Morningstar Net Worth
Morningstar Net Worth Breakdown | MORN |
Morningstar Net Worth Analysis
Morningstar's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Morningstar's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Morningstar's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Morningstar's net worth analysis. One common approach is to calculate Morningstar's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Morningstar's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Morningstar's net worth. This approach calculates the present value of Morningstar's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Morningstar's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Morningstar's net worth. This involves comparing Morningstar's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Morningstar's net worth relative to its peers.
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 net worth 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 scmp.com: Chinese biotech firms brace for Trump tariffs, US funding bill |
Morningstar Quarterly Good Will |
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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 |
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 | Wasatch Advisors Lp | 2024-06-30 | 610.9 K | Geode Capital Management, Llc | 2024-06-30 | 487 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 |
Follow Morningstar's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 15.03 B.Market Cap |
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Project Morningstar's profitablity
| 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 |
When accessing Morningstar's net worth, it's important to look at multiple sources and consider different scenarios. 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.
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 22nd 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 22nd 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.
Enterprise Value Revenue 6.7593 | Revenue 2.2 B | Quarterly Revenue Growth 0.105 | Revenue Per Share 51.995 | Return On Equity 0.2324 |
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 six months ago Acquisition by Hugh Zentmyer of tradable shares of Morningstar subject to Rule 16b-3 |
Morningstar Corporate Filings
F4 | 20th 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 | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 23rd of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Morningstar Earnings per Share Projection vs Actual
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 |
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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
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.