Morningstar, Inc.
Ticker
MORN
ISIN
FR001014912
Price
USD 340.48
Change Today
+4.71 / 1.403 %
Price 1 year ago
269.57 / 26.305 %
Market Capitalization
9,983,503,360.00
52 Week Low
270.97
52 Week High
350.55
200 Day Moving Average
307.78
50-day Moving Average
331.67
Price evolution
Yearly Returns
Peers
Peers
Company information
Summary
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Sector
Financial Services
Industry
Financial Data & Stock Exchanges
Country
United States
Exchange
NMS
Earnings Per Share
5.902
P/E Ratio
39.251102
Debt/Equity Ratio
107.382
Beta
1.143039
Ebitda
345,400,000.00
Ebitda Margins
0.19
Enterprise to Ebitda
34.06
Enterprise Value
11,763,808,256.00
Target Price
-
Estimated Price
-
Book Value
30.77
Expected Growth
-
Balance sheet
Income statement
Sustainability
Correlation
| Company | Name | Correlation |
|---|---|---|
| CBOE | Cboe Global Markets, Inc. | -0.38 |
| DB1.DE | DEUTSCHE BOERSE NA O.N. | -0.27 |
| FDS | FactSet Research Systems Inc. | -0.19 |
| ASX.AX | ASX FPO | -0.10 |
| DBOEY | DEUTSCHE BOERSE AG UNSP ADR EAC | -0.09 |
| CME | CME Group Inc. | -0.02 |
| HUB.AX | HUB24LTD FPO | -0.01 |
| TASE.TA | TEL AVIV STOCK EXC | 0.03 |
| NZX.NZ | NZX Limited Ordinary Shares | 0.04 |
| DFM.AE | DUBAI FINANCIAL | 0.08 |
| B3SA3.SA | B3 ON NM | 0.08 |
| MCX.NS | MULTI COMMODITY EX | 0.09 |
| CARERATING.NS | CARE RATINGS LTD | 0.14 |
| 601519.SS | SHANGHAI GREAT WISDOM CO LTD. | 0.14 |
| 0388.HK | HKEX | 0.19 |
| S68.SI | SGX | 0.25 |
| SPGI | S&P Global Inc. | 0.28 |
| MSCI | MSCI Inc | 0.31 |
| BSE.NS | BSE LIMITED | 0.31 |
| MCO | Moody's Corporation | 0.31 |
| LNSTY | LONDON STOCK EXCHANGE GROUP UNS | 0.32 |
| ICE | Intercontinental Exchange Inc. | 0.35 |
| 8697.T | JAPAN EXCHANGE GROUP | 0.35 |
| BOLSAA.MX | BOLSA MEXICANA DE VALORES SAB D | 0.37 |
| NDAQ | Nasdaq, Inc. | 0.42 |
| 300059.SZ | EAST MONEY INFORMA | 0.43 |
| DNB | Dun & Bradstreet Holdings, Inc. | 0.58 |
Similar companies
| Ticker | Name | City | Country | Currency | Exchange | Beta | EV/EBITDA | Employees | Site |
|---|---|---|---|---|---|---|---|---|---|
| 300059.SZ | EAST MONEY INFORMA | Shanghai | China | CNY | SHZ | 5696 | https://www.eastmoney.com | ||
| B3SA3.SA | B3 ON NM | São Paulo | Brazil | BRL | SAO | 0.88 | 10.56 | https://www.b3.com.br | |
| 601519.SS | SHANGHAI GREAT WISDOM CO LTD. | Shanghai | China | CNY | SHH | 0.64 | -302.76 | 1614 | https://www.gw.com.cn |
| DFM.AE | DUBAI FINANCIAL | Dubai | United Arab Emirates | AED | DFM | 0.63 | 146.53 | https://www.dfm.ae | |
| 0388.HK | HKEX | Central | Hong Kong | HKD | HKG | 0.80 | -7.63 | 2146 | https://www.hkex.com.hk |
| ICE | Intercontinental Exchange Inc. | Atlanta | United States | USD | NYQ | 0.90 | 15.97 | 9009 | https://www.ice.com |
| DNB | Dun & Bradstreet Holdings, Inc. | Jacksonville | United States | USD | NYQ | 0.69 | 14.38 | 6296 | https://www.dnb.com |
| S68.SI | SGX | Singapore | Singapore | SGD | SES | 0.22 | 15.29 | 1064 | https://www.sgx.com |
| SPGI | S&P Global Inc. | New York | United States | USD | NYQ | 1.03 | 30.76 | 22850 | https://www.spglobal.com |
| CME | CME Group Inc. | Chicago | United States | USD | NMS | 0.44 | 22.90 | 3480 | https://www.cmegroup.com |
| ERM.L | EUROMONEY INSTITUTIONAL INVESTO | London | United Kingdom | GBp | LSE | 0.70 | 20.35 | 2567 | https://www.euromoneyplc.com |
| BSE.NS | BSE LIMITED | Mumbai | India | INR | NSI | 0.89 | 21.41 | 485 | https://www.bseindia.com |
| 8697.T | JAPAN EXCHANGE GROUP | Tokyo | Japan | JPY | JPX | 0.52 | 12.22 | 1193 | https://www.jpx.co.jp |
| BOLSAA.MX | BOLSA MEXICANA DE VALORES SAB D | Mexico City | Mexico | MXN | MEX | 0.78 | 8.73 | 454 | https://www.bmv.com.mx |
| NDAQ | Nasdaq, Inc. | New York | United States | USD | NMS | 0.91 | 18.37 | 5814 | https://www.nasdaq.com |
| MCO | Moody's Corporation | New York | United States | USD | NYQ | 1.19 | 23.56 | 14206 | https://www.moodys.com |
| CBOE | Cboe Global Markets, Inc. | Chicago | United States | USD | BTS | 0.59 | 13.98 | 1196 | https://www.cboe.com |
| ASX.AX | ASX FPO | Sydney | Australia | AUD | ASX | 0.17 | 13.48 | 749 | https://www2.asx.com.au |
| MSCI | MSCI Inc | New York | United States | USD | NYQ | 1.06 | 34.02 | 4513 | https://www.msci.com |
| MCX.NS | MULTI COMMODITY EX | Mumbai | India | INR | NSI | 0.21 | 23.70 | https://www.mcxindia.com | |
| DB1.DE | DEUTSCHE BOERSE NA O.N. | Eschborn | Germany | EUR | GER | 0.50 | 18.30 | 10620 | https://www.deutsche-boerse.com |
| LNSTY | LONDON STOCK EXCHANGE GROUP UNS | London | United Kingdom | USD | PNK | 0.29 | 24.65 | 23261 | https://www.lseg.com |
| NZX.NZ | NZX Limited Ordinary Shares | Wellington | New Zealand | NZD | NZE | 0.71 | 13.20 | 292 | https://www.nzx.com |
| FDS | FactSet Research Systems Inc. | Norwalk | United States | USD | NYQ | 0.78 | 30.10 | 10691 | https://www.factset.com |
| TASE.TA | TEL AVIV STOCK EXC | Tel Aviv | Israel | ILA | TLV | 0.44 | 14.27 | 258 | https://www.tase.co.il |
| 3966.T | UZABASE INC | Tokyo | Japan | JPY | JPX | 1.24 | 17.51 | 779 | https://www.uzabase.com |
| HUB.AX | HUB24LTD FPO | Sydney | Australia | AUD | ASX | 0.88 | 460 | https://www.hub24.com.au | |
| CARERATING.NS | CARE RATINGS LTD | Mumbai | India | INR | NSI | 1.54 | 16.01 | https://www.careratings.com | |
| DBOEY | DEUTSCHE BOERSE AG UNSP ADR EAC | Eschborn | Germany | USD | PNK | 0.50 | 18.62 | 10620 | https://www.deutsche-boerse.com |
| X.TO | TMX GROUP LIMITED | Toronto | Canada | CAD | TOR | 0.58 | 10.63 | 1621 | https://www.tmx.com |
| 4765.T | MORNINGSTAR JAPAN K.K | Tokyo | Japan | JPY | JPX | 15.56 | 113 | https://www.morningstar.co.jp | |
| JSE.JO | JSE Ltd | Johannesburg | South Africa | ZAc | JNB | 0.35 | 7.53 | https://www.jse.co.za | |
| EXAE.AT | HELLENIC EXCHANGES- ASE S.A | Athens | Greece | EUR | ATH | 1.00 | 12.67 | 225 | https://www.athexgroup.gr |
| MORN | Morningstar, Inc. | Chicago | United States | USD | NMS | 1.14 | 34.06 | 10767 | https://www.morningstar.com |
| ENX.PA | EURONEXT | Amsterdam | Netherlands | EUR | PAR | 0.61 | 13.00 | 2198 | https://www.euronext.com |
| NSX.AX | NSX LTD FPO | Sydney | Australia | AUD | ASX | 1.87 | -5.95 | https://www.nsx.com.au | |
| JPXGY | JAPAN EXCHANGE GROUP UNSPON ADR | Tokyo | Japan | USD | PNK | 0.52 | -0.12 | 1193 | https://www.jpx.co.jp |
| HKXCY | HONG KONG EXCHANGES & CLEARING | Central | Hong Kong | USD | PNK | 0.80 | -35.81 | 2146 | https://www.hkex.com.hk |
| GPW.WA | GPW | Warsaw | Poland | PLN | WSE | 0.63 | 4.73 | 454 | https://www.gpw.pl |
| CRISIL.NS | CRISIL LTD | Mumbai | India | INR | NSI | 0.59 | 35.67 | 3973 | https://www.crisil.com |
Funds
Mutual Fund Holders
Social
Dividends
Ratings
News
Earnings
SEC Filings
Options
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.