MORN: Morningstar, Inc. Stock

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 10,595.01
Enterprise Value ($M) 11,391.21
Book Value ($M) 1,240.80
Book Value / Share 29.21
Price / Book 8.54
NCAV ($M) -1,407.00
NCAV / Share -33.12
Price / NCAV -7.53

Profitability (mra)
Return on Invested Capital (ROIC) 0.07
Return on Assets (ROA) 0.07
Return on Equity (ROE) 0.13

Liquidity (mrq)
Quick Ratio 1.02
Current Ratio 1.02

Balance Sheet (mrq) ($M)
Current Assets 818.10
Assets 3,465.90
Liabilities 2,225.10
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
(%)
02-14 13G/A Select Equity Group, L.P. 11.30 10.36
02-14 13G/A Mansueto Joseph D 41.61 -8.14
02-10 13G Vanguard Group Inc 5.27

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
2022-07-29 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, 2022 ☐ TRANSITION REPORT PURSUANT TO SE
2022-04-29 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, 2022 ☐ TRANSITION REPORT PURSUANT TO S
2022-02-25 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, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTIO

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2022-08-08 7,778 65,880 11.81
2022-08-05 6,477 38,177 16.97
2022-08-04 11,340 66,124 17.15
2022-08-03 26,647 150,094 17.75

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