Morningstar Inc
NASDAQ:MORN

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Morningstar Inc
NASDAQ:MORN
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Price: 336.59 USD -1.1%
Market Cap: 14.4B USD
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Intrinsic Value

The intrinsic value of one MORN stock under the Base Case scenario is 293.09 USD. Compared to the current market price of 336.59 USD, Morningstar Inc is Overvalued by 13%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

MORN Intrinsic Value
293.09 USD
Overvaluation 13%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation History
Morningstar Inc

Intrinsic Value History
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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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MORN
Valuation History
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Fundamental Analysis

336.59 USD
-1.1%
-1.1%
Benchmark
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Morningstar Inc
US
Financial Services
Market Cap
14.4B USD
IPO
May 3, 2005
Employees
9 556
United States of America
Market Cap
14.4B USD
Industry
Financial Services
IPO
May 3, 2005
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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Morningstar Inc

Current Assets 1B
Cash & Short-Term Investments 601.7m
Receivables 369.3m
Other Current Assets 51.8m
Non-Current Assets 2.5B
Long-Term Investments 96m
PP&E 369.9m
Intangibles 2B
Other Non-Current Assets 65.5m
Current Liabilities 895.9m
Accounts Payable 80.4m
Accrued Liabilities 248.2m
Other Current Liabilities 567.3m
Non-Current Liabilities 1.1B
Long-Term Debt 864.7m
Other Non-Current Liabilities 240m
Efficiency

Earnings Waterfall
Morningstar Inc

Revenue
2.2B USD
Cost of Revenue
-868.9m USD
Gross Profit
1.4B USD
Operating Expenses
-942.9m USD
Operating Income
411m USD
Other Expenses
-84.5m USD
Net Income
326.5m USD

Free Cash Flow Analysis
Morningstar Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
Fundamental Scores

MORN Profitability Score
Profitability Due Diligence

Morningstar Inc's profitability score is 59/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Positive Free Cash Flow
Positive ROE
Positive 3-Years Revenue Growth
59/100
Profitability
Score

Morningstar Inc's profitability score is 59/100. The higher the profitability score, the more profitable the company is.

MORN Solvency Score
Solvency Due Diligence

Morningstar Inc's solvency score is 62/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Low D/E
Long-Term Solvency
Positive Net Debt
62/100
Solvency
Score

Morningstar Inc's solvency score is 62/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

MORN Price Targets Summary
Morningstar Inc

Wall Street analysts forecast MORN stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for MORN is 382.5 USD with a low forecast of 358.55 USD and a high forecast of 409.5 USD.

Lowest
Price Target
358.55 USD
7% Upside
Average
Price Target
382.5 USD
14% Upside
Highest
Price Target
409.5 USD
22% Upside
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Dividends

Dividend Yield
Lowest
Average
Highest
Dividend Per Share
N/A
Growth 3Y
Growth 5Y
Growth 10Y
Dividend Safety Score
Very
Unsafe
Unsafe
Safe
Very
Safe
0
25
50
75
100
Shareholder Yield

Current shareholder yield for MORN is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Highest
Buyback Yield
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Average
Highest
Debt Paydown Yield
Lowest
Average
Highest

Ownership

MORN Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
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See Also

Discover More
What is the Intrinsic Value of one MORN stock?

The intrinsic value of one MORN stock under the Base Case scenario is 293.09 USD.

Is MORN stock undervalued or overvalued?

Compared to the current market price of 336.59 USD, Morningstar Inc is Overvalued by 13%.

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