Morningstar Stock Retained Earnings
| MORN Stock | USD 287.46 14.90 4.93% |
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.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | 1.6 B | 1.7 B | |
| Retained Earnings Total Equity | 1.8 B | 999.2 M |
Morningstar | Retained Earnings |
Morningstar Company Retained Earnings Analysis
Morningstar's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Morningstar Retained Earnings | 1.61 B |
Most of Morningstar's fundamental indicators, such as Retained Earnings, 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 Retained Earnings 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 Retained Earnings. 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.
Click cells to compare fundamentals
Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
| Competition |
Based on the latest financial disclosure, Morningstar has a Retained Earnings of 1.61 B. This is 89.44% lower than that of the Capital Markets sector and significantly higher than that of the Financials industry. The retained earnings for all United States stocks is 82.73% higher than that of the company.
Morningstar Retained Earnings 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 Retained Earnings 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 retained earnings category among related companies.
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.
Morningstar Investors Sentiment
The influence of Morningstar's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Morningstar. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Morningstar's public news can be used to forecast risks associated with an investment in Morningstar. The trend in average sentiment can be used to explain how an investor holding Morningstar can time the market purely based on public headlines and social activities around Morningstar. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Morningstar's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Morningstar's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Morningstar's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Morningstar.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Morningstar in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Morningstar's short interest history, or implied volatility extrapolated from Morningstar options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck 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 AI Investment Finder module to use AI to screen and filter profitable investment opportunities.
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.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |
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.