Company Analysis Morningstar, Inc.
1. Summary
Advantages
- The stock's return over the last year (18.04%) is higher than the sector average (11.32%).
- The company's current efficiency (ROE=10.63%) is higher than the sector average (ROE=5.61%)
Disadvantages
- Price (331.34 $) is higher than fair price (37.47 $)
- Dividends (0.5221%) are below the sector average (1.93%).
- Current debt level 29.64% has increased over 5 years from 21.64%.
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
19 november 23:12 AI technology unlikely to fully replace financial advisers: Morningstar
2.3. Market efficiency
| Morningstar, Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | 0.7% | -1.2% | -0.8% |
| 90 days | 7.1% | 0.8% | 9% |
| 1 year | 18% | 11.3% | 33.9% |
MORN vs Sector: Morningstar, Inc. has outperformed the "Financials" sector by 6.72% over the past year.
MORN vs Market: Morningstar, Inc. has significantly underperformed the market by -15.82% over the past year.
Stable price: MORN is not significantly more volatile than the rest of the market on "NASDAQ" over the last 3 months, with typical variations of +/- 5% per week.
Long period: MORN with weekly volatility of 0.3469% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (331.34 $) is higher than the fair price (37.47 $).
Price is higher than fair: The current price (331.34 $) is 88.7% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (86.94) is higher than that of the sector as a whole (38.91).
P/E vs Market: The company's P/E (86.94) is higher than that of the market as a whole (48.79).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (9.24) is higher than that of the sector as a whole (0.6287).
P/BV vs Market: The company's P/BV (9.24) is higher than that of the market as a whole (3.36).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (5.94) is higher than that of the sector as a whole (4.98).
P/S vs Market: The company's P/S indicator (5.94) is lower than that of the market as a whole (10.23).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (28.12) is lower than that of the sector as a whole (40.88).
EV/Ebitda vs Market: The company's EV/Ebitda (28.12) is lower than that of the market as a whole (28.28).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -7.35% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-7.35%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-15.99%).
5.4. ROE
ROE vs Sector: The company's ROE (10.63%) is higher than that of the sector as a whole (5.61%).
ROE vs Market: The company's ROE (10.63%) is lower than that of the market as a whole (10.82%).
5.5. ROA
ROA vs Sector: The company's ROA (4.15%) is lower than that of the sector as a whole (5.48%).
ROA vs Market: The company's ROA (4.15%) is lower than that of the market as a whole (6.51%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (9.74%) is higher than that of the sector as a whole (5.05%).
ROIC vs Market: The company's ROIC (9.74%) is lower than that of the market as a whole (10.79%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0.5221% is below the average for the sector '1.93%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 0.5221% has been steadily paid over the past 7 years, DSI=0.93.
Dividend growth: Company's dividend yield 0.5221% has been growing over the last 5 years. Growth over 13 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (45.29%) are at a comfortable level.
8. Insider trades
8.1. Insider trading
Insider Selling More insider purchases by 1194.94% over the last 3 months.
8.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 01.11.2024 | Mansueto Joseph D Executive Chairman |
Sale | 328.22 | 2 974 330 | 9 062 |
| 30.10.2024 | Lyons William M Director |
Purchase | 331.88 | 248 910 | 750 |
| 30.09.2024 | Lyons William M Director |
Purchase | 316.48 | 237 360 | 750 |
| 30.09.2024 | Lyons William M Director |
Sale | 316.48 | 237 360 | 750 |
| 02.07.2024 | DUBINSKY JASON Chief Financial Officer |
Sale | 300.11 | 1 020 370 | 3 400 |
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