Price

$ 214.86

return (12m)

-39.33% Logo

p/e

23.77

p/bv

5.90

DIVIDEND YIELD

0.86%
graph

price MORN

MORN
If you had invested
If you had invested
years ago
7 days
30 days
6 months
YTD
1 year
5 years
10 years
ago, you would now have *
ago, you would now have:
*
*The figure considers the reinvestment of dividends.

Return of MORN

1 month
3 months
1 year
2 years
5 years
10 years
return
1 month
0.20%
3 months
-18.12%
1 year
-39.33%
2 years
-24.01%
5 years
8.14%
10 years
186.18%
Estatistica

Fundamentals MORN

review the fundamentals of Morningstar shares

P/E

23.77
Sector: -3,432.05 Industry: 9.78

P/SALES RATIO (PSR)

3.73
Sector: 1.06 Industry: 1.39

P/BV

5.90
Sector: -2,029.66 Industry: 1.49

DIVIDEND YIELD (DY)

0.86%
Sector: 0.42% Industry: 0.44%

ROA

10.57%
Sector: -1,440.96% Industry: 2.34%

ROE

24.83%
Sector: -3,178.56% Industry: 10.97%

ROIC

11.14%
Sector: -8.22% Industry: -1.38%

NET MARGIN

15.70%
Sector: -0.55% Industry: 8.13%

GROSS MARGIN

60.93%
Sector: -0.50% Industry: 26.42%

OPERATING MARGIN

19.67%
Sector: -5.65% Industry: 6.02%

P/EBITDA

12.12
Sector: -3,792.29 Industry: 2.78

P/EBIT

16.35
Sector: -3,720.39 Industry: -2.49

P/ASSET

2.51
Sector: 0.12 Industry: 0.42

BVPS

36.05
Sector: -1,446.19 Industry: 21.89

EPS

8.95
Sector: -6,072.60 Industry: 2.88

EQUITY RATIO

0.43
Sector: 0.00 Industry: 0.22

CAGR REVENUE 5 YEARS

11.51%
Sector: - Industry: -

CAGR PROFIT 5 YEARS

10.98%
Sector: - Industry: -
RETORNO DO INVESTIMENTO

FAIR VALUE OF Morningstar ASSETS ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffet's mentor.

Current price

$ 214.86

Fair Value

$ 0.00

Upside Return potential.

-60.34%
Because it considers equity value in its calculation, the formula does not work well for technology companies.
This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.
statistics

Fundamentals MORN

Buy And Hold Investor Checklist

Morningstar Buy And Hold Investor Checklist

Stock Comparison Tool

graph

Stock vs Index Comparison Tool

If you had invested (change) 2 years years ago, ago, you would now have

R$ 1.000,00 in PETR4 You would now have R$ 2.294,60

R$ 1.000,00 in LEVE3 You would now have R$ 5.240,60

*The value considers the reinvestment of dividends.
Price

MORN Historical Dividends

current DY: 0.86%

5-year average DY: 0.52%

DRAG THE FRAME TO SEE MORE DATA

type

Ex - Dividend Date

payment date

value

Dividend 10/03/2025 10/31/2025 0,45500000
Dividend 07/11/2025 07/31/2025 0,45500000
Dividend 04/04/2025 04/30/2025 0,45500000
Dividend 01/03/2025 01/31/2025 0,45500000
Dividend 10/04/2024 10/31/2024 0,40500000
Dividend 07/12/2024 07/31/2024 0,40500000
Dividend 04/05/2024 04/30/2024 0,40500000
Dividend 01/05/2024 01/31/2024 0,40500000
Dividend 10/06/2023 10/31/2023 0,37500000
Dividend 07/07/2023 07/31/2023 0,37500000
Dividend 04/07/2023 04/28/2023 0,37500000
Dividend 01/06/2023 01/31/2023 0,37500000
Dividend 10/18/2022 10/31/2022 0,36000000
Dividend 07/01/2022 07/29/2022 0,36000000
Dividend 04/01/2022 04/29/2022 0,36000000
Dividend 01/07/2022 01/31/2022 0,36000000
Dividend 10/19/2021 10/29/2021 0,31500000
Dividend 07/09/2021 07/30/2021 0,31500000
Dividend 04/09/2021 04/30/2021 0,31500000
Dividend 01/04/2021 01/29/2021 0,31500000
Dividend 10/16/2020 10/30/2020 0,30000000
Dividend 07/02/2020 07/31/2020 0,30000000
Dividend 04/03/2020 04/30/2020 0,30000000
Dividend 01/03/2020 01/31/2020 0,30000000
Dividend 10/18/2019 10/31/2019 0,28000000
Dividend 07/05/2019 07/31/2019 0,28000000
Dividend 04/05/2019 04/30/2019 0,28000000
Dividend 01/04/2019 01/31/2019 0,28000000
Dividend 10/17/2018 10/31/2018 0,25000000
Dividend 07/06/2018 07/27/2018 0,25000000
Dividend 04/06/2018 04/27/2018 0,25000000
Dividend 01/05/2018 01/31/2018 0,25000000
Dividend 10/18/2017 10/31/2017 0,23000000
Dividend 07/07/2017 07/28/2017 0,23000000
Dividend 04/07/2017 04/28/2017 0,23000000
Dividend 01/06/2017 01/31/2017 0,23000000
Dividend 10/11/2016 10/28/2016 0,22000000
Dividend 07/08/2016 07/29/2016 0,22000000
Dividend 04/08/2016 04/29/2016 0,22000000
Dividend 01/08/2016 01/29/2016 0,22000000
Dividend 10/09/2015 10/30/2015 0,19000000
Dividend 07/10/2015 07/31/2015 0,19000000
Dividend 04/10/2015 04/30/2015 0,19000000
Dividend 01/09/2015 01/30/2015 0,19000000
Dividend 10/10/2014 10/31/2014 0,17000000
Dividend 07/11/2014 07/31/2014 0,17000000
Dividend 04/11/2014 04/30/2014 0,17000000
Dividend 01/10/2014 01/31/2014 0,17000000
Dividend 10/14/2013 10/31/2013 0,12500000
Dividend 07/12/2013 07/31/2013 0,12500000
Dividend 04/12/2013 04/30/2013 0,12500000
Dividend 12/17/2012 12/28/2012 0,12500000
Dividend 10/12/2012 10/31/2012 0,10000000
Dividend 07/13/2012 07/31/2012 0,10000000
Dividend 04/13/2012 04/30/2012 0,10000000
Dividend 01/13/2012 01/31/2012 0,10000000
Dividend 10/14/2011 10/31/2011 0,05000000
Dividend 07/15/2011 07/29/2011 0,05000000
Dividend 04/15/2011 04/29/2011 0,05000000
Dividend 12/31/2010 01/14/2011 0,05000000

ABOUT THE COMPANY

Logo Morningstar

Morningstar Inc.

Average user rating I10

4.0 (4 people)

United States

United States

41 years

Founded: 1984

2005

Time since IPO - 20 years

7.979

Employees

Market cap

$ 8.94 Billions

$ 8.94 Billions

Equity

$ 1.51 Billion

US$ 1,514,000,000.00

Assets

$ 3.56 Billions

US$ 3,557,600,000.00

Total Shares Outstanding

42.00 Millions

42,000,000

Average Daily Trading Volume

$ 425.93 Thousand

US$ 425,928.58

Sector

Financial

Industry

Investment Services

Shares

receitas e lucros

MORN revenue and profits

graph

PROFIT X PRICE MORN

resultados

Financial Results MORN

DRAG THE FRAME TO SEE MORE DATA
Resultados

MORN cash flow

DRAG THE FRAME TO SEE MORE DATA
Ativos e Passivos

asset growth - MORN

Pontos Relevantes

MORN balance sheet

DRAG THE FRAME TO SEE MORE DATA

Frequently Asked Questions

What is the price of Morningstar (MORN) today?

The price of Morningstar (MORN) today is $ 214.86, with return of -39.33% compared to the last year. The price of Morningstar (MORN) started the year trading around $ 336.76 and today it is at $ 214.86. Follow the real-time price chart, the historical price of Morningstar (MORN) and international markets.

When does Morningstar (MORN) pay dividends?

Morningstar (MORN) distributed dividends in the last year,in the months of January, April, July and October totaling $ 1.82. The Dividend Yield for the last 12 months is 0.86%.

Is Morningstar (MORN) worth it?

Currently, Morningstar (MORN) is priced at $ 214.86, with a P/E of 23.77%, representando um desvio de 7,071% em relação ao seu P/L médio histórico. No último ano, a ação apresentou a variation of -39.33 in its price and distributed $ 1.82 in dividends, resulting in a Dividend Yield of 0.86%. The total shareholder return was -39.33%.

It is important to remember that past performance does not guarantee future results. This should not be seen as an investment recommendation.

How can I buy Morningstar (MORN) stock?

Investing in stocks of Morningstar (MORN) can be done in two ways: by buying the stock abroad. The stock is the original stock, traded on international exchanges. By buying it, you invest with money outside Brazil, which brings greater geographical and currency diversification.

BDR is a receipt for that stock, traded on the B3 with reais, through a brazilian brokerage. Although the money remains in Brazil, the BDR still offers diversification, as it represents a foreign company and is linked to the dollar.

How much would 100 shares of Morningstar (MORN) yield today?

The yield of Morningstar (MORN) was 0.20% in the last month, -39.33% in the last year and 8.14% in the last 5 years (already considering appreciation and dividends).

In the last 12 months, the company paid a total of $ 1.82 in dividends, a Dividend Yield of 0.86%.

If you wanted to buy 100 stocks of Morningstar (MORN) today, the total investment would be $ 21,486.00, based on the current price of $ 214.86.

If past performance were to repeat, the return on your investment would be:

  • In 1 year: $ 13,035.56
  • In 5 years: $ 23,234.96
  • In 10 years: $ 61,488.63

It is important to remember that past performance does not guarantee future results. This should not be seen as an investment recommendation.