MORN: Morningstar, Inc. Stock

by  •  • Comments Off on MORN: Morningstar, Inc. Stock

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 12,892.76
Enterprise Value ($M) 13,184.96
Book Value ($M) 1,609.20
Book Value / Share 38.09
Price / Book 8.01
NCAV ($M) -964.80
NCAV / Share -22.84
Price / NCAV -13.36

Profitability (mra)
Return on Invested Capital (ROIC) 0.15
Return on Assets (ROA) 0.11
Return on Equity (ROE) 0.28

Liquidity (mrq)
Quick Ratio 1.11
Current Ratio 1.11

Balance Sheet (mrq) ($M)
Current Assets 1,012.30
Assets 3,586.30
Liabilities 1,977.10
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 2,275.10
Operating Income 420.80
Net Income 369.90
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 591.60
Cash from Investing -21.30
Cash from Financing -384.40

(click for more detail)

File Date Form Activist 13D/G Investors Ownership
(%)		 Change
(%)
02-12 13G/A Mansueto Joseph D 35.80 -1.24
12-10 13G Mansueto Daniel 5.60
11-14 13G/A Select Equity Group, L.P. 4.10 -41.04

Top 13F Investors Shares
(1000)		 Change
(%)		 Value
($1000)		 Change
(%)

(click for more detail)

Date Insider Trades Code Shares Value

(click for more detail)

File Date Form SEC Filings
2025-05-01 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, 2025 ☐ TRANSITION REPORT PURSUANT TO
2025-02-28 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, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTIO
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

(click for more detail)
Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-05-08 31,630 131,163 24.12
2025-05-07 20,472 128,996 15.87
2025-05-06 23,914 114,704 20.85
2025-05-05 32,119 148,570 21.62

(click for more detail)

Similar Companies
CG – The Carlyle Group Inc. DHIL – Diamond Hill Investment Group, Inc.
HLNE – Hamilton Lane Incorporated PAX – Patria Investments Limited
STEP – StepStone Group Inc.


Financial data and stock pages provided by
Fintel.io