MORN

Morningstar Inc.

Price

$182.43

return (12m)

-33.53%

p/e

16.64

p/bv

6.58

DIVIDEND YIELD

1.11%

MORN price

Morningstar

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

Return on Investment MORN

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

17.96%

3 months

-0.71%

1 year

-33.53%

2 years

-43.05%

5 years

-24.80%

10 years

134.30%

Fundamentals MORN

Valuation

P/E

16.64

Sector -102.23

Industry -51.92

P/BV

6.58

Sector -6.40

Industry -21.98

P/Revenue (PSR)

2.67

Sector 1.23

Industry -

EV/EBITDA

37.62

Sector -1,290.15

Industry -

EV/EBIT

49.97

Sector -123,142.89

Industry -

P/EBITDA

8.67

Sector -56.62

Industry -67.83

P/EBIT

11.58

Sector -77.82

Industry -81.13

P/Total Assets

1.68

Sector 0.13

Industry 0.25

P/Ativo Circ. Liq.

-3.52

Sector -635,709.63

Industry -

P/Cap.Giro

205.62

Sector -

Industry -

EPS

10.33

Sector -9,478.46

Industry -20,124.18

BVPS

26.12

Sector -3,866.26

Industry -12,294.90

Efficiency

Gross Margin

61.71%

Sector -0.53%

Industry -1.07%

EBITDA Margin

32.43%

Sector -273.08%

Industry -

EBIT Margin

24.41%

Sector -1,014,458.06%

Industry -

Operating Margin

21.75%

Sector -5.64%

Industry -10.89%

Net Profit Margins

16.06%

Sector -0.11%

Industry -6.38%

Giro Ativos

0.16

Sector 0.00

Industry -

Profitability

ROE

39.54%

Sector -2,889.92%

Industry -6,507.94%

ROA

10.10%

Sector -1,426.81%

Industry -13.06%

ROIC

12.93%

Sector -11.29%

Industry -220.51%

Dividends

Dividend yield

1.11%

Sector 0.39%

Industry -

Payout

18.47%

Sector 7.35%

Industry -

Debt

Current Ratio

1.03

Sector -

Industry -

Dívida Líquida/EBITDA

5.56

Sector -26,697,601,198.67

Industry -32.87

Dívida Líquida/EBIT

7.39

Sector -86.36

Industry -50.82

Dívida Líquida/Patrimônio

1.14

Sector -0.63

Industry -0.51

Dívida Bruta/Patrimônio

1.66

Sector -0.21

Industry -

Equity/Assets

0.26

Sector 0.00

Industry -0.14

Liabilities/Assets

0.74

Sector 0.33

Industry -0.11

Growth

5Y Revenue CAGR

8.10%

Sector -

Industry -

5Y Earnings CAGR

15.82%

Sector -

Industry -

FAIR VALUE OF Morningstar 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 Buffett’s mentor.

Current price

$182.43

Fair Value

$77.92

Upside Return potential.

-57.29%

See Graham's ranking

Because it considers equity value in its calculation, this formula may 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.

Fundamentals MORN

DRAG THE FRAME TO SEE MORE DATA

Stock Comparison Tool

DRAG THE FRAME TO SEE MORE DATA

	p/e	p/bv	ROE	dy	market cap	net margin
MORN	16.64	6.58	39.54%	1.11%	$6.70 B	16.06%
JPM	14.50	2.52	17.37%	1.68%	$943.54 B	33.40%
BLK	24.75	0.00	-%	2.08%	$162.76 B	24.09%
XP	8.27	1.79	21.68%	2.36%	$8.45 B	29.31%
MS	16.58	0.00	-%	1.86%	$334.14 B	27.59%
GS	17.02	2.50	14.72%	1.68%	$307.46 B	29.89%
TROW	12.13	2.14	17.64%	4.41%	$25.42 B	28.28%
NDAQ	26.45	4.34	16.40%	1.21%	$52.02 B	22.48%
UBS	70.47	6.94	9.85%	3.17%	$642.35 B	18.45%
NTRSO	1.73	0.25	14.73%	6.36%	$3.41 B	13.00%
CME	21.25	3.43	16.16%	4.46%	$91.09 B	63.30%
IBKR	36.37	1.84	5.06%	0.36%	$40.96 B	10.16%
NMR	12.05	1.19	9.88%	2.84%	$28.92 B	19.71%
BK	17.36	2.24	12.93%	1.47%	$100.52 B	14.24%
RJF	14.20	2.58	18.16%	1.26%	$32.74 B	15.37%
FUTU	10.85	2.63	24.28%	2.61%	$13.97 B	41.86%
AMP	122.82	76.17	62.02%	1.23%	$484.91 B	20.24%
CBOE	24.11	5.54	22.99%	1.02%	$29.78 B	25.77%
LPLA	29.33	4.65	15.84%	0.36%	$26.43 B	4.93%
NEWT	6.31	1.01	15.95%	5.22%	$407.40 M	23.73%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

MORN Historical Dividends

current DY: 1.11%

5-year average DY: 0.58%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	10/01/2026	10/30/2026	0.50000000
Dividends	07/09/2026	07/31/2026	0.50000000
Dividends	04/02/2026	04/30/2026	0.50000000
Dividends	01/01/2026	01/30/2026	0.50000000
Dividends	10/02/2025	10/31/2025	0.45500000
Dividends	07/10/2025	07/31/2025	0.45500000
Dividends	04/03/2025	04/30/2025	0.45500000
Dividends	01/02/2025	01/31/2025	0.45500000
Dividends	10/03/2024	10/31/2024	0.40500000
Dividends	07/11/2024	07/31/2024	0.40500000
Dividends	04/03/2024	04/30/2024	0.40500000
Dividends	01/03/2024	01/31/2024	0.40500000
Dividends	10/04/2023	10/31/2023	0.37500000
Dividends	07/05/2023	07/31/2023	0.37500000
Dividends	04/05/2023	04/28/2023	0.37500000
Dividends	01/04/2023	01/31/2023	0.37500000
Dividends	10/14/2022	10/31/2022	0.36000000
Dividends	06/29/2022	07/29/2022	0.36000000
Dividends	03/30/2022	04/29/2022	0.36000000
Dividends	01/05/2022	01/31/2022	0.36000000
Dividends	10/15/2021	10/29/2021	0.31500000
Dividends	07/07/2021	07/30/2021	0.31500000
Dividends	04/07/2021	04/30/2021	0.31500000
Dividends	12/31/2020	01/29/2021	0.31500000
Dividends	10/14/2020	10/30/2020	0.30000000
Dividends	06/30/2020	07/31/2020	0.30000000
Dividends	04/01/2020	04/30/2020	0.30000000
Dividends	01/01/2020	01/31/2020	0.30000000
Dividends	10/16/2019	10/31/2019	0.28000000
Dividends	07/03/2019	07/31/2019	0.28000000
Dividends	04/03/2019	04/30/2019	0.28000000
Dividends	01/02/2019	01/31/2019	0.28000000
Dividends	10/15/2018	10/31/2018	0.25000000
Dividends	07/04/2018	07/27/2018	0.25000000
Dividends	04/04/2018	04/27/2018	0.25000000
Dividends	01/03/2018	01/31/2018	0.25000000
Dividends	10/16/2017	10/31/2017	0.23000000
Dividends	07/05/2017	07/28/2017	0.23000000
Dividends	04/05/2017	04/28/2017	0.23000000
Dividends	01/04/2017	01/31/2017	0.23000000
Dividends	10/07/2016	10/28/2016	0.22000000
Dividends	07/06/2016	07/29/2016	0.22000000
Dividends	04/06/2016	04/29/2016	0.22000000
Dividends	01/06/2016	01/29/2016	0.22000000
Dividends	10/07/2015	10/30/2015	0.19000000
Dividends	07/08/2015	07/31/2015	0.19000000
Dividends	04/08/2015	04/30/2015	0.19000000
Dividends	01/07/2015	01/30/2015	0.19000000
Dividends	10/08/2014	10/31/2014	0.17000000
Dividends	07/09/2014	07/31/2014	0.17000000
Dividends	04/09/2014	04/30/2014	0.17000000
Dividends	01/08/2014	01/31/2014	0.17000000
Dividends	10/10/2013	10/31/2013	0.12500000
Dividends	07/10/2013	07/31/2013	0.12500000
Dividends	04/10/2013	04/30/2013	0.12500000
Dividends	12/13/2012	12/28/2012	0.12500000
Dividends	10/10/2012	10/31/2012	0.10000000
Dividends	07/11/2012	07/31/2012	0.10000000
Dividends	04/11/2012	04/30/2012	0.10000000
Dividends	01/11/2012	01/31/2012	0.10000000
Dividends	10/12/2011	10/31/2011	0.05000000
Dividends	07/13/2011	07/29/2011	0.05000000
Dividends	04/13/2011	04/29/2011	0.05000000
Dividends	12/29/2010	01/14/2011	0.05000000

ABOUT Morningstar

Morningstar Inc.

Average Investor10 user rating

4.0 (5 people)

United States

42 years

Founded: 1984

2005

Time since IPO - 21 years

7.979

Employees

Morningstar Inc. (United States) is listed on the Nasdaq and has a market capitalization of $6.70 billion, with shareholders equity totaling $1.02 billion.

The company employs approximately 7.979 people and operates in the Financial sector, within the Investment Services industry.

Over the past 12 months, Morningstar Inc. reported $2.51 billion in revenue, generating net income of $402.80 million.

Key financial metrics include a P/E ratio of 16.64, a price-to-book (P/B) ratio of 6.58, and a trailing twelve-month dividend yield of 1.11%.

The company trades under the ticker MORN.

Market cap

$6.70 billion

Net worth

$1.02 billion

$1,018,700,000.00

Assets

$3.99 billion

$3,986,300,000.00

Total Shares Outstanding

39.00 million

39,000,000

Average Daily Trading Volume

$462.17 Thousand

$462,168.00

Sector

Financial

Industry

Investment Services

MORN

MORN revenue and profits

Financial Results MORN

DRAG THE FRAME TO SEE MORE DATA

MORN cash flow

DRAG THE FRAME TO SEE MORE DATA

Discover more assets

BRK-A - Berkshire Hathaway

$744,907.79 3,14% (12M)

P/E

10.26

0.00%

ROE

9.94%

P/BV

1.02

BRK-B - Berkshire Hathaway

$497.18 3,21% (12M)

P/E

14.75

0.00%

ROE

9.94%

P/BV

1.47

JPM - JPMorgan

$356.20 22,31% (12M)

P/E

14.50

1.68%

ROE

17.37%

P/BV

2.52

SNEX - StoneX Group

$74.43 77,06% (12M)

P/E

18.66

0.00%

ROE

17.13%

P/BV

3.20

BAC - Bank of America

$62.13 32,33% (12M)

P/E

13.11

1.82%

ROE

11.18%

P/BV

1.47

AEG - Aegon

$9.16 35,23% (12M)

P/E

3.70

5.10%

ROE

33.99%

P/BV

1.26

C - Citigroup

$133.10 44,81% (12M)

P/E

12.63

1.81%

ROE

8.32%

P/BV

1.05

PGR - Progressive

$215.75 --4,65% (12M)

P/E

10.64

6.51%

ROE

34.06%

P/BV

3.62