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Morningstar (MX:MORN)
NASDAQ:MORN

Morningstar (MORN) Stock Statistics & Valuation Metrics

Followers

Total Valuation

Morningstar has a market cap or net worth of $114.77B. The enterprise value is ―.
Market Cap$114.77B
Enterprise Value

Share Statistics

Morningstar has ― shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding
Owned by Insiders38.85%
Owned by Institutions0.71%

Financial Efficiency

Morningstar’s return on equity (ROE) is 0.31 and return on invested capital (ROIC) is 15.42%.
Return on Equity (ROE)0.31
Return on Assets (ROA)0.10
Return on Invested Capital (ROIC)15.42%
Return on Capital Employed (ROCE)0.21
Revenue Per Employee222.87K
Profits Per Employee34.10K
Employee Count10,973
Asset Turnover0.68
Inventory Turnover0.00

Valuation Ratios

The current PE Ratio of Morningstar is 17.5. Morningstar’s PEG ratio is 7.25.
PE Ratio17.5
PS Ratio3.72
PB Ratio7.45
Price to Fair Value7.45
Price to FCF20.57
Price to Operating Cash Flow11.10
PEG Ratio7.25

Income Statement

In the last 12 months, Morningstar had revenue of 2.45B and earned 374.20M in profits. Earnings per share was 8.93.
Revenue2.45B
Gross Profit1.49B
Operating Income526.60M
Pretax Income495.70M
Net Income374.20M
EBITDA728.90M
Earnings Per Share (EPS)8.93

Cash Flow

In the last 12 months, operating cash flow was 590.20M and capital expenditures -152.80M, giving a free cash flow of 437.40M billion.
Operating Cash Flow590.20M
Free Cash Flow437.40M
Free Cash Flow per Share10.00T>

Dividends & Yields

Morningstar pays an annual dividend of ―, resulting in a dividend yield of ―
Dividend Per Share
Dividend Yield
Payout RatioN/A
Free Cash Flow Yield
Earnings Yield

Stock Price Statistics

Beta-0.67
52-Week Price Change
50-Day Moving Average
200-Day Moving Average
Relative Strength Index (RSI)
Average Volume (3m)

Important Dates

Morningstar upcoming earnings date is ―, ―.
Last Earnings Date
Next Earnings Date
Ex-Dividend Date

Financial Position

Morningstar as a current ratio of 0.99, with Debt / Equity ratio of 187.15%
Current Ratio0.99
Quick Ratio0.99
Debt to Market Cap0.13
Net Debt to EBITDA1.28
Interest Coverage Ratio13.16

Taxes

In the past 12 months, Morningstar has paid 121.50M in taxes.
Income Tax121.50M
Effective Tax Rate0.25

Enterprise Valuation

Morningstar EV to EBITDA ratio is 13.77, with an EV/FCF ratio of 22.68.
EV to Sales4.10
EV to EBITDA13.77
EV to Free Cash Flow22.68
EV to Operating Cash Flow17.02

Balance Sheet

Morningstar has $532.20M in cash and marketable securities with $1.91B in debt, giving a net cash position of -$1.37B billion.
Cash & Marketable Securities$532.20M
Total Debt$1.91B
Net Cash-$1.37B
Net Cash Per Share-$10.00T>
Tangible Book Value Per Share-$18.33

Margins

Gross margin is 61.71%, with operating margin of 21.53%, and net profit margin of 15.30%.
Gross Margin61.71%
Operating Margin21.53%
Pretax Margin20.27%
Net Profit Margin15.30%
EBITDA Margin29.81%
EBIT Margin22.04%

Analyst Forecast

The average price target for Morningstar is ―, which is 11.43% higher than the current price. The consensus rating is ―
Price Target
Price Target Upside
Analyst Consensus
Analyst Count0
Revenue Growth Forecast
EPS Growth Forecast

Scores

Smart Score5
AI Score