MORN:NGS-Morningstar Inc. (USD)

EQUITY | Financial Data & Stock Exchanges | Nasdaq Global Select

Last Closing

USD 339.81

Change

-2.19 (-0.64)%

Market Cap

USD 3.14B

Volume

0.05M

Analyst Target

USD 75.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Morningstar Inc is a provider of independent investment research in North America, Europe, Australia, and Asia. It offers products and services for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-12-27 )

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ETFs Containing MORN

N/A

Market Performance

  Market Performance vs. Industry/Classification (Financial Data & Stock Exchanges) Market Performance vs. Exchange (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.72% 67% D+ 73% C
Dividend Return 0.57% 25% F 9% A-
Total Return 19.28% 67% D+ 72% C
Trailing 12 Months  
Capital Gain 18.72% 67% D+ 73% C
Dividend Return 0.57% 25% F 9% A-
Total Return 19.28% 67% D+ 72% C
Trailing 5 Years  
Capital Gain 123.53% 100% F 88% B+
Dividend Return 4.62% 33% F 13% F
Total Return 128.15% 67% D+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 22.92% 50% F 76% C+
Dividend Return 23.55% 50% F 75% C
Total Return 0.63% 50% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 34.57% 83% B 55% F
Risk Adjusted Return 68.11% 100% F 86% B+
Market Capitalization 3.14B 67% D+ 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Financial Data & Stock Exchanges) Ratio vs. Market (Nasdaq Global Select)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 24.80 60% 23%
Price/Book Ratio 9.67 33% 14%
Price / Cash Flow Ratio 47.51 33% 7%
Price/Free Cash Flow Ratio 23.56 67% 17%
Management Effectiveness  
Return on Equity 23.24% 100% 92%
Return on Invested Capital 8.56% 100% 75%
Return on Assets 7.43% 83% 91%
Debt to Equity Ratio 70.82% 50% 32%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.