MORN

Morningstar Inc.

Price

$218.59

return (12m)

1.36%

p/e

19.97

p/bv

8.22

DIVIDEND YIELD

0.88%

MORN price

Morningstar

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*The amount considers the reinvestment of dividends.

Return on Investment MORN

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

17.07%

3 months

13.93%

1 year

1.36%

2 years

-33.46%

5 years

-28.39%

10 years

234.19%

Profitability Comparator

If you had invested

years ago

ago, you would now have:

Fundamentals MORN

Valuation

P/E

19.97

Sector -138.41

Industry -53.61

P/BV

8.22

Sector -9.97

Industry -43.35

P/Revenue (PSR)

3.28

Sector -9.86

Industry -

EV/EBITDA

11.74

Sector -

Industry -3,586.50

EV/EBIT

15.53

Sector -

Industry -3,127.12

P/EBITDA

10.31

Sector -68.09

Industry -119.72

P/EBIT

13.63

Sector -71.51

Industry -106.73

P/Total Assets

2.13

Sector 0.13

Industry 0.38

P/Net Current Assets

-4.46

Sector -9.93

Industry -

P/Working Capital

154.23

Sector -

Industry -

EPS

11.15

Sector -9,535.79

Industry -25,007.13

BVPS

27.08

Sector -8,460.32

Industry -29,307.97

Efficiency

Gross Margin

62.24%

Sector 1.10%

Industry -1.28%

EBITDA Margin

32.98%

Sector -258.36%

Industry -

EBIT Margin

23.53%

Sector -7.29%

Industry -13.06%

Net Profit Margins

16.43%

Sector -2.30%

Industry -10.59%

Asset Turnover

0.17

Sector 0.01

Industry 0.00

Profitability

ROE

41.18%

Sector -1,324.85%

Industry -5,287.10%

ROA

10.69%

Sector -8.21%

Industry -17.99%

ROIC

12.47%

Sector -12.03%

Industry -38.27%

Dividends

Dividend yield

0.88%

Sector 0.26%

Industry -

Payout

17.57%

Sector 5.51%

Industry -

Debt

Current Ratio

1.06

Sector -

Industry -

Net Debt / EBITDA

1.43

Sector -

Industry -79.62

Net Debt / EBIT

1.90

Sector -

Industry -68.47

Net Debt / Equity

1.14

Sector -1.34

Industry -0.77

Gross Debt / Equity

1.66

Sector -0.24

Industry -0.27

Equity/Assets

0.26

Sector -0.03

Industry -0.21

Liabilities/Assets

0.74

Sector 0.36

Industry -0.01

Growth

5Y Revenue CAGR

8.60%

Sector -

Industry -

5Y Earnings CAGR

16.88%

Sector -

Industry -

Fundamentals MORN

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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

$218.59

Fair Value

$82.42

Upside

-62.29%

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.

Assets	Price ($)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
MORN Morningstar Inc.	$218.59	1.36%	0.88%	19.97	8.22	41.18%	16.43%
BLK BlackRock Inc.	$1,171.30	6.39%	1.98%	19.84	3.23	16.56%	32.81%
MS Morgan Stanley	$192.55	19.94%	2.25%	14.49	2.62	18.08%	15.39%
XP XP Inc.	$15.05	-15.39%	2.43%	7.73	1.70	21.95%	28.92%
GS Goldman Sachs Group Inc.	$935.22	19.86%	2.01%	12.24	2.16	17.71%	17.85%
TROW T. Rowe Price Group Inc.	$105.59	5.91%	4.98%	10.00	1.99	19.90%	29.26%
NDAQ Nasdaq Inc.	$105.66	22.09%	1.11%	28.22	4.90	17.34%	22.78%
UBS UBS Group AG	$48.22	28.12%	3.53%	15.72	1.68	10.67%	12.51%
NTRSO Northern Trust Corporation	$18.00	-5.65%	6.37%	1.46	0.25	17.28%	15.09%
IBKR Interactive Brokers Group Inc.	$82.93	21.54%	0.41%	32.38	1.64	5.06%	16.41%
CME CME Group Inc.	$294.65	14.94%	3.69%	24.86	4.13	16.63%	63.33%
NMR Nomura Holdings Inc.	$9.39	35.14%	3.13%	7.97	1.06	13.24%	19.89%
AMP Ameriprise Financial Inc.	$491.46	2.79%	1.33%	11.69	7.25	62.02%	19.92%
RJF Raymond James Financial Inc.	$159.26	1.16%	1.36%	13.34	2.41	18.04%	15.12%
FUTU Futu Holdings Limited	$100.51	-45.55%	2.58%	9.83	2.80	28.47%	42.94%
CBOE Cboe Global Markets Inc.	$314.22	33.09%	0.89%	26.30	6.33	24.05%	26.73%
NTRS Northern Trust Corporation	$173.60	39.97%	1.98%	13.61	2.28	16.72%	24.76%
LPLA LPL Financial Holdings Inc.	$278.64	-18.57%	0.38%	24.96	4.37	17.49%	5.13%
NEWT Newtek Business Services Corp.	$10.86	6.83%	6.62%	5.00	0.79	15.83%	76.46%

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 Dividend Yield

0.88%

5-year average Dividend Yield

0.58%

Current Payout

17.57%

5-year average Payout

37.53%

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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 $8.42 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 $2.57 billion in revenue, generating net income of $421.60 million.

Key financial metrics include a P/E ratio of 19.97, a price-to-book (P/B) ratio of 8.22, and a trailing twelve-month dividend yield of 0.88%.

The company trades under the ticker MORN.

Market cap

$8.42 billion

Net worth

$1.02 billion

$1,023,800,000.00

Assets

$3.95 billion

$3,945,700,000.00

Total Shares Outstanding

37.80 million

37,800,000

Average Daily Trading Volume

$283.06 Thousand

$283,056.00

Sector

Financial

Industry

Investment Services

MORN

MORN revenue and profits

Financial Results MORN

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MORN cash flow

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$815,079.99 14,33% (12M)

P/E

13.67

0.00%

ROE

11.45%

P/BV

1.57

BRK-B - Berkshire Hathaway

$543.54 14,25% (12M)

P/E

13.68

0.00%

ROE

11.46%

P/BV

1.57

JPM - JPMorgan

$344.15 15,39% (12M)

P/E

13.67

1.79%

ROE

17.92%

P/BV

2.41

HDB - HDFC Bank

$21.77 --39,94% (12M)

P/E

18.46

1.89%

ROE

3.15%

P/BV

0.58

SNEX - StoneX Group

$56.29 35,88% (12M)

P/E

12.54

0.00%

ROE

18.53%

P/BV

2.32

SAN - Banco Santander SA ADR

$11.75 18,57% (12M)

P/E

5.55

2.08%

ROE

25.48%

P/BV

1.37

GS - Goldman Sachs

$935.22 21,25% (12M)

P/E

12.24

2.01%

ROE

17.71%

P/BV

2.16

HSBC - HSBC

$87.05 29,04% (12M)

P/E

11.83

4.34%

ROE

12.98%

P/BV

1.52