Morningstar Valuation
| MORN Stock | USD 355.65 0.91 0.26% |
At this time, the firm appears to be overvalued. Morningstar secures a last-minute Real Value of $303.54 per share. The latest price of the firm is $355.65. Our model forecasts the value of Morningstar from analyzing the firm fundamentals such as Profit Margin of 0.15 %, current valuation of 15.65 B, and Return On Equity of 0.23 as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Morningstar's valuation include:
Price Book 9.7163 | Enterprise Value 15.7 B | Enterprise Value Ebitda 23.6817 | Price Sales 6.844 | Forward PE 37.1747 |
Overvalued
Today
Please note that Morningstar's price fluctuation is very steady at this time. Calculation of the real value of Morningstar is based on 3 months time horizon. Increasing Morningstar's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Since Morningstar is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Morningstar Stock. However, Morningstar's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 355.65 | Real 303.54 | Target 230.0 | Hype 355.56 | Naive 360.0 |
The intrinsic value of Morningstar's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Morningstar's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Morningstar helps investors to forecast how Morningstar stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Morningstar more accurately as focusing exclusively on Morningstar's fundamentals will not take into account other important factors: Traditionally, analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Morningstar's intrinsic value based on its ongoing forecasts of Morningstar's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Morningstar's closest peers.
Morningstar Cash |
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Morningstar Valuation Trend
Knowing Morningstar's actual value is paramount for traders when making sound investment determinations. Using both Morningstar's enterprise value as well as its market capitalization is the best way to estimate the value of the company and is usually enough for investors to make market timing decisions.
Morningstar Revenue by Product
Morningstar Total Value Analysis
Morningstar is now projected to have valuation of 15.65 B with market capitalization of 15.03 B, debt of 1.16 B, and cash on hands of 407.1 M. Please note that valuation may be misleading and is a subject to auditing or accounting errors. We encourage investors to vigilantly validate all of the Morningstar fundamentals before making equity appraisal based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
15.65 B | 15.03 B | 1.16 B | 407.1 M |
Morningstar Investor Information
About 40.0% of the company outstanding shares are owned by corporate insiders. The company recorded earning per share (EPS) of 7.57. Morningstar last dividend was issued on the 4th of October 2024. Based on the analysis of Morningstar's profitability, liquidity, and operating efficiency, Morningstar may be sliding down financialy. It has an above-average odds of going through some form of financial crisis next quarter.Morningstar Asset Utilization
The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Morningstar has an asset utilization ratio of 59.9 percent. This suggests that the Company is making $0.6 for each dollar of assets. An increasing asset utilization means that Morningstar is more efficient with each dollar of assets it utilizes for everyday operations.Morningstar Ownership Allocation
Morningstar maintains a total of 42.88 Million outstanding shares. Over half of Morningstar's outstanding shares are owned by institutional investors. These institutional investors are typically referred to as corporate investors that shop for positions in a given instrument to benefit from reduced trade commissions. Also note that almost three hundred thirty thousand two hundred eight invesors are currently shorting Morningstar expressing very little confidence in its future performance.Morningstar Profitability Analysis
The company reported the previous year's revenue of 2.04 B. Net Income was 141.1 M with profit before overhead, payroll, taxes, and interest of 1.09 B.Morningstar Past Distributions to stockholders
About Morningstar Valuation
We use absolute and relative valuation methodologies to arrive at the intrinsic value of Morningstar. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Morningstar based exclusively on its fundamental and basic technical indicators. By analyzing Morningstar's financials, quarterly and monthly indicators, and their related drivers, we attempt to find the most accurate representation of Morningstar's intrinsic value. As compared to an absolute model, our relative valuation model uses a comparative analysis of Morningstar. We calculate exposure to Morningstar's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of Morningstar's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 1 B | 1.1 B | |
| Pretax Profit Margin | 0.09 | 0.11 | |
| Operating Profit Margin | 0.11 | 0.10 | |
| Net Profit Margin | 0.07 | 0.08 | |
| Gross Profit Margin | 0.50 | 0.70 |
A single share of Morningstar represents a small ownership stake in the entity. As a stockholder of Morningstar, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
Morningstar Dividends Analysis For Valuation
As of the 28th of November 2024, Dividend Yield is likely to grow to 0.01, while Dividends Paid is likely to drop about 40.5 M. . At this time, Morningstar's Retained Earnings are very stable compared to the past year. As of the 28th of November 2024, Earnings Yield is likely to grow to 0.02, while Retained Earnings Total Equity is likely to drop about 999.2 M.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | 63.9 M | 40.5 M | |
| Dividend Yield | 0.01 | 0.01 | |
| Dividend Payout Ratio | 0.45 | 0.25 | |
| Dividend Paid And Capex Coverage Ratio | 1.73 | 1.64 |
There are various types of dividends Morningstar can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Morningstar shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Morningstar directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Morningstar pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Morningstar by the value of the dividends paid out.
Morningstar Growth Indicators
Growth stocks usually refer to those companies expected to grow sales and earnings faster than the market average. Growth stocks typically don't pay dividends, often look expensive, and usually trading at a high P/E ratio. Nevertheless, such valuations could be relatively cheap if the company continues to grow, which will drive the share price up. However, since most investors are paying a high price for a growth stock, based on expectations, if those expectations are not fully realized, growth stocks can see dramatic declines.
| Common Stock Shares Outstanding | 42.9 M | |
| Quarterly Earnings Growth Y O Y | 2.044 | |
| Forward Price Earnings | 37.1747 |
Morningstar Current Valuation Indicators
Morningstar's valuation analysis is a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Morningstar's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Morningstar, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Morningstar's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Morningstar's worth.When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock: 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 Backtesting module to avoid under-diversification and over-optimization by backtesting your 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 51.995 | 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.