Morningstar, Inc. (MORN)
Company Info
US6177001095
617700109
May 3, 2005
Highlights
$13.10B
$8.91
34.73
$2.31B
$1.35B
$739.30M
$250.34 - $363.93
$338.33
1.63%
2.08
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Morningstar, Inc. (MORN) returned -7.84% year-to-date (YTD) and 3.81% over the past 12 months. Over the past 10 years, MORN delivered an annualized return of 15.89%, outperforming the S&P 500 benchmark at 10.89%.
MORN
-7.84%
11.64%
-8.06%
3.81%
17.43%
15.89%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of MORN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.28% | -4.54% | -4.41% | -4.90% | 8.69% | -7.84% | |||||||
| 2024 | -2.28% | 6.91% | 3.28% | -8.22% | 1.98% | 2.64% | 7.51% | -1.22% | 1.71% | 2.93% | 7.96% | -4.91% | 18.29% |
| 2023 | 12.33% | -14.64% | -2.07% | -12.01% | 14.80% | -4.22% | 17.78% | 0.95% | 0.67% | 8.29% | 11.89% | 1.02% | 33.10% |
| 2022 | -15.87% | -2.35% | -2.54% | -7.30% | 1.50% | -5.77% | 5.59% | -10.71% | -6.87% | 9.54% | 5.58% | -11.64% | -36.31% |
| 2021 | -0.73% | -2.45% | 0.35% | 17.92% | -10.95% | 8.95% | -1.62% | 6.08% | -3.34% | 22.42% | -2.03% | 10.20% | 48.23% |
| 2020 | 3.89% | -6.37% | -20.86% | 34.51% | -1.69% | -8.06% | 19.46% | -4.70% | 0.29% | 18.73% | 5.11% | 15.89% | 54.54% |
| 2019 | 13.32% | 1.94% | -0.45% | 14.10% | -2.38% | 3.28% | 5.28% | 6.32% | -9.56% | 10.94% | -2.93% | -3.69% | 38.93% |
| 2018 | -0.62% | -2.78% | 2.22% | 13.97% | 10.53% | 6.87% | 3.12% | 7.82% | -11.54% | -0.65% | -5.34% | -7.03% | 14.34% |
| 2017 | 3.84% | 5.36% | -2.03% | -6.68% | 0.07% | 7.05% | 5.71% | 0.16% | 2.77% | 0.53% | 8.32% | 5.06% | 33.38% |
| 2016 | 0.28% | -1.27% | 11.19% | -5.51% | 1.48% | -3.14% | 3.71% | -1.79% | -4.57% | -10.65% | 3.23% | 0.89% | -7.52% |
| 2015 | 3.22% | 12.10% | 0.35% | 1.57% | 1.86% | 2.91% | 7.34% | -6.35% | 0.60% | 2.55% | -1.66% | -0.42% | 25.55% |
| 2014 | -0.92% | 8.37% | -5.55% | -6.99% | -2.99% | 0.94% | -5.34% | 1.28% | -1.14% | 0.77% | -2.21% | -3.04% | -16.35% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MORN is 54, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Morningstar, Inc. (MORN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Morningstar, Inc. provided a 0.56% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.72 | $1.62 | $1.50 | $1.44 | $0.95 | $1.52 | $1.12 | $1.00 | $0.92 | $0.88 | $0.76 | $0.68 |
Dividend yield | 0.56% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.46 | $0.00 | $0.00 | $0.46 | $0.00 | $0.91 | |||||||
| 2024 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $1.62 |
| 2023 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $1.50 |
| 2022 | $0.36 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $1.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.95 |
| 2020 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.32 | $1.52 |
| 2019 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $1.12 |
| 2018 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.00 |
| 2017 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.92 |
| 2016 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.88 |
| 2015 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.76 |
| 2014 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.68 |
Dividend Yield & Payout
Dividend Yield
Morningstar, Inc. has a dividend yield of 0.56%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
Morningstar, Inc. has a payout ratio of 20.13%, which is below the market average. This means Morningstar, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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 13.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.92% | Dec 12, 2007 | 239 | Nov 20, 2008 | 1240 | Oct 25, 2013 | 1479 |
| -49.91% | Dec 28, 2021 | 335 | Apr 27, 2023 | 368 | Oct 14, 2024 | 703 |
| -35.42% | Feb 20, 2020 | 22 | Mar 20, 2020 | 91 | Jul 30, 2020 | 113 |
| -28.63% | Dec 13, 2024 | 78 | Apr 8, 2025 | — | — | — |
| -28.34% | May 22, 2006 | 55 | Aug 8, 2006 | 73 | Nov 20, 2006 | 128 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Morningstar, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 8.3% positive surprise.
Valuation
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.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for MORN, comparing it with other companies in the Financial Data & Stock Exchanges industry. Currently, MORN has a P/E ratio of 34.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for MORN compared to other companies in the Financial Data & Stock Exchanges industry. MORN currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MORN relative to other companies in the Financial Data & Stock Exchanges industry. Currently, MORN has a P/S ratio of 5.7. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MORN in comparison with other companies in the Financial Data & Stock Exchanges industry. Currently, MORN has a P/B value of 8.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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