Morningstar Inc. (MORN)

$346.21

+6.14

(+1.81%)▲

Market is closed - opens 8 PM, 25 Nov 2024

Performance

  • $339.12
    $346.95
    $346.21
    downward going graph

    2.05%

    Downside

    Day's Volatility :2.26%

    Upside

    0.21%

    downward going graph
  • $269.51
    $352.55
    $346.21
    downward going graph

    22.15%

    Downside

    52 Weeks Volatility :23.55%

    Upside

    1.8%

    downward going graph

Returns

PeriodMorningstar Inc.Sector (Financials)Index (Russel 2000)
3 Months
9.51%
13.9%
0.0%
6 Months
13.67%
19.6%
0.0%
1 Year
23.01%
42.2%
0.0%
3 Years
7.19%
26.8%
-24.1%

Highlights

Market Capitalization
15.0B
Book Value
$36.51
Dividend Share
1.615
Dividend Yield
0.46%
Earnings Per Share (EPS)
7.57
PE Ratio
46.31
PEG Ratio
0.0
Wall Street Target Price
375.0
Profit Margin
14.69%
Operating Margin TTM
20.29%
Return On Assets TTM
7.43%
Return On Equity TTM
23.24%
Revenue TTM
2.2B
Revenue Per Share TTM
52.0
Quarterly Revenue Growth YOY
10.5%
Gross Profit TTM
1.1B
EBITDA
518.3M
Diluted Eps TTM
7.57
Quarterly Earnings Growth YOY
2.04
EPS Estimate Current Year
7.73
EPS Estimate Next Year
9.03
EPS Estimate Current Quarter
2.0
EPS Estimate Next Quarter
1.99

Analyst Recommendation

Buy
    85%Buy
    14%Hold
    0
    0%Sell
Based on 7 Wall street analysts offering stock ratings for Morningstar Inc.(by analysts ranked 0 to 5 stars)
Based on 7 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
6
6
6
Hold
1
1
1
Sell
00
00
00

Analyst Forecast

What analysts predicted

Upside of 8.32%

Current $346.21
Target $375.00

Company Financials

FY18Y/Y Change
Revenue
1.0B
↑ 11.87%
Net Income
183.0M
↑ 33.67%
Net Profit Margin
17.94%
↑ 2.92%
FY19Y/Y Change
Revenue
1.2B
↑ 15.6%
Net Income
152.0M
↓ 16.94%
Net Profit Margin
12.89%
↓ 5.05%
FY20Y/Y Change
Revenue
1.4B
↑ 17.85%
Net Income
223.6M
↑ 47.11%
Net Profit Margin
16.09%
↑ 3.2%
FY21Y/Y Change
Revenue
1.7B
↑ 22.3%
Net Income
193.3M
↓ 13.55%
Net Profit Margin
11.38%
↓ 4.71%
FY22Y/Y Change
Revenue
1.9B
↑ 10.08%
Net Income
70.5M
↓ 63.53%
Net Profit Margin
3.77%
↓ 7.61%
FY23Y/Y Change
Revenue
2.1B
↑ 10.46%
Net Income
141.1M
↑ 100.14%
Net Profit Margin
6.83%
↑ 3.06%
Q2 FY23Q/Q Change
Revenue
504.7M
↑ 5.21%
Net Income
36.1M
↓ 673.02%
Net Profit Margin
7.15%
↑ 8.46%
Q3 FY23Q/Q Change
Revenue
515.5M
↑ 2.14%
Net Income
39.1M
↑ 8.31%
Net Profit Margin
7.58%
↑ 0.43%
Q4 FY23Q/Q Change
Revenue
542.4M
↑ 5.22%
Net Income
73.5M
↑ 87.98%
Net Profit Margin
13.55%
↑ 5.97%
Q1 FY24Q/Q Change
Revenue
544.0M
↑ 0.29%
Net Income
64.2M
↓ 12.65%
Net Profit Margin
11.8%
↓ 1.75%
Q2 FY24Q/Q Change
Revenue
570.5M
↑ 4.87%
Net Income
69.1M
↑ 7.63%
Net Profit Margin
12.11%
↑ 0.31%
Q3 FY24Q/Q Change
Revenue
569.4M
↓ 0.19%
Net Income
119.7M
↑ 73.23%
Net Profit Margin
21.02%
↑ 8.91%
FY18Y/Y Change
Total Assets
1.5B
↑ 3.42%
Total Liabilities
519.1M
↓ 13.6%
FY19Y/Y Change
Total Assets
2.4B
↑ 63.08%
Total Liabilities
1.3B
↑ 147.99%
FY20Y/Y Change
Total Assets
2.7B
↑ 13.71%
Total Liabilities
1.4B
↑ 10.67%
FY21Y/Y Change
Total Assets
2.9B
↑ 6.18%
Total Liabilities
1.4B
↑ 1.56%
FY22Y/Y Change
Total Assets
3.5B
↑ 21.38%
Total Liabilities
2.3B
↑ 56.74%
FY23Y/Y Change
Total Assets
3.4B
↓ 2.05%
Total Liabilities
2.1B
↓ 8.47%
Q2 FY23Q/Q Change
Total Assets
3.5B
↑ 0.21%
Total Liabilities
2.2B
↓ 1.06%
Q3 FY23Q/Q Change
Total Assets
3.3B
↓ 3.29%
Total Liabilities
2.1B
↓ 5.5%
Q4 FY23Q/Q Change
Total Assets
3.4B
↑ 1.77%
Total Liabilities
2.1B
↓ 1.16%
Q1 FY24Q/Q Change
Total Assets
3.4B
↓ 0.41%
Total Liabilities
2.0B
↓ 3.34%
Q2 FY24Q/Q Change
Total Assets
3.4B
↑ 0.42%
Total Liabilities
2.0B
↓ 1.82%
Q3 FY24Q/Q Change
Total Assets
3.6B
↑ 4.78%
Total Liabilities
2.0B
↑ 1.56%
FY18Y/Y Change
Operating Cash Flow
314.8M
↑ 25.87%
Investing Cash Flow
-49.9M
↓ 17.93%
Financing Cash Flow
-188.8M
↑ 19.87%
FY19Y/Y Change
Operating Cash Flow
334.4M
↑ 6.23%
Investing Cash Flow
-746.3M
↑ 1395.59%
Financing Cash Flow
373.7M
↓ 297.93%
FY20Y/Y Change
Operating Cash Flow
384.3M
↑ 14.92%
Investing Cash Flow
-123.8M
↓ 83.41%
Financing Cash Flow
-182.2M
↓ 148.76%
FY21Y/Y Change
Operating Cash Flow
449.9M
↑ 17.07%
Investing Cash Flow
-167.7M
↑ 35.46%
Financing Cash Flow
-211.8M
↑ 16.25%
FY22Y/Y Change
Operating Cash Flow
297.8M
↓ 33.81%
Investing Cash Flow
-799.3M
↑ 376.62%
Financing Cash Flow
415.1M
↓ 295.99%
Q2 FY23Q/Q Change
Operating Cash Flow
24.5M
↑ 4.7%
Investing Cash Flow
-27.1M
↑ 3771.43%
Financing Cash Flow
-6.1M
↓ 87.5%

Technicals Summary

Sell

Neutral

Buy

Morningstar Inc. is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Morningstar Inc.
Morningstar Inc.
-0.98%
13.67%
23.01%
7.19%
118.96%
Moody's Corporation
Moody's Corporation
2.18%
15.14%
31.1%
24.27%
114.36%
Coinbase Global Inc
Coinbase Global Inc
40.11%
27.52%
170.23%
-6.42%
-10.07%
Cme Group Inc.
Cme Group Inc.
0.17%
7.13%
4.72%
0.99%
9.5%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
-4.57%
15.68%
38.51%
19.08%
68.91%
S&p Global, Inc.
S&p Global, Inc.
-0.42%
15.62%
23.19%
11.62%
92.82%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Morningstar Inc.
Morningstar Inc.
46.31
46.31
0.0
7.73
0.23
0.07
0.0
36.51
Moody's Corporation
Moody's Corporation
43.3
43.3
2.47
12.11
0.54
0.12
0.01
21.55
Coinbase Global Inc
Coinbase Global Inc
54.33
54.33
1.08
5.32
0.21
0.0
NA
34.87
Cme Group Inc.
Cme Group Inc.
23.82
23.82
7.92
10.21
0.12
0.02
0.02
78.47
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
37.0
37.0
2.46
6.08
0.09
0.02
0.01
47.44
S&p Global, Inc.
S&p Global, Inc.
44.45
44.45
1.5
15.27
0.1
0.06
0.01
109.55
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Morningstar Inc.
Morningstar Inc.
Buy
$15.0B
118.96%
46.31
14.69%
Moody's Corporation
Moody's Corporation
Buy
$85.8B
114.36%
43.3
29.05%
Coinbase Global Inc
Coinbase Global Inc
Buy
$80.1B
-10.07%
54.33
31.22%
Cme Group Inc.
Cme Group Inc.
Buy
$81.6B
9.5%
23.82
57.43%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
Buy
$89.4B
68.91%
37.0
26.53%
S&p Global, Inc.
S&p Global, Inc.
Buy
$156.1B
92.82%
44.45
25.79%

Insights on Morningstar Inc.

  • Decreasing Revenue

    Revenue is down for the last 2 quarters, 570.5M → 569.4M (in $), with an average decrease of 0.2% per quarter

  • Increasing Net Profit

    Netprofit is up for the last 3 quarters, 64.2M → 119.7M (in $), with an average increase of 24.7% per quarter

  • Vs COIN

    In the last 1 year, Coinbase Global Inc has given 170.2% return, outperforming this stock by 147.2%

Institutional Holdings

  • Morgan Stanley - Brokerage Accounts

    9.42%

  • Vanguard Group Inc

    6.42%

  • BlackRock Inc

    5.92%

  • Select Equity Group LP

    4.10%

  • Bank of America Corp

    3.56%

  • BAMCO Inc

    3.05%

Corporate Announcements

  • Morningstar Inc. Dividends March,2024

    In the quarter ending March,2024. Morningstar Inc. has declared dividend of $0.41

    Read More

Company Information

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

Organization
Morningstar Inc.
Employees
11149
CEO
Mr. Joseph D. Mansueto
Industry
Commercial Services

FAQs