Joseph Mansueto - Morningstar Executive Chairman of the Board

MORN Stock  USD 308.15  4.40  1.45%   

Chairman

Mr. Joseph Mansueto is Executive Chairman of the Board of the Morningstar, Inc.. He has served as chairman since our companys inception and as chief executive officer from 1984 to 1996 and from 2000 to 2016. He holds a bachelors degree in business administration from The University of Chicago and a masters degree in business administration from The University of Chicago Booth School of Business. since 2017.
Age 68
Tenure 7 years
Address 22 West Washington Street, Chicago, IL, United States, 60602
Phone312 696 6000
Webhttps://www.morningstar.com

Joseph Mansueto Latest Insider Activity

Tracking and analyzing the buying and selling activities of Joseph Mansueto against Morningstar stock is an integral part of due diligence when investing in Morningstar. Joseph Mansueto insider activity provides valuable insight into whether Morningstar is net buyers or sellers over its current business cycle. Note, Morningstar insiders must abide by specific rules, including filing SEC forms every time they buy or sell Morningstar'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.

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 28th of March 2024, Return On Assets is likely to grow to 0.05, while Return On Capital Employed is likely to drop 0.09. At this time, Morningstar's Return On Assets are very stable compared to the past year. As of the 28th of March 2024, Asset Turnover is likely to grow to 0.70, while Other Current Assets are likely to drop about 28.7 M.
The company currently holds 1.16 B 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. Debt can assist Morningstar until it has trouble settling it off, either with new capital or with free cash flow. So, Morningstar's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Morningstar sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Morningstar to invest in growth at high rates of return. When we think about Morningstar's use of debt, we should always consider it together with cash and equity.

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Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. It employs 9556 people. Morningstar (MORN) is traded on NASDAQ Exchange in USA. It is located in 22 West Washington Street, Chicago, IL, United States, 60602 and employs 11,334 people. Morningstar is listed under Financial Exchanges & Data category by Fama And French industry classification.

Management Performance

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

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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 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 ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

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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
3.28
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.