MORN Morningstar Inc

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

Price (delayed)

$192.57

Market cap

$7.22B

P/E Ratio

18.2

Dividend/share

$1.96

EPS

$10.58

Enterprise value

$8.64B

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Relative Growth: Rel. Growth: 89
Relative Strength: Rel. Strength: 37
Relative Valuation: Rel. Valuation: 69
Relative Profitability: Rel. Profitability: 90

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
MORN's price to earnings (P/E) is 81% lower than its 5-year quarterly average of 94.7 and 12% lower than its last 4 quarters average of 20.6
The gross profit rose by 12% year-on-year and by 3.2% since the previous quarter
The company's debt has surged by 84% YoY
Morningstar's equity has decreased by 37% 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
-0.28%
1 week
11.56%
1 month
23.43%
1 year
-30.34%
YTD
-11.38%
QTD
23.43%

Financial performance

How have Morningstar's revenue and profit performed over time
Revenue
$2.57B
Gross profit
$1.6B
Operating income
$603.9M
Net income
$421.6M
Gross margin
62.2%
Net margin
16.4%
The company's operating income rose by 15% YoY and by 6% QoQ
The gross profit rose by 12% year-on-year and by 3.2% since the previous quarter
Morningstar's revenue has increased by 9% YoY and by 2.3% from the previous quarter
The company's net margin fell by 4.7% YoY

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
18.2
P/B
7.15
P/S
2.84
EV/EBIT
14.19
EV/EBITDA
10.69
EV/Sales
3.37
MORN's price to earnings (P/E) is 81% lower than its 5-year quarterly average of 94.7 and 12% lower than its last 4 quarters average of 20.6
The company's EPS rose by 12% YoY and by 8% QoQ
Morningstar's equity has decreased by 37% YoY
The price to book (P/B) is 11% lower than the 5-year quarterly average of 8.0 but 10% higher than the last 4 quarters average of 6.5
The price to sales (P/S) is 46% lower than the 5-year quarterly average of 5.3 and 11% lower than the last 4 quarters average of 3.2
Morningstar's revenue has increased by 9% YoY and by 2.3% from the previous quarter

Efficiency

How efficient is Morningstar business performance
Morningstar's return on equity has increased by 40% YoY and by 18% QoQ
Morningstar's return on invested capital has decreased by 24% YoY and by 7% QoQ
The company's return on sales rose by 4.4% QoQ
The company's return on assets rose by 2.8% QoQ

Dividends

What is MORN's dividend history
Dividend details
DPS
$1.96
Dividend yield
1.02%
Payout ratio
18.5%
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 45% YoY
The company's total assets rose by 9% YoY
The company's debt is 86% higher than its equity
The debt to equity has surged by 191% year-on-year
The company's debt has surged by 84% YoY

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