◄ back to all posts

MORN: Morningstar, Inc. Stock

Written by | Jul 6, 2018

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 6,612.86
Enterprise Value ($M) 6,219.03
Book Value ($M) 968.20
Book Value / Share 22.64
Price / Book 6.78
NCAV ($M) 3.10
NCAV / Share 0.07
Price / NCAV 2,118.75

Profitability (mra)
Return on Invested Capital (ROIC) 0.20
Return on Assets (ROA) 0.13
Return on Equity (ROE) 0.23

Liquidity (mrq)
Quick Ratio n/a
Current Ratio 1.57

Balance Sheet (mrq) ($M)
Current Assets 586.50
Assets 1,551.60
Liabilities 583.40
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 1,019.90
Operating Income 215.80
Net Income 183.00
Earnings Per Share Diluted 4.25
Earnings Per Share Basic 4.30

Cash Flow Statement (mra) ($M)
Cash From Operations 314.80
Cash from Investing -49.90
Cash from Financing -49.90

(click for more detail)

File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
2019-02-15 13G/A Eaton Vance Management 4.86 -37.80
2019-02-04 13G/A Mansueto Joseph D 54.14 -4.68

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

(click for more detail)

Date Insider Trades Code Shares Value

(click for more detail)

File Date Form SEC Filings
2019-10-30 10-Q MORN / Morningstar, Inc. 10-Q – Quarterly Report – 10-Q
2019-07-26 10-Q MORN / Morningstar, Inc. 10-Q – Quarterly Report – 10-Q
2019-04-29 10-Q MORN / Morningstar, Inc. 10-Q (Quarterly Report) 10-Q
2019-03-01 10-K MORN / Morningstar, Inc. 10-K (Annual Report)

(click for more detail)
Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2019-12-06 10,010 78,100 12.82
2019-12-05 2,843 49,000 5.80
2019-12-04 3,416 87,500 3.90
2019-12-03 7,066 113,000 6.25

(click for more detail)

Similar Companies
FNGN – Financial Engines, Inc. GROW – U.S. Global Investors, Inc.
HNNA – Hennessy Advisors, Inc. SAMG – Silvercrest Asset Management Group Inc.
VALU – Value Line, Inc.


Financial data and stock pages provided by
Fintel.io




2018/07/06
◄ back to all posts
Holistic