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Morningstar, Inc. (MORN)

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304.72 -7.20 (-2.31%)
At close: September 6 at 4:00 PM EDT
304.72 0.00 (0.00%)
After hours: September 6 at 4:04 PM EDT
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DELL
  • Previous Close 311.92
  • Open 311.43
  • Bid 304.56 x 100
  • Ask 305.31 x 100
  • Day's Range 303.36 - 312.47
  • 52 Week Range 219.45 - 330.22
  • Volume 47,890
  • Avg. Volume 102,941
  • Market Cap (intraday) 13.343B
  • Beta (5Y Monthly) 1.19
  • PE Ratio (TTM) 54.61
  • EPS (TTM) 5.58
  • Earnings Date Oct 23, 2024 - Oct 28, 2024
  • Forward Dividend & Yield 1.62 (0.52%)
  • Ex-Dividend Date Oct 3, 2024
  • 1y Target Est 343.50

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

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Research Reports: MORN

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Performance Overview: MORN

Trailing total returns as of 9/6/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

MORN
6.90%
S&P 500
13.39%

1-Year Return

MORN
27.55%
S&P 500
20.27%

3-Year Return

MORN
11.10%
S&P 500
19.25%

5-Year Return

MORN
94.98%
S&P 500
81.73%

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Statistics: MORN

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Valuation Measures

Annual
As of 9/5/2024
  • Market Cap

    13.36B

  • Enterprise Value

    13.99B

  • Trailing P/E

    54.63

  • Forward P/E

    --

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    6.19

  • Price/Book (mrq)

    9.32

  • Enterprise Value/Revenue

    6.45

  • Enterprise Value/EBITDA

    24.50

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    11.34%

  • Return on Assets (ttm)

    6.66%

  • Return on Equity (ttm)

    18.42%

  • Revenue (ttm)

    2.17B

  • Net Income Avi to Common (ttm)

    245.9M

  • Diluted EPS (ttm)

    5.58

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    439.2M

  • Total Debt/Equity (mrq)

    74.51%

  • Levered Free Cash Flow (ttm)

    360.9M

Research Analysis: MORN

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Company Insights: MORN

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