MORN Stock Overview
Provides independent investment insights in the United States, Asia. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
My Notes
Capture your thoughts, links and company narrative
Morningstar, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$340.32 |
| 52 Week High | US$365.00 |
| 52 Week Low | US$269.51 |
| Beta | 1.2 |
| 1 Month Change | 1.36% |
| 3 Month Change | 6.12% |
| 1 Year Change | 19.01% |
| 3 Year Change | 0.23% |
| 5 Year Change | 123.87% |
| Change since IPO | 1,597.36% |
Recent News & Updates
Recent updates
Should You Be Adding Morningstar (NASDAQ:MORN) To Your Watchlist Today?
Nov 29
Why Retail Investors Might Be Interested In Morningstar
Nov 19There's Reason For Concern Over Morningstar, Inc.'s (NASDAQ:MORN) Price
Oct 08Morningstar Stock: Perpetually Overvalued
Sep 24Morningstar: Still Holding Up Well, But No Investment
Jul 16Morningstar, Inc. (NASDAQ:MORN) Not Lagging Industry On Growth Or Pricing
Jun 17Morningstar, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Mar 03Morningstar: Watching Out For Q4 Earnings
Feb 22The Price Is Right For Morningstar, Inc. (NASDAQ:MORN)
Jan 08Morningstar declares $0.36 dividend
Oct 07Morningstar: Wait For A Pullback
Sep 23Morningstar: The Problem Is Still The Valuation
Jul 12Shareholder Returns
| MORN | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -3.6% | -4.1% | -2.4% |
| 1Y | 19.0% | 32.3% | 23.3% |
Return vs Industry: MORN underperformed the US Capital Markets industry which returned 31% over the past year.
Return vs Market: MORN underperformed the US Market which returned 22.1% over the past year.
Price Volatility
| MORN volatility | |
|---|---|
| MORN Average Weekly Movement | 3.1% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: MORN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: MORN's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1984 | 11,334 | Kunal Kapoor | www.morningstar.com |
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.
Morningstar, Inc. Fundamentals Summary
| MORN fundamental statistics | |
|---|---|
| Market cap | US$14.49b |
| Earnings (TTM) | US$326.50m |
| Revenue (TTM) | US$2.22b |
44.7x
P/E Ratio6.6x
P/S RatioIs MORN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MORN income statement (TTM) | |
|---|---|
| Revenue | US$2.22b |
| Cost of Revenue | US$868.90m |
| Gross Profit | US$1.35b |
| Other Expenses | US$1.03b |
| Earnings | US$326.50m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 7.61 |
| Gross Margin | 60.91% |
| Net Profit Margin | 14.69% |
| Debt/Equity Ratio | 55.2% |
How did MORN perform over the long term?
See historical performance and comparisonDividends
0.5%
Current Dividend Yield21%
Payout RatioDoes MORN pay a reliable dividends?
See MORN dividend history and benchmarks| Morningstar dividend dates | |
|---|---|
| Ex Dividend Date | Jan 03 2025 |
| Dividend Pay Date | Jan 31 2025 |
| Days until Ex dividend | 13 days |
| Days until Dividend pay date | 41 days |
Does MORN pay a reliable dividends?
See MORN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 02:04 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Morningstar, Inc. is covered by 4 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jeffrey Silber | BMO Capital Markets Equity Research |
| Niamh Alexander | Keefe, Bruyette, & Woods |
| Russell Quelch | Redburn Atlantic |