Morningstar, Inc. (MORN)
Company Info
| ISIN | US6177001095 |
|---|---|
| CUSIP | 617700109 |
| Sector | Financial Services |
| Industry | Financial Data & Stock Exchanges |
| IPO Date | May 3, 2005 |
Highlights
| Market Cap | $15.03B |
|---|---|
| EPS (TTM) | $7.57 |
| PE Ratio | 46.31 |
| Total Revenue (TTM) | $2.23B |
| Gross Profit (TTM) | $1.21B |
| EBITDA (TTM) | $634.40M |
| Year Range | $263.35 - $352.00 |
| Target Price | $375.00 |
| Short % | 0.44% |
| Short Ratio | 0.93 |
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Morningstar, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Morningstar, Inc. had a return of 20.48% year-to-date (YTD) and 28.27% in the last 12 months. Over the past 10 years, Morningstar, Inc. had an annualized return of 18.42%, outperforming the S&P 500 benchmark which had an annualized return of 11.31%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.48% | 24.72% |
| 1 month | -0.37% | 2.30% |
| 6 months | 14.64% | 12.31% |
| 1 year | 28.27% | 32.12% |
| 5 years (annualized) | 17.89% | 13.81% |
| 10 years (annualized) | 18.42% | 11.31% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.28% | 6.91% | 3.28% | -8.22% | 1.98% | 2.64% | 7.51% | -1.22% | 1.71% | 2.93% | 20.48% | ||
| 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% |
| 2013 | 7.74% | 1.31% | 1.95% | -5.41% | 4.20% | 12.79% | -1.59% | -1.48% | 5.55% | 1.47% | 3.89% | -6.38% | 24.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of MORN is 78, placing it in the top 22% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Morningstar, Inc. provided a 0.47% dividend yield over the last twelve months, with an annual payout of $1.62 per share. The company has been increasing its dividends for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.62 | $1.50 | $1.44 | $0.95 | $1.52 | $1.12 | $1.00 | $0.92 | $0.88 | $0.76 | $0.68 | $0.38 |
Dividend yield | 0.47% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% | 0.48% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $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 |
| 2013 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.38 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
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 2.16%.
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 |
| -28.34% | May 22, 2006 | 55 | Aug 8, 2006 | 73 | Nov 20, 2006 | 128 |
| -26.97% | Nov 25, 2013 | 224 | Oct 15, 2014 | 194 | Jul 24, 2015 | 418 |
Volatility
Volatility Chart
The current Morningstar, Inc. volatility is 5.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Morningstar, Inc. compared to its peers in the Financial Data & Stock Exchanges industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for MORN in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, MORN has a PE value of 46.3. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for MORN in comparison to other companies of the Financial Data & Stock Exchanges industry. Currently, MORN has a PEG value of 0.0. This PEG value is considered to be low compared to the rest of the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Morningstar, Inc..
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Income Statement
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