MORN: Morningstar, Inc. Stock

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SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 12,932.44
Enterprise Value ($M) 13,128.34
Book Value ($M) 1,618.60
Book Value / Share 37.78
Price / Book 7.99
NCAV ($M) -916.20
NCAV / Share -21.39
Price / NCAV -14.12

Profitability (mra)
Return on Invested Capital (ROIC) 0.15
Return on Assets (ROA) 0.11
Return on Equity (ROE) 0.27

Liquidity (mrq)
Quick Ratio 1.05
Current Ratio 1.05

Balance Sheet (mrq) ($M)
Current Assets 1,014.10
Assets 3,548.90
Liabilities 1,930.30
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

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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
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
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
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

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2025-04-03 15,088 122,055 12.36
2025-04-02 30,757 243,417 12.64
2025-04-01 25,964 180,994 14.35
2025-03-31 18,499 137,055 13.50

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