Morningstar, Inc. (MORN): Price and Financial Metrics
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MORN POWR Grades
- Stability is the dimension where MORN ranks best; there it ranks ahead of 92.97% of US stocks.
- MORN's strongest trending metric is Stability; it's been moving up over the last 48 weeks.
- MORN ranks lowest in Growth; there it ranks in the 15th percentile.
MORN Stock Summary
- MORN has a higher market value than 82.7% of US stocks; more precisely, its current market capitalization is $11,952,265,450.
- The price/operating cash flow metric for Morningstar Inc is higher than 82.66% of stocks in our set with a positive cash flow.
- In terms of volatility of its share price, MORN is more volatile than only 13.88% of stocks we're observing.
- Stocks that are quantitatively similar to MORN, based on their financial statements, market capitalization, and price volatility, are ICLR, RBA, EWBC, HAIN, and LKFN.
- 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.
| Stock | Date | P/S | P/B | P/E | EV/EBIT |
|---|---|---|---|---|---|
| MORN | 2019-07-17 | 6.4 | 6.8 | 37.8 | 28.8 |
| MORN | 2015-07-06 | 4.6 | 5.3 | 43.1 | 28.4 |
| MORN | 2009-05-29 | 4.0 | 3.5 | 20.8 | 12.6 |
| MORN | 2008-05-15 | 7.1 | 7.4 | 40.9 | 23.5 |
| MORN | 2008-03-14 | 6.3 | 6.7 | 36.9 | 20.5 |
| MORN | 2007-02-14 | 6.6 | 7.9 | 39.5 | 23.4 |
MORN Growth Metrics
- The 2 year revenue growth rate now stands at 31.55%.
- Its year over year price growth rate is now at 74.99%.
- Its 5 year net income to common stockholders growth rate is now at 12.44%.
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 |
|---|---|---|---|
| 2021-06-30 | 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 |
| 2020-06-30 | 1,298.1 | 364.5 | 148.8 |
| 2020-03-31 | 1,244.1 | 324.1 | 142.7 |
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 76.07% of graded US stocks.
- MORN's asset turnover comes in at 0.581 -- ranking 34th of 456 Trading stocks.
- EGP, VNO, and NXRT 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 |
|---|---|---|---|
| 2021-06-30 | 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 |
| 2020-03-31 | 0.584 | 0.586 | 0.264 |
MORN Stock Price Chart Interactive Chart >
MORN Price/Volume Stats
| Current price | $272.53 | 52-week high | $288.54 |
| Prev. close | $278.65 | 52-week low | $157.10 |
| Day low | $270.78 | Volume | 54,200 |
| Day high | $278.31 | Avg. volume | 112,241 |
| 50-day MA | $264.80 | Dividend yield | 0.45% |
| 200-day MA | $244.40 | Market Cap | 11.74B |
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.
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.
Is Morningstar (MORN) A Smart Long-Term Buy?Artisan Partners, a high value-added investment management firm, published its ‘Artisan Global Discovery Fund’ second quarter 2021 investor letter – a copy of which can be downloaded here. A return of 10.28% was recorded by its Investor Class: APFDX, 10.27% by its Advisor Class: APDDX, and 10.35% by its Institutional Class: APHDX for the second […] |
Morningstar Launches Notebook Offering Access To Analytics and DataSetsFive individual Notebooks are currently available to users of Morningstar Direct today, and three additional datasets will be released via Notebooks by the end of 2021. |
Morningstar Addresses 'Know Your Product' Obligations of the Client Focused Reforms with the Launch of the Due Diligence Module into Morningstar Advisor WorkstationMorningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar Due Diligence ModuleSM, empowering advisors to evaluate and document a reasonable range of alternatives prior to making an investment recommendation. This addresses a critical component of the "Know Your Product" (KYP) obligation of the Canadian regulatory changes known collectively as the Client Focused Reforms (CFRs). |
Diverse Harvest as ESG Bond Funds Catch up with EquitiesESG bond funds are growing in number and innovation as managers compete to meet demand, but investors must ensure their aims are aligned with strategies. According to funds data and analytics provider Morningstar, global assets in ESG bond funds have tripled over the last three years to US$350 billion. Nevertheless, fixed income remains under-represented in the growing ESG space. Fuelling demand for ESG investments is the drive towards financing companies net zero greenhouse gas commitments and an increased focus on sustainability on the part of asset owners and other long-term investors. Living through Covid-19 has also highlighted the importance of social investing. Until recently, these issues have primarily been addressed from an equity perspective. Responsible investing was origina... |
Morningstar Launches Interactive "Notebooks" to Extend Access to Data and Analytics VisualizationsAhead of the annual Morningstar Investment Conference, Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced a new analytics capability in Morningstar Direct coupling multi-faceted data sets with automated analysis to drive new insights that were previously challenging to draw out. Morningstar is accelerating the pace of interactive analytics and new research released in Morningstar Direct delivered through Notebooks, enabling investors' access |
MORN Price Returns
| 1-mo | 4.25% |
| 3-mo | 6.38% |
| 6-mo | 21.42% |
| 1-year | 75.58% |
| 3-year | 121.51% |
| 5-year | 259.86% |
| YTD | 17.99% |
| 2020 | 54.54% |
| 2019 | 38.93% |
| 2018 | 14.34% |
| 2017 | 33.38% |
| 2016 | -7.52% |
MORN Dividends
| Ex-Dividend Date | Type | Payout Amount | Change | ||||||
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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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