Morningstar Stock Return On Asset

MORN Stock

USD 292.38 2.47 0.84%

Morningstar fundamentals help investors to digest information that contributes to Morningstar's financial success or failures. It also enables traders to predict the movement of Morningstar Stock. The fundamental analysis module provides a way to measure Morningstar's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Morningstar stock.

Total Stockholder Equity Total Assets

As of the 18th of April 2024, Return On Assets is likely to grow to 0.05.

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Morningstar Company Return On Asset Analysis

Morningstar's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

Return On Asset

Net Income

Total Assets

More About Return On Asset | All Equity Analysis

Current Morningstar Return On Asset

0.0419

Most of Morningstar's fundamental indicators, such as Return On Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Morningstar is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Morningstar Return On Asset Driver Correlations

Understanding the fundamental principles of building solid financial models for Morningstar is extremely important. It helps to project a fair market value of Morningstar Stock properly, considering its historical fundamentals such as Return On Asset. Since Morningstar's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Morningstar's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Morningstar's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Retained Earnings	Net Receivables	Good Will	Short Term Investments	Total Liab	Total Current Assets	Accounts Payable	Long Term Debt	Treasury Stock	Intangible Assets	Common Stock	Property Plant Equipment	Short Term Debt	Net Tangible Assets	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Long Term Debt Total	Net Invested Capital	Net Working Capital
Total Assets		0.77	0.97	0.87	0.95	0.97	1.0	-0.22	0.98	0.79	0.46	0.93	-0.8	0.97	0.93	0.9	0.17	-0.93	0.88	0.69	0.75	-0.18	0.84	0.94	-0.92
Total Stockholder Equity	0.77		0.66	0.43	0.8	0.71	0.73	-0.03	0.67	0.98	0.66	0.55	-0.69	0.69	0.71	0.66	0.31	-0.55	0.8	0.75	0.65	-0.16	0.38	0.7	-0.52
Current Deferred Revenue	0.97	0.66		0.89	0.9	0.98	0.97	-0.19	0.97	0.7	0.38	0.94	-0.74	0.95	0.9	0.89	0.16	-0.93	0.86	0.56	0.75	-0.21	0.91	0.92	-0.95
Net Debt	0.87	0.43	0.89		0.72	0.83	0.89	-0.27	0.94	0.45	0.08	0.98	-0.62	0.93	0.77	0.75	-0.01	-0.98	0.76	0.43	0.71	-0.17	0.97	0.92	-0.98
Retained Earnings	0.95	0.8	0.9	0.72		0.94	0.95	-0.35	0.9	0.8	0.46	0.83	-0.92	0.86	0.92	0.95	0.3	-0.83	0.89	0.77	0.75	-0.08	0.69	0.82	-0.78
Net Receivables	0.97	0.71	0.98	0.83	0.94		0.96	-0.2	0.95	0.74	0.38	0.9	-0.81	0.92	0.89	0.94	0.23	-0.89	0.87	0.59	0.77	-0.18	0.85	0.88	-0.9
Good Will	1.0	0.73	0.97	0.89	0.95	0.96		-0.29	0.99	0.74	0.42	0.95	-0.81	0.97	0.93	0.9	0.14	-0.95	0.89	0.7	0.75	-0.16	0.86	0.94	-0.93
Short Term Investments	-0.22	-0.03	-0.19	-0.27	-0.35	-0.2	-0.29		-0.29	0.05	0.06	-0.3	0.57	-0.16	-0.37	-0.37	0.2	0.35	-0.4	-0.47	-0.32	-0.13	-0.16	-0.27	0.21
Total Liab	0.98	0.67	0.97	0.94	0.9	0.95	0.99	-0.29		0.69	0.36	0.98	-0.78	0.98	0.91	0.87	0.09	-0.98	0.87	0.64	0.76	-0.17	0.9	0.96	-0.96
Total Current Assets	0.79	0.98	0.7	0.45	0.8	0.74	0.74	0.05	0.69		0.68	0.58	-0.66	0.71	0.72	0.67	0.37	-0.56	0.77	0.66	0.67	-0.13	0.41	0.71	-0.56
Accounts Payable	0.46	0.66	0.38	0.08	0.46	0.38	0.42	0.06	0.36	0.68		0.18	-0.25	0.38	0.47	0.25	-0.18	-0.19	0.32	0.65	0.11	-0.16	0.05	0.4	-0.22
Long Term Debt	0.93	0.55	0.94	0.98	0.83	0.9	0.95	-0.3	0.98	0.58	0.18		-0.73	0.96	0.85	0.84	0.12	-0.99	0.83	0.52	0.78	-0.1	0.94	0.94	-0.98
Treasury Stock	-0.8	-0.69	-0.74	-0.62	-0.92	-0.81	-0.81	0.57	-0.78	-0.66	-0.25	-0.73		-0.7	-0.78	-0.93	-0.34	0.75	-0.85	-0.73	-0.75	-0.1	-0.56	-0.69	0.64
Intangible Assets	0.97	0.69	0.95	0.93	0.86	0.92	0.97	-0.16	0.98	0.71	0.38	0.96	-0.7		0.87	0.81	0.06	-0.96	0.83	0.63	0.69	-0.25	0.89	0.96	-0.96
Common Stock	0.93	0.71	0.9	0.77	0.92	0.89	0.93	-0.37	0.91	0.72	0.47	0.85	-0.78	0.87		0.83	0.19	-0.83	0.85	0.69	0.76	-0.22	0.73	0.87	-0.82
Property Plant Equipment	0.9	0.66	0.89	0.75	0.95	0.94	0.9	-0.37	0.87	0.67	0.25	0.84	-0.93	0.81	0.83		0.34	-0.84	0.87	0.64	0.75	0.05	0.75	0.76	-0.79
Short Term Debt	0.17	0.31	0.16	-0.01	0.3	0.23	0.14	0.2	0.09	0.37	-0.18	0.12	-0.34	0.06	0.19	0.34		-0.04	0.23	-0.1	0.43	0.28	0.02	-0.02	0.0
Net Tangible Assets	-0.93	-0.55	-0.93	-0.98	-0.83	-0.89	-0.95	0.35	-0.98	-0.56	-0.19	-0.99	0.75	-0.96	-0.83	-0.84	-0.04		-0.85	-0.57	-0.75	0.12	-0.94	-0.95	0.98
Capital Surpluse	0.88	0.8	0.86	0.76	0.89	0.87	0.89	-0.4	0.87	0.77	0.32	0.83	-0.85	0.83	0.85	0.87	0.23	-0.85		0.67	0.88	-0.1	0.73	0.89	-0.81
Deferred Long Term Liab	0.69	0.75	0.56	0.43	0.77	0.59	0.7	-0.47	0.64	0.66	0.65	0.52	-0.73	0.63	0.69	0.64	-0.1	-0.57	0.67		0.38	-0.02	0.32	0.63	-0.47
Long Term Investments	0.75	0.65	0.75	0.71	0.75	0.77	0.75	-0.32	0.76	0.67	0.11	0.78	-0.75	0.69	0.76	0.75	0.43	-0.75	0.88	0.38		-0.05	0.67	0.78	-0.73
Short Long Term Debt	-0.18	-0.16	-0.21	-0.17	-0.08	-0.18	-0.16	-0.13	-0.17	-0.13	-0.16	-0.1	-0.1	-0.25	-0.22	0.05	0.28	0.12	-0.1	-0.02	-0.05		-0.22	-0.29	0.24
Long Term Debt Total	0.84	0.38	0.91	0.97	0.69	0.85	0.86	-0.16	0.9	0.41	0.05	0.94	-0.56	0.89	0.73	0.75	0.02	-0.94	0.73	0.32	0.67	-0.22		0.87	-0.97
Net Invested Capital	0.94	0.7	0.92	0.92	0.82	0.88	0.94	-0.27	0.96	0.71	0.4	0.94	-0.69	0.96	0.87	0.76	-0.02	-0.95	0.89	0.63	0.78	-0.29	0.87		-0.95
Net Working Capital	-0.92	-0.52	-0.95	-0.98	-0.78	-0.9	-0.93	0.21	-0.96	-0.56	-0.22	-0.98	0.64	-0.96	-0.82	-0.79	0.0	0.98	-0.81	-0.47	-0.73	0.24	-0.97	-0.95

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Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.

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Morningstar Total Assets

Total Assets

3.57 Billion

At this time, Morningstar's Total Assets are very stable compared to the past year.

Based on the latest financial disclosure, Morningstar has a Return On Asset of 0.0419. This is 108.91% lower than that of the Capital Markets sector and significantly higher than that of the Financials industry. The return on asset for all United States stocks is 129.93% lower than that of the firm.

Morningstar Return On Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Morningstar's direct or indirect competition against its Return On Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Morningstar could also be used in its relative valuation, which is a method of valuing Morningstar by comparing valuation metrics of similar companies.

Morningstar is currently under evaluation in return on asset category among related companies.

Morningstar Fundamentals

	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
	Price To Book	9.86 X
	Price To Sales	6.41 X
	Revenue	2.07 B
	Gross Profit	1.09 B
	EBITDA	465.5 M
	Net Income	141.1 M
	Cash And Equivalents	407.1 M
	Cash Per Share	9.58 X
	Total Debt	1.16 B
	Debt To Equity	1.15 %
	Current Ratio	0.98 X
	Book Value Per Share	31.08 X
	Cash Flow From Operations	316.4 M
	Short Ratio	1.17 X
	Earnings Per Share	3.30 X
	Target Price	345.0
	Number Of Employees	11.33 K
	Beta	1.13
	Market Capitalization	12.7 B
	Total Asset	3.4 B
	Retained Earnings	1.61 B
	Working Capital	(65.1 M)
	Current Asset	409.9 M
	Current Liabilities	304.4 M
	Annual Yield	0.01 %
	Five Year Return	0.69 %
	Net Asset	3.4 B
	Last Dividend Paid	1.53

About Morningstar Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Morningstar's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Morningstar using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Morningstar based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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:

How To Invest In Morningstar

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Is Morningstar Stock a good investment?

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What is Morningstar's Net Worth?

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Check out Morningstar Piotroski F Score and Morningstar Altman Z Score analysis.

To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.

You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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.

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Morningstar Stock Return On Asset

Morningstar Company Return On Asset Analysis

Return On Asset

Net Income

Total Assets

Current Morningstar Return On Asset

Morningstar Return On Asset Driver Correlations

Morningstar Total Assets

Total Assets

3.57 Billion

Morningstar Return On Asset Peer Comparison

Morningstar Fundamentals

About Morningstar Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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