Morningstar Stock Performance
| MORN Stock | USD 303.01 5.05 1.69% |
Morningstar has a performance score of 7 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 1.11, which conveys a somewhat significant risk relative to the market. Morningstar returns are very sensitive to returns on the market. As the market goes up or down, Morningstar is expected to follow. Morningstar right now secures a risk of 1.49%. Please verify Morningstar value at risk, as well as the relationship between the skewness and day median price , to decide if Morningstar will be following its current price movements.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Morningstar are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain basic indicators, Morningstar may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return 0.0512 | Five Day Return 2.48 | Year To Date Return 9.21 | Ten Year Return 300.75 | All Time Return 1.4 K |
Forward Dividend Yield 0.0053 | Payout Ratio 0.3872 | Forward Dividend Rate 1.62 | Dividend Date 2024-04-30 | Ex Dividend Date 2024-07-11 |
| Morningstar dividend paid on 31st of January 2024 | 01/31/2024 |
1 | Disposition of tradable shares by Joseph Mansueto of Morningstar at 275.2242 subject to Rule 16b-3 | 03/22/2024 |
2 | Exclusive-Nutrien mulls Latam divestments after losses, management exodus | 03/28/2024 |
3 | As Disney Wins Proxy Battle, Wall Street Is Wait-and-See On If Bob Iger Can Land Succession | 04/04/2024 |
4 | Kelp et PitchBook annoncent un partenariat de donnes | 04/10/2024 |
5 | Al Gores Hedge Fund Loves This 445 Billion Stock | 04/12/2024 |
6 | Darings new CEO sees the company as a bright spot in a contracting category | 04/15/2024 |
7 | Geopolitical strife is roiling Wall Street. Heres what investors are watching | 04/16/2024 |
8 | Can Contrarian Investing Pay Off What To Know About This Warren Buffett-Approved Strategy | 04/17/2024 |
9 | Summer Program for Future Planners Is Back | 04/18/2024 |
10 | Pacer ETFs Pacer US Small Cap Cash Cows 100 ETF Wins ETF of the Year at 2024 etf.com Awards | 04/19/2024 |
11 | Bargain energy stocks Morningstar strategist picks 5 to buy as oil prices slide | 04/22/2024 |
| Begin Period Cash Flow | 376.6 M |
Morningstar |
Morningstar Relative Risk vs. Return Landscape
If you would invest 28,052 in Morningstar on January 24, 2024 and sell it today you would earn a total of 2,249 from holding Morningstar or generate 8.02% return on investment over 90 days. Morningstar is currently generating 0.1352% in daily expected returns and assumes 1.4947% risk (volatility on return distribution) over the 90 days horizon. In different words, 13% of stocks are less volatile than Morningstar, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Morningstar Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Morningstar's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Morningstar, and traders can use it to determine the average amount a Morningstar's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0905
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| Cash | Small Risk | MORN | High Risk | Huge Risk |
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Estimated Market Risk
| 1.49 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Morningstar is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Morningstar by adding it to a well-diversified portfolio.
Morningstar Fundamentals Growth
Morningstar Stock prices reflect investors' perceptions of the future prospects and financial health of Morningstar, and Morningstar fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Morningstar Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0419 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 13.72 B | ||||
| Shares Outstanding | 42.75 M | ||||
| 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 | ||||
| Earnings Per Share | 3.28 X | ||||
| Market Capitalization | 12.95 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 | ||||
About Morningstar Performance
To evaluate Morningstar Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Morningstar generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Morningstar Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Morningstar market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Morningstar's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00000047 | 0.000001 | |
| Return On Tangible Assets | 0.11 | 0.1 | |
| Return On Capital Employed | 0.11 | 0.09 | |
| Return On Assets | 0.04 | 0.05 | |
| Return On Equity | 0.11 | 0.06 |
Things to note about Morningstar performance evaluation
Checking the ongoing alerts about Morningstar for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Morningstar help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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. | |
| Morningstar has a strong financial position based on the latest SEC filings | |
| About 60.0% of Morningstar shares are owned by institutional investors | |
| Latest headline from cnbc.com: Bargain energy stocks Morningstar strategist picks 5 to buy as oil prices slide |
- Analyzing Morningstar's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Morningstar's stock is overvalued or undervalued compared to its peers.
- Examining Morningstar's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Morningstar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Morningstar's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Morningstar's stock. These opinions can provide insight into Morningstar's potential for growth and whether the stock is currently undervalued or overvalued.
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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
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 3.28 | 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.