Morningstar Inc
Prices are adjusted according to historical splits.
Vitals
- Today's Low:
- $196.99
- Today's High:
- $201.22
- Open Price:
- $197
- 52W Low:
- $163.28
- 52W High:
- $262.0414
- Prev. Close:
- $197.31
- Volume:
- 90400
Company Statistics
- Market Cap.:
- $8.55 billion
- Book Value:
- 28.312
- Revenue TTM:
- $1.89 billion
- Operating Margin TTM:
- 8.78%
- Gross Profit TTM:
- $1.09 billion
- Profit Margin:
- 0.89%
- Return on Assets TTM:
- 3.29%
- Return on Equity TTM:
- 1.31%
Company Profile
Morningstar Inc had its IPO on 2005-05-03 under the ticker symbol MORN.
The company operates in the Financial Services sector and Financial Data & Stock Exchanges industry. Morningstar Inc has a staff strength of 12,411 employees.
Stock update
Shares of Morningstar Inc opened at $197 at the start of the last trading session i.e. 2023-05-28.
The stocks traded within a range of $196.99 - $201.22, and closed at $200.93.
This is a +1.83% increase from the previous day's closing price.
A total volume of 90,400 shares were traded at the close of the day’s session.
In the last one week, shares of Morningstar Inc have increased by +3.26%.
Morningstar Inc's Key Ratios
Morningstar Inc has a market cap of $8.55 billion, indicating a price to book ratio of 8.2099 and a price to sales ratio of 5.0317.
In the last 12-months Morningstar Inc’s revenue was $1.89 billion with a gross profit of $1.09 billion and an EBITDA of $275.70 million. The EBITDA ratio measures Morningstar Inc's overall financial performance and is widely used to measure its profitability.
In the trailing 12-month period, Morningstar Inc’s operating margin was 8.78% while its return on assets stood at 3.29% with a return of equity of 1.31%.
In Q1, Morningstar Inc’s quarterly earnings growth was a negative -94.1% while revenue growth was a positive 5%.
Morningstar Inc’s PE and PEG Ratio
- Forward PE
- 0
- Trailing PE
- 502.325
- PEG
- 0
Its diluted EPS in the last 12-months stands at $0.4 per share while it has a forward price to earnings multiple of 0 and a PEG multiple of 0. A low price to earnings ratio can mean the stock is attractively valued while a high ratio suggests the stock may be overvalued.
The PEG on the other hand provides a broader view compared to the P/E ratio and gives greater insight into Morningstar Inc’s profitability.
Morningstar Inc stock is trading at a EV to sales ratio of 5.7216 and a EV to EBITDA ratio of 29.993. Its price to sales ratio in the trailing 12-months stood at 5.0317.
Morningstar Inc stock pays annual dividends of $1.47 per share, indicating a yield of 0.75% and a payout ratio of 75%.
Balance sheet and cash flow metrics
- Total Assets
- $3.45 billion
- Total Liabilities
- $844.40 million
- Operating Cash Flow
- $-700000.00
- Capital Expenditure
- $29.50 million
- Dividend Payout Ratio
- 75%
Morningstar Inc ended 2023 with $3.45 billion in total assets and $0 in total liabilities. Its intangible assets were valued at $3.45 billion while shareholder equity stood at $1.20 billion.
Morningstar Inc ended 2023 with $97.10 million in deferred long-term liabilities, $844.40 million in other current liabilities, in common stock, $1.51 billion in retained earnings and $1.58 billion in goodwill. Its cash balance stood at $352.20 million and cash and short-term investments were $385.40 million. The company’s total short-term debt was $68,200,000 while long-term debt stood at $1.10 billion.
Morningstar Inc’s total current assets stands at $781.30 million while long-term investments were $117.70 million and short-term investments were $33.20 million. Its net receivables were $297.90 million compared to accounts payable of $203.20 million and inventory worth $0.
In 2023, Morningstar Inc's operating cash flow was $-700000.00 while its capital expenditure stood at $29.50 million.
Comparatively, Morningstar Inc paid $0.75 in dividends in 2023.
Other key metrics
- Current Trading Price
- $200.93
- 52-Week High
- $262.0414
- 52-Week Low
- $163.28
- Analyst Target Price
- $75
Morningstar Inc stock is currently trading at $200.93 per share. It touched a 52-week high of $262.0414 and a 52-week low of $262.0414. Analysts tracking the stock have a 12-month average target price of $75.
Its 50-day moving average was $194.47 and 200-day moving average was $219.55 The short ratio stood at 1.48 indicating a short percent outstanding of 0%.
Around 4481% of the company’s stock are held by insiders while 5722.1% are held by institutions.
Frequently Asked Questions About Morningstar Inc
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About
Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and Morningstar.com, a data, editorial, and research content product, as well as Morningstar Office. In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois.