Morningstar Inc. (MORN)

$277.79

-1.49

(-0.53%)▲

Market is closed - opens 8 PM, 29 Nov 2023

Insights on Morningstar Inc.

  • Increasing Revenue

    Revenue is up for the last 5 quarters, 468.2M → 515.5M (in $), with an average increase of 2.4% per quarter

  • Increasing Net Profit

    Netprofit is up for the last 3 quarters, -6.3M → 39.1M (in $), with an average increase of 62.6% per quarter

  • Vs MCO

    In the last 1 year, Moody's Corporation has given 24.7% return, outperforming this stock by 6.8%

Performance

  • $276.86
    $279.90
    $277.79
    downward going graph

    0.33%

    Downside

    Day's Volatility :1.09%

    Upside

    0.75%

    downward going graph
  • $162.12
    $280.32
    $277.79
    downward going graph

    41.64%

    Downside

    52 Weeks Volatility :42.17%

    Upside

    0.9%

    downward going graph

Returns

PeriodMorningstar Inc.Sector (Financials)Index (Russel 2000)
3 Months
23.59%
2.2%
0.0%
6 Months
34.21%
9.8%
0.0%
1 Year
17.91%
-1.3%
-3.7%
3 Years
38.83%
23.8%
-4.7%

Highlights

Market Capitalization
11.6B
Book Value
$29.14
Dividend Share
1.5
Dividend Yield
0.55%
Earnings Per Share (EPS)
1.66
PE Ratio
164.1
PEG Ratio
0.0
Wall Street Target Price
345.0
Profit Margin
3.59%
Operating Margin TTM
13.58%
Return On Assets TTM
3.72%
Return On Equity TTM
5.85%
Revenue TTM
2.0B
Revenue Per Share TTM
46.44
Quarterly Revenue Growth YOY
10.100000000000001%
Gross Profit TTM
1.1B
EBITDA
320.0M
Diluted Eps TTM
1.66
Quarterly Earnings Growth YOY
0.2
EPS Estimate Current Year
4.61
EPS Estimate Next Year
5.94
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 24.19%

Current $277.79
Target $345.00

Company Financials

FY17Y/Y Change
Revenue
911.7M
↑ 14.16%
Net Income
136.9M
↓ 14.97%
Net Profit Margin
15.02%
↓ 5.14%
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%
Q2 FY22Q/Q Change
Revenue
470.4M
↑ 2785.89%
Net Income
30.1M
↓ 288.12%
Net Profit Margin
6.4%
↑ 104.56%
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%
FY17Y/Y Change
Total Assets
1.4B
↑ 4.06%
Total Liabilities
600.8M
↓ 8.15%
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%
Q2 FY22Q/Q Change
Total Assets
3.5B
↑ 20.79%
Total Liabilities
2.2B
↑ 46.61%
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%
FY17Y/Y Change
Operating Cash Flow
250.1M
↑ 17.03%
Investing Cash Flow
-60.8M
↓ 77.83%
Financing Cash Flow
-157.5M
↓ 227.32%
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 FY22Q/Q Change
Operating Cash Flow
68.7M
↑ 192.34%
Investing Cash Flow
-691.3M
↑ 1951.34%
Financing Cash Flow
537.1M
↑ 4451.69%
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 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.
10.53%
34.21%
17.91%
38.83%
132.77%
Moody's Corporation
Moody's Corporation
17.91%
15.19%
24.75%
27.92%
130.58%
Cme Group Inc.
Cme Group Inc.
2.18%
21.18%
23.53%
23.37%
14.31%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
6.37%
8.03%
7.06%
6.89%
39.08%
Msci Inc.
Msci Inc.
8.68%
11.12%
7.72%
27.95%
233.57%
S&p Global, Inc.
S&p Global, Inc.
19.68%
13.35%
18.97%
17.4%
128.99%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Morningstar Inc.
Morningstar Inc.
164.1
164.1
0.0
4.61
0.06
0.04
0.01
29.14
Moody's Corporation
Moody's Corporation
44.03
44.03
6.23
10.05
0.52
0.09
0.01
17.44
Cme Group Inc.
Cme Group Inc.
25.83
25.83
4.69
9.17
0.11
0.01
0.02
78.38
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
26.54
26.54
2.33
5.61
0.1
0.01
0.01
44.51
Msci Inc.
Msci Inc.
44.07
44.07
3.2
13.11
0.0
0.17
0.01
-13.26
S&p Global, Inc.
S&p Global, Inc.
54.05
54.05
4.76
12.58
0.07
0.04
0.01
111.8
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Morningstar Inc.
Morningstar Inc.
Buy
$11.6B
132.77%
164.1
3.59%
Moody's Corporation
Moody's Corporation
Buy
$66.3B
130.58%
44.03
26.42%
Cme Group Inc.
Cme Group Inc.
Buy
$78.0B
14.31%
25.83
57.13%
Intercontinental Exchange, Inc.
Intercontinental Exchange, Inc.
Buy
$65.5B
39.08%
26.54
32.03%
Msci Inc.
Msci Inc.
Buy
$41.8B
233.57%
44.07
39.76%
S&p Global, Inc.
S&p Global, Inc.
Buy
$131.5B
128.99%
54.05
20.19%

Institutional Holdings

  • Select Equity Group LP

    9.23%

  • Vanguard Group Inc

    5.81%

  • Morgan Stanley - Brokerage Accounts

    4.54%

  • Bank of America Corp

    3.04%

  • Kayne Anderson Rudnick Investment Management LLC

    2.94%

  • BAMCO Inc

    2.88%

Corporate Announcements

  • Morningstar Inc. Dividends September,2023

    In the quarter ending September,2023. Morningstar Inc. has declared dividend of $0.38

    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
11566
CEO
Mr. Kunal Kapoor CFA
Industry
Commercial Services

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