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


Morningstar, Inc. (MORN): $242.48

-1.74 (-0.71%)

POWR Rating

Component Grades

Growth

S

Value

I

Momentum

G

Stability

N

Sentiment

U

Quality

P

MORN POWR Grades


  • MORN scores best on the Stability dimension, with a Stability rank ahead of 87.44% of US stocks.
  • MORN's strongest trending metric is Growth; it's been moving up over the last 31 weeks.
  • MORN ranks lowest in Value; there it ranks in the 50th percentile.

MORN Stock Summary

  • With a market capitalization of $10,231,021,768, Morningstar Inc has a greater market value than 81.19% of US stocks.
  • Price to trailing twelve month operating cash flow for MORN is currently 25.59, higher than 78.92% of US stocks with positive operating cash flow.
  • Over the past twelve months, MORN has reported earnings growth of 67.43%, putting it ahead of 79.59% of US stocks in our set.
  • If you're looking for stocks that are quantitatively similar to Morningstar Inc, a group of peers worth examining would be ICLR, AMED, MKSI, CIEN, and MMS.
  • 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 214.06% higher, now standing at 40.2.
  • MORN's EV/EBIT ratio has moved down $3.2 over the prior 196 months.
  • MORN's price/sales ratio has moved up $2.7 over the prior 196 months.

Below are key valuation metrics over time for MORN.

Stock Date P/S P/B P/E EV/EBIT
MORN 2021-03-31 6.9 7.6 43.2 33.7
MORN 2018-05-03 4.8 5.3 28.3 20.7
MORN 2014-10-22 4.0 4.4 36.7 24.4
MORN 2013-02-07 5.1 4.1 33.5 21.6
MORN 2011-03-31 5.3 3.7 33.8 21.2
MORN 2006-09-13 5.9 7.0 36.6 21.2

MORN Stock Price Chart Interactive Chart >

Price chart for MORN

MORN Price/Volume Stats

Current price $242.48 52-week high $270.08
Prev. close $244.22 52-week low $139.19
Day low $241.43 Volume 106,000
Day high $244.41 Avg. volume 128,517
50-day MA $242.26 Dividend yield 0.52%
200-day MA $217.23 Market Cap 10.41B

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.

MORN Price Forecast Based on DCF Valuation

Current PriceDCF Fair Value Target: Forecasted Gain:
$242.48$108.27 -54%

The table below illustrates the output of a discounted cash flow forecast using a variety of scenarios for Morningstar Inc. To summarize, we found that Morningstar Inc ranked in the 34th percentile in terms of potential gain offered. Our DCF analysis suggests the stock is overvalued by about 54%. In terms of the factors that were most noteworthy in this DCF analysis for MORN, they are:

  • The company's balance sheet shows it gets 95% of its capital from equity, and 5% of its capital from debt. Notably, its equity weight is greater than 85.39% of US equities in the Financial Services sector yielding a positive free cash flow.
  • The business' balance sheet reveals debt to be 5% of the company's capital (with equity being the remaining amount). Approximately just 18.44% of US stocks with free cash flow have a lower reliance on debt in their capital structure.
  • MORN's estimated cost of debt, based largely on its market capitalization and its interest coverage ratio, is 3%; for context, that number is higher than 46.85% of tickers in our DCF set.


Terminal Growth Rate in Free Cash FlowReturn Relative to Current Share Price
0%-55%
1%-55%
2%-54%
3%-54%
4%-53%
5%-53%

FCFS, PRA, FCRD, MSCI, and NDAQ can be thought of as valuation peers to MORN, in the sense that they are in the Financial Services sector and have a similar price forecast based on DCF valuation.


MORN Latest News Stream


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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.

How Financial Advisors Pick Client Investments

How advisors choose investment portfolios is varied, and investors are wise to check with theirs to find out how they make investment choices.

Yahoo | June 15, 2021

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for May 2021

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for May 2021. Long-term mutual funds and ETFs collected $83 billion during May, materially less than their $156 billion haul in March and $124 billion intake in April. Investors continued to favor passively managed strategies, pouring $71 billion into index-tracking funds.

Yahoo | June 15, 2021

Morningstar Announces Nominees for 2021 Morningstar Awards for Investing Excellence

CHICAGO, June 14, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the nominees for the 2021 Morningstar Awards for Investing Excellence. The awards recognize portfolio managers, asset management firms, and

PR Newswire | June 14, 2021

Fund News Advisor Can Use: Morningstar Calls for Actionable Disclosures on Climate Change

In this weeks fund news, Morningstar provides a framework for climate change disclosures; T. Rowe launches fifth active ETF; and the space ETF UFO reminds investors "Unidentified Aerial Phenomena" may pose a risk.

Wealth Management | June 11, 2021

The case for better fund selection data capture

If you run an investment research team, it has arguably never been both easier and harder to analyse and identify best of breed managers. On the one hand, not only is the market saturated with options, but there is also a huge breadth of quantitative data at your fingertips. Providers such as Morningstar, Bloomberg and [] The post The case for better fund selection data capture appeared first on Money Marketing .

Money Marketing | June 11, 2021

Read More 'MORN' Stories Here

MORN Price Returns

1-mo 1.52%
3-mo 2.26%
6-mo 10.21%
1-year 61.06%
3-year 85.19%
5-year 212.23%
YTD 4.85%
2020 54.54%
2019 38.93%
2018 14.34%
2017 33.38%
2016 -7.52%

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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