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MORN: Morningstar, Inc. Stock

Written by | Jul 6, 2018

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 8,471.92
Enterprise Value ($M) 8,993.66
Book Value ($M) 1,177.10
Book Value / Share 27.47
Price / Book 7.23
NCAV ($M) -763.30
NCAV / Share -17.81
Price / NCAV -11.15

Profitability (mra)
Return on Invested Capital (ROIC) 0.09
Return on Assets (ROA) 0.10
Return on Equity (ROE) 0.16

Liquidity (mrq)
Quick Ratio n/a
Current Ratio 1.11

Balance Sheet (mrq) ($M)
Current Assets 622.60
Assets 2,563.00
Liabilities 1,385.90
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 1,179.00
Operating Income 189.60
Net Income 152.00
Earnings Per Share Diluted 3.52
Earnings Per Share Basic 3.56

Cash Flow Statement (mra) ($M)
Cash From Operations 334.40
Cash from Investing -746.30
Cash from Financing -746.30

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
2020-02-06 13G/A Mansueto Joseph D 49.62 -7.86
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
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
2020-03-02 10-K Annual Report – 10-K

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2020-11-25 6,324 91,187 6.94
2020-11-24 8,735 102,319 8.54
2020-11-23 7,228 114,300 6.32
2020-11-20 7,917 126,200 6.27

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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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