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Morningstar Profile

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Performance

5 / 100

Odds of Distress

7
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Equity ratings for Morningstar are calculated based on Macroaxis scoring framework. The performance scores are derived for the period starting November 23, 2019 and ending today February 21, 2020. Click here to learn more.

Morningstar Profile

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, and internationally. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in USA and is traded on BATS Exchange. It employs 6557 people. more on Morningstar
Morningstar Fama & French Trading
Trading
Fama & French Classification
Morningstar SEC Filings
Morningstar SEC Filings
Security & Exchange Commission EDGAR ReportsView All
Legal NameMorningstar
ChairmanJoe MansuetoView All
Average Analyst Recommendation
Piotroski F Score
Academic score to determine the current strength of Morningstar financial position
Macroaxis Advice
Macroaxis buy hold or sell recommendation provided in the context of your current investment horizon and risk tolerance.
Horizon: 30 days (very short)Advice
Financial Strength
Morningstar ability to generate sufficient cash flow to pay bills, repay debt, and make consistent year-to-year profit
Total Debt
Debt Current
Debt Non Current
Long Term Debt to Equity
Debt to Equity Ratio
Return on Investment
Return on Average Assets
Return on Average Equity
Return on Invested Capital
Return on Sales
Earnings per Basic Share
Earnings per Diluted Share
Price to Earnings Ratio
Earnings before Tax
Profitability
Few selected profitability drivers of Morningstar representing accounts that assess its ability to generate profits relative to its revenue, operating costs, and shareholders' equity
Consolidated Income
Net Income
Net Income Common Stock
Operating Income
Income Tax Expense
Net Income Per Employee
Operating Margin
EBITDA Margin
Gross Margin
Profit Margin
Morningstar (MORN) is traded on BATS Exchange in USA. It is located in 22 West Washington Street, Chicago, IL 60602, United States and employs 6,557 people. Morningstar is listed under Trading category by Fama And French industry classification. The company currently falls under 'Mid-Cap' category with current market capitalization of 6.48 B. Morningstar conducts business under Financial Services sector and is part of Financial Data & Stock Exchanges industry. The entity has 42.81 M outstanding shares of which 177.55 K shares are now shorted by private and institutional investors with about 3.14 trading days to cover. MORNINGSTAR currently holds about 352.8 M in cash with 267.69 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 8.24.
Check Morningstar Probability Of Bankruptcy

Ownership Allocation (%)

Morningstar Target Price Odds Analysis

Odds Below 164.72HorizonTargetOdds Above 164.72
99.73%30 days 164.72 0.26%
Based on normal probability distribution, the odds of Morningstar to move above current price in 30 days from now is near 1 (This Morningstar probability density function shows the probability of Morningstar Stock to fall within a particular range of prices over 30 days) .

Morningstar Top Holders

Morningstar Major Institutional Holders

InstituionSecurity TypeTotal SharesValue
Fmr LlcCommon Shares1.9 M291.2 M
Kayne Anderson Rudnick Investment Management LlcCommon Shares1.8 M266.4 M
View Morningstar Diagnostics

Morningstar Income Statement Over Time

Direct Expenses    Earning Before Interest and Taxes EBIT    Net Income    

Morningstar Against Markets

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Morningstar Corporate Filings

Morningstar SEC Reporting

Unclassified Corporate Event
Regulation FD Disclosure
Financial Statements and Exhibits. Other Events. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Morningstar Distributions to stockholders

Morningstar Corporate Directors

Hugh Zentmyer Independent Director
Robin Diamonte Director
Gail Landis Independent Director
Additionally see Stocks Correlation. Please also try Transaction History module to view history of all your transactions and understand their impact on performance.
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