MORN: Morningstar, Inc. Stock

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SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 15,127.82
Enterprise Value ($M) 15,439.62
Book Value ($M) 1,565.70
Book Value / Share 36.51
Price / Book 9.66
NCAV ($M) -977.80
NCAV / Share -22.80
Price / NCAV -15.47

Profitability (mra)
Return on Invested Capital (ROIC) 0.13
Return on Assets (ROA) 0.10
Return on Equity (ROE) 0.26

Liquidity (mrq)
Quick Ratio 1.14
Current Ratio 1.14

Balance Sheet (mrq) ($M)
Current Assets 1,022.80
Assets 3,566.30
Liabilities 2,000.60
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 0.00
Operating Income 0.00
Net Income 0.00
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 0.00
Cash from Investing 0.00
Cash from Financing 0.00

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File Date Form Activist 13D/G Investors Ownership
(%)		 Change
(%)
11-14 13G/A Select Equity Group, L.P. 4.10 -41.04
11-12 13G/A Mansueto Joseph D 36.27 -2.66
02-13 13G/A Bank Of America Corp /de/ 2.80 -47.24
02-13 13G/A Vanguard Group Inc 6.03 4.12
01-29 13G BlackRock, Inc. 5.60

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
2024-10-25 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2024 ☐ TRANSITION REPORT PURSUANT
2024-07-26 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED June 30, 2024 ☐ TRANSITION REPORT PURSUANT TO S
2024-04-26 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO
2024-02-29 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTIO

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-11-26 17,911 124,766 14.36
2024-11-25 19,257 107,762 17.87
2024-11-22 25,607 93,984 27.25
2024-11-21 17,010 76,236 22.31

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STEP – StepStone Group Inc.


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