | 7.0 |
- ▸Perfect beat streak: 4Q
- ▸Dividend: 107.0%
How the verdict was assembled
Engine trigger
Growth is outpacing valuation and the technical setup has confirmed a breakout above resistance (PEG 0.27, quality 7.7/10, growth 7.6/10).
Engine technical detail
verdict_path:
L4:PATH_C2_GARP|ENTRY_STICKY:PRIOR_STILL_VIABLEPassed (8)
- MOMENTUM:5.8>=5.5
- ASYMMETRY:1.9>=1.5
- INSIDER:OK
- DEATH_CROSS:QUALITY_MOMENTUM_EXEMPT
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:48d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (2)
- DEATH_CROSS:quality=7.7>=7.5+momentum=5.8>=5.0 exempted
- 8K_CSUITE_CHANGE:5.02 (officer departure/appointment)
Reward-to-Risk
1.88
Upside
+16.1%
Downside
8.5%
Sizing output
STARTER
SetupRECOVERY — Death cross but MACD improving, RSI 55
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
The C-path quality+growth combination triggered the STRONG_BUY_WAIT verdict: quality 7.7 and growth 7.6 both clear their thresholds, with asymmetric R:R of 1.88 supporting the read.
The strongest dimensions are Value at 8.1, Quality at 7.7, and Growth at 7.6; the weakest are Insider at 3.4, Technical at 3.8, and Peer rank at 5.5. The V9 engine cleared all gates with 2 warnings, producing an asymmetric reward-to-risk of 1.88 and an engine sizing output of STARTER.