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

MORN POWR Grades

• Sentiment is the dimension where MORN ranks best; there it ranks ahead of 85.98% of US stocks.
• The strongest trend for MORN is in Stability, which has been heading down over the past 179 days.
• MORN ranks lowest in Momentum; there it ranks in the 23rd percentile.

MORN Stock Summary

• MORN has a higher market value than 82.97% of US stocks; more precisely, its current market capitalization is $12,024,293,842.
• With a price/earnings ratio of 62.21, Morningstar Inc P/E ratio is greater than that of about 88.27% of stocks in our set with positive earnings.
• MORN's price/sales ratio is 7.08; that's higher than the P/S ratio of 79.62% of US stocks.
• If you're looking for stocks that are quantitatively similar to Morningstar Inc, a group of peers worth examining would be RBA, PACW, YUMC, HUBG, and COTY.
• MORN's SEC filings can be seen here. And to visit Morningstar Inc's official web site, go to www.morningstar.com.

MORN Valuation Summary

• In comparison to the median Financial Services stock, MORN's price/earnings ratio is 329.09% higher, now standing at 47.2.
• MORN's EV/EBIT ratio has moved up 1.7 over the prior 198 months.
• MORN's EV/EBIT ratio has moved up 1.7 over the prior 198 months.

Below are key valuation metrics over time for MORN.

MORN Growth Metrics

Its 4 year revenue growth rate is now at 57.26%.
• Its 5 year net income to common stockholders growth rate is now at 8.35%.
• Its 5 year cash and equivalents growth rate is now at 74.14%.

Over the past 34 months, MORN's revenue has gone up $664,000,000.

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
2021-12-31	1,699.3	449.9	193.3
2021-09-30	1,617.5	428.6	212.1
2021-06-30	1,545.8	399.4	239.3
2021-03-31	1,458.3	399.8	254.6
2020-12-31	1,389.5	384.3	223.6
2020-09-30	1,341.5	352.2	175.9

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.