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MORN: Morningstar, Inc. Stock

Written by | Jul 6, 2018

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 6,437.79
Enterprise Value ($M) 6,054.80
Book Value ($M) 968.20
Book Value / Share 22.70
Price / Book 6.64
NCAV ($M) 3.10
NCAV / Share 0.07
Price / NCAV 2,072.43

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

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

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2020-07-08 5,988 50,400 11.88
2020-07-07 6,088 82,400 7.39
2020-07-06 5,408 86,900 6.22

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(click for list of largest short owners)

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
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2018/07/06
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401 K