Morningstar Stock Z Score

MORN Stock

USD 287.46 14.90 4.93%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Morningstar Piotroski F Score and Morningstar Valuation analysis.

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

At this time, Morningstar's Additional Paid In Capital is very stable compared to the past year. As of the 25th of April 2024, Capital Lease Obligations is likely to grow to about 203.7 M, while Capital Surpluse is likely to drop about 653.8 M. At this time, Morningstar's EBIT is very stable compared to the past year. As of the 25th of April 2024, EBITDA is likely to grow to about 488.8 M, while Income Before Tax is likely to drop about 140.1 M.

Morningstar Company Z Score Analysis

Morningstar's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Morningstar Z Score 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 Z Score. 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

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Morningstar

Based on the company's disclosures, Morningstar has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and about the same as Financials (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Morningstar Institutional Holders

Institutional Holdings refers to the ownership stake in Morningstar that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Morningstar's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Morningstar's value.

		Shares
Wellington Management Company Llp	2023-12-31	509.5 K
Geode Capital Management, Llc	2023-12-31	439 K
Liontrust Investment Partners Llp	2023-12-31	424.9 K
Fmr Inc	2023-12-31	408.6 K
Bank Of New York Mellon Corp	2023-12-31	386.5 K
Goldman Sachs Group Inc	2023-12-31	326.6 K
Norges Bank	2023-12-31	299.8 K
Dimensional Fund Advisors, Inc.	2023-12-31	296 K
Allspring Global Investments Holdings, Llc	2023-12-31	285.4 K
Select Equity Group Lp	2023-12-31	3 M
Vanguard Group Inc	2023-12-31	2.6 M

Morningstar Fundamentals

	Return On Equity	0.16
	Return On Asset	0.0546
	Profit Margin	0.10 %
	Operating Margin	0.17 %
	Current Valuation	13.63 B
	Shares Outstanding	42.75 M
	Shares Owned By Insiders	40.38 %
	Shares Owned By Institutions	60.43 %
	Number Of Shares Shorted	187.49 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	32.39 X
	Cash Flow From Operations	316.4 M
	Short Ratio	1.56 X
	Earnings Per Share	3.30 X
	Target Price	345.0
	Number Of Employees	11.33 K
	Beta	1.13
	Market Capitalization	12.92 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	1.16

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 Valuation analysis.

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

You can also try the CEOs Directory module to screen CEOs from public companies 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

1.155

Earnings Share

3.3

Revenue Per Share

49.278

Quarterly Revenue Growth

0.132

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 Z Score

Morningstar Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Morningstar Z Score Driver Correlations

Morningstar Institutional Holders

Morningstar Fundamentals

About Morningstar Fundamental Analysis

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

Complementary Tools for Morningstar Stock analysis

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