Jason Dubinsky - Morningstar Chief Officer
| MORN Stock | USD 352.76 6.55 1.89% |
Executive
Mr. Jason Dubinsky was appointed as Chief Financial Officer of the Morningstar, Inc. effective July 24, 2017. Jason served as senior vice president and chief financial officer of planning and central operations for Walgreens Boots Alliance, Inc., where he was responsible for accounting and shared service functions for Walgreens U.S. operations and led the financial planning and analysis function for the global business. Prior to the merger of Walgreens and Alliance Boots in 2014, he was Walgreens vice president of finance and treasurer, with responsibility for business unit finance, treasury operations, risk management, and investor relations. Before joining Walgreens in 2009, he served as vice president of investment banking at Goldman Sachs and Lehman Brothers, where he led mergers and acquisitions and corporate finance activity for clients across various industries. Jason holds a bachelor degree in business administration from the University of Michigan and a masters degree in business administration from New York University Stern School of Business. since 2017.
| Age | 51 |
| Tenure | 7 years |
| Address | 22 West Washington Street, Chicago, IL, United States, 60602 |
| Phone | 312 696 6000 |
| Web | https://www.morningstar.com |
Morningstar Management Efficiency
The company has return on total asset (ROA) of 0.0743 % which means that it generated a profit of $0.0743 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2324 %, meaning that it created $0.2324 on every $100 dollars invested by stockholders. Morningstar's management efficiency ratios could be used to measure how well Morningstar manages its routine affairs as well as how well it operates its assets and liabilities. As of the 26th of November 2024, Return On Assets is likely to grow to 0.05, while Return On Tangible Assets are likely to drop 0.1. At this time, Morningstar's Fixed Asset Turnover is very stable compared to the past year. As of the 26th of November 2024, Return On Assets is likely to grow to 0.05, while Other Current Assets are likely to drop about 28.7 M.Similar Executives
| Showing other executives | EXECUTIVE Age | ||
| Edward Gogol | CME Group | 70 | |
| Lynne Fitzpatrick | CME Group | 45 | |
| Katia Gonzalez | Intercontinental Exchange | N/A | |
| Amy Gradnik | SP Global | N/A | |
| Douglas Foley | Intercontinental Exchange | 52 | |
| Eliot Caroom | FactSet Research Systems | N/A | |
| Adam Kansler | SP Global | 54 | |
| Mary ONeal | Intercontinental Exchange | N/A | |
| Anita Liskey | CME Group | 59 | |
| Sitarama Kocherlakota | SP Global | 57 | |
| Bryan Smith | Nasdaq Inc | 51 | |
| David Goone | Intercontinental Exchange | 63 | |
| Robert JD | MSCI Inc | 56 | |
| Mark Grant | SP Global | N/A | |
| John Costigan | FactSet Research Systems | 54 | |
| Scott Minter | Moodys | N/A | |
| Andrew Surdykowski | Intercontinental Exchange | 53 | |
| Michael Adler | Moodys | N/A | |
| Scott Crum | MSCI Inc | 67 | |
| Jennifer Mak | MSCI Inc | 49 | |
| Sean Keating | CME Group | 58 | |
Management Performance
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.0743 |
Morningstar Leadership Team
Elected by the shareholders, the Morningstar's board of directors comprises two types of representatives: Morningstar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morningstar. The board's role is to monitor Morningstar's management team and ensure that shareholders' interests are well served. Morningstar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morningstar's outside directors are responsible for providing unbiased perspectives on the board's policies.
| David Williams, Head - Design and Marketing | ||
| Jason Dubinsky, Chief Officer | ||
| Kunal CFA, CEO Director | ||
| Joseph Mansueto, Executive Chairman of the Board | ||
| Sarah Bush, Director Relations | ||
| Daniel CFA, President Wealth | ||
| Daniel Dunn, Chief Officer | ||
| Kimberly McGarry, Chief Accounting Officer, Principal Accounting Officer, Global Controller | ||
| Conan Wiersema, Principal Officer | ||
| Marie Lynch, Chief Officer | ||
| Julie Willoughby, Head Sales | ||
| Kathleen Peacock, Chief Officer | ||
| Chris Boruff, Managing Operations | ||
| Steve Bendt, Chief Officer | ||
| Patrick Maloney, Gen Sec | ||
| James Rhodes, Chief Data Officer | ||
| Stephanie Lerdall, Senior Relations | ||
| Barbara CFA, Analyst |
Morningstar Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Morningstar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.0743 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 15.29 B | ||||
| Shares Outstanding | 42.88 M | ||||
| Shares Owned By Insiders | 39.57 % | ||||
| Shares Owned By Institutions | 61.20 % | ||||
| Number Of Shares Shorted | 118.37 K | ||||
| Price To Earning | 41.75 X |
Pair Trading with Morningstar
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Morningstar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Morningstar will appreciate offsetting losses from the drop in the long position's value.Moving together with Morningstar Stock
Moving against Morningstar Stock
The ability to find closely correlated positions to Morningstar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Morningstar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Morningstar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Morningstar to buy it.
The correlation of Morningstar is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Morningstar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Morningstar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Morningstar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Is Financial Exchanges & Data space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.044 | Dividend Share 1.615 | Earnings Share 7.57 | Revenue Per Share 51.995 | Quarterly Revenue Growth 0.105 |
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.