MORN: Morningstar, Inc. Stock

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SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 12,603.41
Enterprise Value ($M) 13,237.91
Book Value ($M) 1,327.80
Book Value / Share 31.06
Price / Book 9.49
NCAV ($M) -1,259.90
NCAV / Share -29.47
Price / NCAV -10.00

Profitability (mra)
Return on Invested Capital (ROIC) 0.06
Return on Assets (ROA) 0.04
Return on Equity (ROE) 0.12

Liquidity (mrq)
Quick Ratio 0.93
Current Ratio 0.93

Balance Sheet (mrq) ($M)
Current Assets 815.70
Assets 3,403.40
Liabilities 2,075.60
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 2,038.60
Operating Income 230.60
Net Income 141.10
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 316.40
Cash from Investing -81.90
Cash from Financing -278.40

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File Date Form Activist 13D/G Investors Ownership
(%)		 Change
(%)
02-14 13G/A Select Equity Group, L.P. 7.00 -24.37
02-13 13G/A Bank Of America Corp /de/ 2.80 -47.24
02-13 13G/A Vanguard Group Inc 6.03 4.12
02-06 13G/A Mansueto Joseph D 37.40 -4.81
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
2024-02-29 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
2023-11-09 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, 2023 ☐ TRANSITION REPORT PURSUANT
2023-07-28 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, 2023 ☐ TRANSITION REPORT PURSUANT TO SE
2023-04-28 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, 2023 ☐ TRANSITION REPORT PURSUANT TO S

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-04-18 8,350 72,457 11.52
2024-04-17 6,887 39,084 17.62
2024-04-16 6,115 35,459 17.25
2024-04-15 14,016 52,114 26.89

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