Morningstar, Inc. (MORN)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Morningstar, Inc. (MORN) is down 29.0% since the beginning of the year. At $153 per share, MORN is trading 51.6% below its 52-week high of $317. Investors who bought $1,000 worth of MORN shares 5 years ago would now be looking at an investment worth $640.

Morningstar, Inc. (MORN) has returned -29.03% so far this year and -48.52% over the past 12 months. Over the last ten years, MORN has returned 7.69% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since May 3, 2005, MORN's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Apr 2020 with a return of +34.5%, while the worst month was Oct 2008 at -32.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MORN closed higher 50% of trading days. The best single day was Aug 2, 2007 with a return of +20.0%, while the worst single day was Feb 20, 2009 at -13.9%.

Morningstar, Inc. has an annualized alpha of 6.67%, beta of 0.81, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since May 03, 2005.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.99%) than losses (84.56%) - typical of diversified or defensive assets.
• R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

MORN ranks 3 for risk / return — in the bottom 3% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

Morningstar, Inc. provided a 1.25% dividend yield over the last twelve months, with an annual payout of $1.91 per share. The company has been increasing its dividends for 4 consecutive years.

The table displays the monthly dividend distributions for Morningstar, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Morningstar, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Morningstar, Inc. was 67.92%, occurring on Nov 20, 2008. Recovery took 1240 trading sessions.

The current Morningstar, Inc. drawdown is 56.74%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Morningstar, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Morningstar, Inc. is priced in the market compared to other companies in the Financial Data & Stock Exchanges industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.