MORN Morningstar Inc

  1. Stocks
  2. Financial Services
  3. NASDAQ: MORN

Price (delayed)

$246.76

Market cap

$9.16B

P/E Ratio

21.48

Dividend/share

$2

EPS

$11.49

Enterprise value

$10.52B

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Relative Growth: Rel. Growth:
Relative Strength: Rel. Strength:
Relative Valuation: Rel. Valuation:
Relative Profitability: Rel. Profitability: 93

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, ...

Highlights
The company's EPS rose by 30% YoY and by 9% QoQ
MORN's net income is up by 18% year-on-year and by 6% since the previous quarter
The company's debt has surged by 78% YoY but it fell by 2.4% QoQ
MORN's price to earnings (P/E) is 77% lower than its 5-year quarterly average of 92.9 but 19% higher than its last 4 quarters average of 18.2
Morningstar's equity has decreased by 32% YoY
Sector: Financial Services
Industry: Financial Data & Stock Exchanges
Website: http://www.morningstar.com
Peers: MSCI FDS VALU MCO

Key stats

What are the main financial stats of MORN

MORN stock price

How has the Morningstar stock price performed over time
Intraday
-0.76%
1 week
-0.17%
1 month
20.78%
1 year
14.11%
YTD
13.55%
QTD
29.85%

Financial performance

How have Morningstar's revenue and profit performed over time
Revenue
$2.62B
Gross profit
$1.65B
Operating income
$643.5M
Net income
$445.5M
Gross margin
63.1%
Net margin
17%
The company's operating income rose by 20% YoY and by 7% QoQ
MORN's net income is up by 18% year-on-year and by 6% since the previous quarter
The gross profit rose by 13% year-on-year and by 3.5% since the previous quarter
The operating margin has grown by 10% YoY and by 4.3% from the previous quarter

Price vs fundamentals

How does MORN's price correlate with its fundamentals

Growth

What is Morningstar's growth rate over time

Valuation

What is Morningstar stock price valuation
MORN P/E details
P/E
21.48
P/B
9.03
P/S
3.52
EV/EBIT
16.17
EV/EBITDA
12.29
EV/Sales
4.01
MORN's price to earnings (P/E) is 77% lower than its 5-year quarterly average of 92.9 but 19% higher than its last 4 quarters average of 18.2
The company's EPS rose by 30% YoY and by 9% QoQ
The price to book (P/B) is 36% higher than the last 4 quarters average of 6.7 and 14% higher than the 5-year quarterly average of 8.0
Morningstar's equity has decreased by 32% YoY
The price to sales (P/S) is 30% lower than the 5-year quarterly average of 5.1 but 27% higher than the last 4 quarters average of 2.8
Morningstar's revenue has increased by 9% YoY and by 2.1% from the previous quarter

Efficiency

How efficient is Morningstar business performance
Morningstar's return on equity has surged by 75% YoY and by 18% QoQ
Morningstar's return on invested capital has decreased by 24% YoY and by 5% QoQ
The company's return on sales rose by 14% YoY and by 4.6% QoQ
The company's return on assets rose by 10% YoY and by 2.7% QoQ

Dividends

What is MORN's dividend history
Dividend details
DPS
$2
Dividend yield
0.81%
Payout ratio
17.4%
Recent dividends

Special dividends are included in TTM DPS and yield

Financial health

How did Morningstar financials performed over time
The company's total assets is 35% higher than its total liabilities
The total liabilities has grown by 43% YoY
The company's total assets rose by 11% YoY
The company's debt is 81% higher than its equity
The debt to equity has surged by 162% year-on-year but it has declined by 2.7% since the previous quarter
The company's debt has surged by 78% YoY but it fell by 2.4% QoQ

All financial data is based on trailing twelve months (TTM) periods - updated quarterly, unless otherwise specified.