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MORN: Morningstar, Inc. Stock

Written by | Jul 6, 2018

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) n/a
Enterprise Value ($M) 6,319.69
Book Value ($M) 1,086.90
Book Value / Share 25.32
Price / Book 6.89
NCAV ($M) -650.50
NCAV / Share -15.16
Price / NCAV 2,151.22

Profitability (mra)
Return on Invested Capital (ROIC) 0.20
Return on Assets (ROA) 0.10
Return on Equity (ROE) 0.16

Liquidity (mrq)
Quick Ratio n/a
Current Ratio 1.25

Balance Sheet (mrq) ($M)
Current Assets 613.50
Assets 2,350.90
Liabilities 1,264.00
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

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
2020-07-31 10-Q Quarterly Report – 10-Q
2020-05-01 10-Q Quarterly Report – 10-Q
2020-03-02 10-K Annual Report – 10-K
2019-10-30 10-Q MORN / Morningstar, Inc. 10-Q – Quarterly Report – 10-Q

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2020-09-18 6,573 163,100 4.03
2020-09-17 3,134 65,400 4.79
2020-09-16 2,709 92,400 2.93
2020-09-15 18,410 67,700 27.19

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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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