Morningstar EBITDA vs. Market Capitalization
| MORN Stock | USD 354.15 1.50 0.42% |
EBITDA | First Reported 2010-12-31 | Previous Quarter 419.7 M | Current Value 216.7 M | Quarterly Volatility 98.8 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.7 | 0.4955 |
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For Morningstar profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Morningstar to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Morningstar utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Morningstar's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Morningstar over time as well as its relative position and ranking within its peers.
Morningstar |
Morningstar's Revenue Breakdown by Earning Segment
Check out Correlation Analysis.
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.
Morningstar Market Capitalization vs. EBITDA Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Morningstar's current stock value. Our valuation model uses many indicators to compare Morningstar value to that of its competitors to determine the firm's financial worth. Morningstar is rated below average in ebitda category among its peers. It also is rated below average in market capitalization category among its peers creating about 35.82 of Market Capitalization per EBITDA. At this time, Morningstar's EBITDA is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Morningstar's earnings, one of the primary drivers of an investment's value.Morningstar's Earnings Breakdown by Geography
Morningstar Market Capitalization vs. EBITDA
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.
Morningstar |
| = | 419.7 M |
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
Morningstar |
| = | 15.03 B |
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.
Morningstar Market Capitalization vs Competition
Morningstar is rated below average in market capitalization category among its peers. Market capitalization of Financials industry is now estimated at about 559.87 Billion. Morningstar holds roughly 15.03 Billion in market capitalization claiming about 2.69% of equities under Financials industry.
Morningstar Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Morningstar, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Morningstar will eventually generate negative long term returns. The profitability progress is the general direction of Morningstar's change in net profit over the period of time. It can combine multiple indicators of Morningstar, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -86.5 M | -82.2 M | |
| Operating Income | 230.6 M | 134.3 M | |
| Income Before Tax | 174.1 M | 140.1 M | |
| Total Other Income Expense Net | -56.5 M | -53.7 M | |
| Net Income | 141.1 M | 99.7 M | |
| Income Tax Expense | 33 M | 41.6 M | |
| Net Income Applicable To Common Shares | 85.2 M | 131.7 M | |
| Net Income From Continuing Ops | 70.9 M | 67.4 M | |
| Non Operating Income Net Other | -14.3 M | -13.5 M | |
| Interest Income | 7.2 M | 7.6 M | |
| Net Interest Income | -51.3 M | -48.7 M | |
| Change To Netincome | 78.4 M | 82.4 M | |
| Net Income Per Share | 3.31 | 3.48 | |
| Income Quality | 2.24 | 3.44 | |
| Net Income Per E B T | 0.81 | 0.54 |
Morningstar Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Morningstar. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Morningstar position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Morningstar's important profitability drivers and their relationship over time.
Use Morningstar in pair-trading
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.Morningstar Pair Trading
Morningstar Pair Trading Analysis
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.Use Investing Themes to Complement your Morningstar position
In addition to having Morningstar in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Correlation Analysis. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
To fully project Morningstar's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Morningstar at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Morningstar's income statement, its balance sheet, and the statement of cash flows.