Morningstar, Inc. (MORN): Price and Financial Metrics

Morningstar, Inc. (MORN): $308.37

0.22 (+0.07%)

POWR Rating

Component Grades

Momentum

C

Stability

B

Sentiment

Quality

C

MORN Price/Volume Stats

Current price $308.37 52-week high $316.05
Prev. close $308.15 52-week low $163.28
Day low $307.04 Volume 94,100
Day high $309.49 Avg. volume 133,687
50-day MA $291.02 Dividend yield 0.54%
200-day MA $253.90 Market Cap 13.18B

MORN Stock Price Chart Interactive Chart >

MORN POWR Grades

  • MORN scores best on the Sentiment dimension, with a Sentiment rank ahead of 91.66% of US stocks.
  • MORN's strongest trending metric is Growth; it's been moving up over the last 26 weeks.
  • MORN's current lowest rank is in the Value metric (where it is better than 16.15% of US stocks).

MORN Stock Summary

  • MORN has a higher market value than 84.48% of US stocks; more precisely, its current market capitalization is $11,657,044,854.
  • MORN's current price/earnings ratio is 164.42, which is higher than 96.41% of US stocks with positive earnings.
  • The price/operating cash flow metric for MORNINGSTAR INC is higher than 91.23% of stocks in our set with a positive cash flow.
  • Stocks with similar financial metrics, market capitalization, and price volatility to MORNINGSTAR INC are KWR, CIGI, NWSA, HRT, and FORR.
  • Visit MORN's SEC page to see the company's official filings. To visit the company's web site, go to www.morningstar.com.

MORN Valuation Summary

  • MORN's price/sales ratio is 6.2; this is 416.67% higher than that of the median Financial Services stock.
  • MORN's price/sales ratio has moved up 1.9 over the prior 227 months.

Below are key valuation metrics over time for MORN.

Stock Date P/S P/B P/E EV/EBIT
MORN 2023-12-22 6.2 9.8 172.2 78.4
MORN 2023-12-21 6.1 9.7 169.7 77.3
MORN 2023-12-20 6.0 9.6 167.9 76.5
MORN 2023-12-19 6.1 9.7 169.6 77.3
MORN 2023-12-18 6.1 9.6 168.7 76.9
MORN 2023-12-15 6.0 9.6 168.4 76.7

MORN Growth Metrics

    The 4 year net income to common stockholders growth rate now stands at -5.06%.
  • The 2 year cash and equivalents growth rate now stands at 49.92%.
  • Its 5 year cash and equivalents growth rate is now at 21.33%.
MORN's revenue has moved up $626,500,000 over the prior 34 months.

The table below shows MORN's growth in key financial areas (numbers in millions of US dollars).

Date Revenue Operating Cash Flow Net Income to Common Stock
2022-12-31 1,870.6 297.8 70.5
2022-09-30 1,857.8 330.2 123.7
2022-06-30 1,818.5 350.7 181.7
2022-03-31 1,763.5 409.2 184.5
2021-12-31 1,699.3 449.9 193.3
2021-09-30 1,617.5 428.6 212.1

MORN's Quality Factors

The “Quality” component of the POWR Ratings focuses on 31 different factors of a companies fundamentals and operational strength. Here are some key insights as we drill into the specifics of these quality attributes.
  • MORN has a Quality Grade of B, ranking ahead of 76.87% of graded US stocks.
  • MORN's asset turnover comes in at 0.598 -- ranking 34th of 444 Trading stocks.
  • EGP, TCI, and VNO are the stocks whose asset turnover ratios are most correlated with MORN.

The table below shows MORN's key quality metrics over time.

Period Asset Turnover Gross Margin ROIC
2021-09-30 0.598 0.593 0.442
2021-06-30 0.581 0.603 0.456
2021-03-31 0.567 0.605 0.443
2020-12-31 0.561 0.600 0.368
2020-09-30 0.560 0.591 0.282
2020-06-30 0.559 0.585 0.240

Morningstar, Inc. (MORN) Company Bio


Morningstar provides independent investment research services, including data on stocks, mutual funds, and similar vehicles, and real-time global market data covering equities, indexes, futures, options, commodities, and precious metals. The company was founded in 1984 and is based in Chicago, Illinois.


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Latest MORN News From Around the Web

Below are the latest news stories about MORNINGSTAR INC that investors may wish to consider to help them evaluate MORN as an investment opportunity.

Morningstar Direct Web Services Brings Sophisticated Investment Data, Research, and Calculation APIs to Power Firms' Digital Platforms

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of Direct Web Services, a collection of application programming interfaces (APIs) that packages Morningstar's data, research, and calculation engines for financial services firms to use in their own digital solutions. Direct Web Services is complemented by a newly created global network of certified partners to seamlessly integrate API functionality for firms developing sophisticat

Yahoo | December 13, 2023

Momentum Investing Has Struggled for 20 Years. Here’s Why.

A mutual-funds rating company changed its methodology over a decade ago, and that apparently has made all the difference.

Yahoo | December 3, 2023

Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today declared a quarterly dividend of 40.5 cents per share, an increase of 8 percent. The dividend is payable Jan. 31, 2024, to shareholders of record as of Jan. 5, 2024. The 3-cent increase from the prior quarterly rate of 37.5 cents per share results in an annualized dividend of $1.62 per share compared with the prior annualized rate of $1.50 per share.

Yahoo | December 1, 2023

Scoring Big: 3 Football Stocks to Keep an Eye On This Thanksgiving

Bet big this Thanksgiving with these three football stocks that stand to gain from investor enthusiasm and company strength.

Jeremy Flint on InvestorPlace | November 21, 2023

What Makes Morningstar (MORN) a Prospective Investment?

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned -6.59% gross and -6.64% net of fees compared to -3.55% return for the MSCI ACWI SMID Capitalization Index. Negative security selection drove the underperformance of the […]

Yahoo | November 20, 2023

Read More 'MORN' Stories Here

MORN Price Returns

1-mo 3.15%
3-mo 7.89%
6-mo 32.06%
1-year 56.78%
3-year 38.12%
5-year 153.11%
YTD 7.89%
2023 33.10%
2022 -36.31%
2021 48.23%
2020 54.54%
2019 38.93%

MORN Dividends

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Continue Researching MORN

Want to see what other sources are saying about Morningstar Inc's financials and stock price? Try the links below:

Morningstar Inc (MORN) Stock Price | Nasdaq
Morningstar Inc (MORN) Stock Quote, History and News - Yahoo Finance
Morningstar Inc (MORN) Stock Price and Basic Information | MarketWatch

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