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Morningstar, Inc is a financial data & stock exchanges business based in the US. Morningstar shares (MORN) are listed on the NASDAQ and all prices are listed in US Dollars. Morningstar employs 6,914 staff and has a trailing 12-month revenue of around USD$1.3 billion.
Since the stock market crash in March caused by coronavirus, Morningstar's share price has had significant positive movement.
Its last market close was USD$184.44, which is 12.41% up on its pre-crash value of USD$161.56 and 79.78% up on the lowest point reached during the March crash when the shares fell as low as USD$102.59.
If you had bought USD$1,000 worth of Morningstar shares at the start of February 2020, those shares would have been worth USD$675.38 at the bottom of the March crash, and if you held on to them, then as of the last market close they'd be worth USD$1,152.75.
|Latest market close||USD$184.44|
|52-week range||USD$102.59 - USD$184.93|
|50-day moving average||USD$162.2409|
|200-day moving average||USD$150.6584|
|Wall St. target price||USD$75|
|Dividend yield||USD$1.2 (0.66%)|
|Earnings per share (TTM)||USD$3.44|
The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
|1 week (2020-10-22)||0.24%|
|1 month (2020-09-29)||15.78%|
|3 months (2020-07-29)||13.69%|
|6 months (2020-04-29)||26.42%|
|1 year (2019-10-29)||20.42%|
|2 years (2018-10-29)||52.30%|
|3 years (2017-10-27)||111.90%|
|5 years (2015-10-29)||122.67%|
Valuing Morningstar stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Morningstar's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Morningstar's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 52x. In other words, Morningstar shares trade at around 52x recent earnings.
That's relatively high compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The high P/E ratio could mean that investors are optimistic about the outlook for the shares or simply that they're over-valued.
Morningstar's EBITDA (earnings before interest, taxes, depreciation and amortisation) is USD$270.2 million.
The EBITDA is a measure of a Morningstar's overall financial performance and is widely used to measure a its profitability.
|Revenue TTM||USD$1.3 billion|
|Operating margin TTM||15.03%|
|Gross profit TTM||USD$695.9 million|
|Return on assets TTM||6.22%|
|Return on equity TTM||14.24%|
|Market capitalisation||USD$7.9 billion|
TTM: trailing 12 months
There are currently 155,665 Morningstar shares held short by investors – that's known as Morningstar's "short interest". This figure is 36.1% down from 243,431 last month.
There are a few different ways that this level of interest in shorting Morningstar shares can be evaluated.
Morningstar's "short interest ratio" (SIR) is the quantity of Morningstar shares currently shorted divided by the average quantity of Morningstar shares traded daily (recently around 103089.40397351). Morningstar's SIR currently stands at 1.51. In other words for every 100,000 Morningstar shares traded daily on the market, roughly 1510 shares are currently held short.
However Morningstar's short interest can also be evaluated against the total number of Morningstar shares, or, against the total number of tradable Morningstar shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case Morningstar's short interest could be expressed as 0% of the outstanding shares (for every 100,000 Morningstar shares in existence, roughly 0 shares are currently held short) or 0.0072% of the tradable shares (for every 100,000 tradable Morningstar shares, roughly 7 shares are currently held short).
Such a low SIR usually points to an optimistic outlook for the share price, with fewer people currently willing to bet against Morningstar.
Find out more about how you can short Morningstar stock.
Dividend payout ratio: 34.87% of net profits
Recently Morningstar has paid out, on average, around 34.87% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 0.66% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Morningstar shareholders could enjoy a 0.66% return on their shares, in the form of dividend payments. In Morningstar's case, that would currently equate to about $1.2 per share.
While Morningstar's payout ratio might seem fairly standard, it's worth remembering that Morningstar may be investing much of the rest of its net profits in future growth.
Morningstar's most recent dividend payout was on 30 October 2020. The latest dividend was paid out to all shareholders who bought their shares by 15 October 2020 (the "ex-dividend date").
Over the last 12 months, Morningstar's shares have ranged in value from as little as $102.59 up to $184.93. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NASDAQ average) beta is 1, while Morningstar's is 1.1169. This would suggest that Morningstar's shares are a little bit more volatile than the average for this exchange and represent, relatively-speaking, a slightly higher risk (but potentially also market-beating returns).
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, the United Kingdom, and internationally. It offers web-based tools; investment data, fundamental equity research, manager research, credit ratings, and private capital markets research services; and investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including equity fundamentals, managed investments, and real-time pricing and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research and proposal generation platform; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components; Morningstar Credit Ratings that provides new issue and surveillance ratings for structured finance securities; operational risk assessment services, deal monitoring, and corporate credit estimation; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. In addition, the company's PitchBook offers a mobile application, excel plug-in, data feeds, and data solutions. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois.
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