Morningstar Stock Performance
| MORN Stock | USD 296.64 4.93 1.69% |
The company secures a Beta (Market Risk) of 0.82, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Morningstar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Morningstar is expected to be smaller as well. At this point, Morningstar has a negative expected return of -0.22%. Please make sure to verify Morningstar's treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Morningstar performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Morningstar has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain very healthy which may send shares a bit higher in April 2025. The recent disarray may also be a sign of long period up-swing for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 1.69 | Five Day Return 4.58 | Year To Date Return (10.75) | Ten Year Return 294.21 | All Time Return 1.4 K |
Forward Dividend Yield 0.0046 | Payout Ratio | Forward Dividend Rate 1.62 | Dividend Date 2024-10-31 | Ex Dividend Date 2024-10-04 |
1 | Disposition of 3551 shares by Joseph Mansueto of Morningstar at 349.1076 subject to Rule 16b-3 | 01/28/2025 |
| Morningstar dividend paid on 31st of January 2025 | 01/31/2025 |
2 | AllocateRite Offers Exclusive Incentive Package to Morningstar Office Clients Amid Sunsetting of Morningstar Office | 02/24/2025 |
3 | 21-Year-Old Pro Investor Challenges Dave Ramsey Show Hosts On Index Funds vs. Mutual Funds 80 percent of Mutual Funds Dont Beat the Market | 02/27/2025 |
4 | META Developing Industry-Standard AI Bot Can It Push Stock to 900 | 03/05/2025 |
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6 | Kohls stock plummets as sales drop, guidance widely misses estimates amid turnaround efforts | 03/11/2025 |
7 | Walmarts answer to tariffs was to pressure Chinese suppliers to lower costs. A supply-chain expert says the Chinese government will not take that lightly | 03/12/2025 |
8 | Disposition of tradable shares by Joseph Mansueto of Morningstar at 287.1 subject to Rule 16b-3 | 03/13/2025 |
9 | Disposition of tradable shares by Joseph Mansueto of Morningstar at 287.4668 subject to Rule 16b-3 | 03/14/2025 |
10 | Is Lumen Technologies the Best Penny Stock to Buy According to Billionaires | 03/18/2025 |
| Begin Period Cash Flow | 337.9 M |
Morningstar |
Morningstar Relative Risk vs. Return Landscape
If you would invest 33,985 in Morningstar on December 20, 2024 and sell it today you would lose (4,321) from holding Morningstar or give up 12.71% of portfolio value over 90 days. Morningstar is currently does not generate positive expected returns and assumes 1.2538% risk (volatility on return distribution) over the 90 days horizon. In different words, 11% of stocks are less volatile than Morningstar, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morningstar, and traders can use it to determine the average amount a Morningstar's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1774
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| Negative Returns | MORN |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Morningstar is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morningstar by adding Morningstar to a well-diversified portfolio.
Morningstar Fundamentals Growth
Morningstar Stock prices reflect investors' perceptions of the future prospects and financial health of Morningstar, and Morningstar fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morningstar Stock performance.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.0743 | ||||
| Profit Margin | 0.15 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 12.85 B | ||||
| Shares Outstanding | 42.88 M | ||||
| Price To Earning | 41.75 X | ||||
| Price To Book | 7.72 X | ||||
| Price To Sales | 5.49 X | ||||
| Revenue | 2.28 B | ||||
| Gross Profit | 1.09 B | ||||
| EBITDA | 731.6 M | ||||
| Net Income | 369.9 M | ||||
| Cash And Equivalents | 407.1 M | ||||
| Cash Per Share | 9.58 X | ||||
| Total Debt | 904 M | ||||
| Debt To Equity | 1.15 % | ||||
| Current Ratio | 0.98 X | ||||
| Book Value Per Share | 36.51 X | ||||
| Cash Flow From Operations | 591.6 M | ||||
| Earnings Per Share | 7.57 X | ||||
| Market Capitalization | 15.03 B | ||||
| Total Asset | 3.55 B | ||||
| Retained Earnings | 1.91 B | ||||
| Working Capital | 46.8 M | ||||
| Current Asset | 409.9 M | ||||
| Current Liabilities | 304.4 M | ||||
About Morningstar Performance
By examining Morningstar's fundamental ratios, stakeholders can obtain critical insights into Morningstar's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Morningstar is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.23 | 0.25 | |
| Return On Capital Employed | 0.19 | 0.10 | |
| Return On Assets | 0.10 | 0.11 | |
| Return On Equity | 1.46 | 1.53 |
Things to note about Morningstar performance evaluation
Checking the ongoing alerts about Morningstar for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morningstar help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Morningstar generated a negative expected return over the last 90 days | |
| Morningstar is unlikely to experience financial distress in the next 2 years | |
| Morningstar currently holds 904 M in liabilities with Debt to Equity (D/E) ratio of 1.15, which is about average as compared to similar companies. Morningstar has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Morningstar's use of debt, we should always consider it together with its cash and equity. | |
| Morningstar has a strong financial position based on the latest SEC filings | |
| About 61.0% of Morningstar shares are owned by institutional investors | |
| On 31st of January 2025 Morningstar paid $ 0.455 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Is Lumen Technologies the Best Penny Stock to Buy According to Billionaires |
- Analyzing Morningstar's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morningstar's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morningstar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morningstar's stock. These opinions can provide insight into Morningstar's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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 | 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.