Morningstar inc

Investment-Managers

MORN


22 West Washington Street
Chicago , IL 60602

News

  • Morningstar Inc soared 7.2% to $230.80 after the company reported quarterly results ahead of market expectations. 

    Revenue in the second quarter increased 7.3% to $504.7 million and consolidated net income increased 19.9% to $36.1 million from $30.1 million and diluted earnings per share increased to 84 cents from 70 cents a year ago. 

    Revenue for Pitchbook, M&A database, subscription increased 21% to $121 million, Morningstar Data gained 79% to $69.4 million and Morningstar Direct rose 9% to $49.9 million. 

    Jul 27, 2023

  • Morningstar, Inc said revenue in the fourth quarter increased 2.8% to $475 million and net income plunged 94% to $3.3 million from $56.5 million and diluted earnings per share dropped to 8 cents from $1.30 a year ago. 

    In 2022, revenue increased 10.1% to $1.87 billion and net income dropped 63.5% to $70.5 million from $193.3 million and diluted earnings per share declined to $1.64 from $4.45 in the previous year. 

    Feb 24, 2023

Executive/
Director

Price

  • Last Close
  • $ 311.47
    $ +1.42 0.46 %
    Aug 29, 2024
  • 52-Week High/Low
  • $317.58 - $220.07
  • YTD
  • 8.8%

  • Trading Volume
  • 1,119
  • Market Cap Full
  • $ 13.3B
  • Shares Outstanding
  • 42.7M
    Nov 2, 2023
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Q1 16.1% 10.1% 7.2% -1.2% 14.8% -5% -2.5% -19.5% -6.3% 7.7%
Q2 6.5% -7.1% -0% 35.7% 12.8% 4% 14.1% -11.5% -3.4% -1.3%
Q3 1.1% -2.8% 8.8% -2.2% 1.7% 8% 0.9% -12.4% 19.5% -
Q4 0.4% -6.9% 13.8% -12.2% 2% 43.7% 31% 2.2% 24.7% -
J F M A M J J A S O N D
2024 -2.4% 6.9% 3.3% -2% - - - - - - - -
2023 12.1% -14.6% -2.1% -12.2% 14.8% -4.2% 17.6% 1% 0.7% 8.1% 11.9% 1%
    2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
    -16%26%-8%33%14%38%53%47%-36%32%9%

Earnings

2015 2016 2017 2018 2019 2020 2021 2022 2023
Q1 0.67 0.67 0.42 0.98 0.77 0.55 1.27 1.06 -0.18
Q2 0.72 0.73 0.65 0.97 0.98 1.12 0.76 0.7 0.84
Q3 0.76 0.70 0.79 1.32 1.14 1.76 1.13 -0.21 0.91
Q4 0.85 0.77 0.91 0.98 0.63 1.75 1.29 0.09 -
A 3 2.9 2.8 4.3 3.5 5.2 4.5 1.6 1.57

Annual Returns

52 Week
High/Low

Annual
Earnings

Chart

Trading Volume

Dividend +

Dividend +

2019 2020 2021 2022 2023 2024
Q1 0.28 0.30 0.32 0.36 0.38 0.41
Q2 0.28 0.30 0.32 0.36 0.38 0.41
Q3 0.28 0.30 0.32 0.36 0.38 0.41
Q4 0.28 0.30 0.32 0.36 0.38 0.41
A 1.12 1.2 1.28 1.44 1.52 1.64
2018 2019 2020 2021 2022 2023
Mar - 42.6 42.9 42.9 43 42.5
Jun 42.5 42.7 42.8 42.9 42.7 42.6
Sep 42.6 42.8 42.9 43.1 42.5 42.7
Dec 42.7 42.8 42.8 43.1 42.4 42.7

Financial Ratios

20222021202020192018
Asset Management
Inventory / Stock Turnover - - - - -
Fixed Asset Turnover 6.1 6.9 6.9 5.2 4.8
Total Asset Turnover 0.5 0.6 0.5 0.5 0.7
Leverage
Debt Ratio 1.3 0.4 0.6 0.8 0.1
Debt – Equity Ratio 0.9 0.3 0.4 0.5 0.1
Interest Coverage 1.7 4 -23.9 5 6.6
Equity multiplier 0.3 0.2 0.2 0.2 0.2