Caroline Tsay - Morningstar Independent Director
| MORN Stock | USD 294.85 2.16 0.73% |
Director
Ms. Caroline J. Tsay is Independent Director of the Morningstar, Inc since 2017.
| Age | 36 |
| Tenure | 7 years |
| Address | 22 West Washington Street, Chicago, IL, United States, 60602 |
| Phone | 312 696 6000 |
| Web | https://www.morningstar.com |
Morningstar Management Efficiency
The company has return on total asset (ROA) of 0.0419 % which means that it generated a profit of $0.0419 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1113 %, meaning that it created $0.1113 on every $100 dollars invested by stockholders. Morningstar's management efficiency ratios could be used to measure how well Morningstar manages its routine affairs as well as how well it operates its assets and liabilities. As of the 18th of April 2024, Return On Assets is likely to grow to 0.05, while Return On Tangible Assets are likely to drop 0.1. At this time, Morningstar's Fixed Asset Turnover is very stable compared to the past year. As of the 18th of April 2024, Return On Assets is likely to grow to 0.05, while Other Current Assets are likely to drop about 28.7 M.Similar Executives
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Management Performance
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0419 |
Morningstar Leadership Team
Elected by the shareholders, the Morningstar's board of directors comprises two types of representatives: Morningstar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morningstar. The board's role is to monitor Morningstar's management team and ensure that shareholders' interests are well served. Morningstar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morningstar's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Hugh Zentmyer, Independent Director | ||
| Haywood Kelly, Global Head - Research | ||
| Jason Dubinsky, Chief Officer | ||
| Joe Mansueto, Founder, Executive Chairman and CEO | ||
| Kunal CFA, CEO Director | ||
| Tim Greening, Chief Corporate Credit Officer | ||
| Kimberly McGarry, Chief Accounting Officer, Principal Accounting Officer, Global Controller | ||
| Conan Wiersema, Principal Officer | ||
| Robin Diamonte, Director | ||
| Marie Lynch, Chief Officer | ||
| Gail Landis, Independent Director | ||
| Julie Willoughby, Head Sales | ||
| Cheryl Francis, Independent Director | ||
| Daniel Needham, President Chief Investment Officer - Morningstar Investment Management Group | ||
| Stephane Biehler, CFO | ||
| Kunal Kapoor, Head - Information Products and Client Solutions | ||
| Catherine Odelbo, Head - Corporate Strategy and Partnerships | ||
| Robert Pinkerton, Chief Marketing Officer | ||
| Tricia Rothschild, Chief Product Officer | ||
| Paul Sturm, Independent Director | ||
| Pat Maloneyis, General Counsel | ||
| Steven Kaplan, Independent Director | ||
| James Rhodes, Chief Data Officer | ||
| Stephanie Lerdall, Senior Relations | ||
| Jack Noonan, Independent Director | ||
| Caroline Tsay, Independent Director | ||
| Barbara CFA, Analyst | ||
| James Tanner, Global Head - Business Development and Sales | ||
| William Lyons, Independent Director | ||
| David Williams, Head - Design and Marketing | ||
| Patricia Rothschild, Chief Product Officer | ||
| Matt Fellowes, Chief Innovation Officer | ||
| Richard Robbins, General Counsel, Corporate Secretary | ||
| Joseph Mansueto, Executive Chairman of the Board | ||
| Daniel Dunn, Chief Officer | ||
| Danny Dunn, Chief Revenue Officer | ||
| Pat Maloney, General Counsel | ||
| Kathleen Peacock, Chief Officer | ||
| Mitch Shue, CTO | ||
| Don Phillips, Managing Director, Director | ||
| Chris Boruff, Managing Operations | ||
| Steve Bendt, Chief Officer | ||
| Patrick Maloney, Gen Sec | ||
| Thomas Idzorek, President - Global Investment Management Division | ||
| Bevin Desmond, Head of Global Markets and HR |
Morningstar Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Morningstar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0419 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 13.46 B | |||
| Shares Outstanding | 42.75 M | |||
| Shares Owned By Insiders | 40.38 % | |||
| Shares Owned By Institutions | 60.05 % | |||
| Number Of Shares Shorted | 171.96 K | |||
| Price To Earning | 41.75 X |
Morningstar Investors Sentiment
The influence of Morningstar's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Morningstar. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Morningstar's public news can be used to forecast risks associated with an investment in Morningstar. The trend in average sentiment can be used to explain how an investor holding Morningstar can time the market purely based on public headlines and social activities around Morningstar. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Morningstar's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Morningstar's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Morningstar's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Morningstar.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morningstar in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morningstar's short interest history, or implied volatility extrapolated from Morningstar options trading.
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Try AI Portfolio ArchitectCheck 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 tightly coupled 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 Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Complementary Tools for Morningstar Stock analysis
When running Morningstar's price analysis, check to measure Morningstar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morningstar is operating at the current time. Most of Morningstar's value examination focuses on studying past and present price action to predict the probability of Morningstar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morningstar's price. Additionally, you may evaluate how the addition of Morningstar to your portfolios can decrease your overall portfolio volatility.
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Is Morningstar's industry 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 21.285 | Dividend Share 1.53 | Earnings Share 3.3 | Revenue Per Share 47.854 | Quarterly Revenue Growth 0.134 |
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.