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Morningstar Inc
(NASDAQ: MORN)
AdChoices
62.84
-0.02
-0.03%
After Hours :
62.85
+0.01
+0.01%

Open

62.33

Previous Close

62.86

Volume (Avg)

87.94k (76.37k)

Day's Range

62.33-62.94

52Wk Range

61.03-85.97

Market Cap.

2.81B

Dividend Rate (Yield )

0.68 (1.08%)

Beta

0.59

Shares Outstanding

44.72M

P/E Ratio (EPS)

36.10 (1.74)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Business Services
Highlights
Analyst Recommendation: Hold
    • Revenue

    • 698.27M

    • Net Income

    • 123.53M

    • Market Cap.

    • 2.81B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 10.96

    • PEG (Price/Earnings Growth) Ratio

    • 1.26

    • Beta

    • 0.59

    • Forward P/E

    • 19.34

    • Price/Sales

    • 3.96

    • Price/Book Value

    • 4.21

    • Price/Cash flow

    • 16.72

      • EBITDA

      • 216.35M

      • Return on Capital %

      • 7.60

      • Return on Equity %

      • 11.48

      • Return on Assets %

      • 7.60

      • Book Value/Share

      • 14.93

      • Shares Outstanding

      • 44.72M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.17 (10/8/2014)

      • Dividend Declaration Date

      • 9/26/2014

      Analyst Recommendation
      10/17/2014
      Hold
        • 1 Year Price Target

        • -

        • Credit Rating

        • -

        • Analysts

        • 1

        • EPS Estimate

        • -

        • Cashflow Estimate

        • -

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 8.00

          • 10.74

          • Net Income

            YTD/YTD (last year)

          • 20.10

          • 16.56

          • Net Income

            Q/Q (last year)

          • -

          • 20.14

          • Sales (Revenue)

            5-Year Annual Average

          • 6.80

          • 11.94

          • Net Income

            5-Year Annual Average

          • 5.90

          • 6.45

          • Dividends

            5-Year Annual Average

          • -

          • 9.03

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 58.25

            • 48.06

            • Pre-Tax Margin

            • 15.23

            • 18.54

            • Net Profit Margin

            • 10.96

            • 12.44

            • Average Gross Margin

              5-Year Annual Average

            • 69.50

            • 46.52

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 24.20

            • 17.56

            • Average Net Profit Margin

              5-Year Annual Average

            • 16.50

            • 41.09B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • -

              • 0.81

              • Current Ratio

              • 1.25

              • 1.22

              • Quick Ratio

              • 1.16

              • 0.54

              • Interest Coverage

              • -

              • 5.84

              • Leverage Ratio

              • 1.57

              • 4.02

              • Book Value/Share

              • 14.93

              • 8.73

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 35.46

                • 26.18

                • P/E Ratio 5-Year High

                • 49.41

                • 810.64

                • P/E Ratio 5-Year Low

                • 22.77

                • 363.00

                • Price/Sales Ratio

                • 3.88

                • 1.27

                • Price/Book Value

                • 4.13

                • 4.67

                • Price/Cash Flow Ratio

                • 16.72

                • 12.61

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 11.48

                    (13.70)

                  • 25.78

                    (25.18)

                  • Return on Assets %

                    (5-Year Average)

                  • 7.60

                    (9.70)

                  • 6.41

                    (5.56)

                  • Return on Capital %

                    (5-Year Average)

                  • 11.48

                    (13.70)

                  • 10.43

                    (14.31)

                  • Income/Employee

                  • 20.89k

                  • 11.56k

                  • Inventory Turnover

                  • -

                  • 12.70

                  • Asset Turnover

                  • 0.69

                  • 0.52

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  170.65M
                  Operating Margin
                  24.44
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  16.72
                  Ownership

                  Institutional Ownership

                  50.35%

                  Top 10 Institutions

                  37.69%

                  Mutual Fund Ownership

                  24.67%

                  Float

                  33.17%

                  5% / Insider Ownership

                  59.53%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Eaton Vance Atlanta Capital SMID-Cap Fd

                  •  

                    2,843,529

                  • 8.99

                  • 6.36

                  • Baron Growth Fund

                  •  

                    1,175,000

                  • 0.00

                  • 2.63

                  • Royce Premier Fund

                  •  

                    1,147,500

                  • -2.05

                  • 2.57

                  • Buffalo Small Cap Fund

                  •  

                    736,100

                  • -15.21

                  • 1.65

                  • T. Rowe Price New Horizons Fund

                  •  

                    598,817

                  • -14.52

                  • 1.34

                  • Royce Pennsylvania Mutual

                  •  

                    442,400

                  • 0.00

                  • 0.99

                  • JPMorgan Small Cap Equity Fund

                  •  

                    421,413

                  • 1.13

                  • 0.94

                  • Vanguard Small Cap Index

                  •  

                    349,636

                  • -0.37

                  • 0.78

                  • Vanguard Total Stock Mkt Idx

                  •  

                    339,211

                  • 0.14

                  • 0.76

                  • Vanguard Small Cap Growth Index Fund

                  •  

                    236,218

                  • -2.23

                  • 0.53

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Atlanta Capital Management Company,LLC

                  •  

                    4,509,733

                  • +6.20%

                  • 10.09

                  • Eaton Vance Management

                  •  

                    4,476,932

                  • +20.72%

                  • 9.96

                  • Royce & Associates, LLC

                  •  

                    1,762,353

                  • -0.02%

                  • 3.94

                  • BAMCO Inc

                  •  

                    1,651,381

                  • -0.39%

                  • 3.69

                  • Vanguard Group, Inc.

                  •  

                    1,207,979

                  • -1.54%

                  • 2.70

                  • Kornitzer Capital Management Inc

                  •  

                    996,169

                  • -16.19%

                  • 2.23

                  • T. Rowe Price Associates, Inc.

                  •  

                    805,044

                  • -13.26%

                  • 1.80

                  • BlackRock Fund Advisors

                  •  

                    526,099

                  • -7.09%

                  • 1.18

                  • J.P. Morgan Investment Management Inc.

                  •  

                    518,648

                  • +11.46%

                  • 1.16

                  • Blair William & Co

                  •  

                    418,577

                  • -0.43%

                  • 0.94

                  Company Profile

                  Sector

                  Industrials

                  Industry

                  Business Services

                  Type

                  Cyclical

                  Style

                  Small Growth

                  Morningstar Inc was incorporated in Illinois on May 16, 1984. The Company is a provider of investment research in North America, Europe, Australia, and Asia. It offers products and services for financial advisors, asset managers, ret...moreirement plan providers and sponsors, and individual investors. It also offers products designed for investors in Asia, Australia, Canada, Europe, Latin America, and South Africa. The Company serves approximately 260,000 financial advisors, 1,500 asset management firms, 26 retirement plan providers, 237,000 retirement plan sponsors, and 9.3 million individual investors. It has operations in 27 countries. The Company has two product groups, investment information and investment management. The investment information product group includes all of the data, software, and res...moreearch products and services. These products are sold through subscriptions or license agreements. The investment management product group includes the asset management operations, which earn the majority of their revenue from asset-based fees. The Investment Management products include its asset management operations, which operate as registered investment advisors and earn more than half of their revenue from asset-based fees. The Company promotes its products and services with a staff of sales and marketing professionals, as well as an in-house public relations team. Its sales team includes several strategic account managers who oversee all aspects of institutional client relationships. The Company sells its investment information products and services including Morningstar Data, Morningstar Advisor Workstation, Morningstar Direct, Morningstar Equity Research, Retirement Solutions, and some of its structured credit research and ratings offerings, through license agreements. The Company’s customer groups include adviser; asset management; Retirement; and Individual investor. The Company’s main competitors include Advent Software, Charles Schwab, Standard & Poor's, SunGard, Tamarac, Thomson Reuters, eVestment Alliance, FactSet Research Systems, Advisor Software, Inc., Financial Express, Interactive Data Corporation, Markit on Demand, Assetmark, Brinker Capital, Curian Capital, Envestnet PMC, Loring Ward, and SEI Investments. ‘Morningstar’ and the Morningstar logo are registered marks of Morningstar in the United States and in certain other jurisdictions. Investment advisory and broker-dealer businesses are subject to regulation in the United States at both the federal and state level, as well as by self-regulatory organizations.lessless

                  Key People

                  Mr. Joe Mansueto

                  Founder/CEO/Chairman of the Board/Director

                  Stephane Biehler

                  CFO/Chief Accounting Officer

                  Chris Boruff

                  Managing Director, Divisional

                  Donald J. Phillips,II

                  Director/Managing Director

                  Paul W. Sturm

                  Director

                  Incorporated

                  1984

                  Employees

                  3,800

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