Morningstar Inc. (MORN)

$294.85

-2.16

(-0.73%)▲

Market is closed - opens 7 PM, 18 Apr 2024

Insights on Morningstar Inc.

  • Increasing Revenue

    Revenue is up for the last 6 quarters, 468.2M → 542.4M (in $), with an average increase of 2.9% per quarter

  • Increasing Net Profit

    Netprofit is up for the last 4 quarters, -6.3M → 73.5M (in $), with an average increase of 57.3% per quarter

  • Vs COIN

    In the last 1 year, Coinbase Global Inc has given 217.8% return, outperforming this stock by 176.7%

Performance

  • $294.38
    $298.72
    $294.85
    downward going graph

    0.16%

    Downside

    Day's Volatility :1.45%

    Upside

    1.3%

    downward going graph
  • $161.42
    $316.06
    $294.85
    downward going graph

    45.25%

    Downside

    52 Weeks Volatility :48.93%

    Upside

    6.71%

    downward going graph

Returns

PeriodMorningstar Inc.Sector (Financials)Index (Russel 2000)
3 Months
6.56%
6.3%
0.0%
6 Months
28.28%
19.8%
0.0%
1 Year
41.09%
19.0%
-1.5%
3 Years
24.06%
12.1%
-21.8%

Highlights

Market Capitalization
12.7B
Book Value
$31.08
Dividend Share
1.53
Dividend Yield
0.55%
Earnings Per Share (EPS)
3.3
PE Ratio
90.0
PEG Ratio
0.0
Wall Street Target Price
345.0
Profit Margin
6.92%
Operating Margin TTM
17.52%
Return On Assets TTM
4.19%
Return On Equity TTM
11.13%
Revenue TTM
2.0B
Revenue Per Share TTM
47.85
Quarterly Revenue Growth YOY
13.4%
Gross Profit TTM
1.1B
EBITDA
334.3M
Diluted Eps TTM
3.3
Quarterly Earnings Growth YOY
21.29
EPS Estimate Current Year
6.66
EPS Estimate Next Year
8.27
EPS Estimate Current Quarter
0.0
EPS Estimate Next Quarter
0.0

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
00
00
Hold
1
3
3
Sell
00
3
3

Analyst Forecast

What analysts predicted

Upside of 17.01%

Current $294.85
Target $345.00

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%
Q3 FY22Q/Q Change
Revenue
468.2M
↓ 0.47%
Net Income
-7.7M
↓ 125.58%
Net Profit Margin
-1.64%
↓ 8.04%
Q4 FY22Q/Q Change
Revenue
475.0M
↑ 1.45%
Net Income
3.3M
↓ 142.86%
Net Profit Margin
0.69%
↑ 2.33%
Q1 FY23Q/Q Change
Revenue
479.7M
↑ 0.99%
Net Income
-6.3M
↓ 290.91%
Net Profit Margin
-1.31%
↓ 2.0%
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%
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%
Q3 FY22Q/Q Change
Total Assets
3.4B
↓ 1.47%
Total Liabilities
2.2B
↑ 0.49%
Q4 FY22Q/Q Change
Total Assets
3.5B
↑ 1.75%
Total Liabilities
2.3B
↑ 1.41%
Q1 FY23Q/Q Change
Total Assets
3.5B
↓ 0.69%
Total Liabilities
2.2B
↓ 0.96%
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%
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%
Q3 FY22Q/Q Change
Operating Cash Flow
102.1M
↑ 48.62%
Investing Cash Flow
-36.0M
↓ 94.79%
Financing Cash Flow
-57.1M
↓ 110.63%
Q4 FY22Q/Q Change
Operating Cash Flow
103.5M
↑ 1.37%
Investing Cash Flow
-38.3M
↑ 6.39%
Financing Cash Flow
-76.7M
↑ 34.33%
Q1 FY23Q/Q Change
Operating Cash Flow
23.4M
↓ 77.39%
Investing Cash Flow
-700.0K
↓ 98.17%
Financing Cash Flow
-48.8M
↓ 36.38%
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 not in a favorable trading position ( SELL ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Morningstar Inc.
Morningstar Inc.
-2.35%
28.28%
41.09%
24.06%
118.73%
Moody's Corporation
Moody's Corporation
-2.26%
19.55%
22.95%
17.05%
98.57%
Coinbase Global Inc
Coinbase Global Inc
-10.78%
189.17%
217.84%
-35.8%
-34.88%
Cme Group Inc.
Cme Group Inc.
-4.78%
-3.5%
8.9%
1.38%
18.18%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
-2.72%
19.24%
21.63%
9.19%
63.71%
S&p Global, Inc.
S&p Global, Inc.
-2.29%
14.51%
17.02%
9.48%
89.74%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Morningstar Inc.
Morningstar Inc.
90.0
90.0
0.0
6.66
0.11
0.04
0.01
31.08
Moody's Corporation
Moody's Corporation
42.56
42.56
2.25
10.62
0.52
0.1
0.01
18.18
Coinbase Global Inc
Coinbase Global Inc
591.43
591.43
1.53
1.84
0.02
0.0
NA
25.95
Cme Group Inc.
Cme Group Inc.
23.25
23.25
8.46
9.56
0.12
0.01
0.04
74.43
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
30.93
30.93
2.63
6.0
0.1
0.02
0.01
44.88
S&p Global, Inc.
S&p Global, Inc.
49.76
49.76
1.48
14.08
0.07
0.05
0.01
108.88
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Morningstar Inc.
Morningstar Inc.
Buy
$12.7B
118.73%
90.0
6.92%
Moody's Corporation
Moody's Corporation
Buy
$67.7B
98.57%
42.56
27.16%
Coinbase Global Inc
Coinbase Global Inc
Buy
$53.0B
-34.88%
591.43
3.24%
Cme Group Inc.
Cme Group Inc.
Buy
$74.3B
18.18%
23.25
57.93%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
Buy
$74.5B
63.71%
30.93
29.64%
S&p Global, Inc.
S&p Global, Inc.
Buy
$130.8B
89.74%
49.76
21.01%

Institutional Holdings

  • Select Equity Group LP

    6.98%

  • Vanguard Group Inc

    6.03%

  • BlackRock Inc

    5.60%

  • Morgan Stanley - Brokerage Accounts

    4.53%

  • BAMCO Inc

    3.10%

  • Bank of America Corp

    3.02%

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
11334
CEO
Mr. Joseph D. Mansueto
Industry
Commercial Services

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