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Morningstar Inc
NASDAQ:MORN

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Morningstar Inc
NASDAQ:MORN
Watchlist
Price: 233.57 USD -1.3% Market Closed
Updated: Dec 10, 2022

Intrinsic Value

The intrinsic value of one MORN stock under the Base Case scenario is 169.6 USD. Compared to the current market price of 233.57 USD, Morningstar Inc is Overvalued by 27%.

The Intrinsic Value is calculated as the average of the two valuation methods:

MORN Intrinsic Value
Base Case
169.6 USD
Overvaluation 27%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Fundamental Analysis

MORN Profitability Score
Profitability Due Diligence

Morningstar Inc's profitability score is 59/100. The higher the profitability score, the more profitable the company is.

Declining ROE
Declining ROIC
Positive ROIC
Positive 3-Year Average ROIC
59/100
Profitability
Score

Morningstar Inc's profitability score is 59/100. The higher the profitability score, the more profitable the company is.

MORN Solvency Score
Solvency Due Diligence

Morningstar Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.

Positive Net Debt
Short-Term Liabilities
Low D/E
Long-Term Liabilities
63/100
Solvency
Score

Morningstar Inc's solvency score is 63/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
58%
Gross Margin
11%
Operating Margin
7%
Net Margin
11%
FCF Margin
10%
ROE
6%
ROIC
Other

MORN Capital Structure
Morningstar Inc

Market Capitalization 9.9B USD
Total Debt 1.1B USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 373M USD
Short-Term Investments 34.4M USD
Enterprise Value 10.6B USD

Wall St
Price Targets

MORN Price Targets Summary
Morningstar Inc

Wall Street analysts forecast MORN stock price to drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for MORN is 75 USD .

Lowest
Price Target
Not Available
Average
Price Target
75 USD
68% Downside
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

MORN Competitors
Morningstar Inc

MORN Suppliers & Customers
Morningstar Inc

Morningstar Inc has 9 key suppliers from 4 countries and 6 industries. The majority of these suppliers are located in the United States of America, with the largest number of suppliers in the Technology industry.

Morningstar Inc has 8 key customers from 3 countries and 5 industries. The majority of these customers are located in the United States of America, with the largest number of customers in the Technology industry.

Ownership

MORN Insider Trading
Buy and sell transactions by insiders

Morningstar Inc insiders have only sold shares in the past 12 months.

During the last 12 months Morningstar Inc insiders have not bought any shares, and sold 312M USD worth of shares. The last transaction was made on Dec 10, 2022 by Mansueto Joseph D (Executive Chairman), who sold 1.2M USD worth of MORN shares.

Sold
0-3
months
44.8M USD
2
3-6
months
42.6M USD
3
6-9
months
90.3M USD
3
9-12
months
131M USD
2
Bought
0-3
months
0
0 USD
3-6
months
0
0 USD
6-9
months
0
0 USD
9-12
months
0
0 USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
44.8M USD
N/A
-44.8M
6 Months
87.4M USD
N/A
-87.4M
9 Months
178M USD
N/A
-177.6M
12 Months
308M USD
N/A
-308.4M
Purchases
7
Sales
1 406
Why is insider trading important?

Shareholder Return

MORN Price
Morningstar Inc

1M 1M
-4%
6M 6M
+2%
1Y 1Y
-27%
3Y 3Y
+56%
5Y 5Y
+155%
Annual Price Range
233.57
52w Low
209.09
52w High
345.26
Price Metrics
Average Annual Return 27.58%
Standard Deviation of Annual Returns 24.05%
Max Drawdown -39%
Shares Statistics
Market Capitalization 9.9B USD
Shares Outstanding 42 446 200
Percentage of Shares Shorted 0.94%

Company Profile

Morningstar Inc

Country

United States of America

Industry

Financial Services

Market Cap

9.9B USD

Dividend Yield

0.6%

Description

Morningstar, Inc. engages in the provision of investment research. The company is headquartered in Chicago, Illinois and currently employs 9,556 full-time employees. The company went IPO on 2005-05-03. The firm supports asset managers, individual and institutional investors, and financial advisors who make their own investment decisions with a product line of Web-based tools, investment data, ratings, and research. Its customers have access to a selection of investment data, fundamental equity research, manager research, private capital markets research, credit ratings, environmental, social and governance (ESG) ratings, fund ratings, and indexes directly on its desktop or Web-based software platforms, or through subscriptions, data feeds, and third-party distributors. The firm provides investment management services, investment analysis platforms, and portfolio management and accounting software tools to advisors and financial institutions. The firm also offers a range of indexes that can be used as performance benchmarks and for creating investment products.

Contact

ILLINOIS
Chicago
22 W Washington St
+13126966000.0
http://www.morningstar.com/

IPO

2005-05-03

Employees

9 556

Officers

CEO & Director
Mr. Kunal Kapoor CFA
Chief Financial Officer
Mr. Jason M. Dubinsky
Chief Revenue Officer
Mr. Daniel Dunn
Global Controller & Chief Accounting Officer
Ms. Kimberly J. McGarry
Pres of Data, Research & Enterprise Solutions and CTO
Mr. James Rhodes
Analyst
Ms. Barbara Margaret Noverini C.F.A.
Show More
Gen. Counsel & Corp. Sec.
Mr. Patrick J. Maloney
Sr. Mang. of Media Relations
Stephanie Lerdall
Managing Director of Bus. Operations
Mr. Chris Boruff
Chief Design Officer
Mr. David W. Williams
Show Less

See Also

Similar Stocks
What is the Intrinsic Value of one MORN stock?

The intrinsic value of one MORN stock under the Base Case scenario is 169.6 USD.

Is MORN stock undervalued or overvalued?

Compared to the current market price of 233.57 USD, Morningstar Inc is Overvalued by 27%.