NasdaqGS - Nasdaq Real Time Price USD

Morningstar, Inc. (MORN)

288.75 +1.29 (+0.45%)
As of 11:07 AM EDT. Market Open.
Loading Chart for MORN
DELL
  • Previous Close 287.46
  • Open 288.73
  • Bid 287.62 x 100
  • Ask 289.68 x 100
  • Day's Range 285.67 - 289.58
  • 52 Week Range 172.34 - 316.06
  • Volume 33,074
  • Avg. Volume 129,406
  • Market Cap (intraday) 12.343B
  • Beta (5Y Monthly) 1.13
  • PE Ratio (TTM) 58.10
  • EPS (TTM) 4.97
  • Earnings Date Jul 24, 2024 - Jul 29, 2024
  • Forward Dividend & Yield 1.62 (0.56%)
  • Ex-Dividend Date Jul 11, 2024
  • 1y Target Est 345.00

Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.

www.morningstar.com

11,334

Full Time Employees

December 31

Fiscal Year Ends

Recent News: MORN

Performance Overview: MORN

Trailing total returns as of 4/26/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

MORN
1.16%
S&P 500
6.95%

1-Year Return

MORN
47.15%
S&P 500
25.29%

3-Year Return

MORN
19.51%
S&P 500
22.03%

5-Year Return

MORN
114.41%
S&P 500
74.33%

Compare To: MORN

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Statistics: MORN

Valuation Measures

Annual
As of 4/25/2024
  • Market Cap

    12.29B

  • Enterprise Value

    13.01B

  • Trailing P/E

    57.96

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    5.87

  • Price/Book (mrq)

    8.88

  • Enterprise Value/Revenue

    6.19

  • Enterprise Value/EBITDA

    25.43

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    10.13%

  • Return on Assets (ttm)

    5.46%

  • Return on Equity (ttm)

    16.45%

  • Revenue (ttm)

    2.1B

  • Net Income Avi to Common (ttm)

    212.9M

  • Diluted EPS (ttm)

    4.97

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    409.1M

  • Total Debt/Equity (mrq)

    81.55%

  • Levered Free Cash Flow (ttm)

    244.48M

Research Analysis: MORN

Analyst Price Targets

345.00
345.00 Average
288.75 Current
345.00 High
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Company Insights: MORN

Fair Value

288.75 Current
 

Dividend Score

0 Low
MORN
Sector Avg.
100 High
 

Hiring Score

0 Low
MORN
Sector Avg.
100 High
 

Insider Sentiment Score

0 Low
MORN
Sector Avg.
100 High
 

Research Reports: MORN

  • MORN: Raising target price to $372.00

    MORNINGSTAR INC has an Investment Rating of BUY; a target price of $372.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
     
  • MORN: Raising target price to $370.00

    MORNINGSTAR INC has an Investment Rating of BUY; a target price of $370.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
     
  • MORN: Rating increased to a BUY

    MORNINGSTAR INC has an Investment Rating of BUY; a target price of $331.000000; an Industry Subrating of Low; a Management Subrating of High; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
     
  • MORN: Lowering target price to $317.00

    MORNINGSTAR INC has an Investment Rating of HOLD; a target price of $317.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of High; a Growth Subrating of High; and a Value Subrating of Medium.

    Rating
    Price Target
     

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