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MORN: Morningstar, Inc. Stock

Written by | Jul 6, 2018

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 9,848.00
Enterprise Value ($M) 9,907.20
Book Value ($M) 1,271.40
Book Value / Share 29.63
Price / Book 7.77
NCAV ($M) -694.60
NCAV / Share -16.19
Price / NCAV -14.22

Profitability (mra)
Return on Invested Capital (ROIC) 0.13
Return on Assets (ROA) 0.09
Return on Equity (ROE) 0.21

Liquidity (mrq)
Quick Ratio n/a
Current Ratio 1.17

Balance Sheet (mrq) ($M)
Current Assets 730.00
Assets 2,696.00
Liabilities 1,424.60
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 1,389.50
Operating Income 215.20
Net Income 223.60
Earnings Per Share Diluted 5.18
Earnings Per Share Basic 5.22

Cash Flow Statement (mra) ($M)
Cash From Operations 384.30
Cash from Investing -123.80
Cash from Financing -123.80

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-12 13G Select Equity Group, L.P. 5.22
02-10 13G/A Mansueto Joseph D 45.55 -8.10
2019-02-15 13G/A Eaton Vance Management 4.86 -37.80
2014-02-11 13G/A Morgan Stanley 0.00
2013-02-14 13G/A Bamco Inc /ny/ 3.65

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2021-02-26 10-K Annual Report – 10-K
2020-10-30 10-Q Quarterly Report – 10-Q
2020-07-31 10-Q Quarterly Report – 10-Q
2020-05-01 10-Q Quarterly Report – 10-Q

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2021-03-02 5,019 110,500 4.54
2021-03-01 6,613 129,800 5.09
2021-02-26 9,376 158,900 5.90
2021-02-25 15,570 145,100 10.73

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(click for list of largest short owners)

Similar Companies
GROW – U.S. Global Investors, Inc. HLNE – Hamilton Lane INC
HNNA – Hennessy Advisors, Inc. PHCF – Puhui Wealth Investment Management Co., Ltd.
SAMG – Silvercrest Asset Management Group Inc.


Financial data and stock pages provided by
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2018/07/06
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