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NASDAQ: MORN
Morningstar Inc Stock

$291.27+2.81 (+0.97%)
Updated Jun 21, 2024
MORN Price
$291.27
Fair Value Price
$174.22
Market Cap
$12.45B
52 Week Low
$185.15
52 Week High
$316.06
P/E
58.37x
P/B
9x
P/S
6.27x
PEG
19.73x
Dividend Yield
0.54%
Revenue
$2.10B
Earnings
$212.90M
Gross Margin
59.9%
Operating Margin
14.69%
Profit Margin
10.1%
Debt to Equity
1.45
Operating Cash Flow
$387M
Beta
0.85
Next Earnings
Jul 24, 2024
Ex-Dividend
Jul 12, 2024
Next Dividend
Jul 31, 2024

MORN Overview

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Zen Score

Industry Average (38)
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Due Diligence Checks

MORN ($291.27) is overvalued by 67.18% relative to our estimate of its Fair Value price of $174.22 based on Discounted Cash Flow (DCF) modelling
Below Fair Value Valuation
MORN ($291.27) is not significantly undervalued (67.18%) relative to our estimate of its Fair Value price of $174.22 based on Discounted Cash Flow (DCF) modelling, when including a healthy margin of safety
Significantly Below Fair Value Valuation
MORN ($291.27) is trading above... subscribe to Premium to read more.
Below Benjamin Graham Formula Value Valuation
There are 35 more MORN due diligence checks available for Premium users.

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MORN News

Valuation

MORN fair value

Fair Value of MORN stock based on Discounted Cash Flow (DCF)
Price
$291.27
Fair Value
$174.22
Overvalued by
67.18%
MORN ($291.27) is overvalued by... subscribe to Premium to read more.
Below Fair Value Valuation
MORN ($291.27) is not significantly... subscribe to Premium to read more.
Significantly Below Fair Value Valuation
MORN ($291.27) is trading above... subscribe to Premium to read more.
Below Benjamin Graham Formula Value Valuation

MORN price to earnings (PE)

For valuing profitable companies with steady earnings
Company
58.37x
Industry
37.14x
Market
30.75x
MORN is poor value based... subscribe to Premium to read more.
P/E vs Industry Valuation
MORN is poor value based... subscribe to Premium to read more.
P/E vs Market Valuation

MORN price to book (PB)

For valuing companies that are loss-making or have lots of physical asset
Company
9x
Industry
4.53x
MORN is poor value based... subscribe to Premium to read more.
P/B vs Industry Valuation

MORN price to earnings growth (PEG)

For valuing profitable companies with growth potential
MORN is poor value relative... subscribe to Premium to read more.
PEG Value Valuation

MORN's financial health

Profit margin

Revenue
$542.8M
Net Income
$64.2M
Profit Margin
11.8%
MORN's Earnings (EBIT) of $308.70M... subscribe to Premium to read more.
Interest Coverage Financials
MORN's profit margin has increased... subscribe to Premium to read more.
Profit Margin Growth Financials

Assets to liabilities

Assets
$3.4B
Liabilities
$2.0B
Debt to equity
1.45
MORN's short-term liabilities ($846.80M) exceed... subscribe to Premium to read more.
Short-term Liabilities Financials
MORN's long-term liabilities ($1.16B) exceed... subscribe to Premium to read more.
Long-term Liabilities Financials
MORN's debt has increased relative... subscribe to Premium to read more.
Shrinking Debt Financials
MORN's debt to equity ratio... subscribe to Premium to read more.
Healthy Debt to Equity Financials

Cash flow

Operating
$93.6M
Investing
-$26.7M
Financing
-$43.5M
MORN's operating cash flow ($386.60M)... subscribe to Premium to read more.
Debt Coverage Financials

MORN vs Financial Datum & Stock Exchange Stocks

TickerMarket Cap1d %P/EP/B
MORN$12.45B+0.97%58.37x9.00x
FDS$16.15B+3.77%32.98x8.96x
DNB$4.07B+0.22%-114.88x1.21x
VALU$386.42M-1.04%21.13x4.33x
NDAQ$34.74B+1.72%31.88x3.21x

Morningstar Stock FAQ

What is Morningstar's quote symbol?

(NASDAQ: MORN) Morningstar trades on the NASDAQ under the ticker symbol MORN. Morningstar stock quotes can also be displayed as NASDAQ: MORN.

If you're new to stock investing, here's how to buy Morningstar stock.

What is the 52 week high and low for Morningstar (NASDAQ: MORN)?

(NASDAQ: MORN) Morningstar's 52-week high was $316.06, and its 52-week low was $185.15. It is currently -7.84% from its 52-week high and 57.32% from its 52-week low.

How much is Morningstar stock worth today?

(NASDAQ: MORN) Morningstar currently has 42,745,583 outstanding shares. With Morningstar stock trading at $291.27 per share, the total value of Morningstar stock (market capitalization) is $12.45B.

Morningstar stock was originally listed at a price of $20.05 in May 3, 2005. If you had invested in Morningstar stock at $20.05, your return over the last 19 years would have been 1,352.72%, for an annualized return of 15.12% (not including any dividends or dividend reinvestments).

How much is Morningstar's stock price per share?

(NASDAQ: MORN) Morningstar stock price per share is $291.27 today (as of Jun 21, 2024).

What is Morningstar's Market Cap?

(NASDAQ: MORN) Morningstar's market cap is $12.45B, as of Jun 24, 2024.

Market cap (market capitalization) is the total market value of a publicly traded company's outstanding shares.

Morningstar's market cap is calculated by multiplying MORN's current stock price of $291.27 by MORN's total outstanding shares of 42,745,583.
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