Is Morningstar Stock a Good Investment?

Morningstar Investment Advice

MORN

To provide specific investment advice or recommendations on Morningstar stock, we recommend investors consider the following general factors when evaluating Morningstar. This will help you to make an informed decision on whether to include Morningstar in one of your diversified portfolios:

Examine Morningstar's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Morningstar's leadership team and their track record. Good management can help Morningstar navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Financial Exchanges & Data space and any emerging trends that could impact Morningstar's business and its evolving consumer preferences.
Compare Morningstar's performance and market position to its competitors. Analyze how Morningstar is positioned in terms of product offerings, innovation, and market share.
Check if Morningstar pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Morningstar's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Morningstar stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Morningstar is a good investment.

Sell

Buy

Strong Hold

Macroaxis provides trade recommendations on Morningstar to complement and cross-verify current analyst consensus on Morningstar. Our advice engine determines the firm's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Morningstar is not overpriced, please verify all Morningstar fundamentals, including its cash flow from operations, current asset, and the relationship between the cash per share and beta . Given that Morningstar has a price to earning of 41.75 X, we recommend you to check Morningstar market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Market Performance	Good	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Follows the market closely	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Morningstar Stock

Researching Morningstar's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 40.0% of the company outstanding shares are owned by corporate insiders. The company recorded earning per share (EPS) of 7.57. Morningstar last dividend was issued on the 4th of October 2024.

To determine if Morningstar is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Morningstar's research are outlined below:

	Morningstar currently holds 1.16 B in liabilities with Debt to Equity (D/E) ratio of 1.15, which is about average as compared to similar companies. Morningstar has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Morningstar's use of debt, we should always consider it together with its cash and equity.
	Morningstar has a strong financial position based on the latest SEC filings
	About 61.0% of Morningstar shares are owned by institutional investors
	On 31st of October 2024 Morningstar paid $ 0.405 per share dividend to its current shareholders
	Latest headline from finance.yahoo.com: Walmarts Flywheel Keeps Spinning

Morningstar Quarterly Cash And Short Term Investments

601.7 Million

Morningstar uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Morningstar. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Morningstar's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	22nd of February 2024 Upcoming Quarterly Report	View
	31st of December 2023 Next Fiscal Quarter End	View

Earnings surprises can significantly impact Morningstar's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Morningstar's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2006-02-23	2005-12-31	0.2	0.22	0.02	10
2005-11-09	2005-09-30	0.19	0.17	-0.02	10
2006-08-03	2006-06-30	0.28	0.24	-0.04	14
2012-10-24	2012-09-30	0.5	0.56	0.06	12
2008-10-30	2008-09-30	0.51	0.45	-0.06	11
2013-10-23	2013-09-30	0.61	0.68	0.07	11
2010-04-28	2010-03-31	0.48	0.4	-0.08	16
2008-07-31	2008-06-30	0.49	0.57	0.08	16

Know Morningstar's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Morningstar is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Morningstar backward and forwards among themselves. Morningstar's institutional investor refers to the entity that pools money to purchase Morningstar's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
T. Rowe Price Associates, Inc.	2024-06-30	684.7 K
Geode Capital Management, Llc	2024-09-30	497.4 K
Liontrust Investment Partners Llp	2024-09-30	402.8 K
Fmr Inc	2024-09-30	400.5 K
Bank Of New York Mellon Corp	2024-06-30	327.9 K
Norges Bank	2024-06-30	324.4 K
Millennium Management Llc	2024-06-30	320.2 K
Dimensional Fund Advisors, Inc.	2024-09-30	291.9 K
Allspring Global Investments Holdings, Llc	2024-06-30	282.5 K
Morgan Stanley - Brokerage Accounts	2024-06-30	4 M
Vanguard Group Inc	2024-09-30	2.8 M

Note, although Morningstar's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Morningstar's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 15.03 B.

Market Cap

2.31 Billion

Morningstar's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.11	0.10
Return On Capital Employed	0.09	0.09
Return On Assets	0.04	0.05
Return On Equity	0.11	0.06

The company has Profit Margin (PM) of 0.15 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.2 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.2.

Determining Morningstar's profitability involves analyzing its financial statements and using various financial metrics to determine if Morningstar is a good buy. For example, gross profit margin measures Morningstar's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Morningstar's profitability and make more informed investment decisions.

Morningstar's Earnings Breakdown by Geography

Evaluate Morningstar's management efficiency

Morningstar 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.

	Last Reported	Projected for Next Year
Book Value Per Share	31.17	32.73
Tangible Book Value Per Share	(17.26)	(16.40)
Enterprise Value Over EBITDA	31.01	32.56
Price Book Value Ratio	9.18	9.00
Enterprise Value Multiple	31.01	32.56
Price Fair Value	9.18	9.00
Enterprise Value	2.5 B	2.2 B

The strategic initiatives led by Morningstar's management are central to its market success. By analyzing these initiatives, we provide a clear picture of the stock's growth prospects.

Dividend Yield

0.0046

Forward Dividend Yield

0.0046

Forward Dividend Rate

1.62

Beta

1.182

Basic technical analysis of Morningstar Stock

As of the 26th of November, Morningstar secures the Mean Deviation of 0.8833, risk adjusted performance of 0.1044, and Downside Deviation of 1.09. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Morningstar, as well as the relationship between them.

Morningstar's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Morningstar insiders, such as employees or executives, is commonly permitted as long as it does not rely on Morningstar's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Morningstar insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Joseph Mansueto over six months ago Disposition of tradable shares by Joseph Mansueto of Morningstar at 275.2242 subject to Rule 16b-3
		Hugh Zentmyer over a year ago Acquisition by Hugh Zentmyer of tradable shares of Morningstar subject to Rule 16b-3

Morningstar's Outstanding Corporate Bonds

Morningstar issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Morningstar uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Morningstar bonds can be classified according to their maturity, which is the date when Morningstar has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View
	MORGAN STANLEY Corp Bond US61772BAC72	View
	MORGAN STANLEY Corp Bond US61772BAB99	View
	MSTDLF 45 11 FEB 27 Corp Bond US61774AAD54	View
	MGM Resorts International Corp Bond US552953CD18	View
	AerCap Global Aviation Corp Bond US00773HAA59	View

View All Morningstar Corporate Bonds

Understand Morningstar's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Morningstar's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1044
	Market Risk Adjusted Performance	0.2074
	Mean Deviation	0.8833
	Semi Deviation	0.8953
	Downside Deviation	1.09
	Coefficient Of Variation	766.38
	Standard Deviation	1.35
	Variance	1.81
	Information Ratio	0.0333
	Jensen Alpha	0.0643
	Total Risk Alpha	(0.05)
	Sortino Ratio	0.0411
	Treynor Ratio	0.1974
	Maximum Drawdown	10.23
	Value At Risk	(1.58)
	Potential Upside	1.81
	Downside Variance	1.19
	Semi Variance	0.8016
	Expected Short fall	(0.98)
	Skewness	1.93
	Kurtosis	10.53

	Risk Adjusted Performance	0.1044
	Market Risk Adjusted Performance	0.2074
	Mean Deviation	0.8833
	Semi Deviation	0.8953
	Downside Deviation	1.09
	Coefficient Of Variation	766.38
	Standard Deviation	1.35
	Variance	1.81
	Information Ratio	0.0333
	Jensen Alpha	0.0643
	Total Risk Alpha	(0.05)
	Sortino Ratio	0.0411
	Treynor Ratio	0.1974
	Maximum Drawdown	10.23
	Value At Risk	(1.58)
	Potential Upside	1.81
	Downside Variance	1.19
	Semi Variance	0.8016
	Expected Short fall	(0.98)
	Skewness	1.93
	Kurtosis	10.53

Consider Morningstar's intraday indicators

Morningstar intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Morningstar stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	2681.21
	Daily Balance Of Power	1.259615
	Rate Of Daily Change	1.02
	Day Median Price	350.34
	Day Typical Price	351.15
	Price Action Indicator	5.69
	Period Momentum Indicator	6.55

Morningstar Corporate Filings

F4	22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
13A	14th of November 2024 An amended filing to the original Schedule 13G	View Verify
10Q	25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify

Morningstar time-series forecasting models is one of many Morningstar's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Morningstar's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Morningstar Stock media impact

Far too much social signal, news, headlines, and media speculation about Morningstar that are available to investors today. That information is available publicly through Morningstar media outlets and privately through word of mouth or via Morningstar internal channels. However, regardless of the origin, that massive amount of Morningstar data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Morningstar news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Morningstar relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Morningstar's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Morningstar alpha.

Morningstar Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Morningstar can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Morningstar Corporate Management

David Williams	Head - Design and Marketing	Profile
Jason Dubinsky	Chief Officer	Profile
Kunal CFA	CEO Director	Profile
Daniel Dunn	Chief Officer	Profile

When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock: