MORN (NASDAQ) - Morningstar Inc

Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US6177001095
Morningstar, Inc. provides independent investment insights in the United States, Canada, Asia, Australia, Europe, the United Kingdom, and internationally. The company provides investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index; environmental, social, and governance (ESG) rating, as well as indexes directly on its proprietary desktop or web-based software platforms, or through subscriptions, data feeds, and third-party distributors; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, private credit, and bank loans. It also provides Morningstar Data that offers data and research to asset managers, redistributors, and wealth managers; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service to reduce compliance risk, as well as offers asset-allocation services; Morningstar Advisor Workstation, a web-based research, investment planning, and portfolio analysis platform; and, a data, editorial, and research content product, as well as Morningstar Office. In addition, the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; 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, it provides Morningstar Research; DBRS Morningstar; and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. The company serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. Morningstar, Inc. was incorporated in 1984 and is based in Chicago, Illinois. Web URL:

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for MORN (NASDAQ) - Morningstar Inc


Market Cap in USD 10,785m
Sector Financial Services
Industry Financial Data & Stock Exchanges
GiC SubIndustry Financial Exchanges & Data
TER 0.00%
IPO / Inception 2005-05-03


Fundamental 2.45
Dividend 6.57
Performance 5y 4.67
Rel. Performance vs Sector 1.62
Analysts 3.00
Fair Price Total Ret. 229.73
Fair Price DCF todo


Growth TTM 9.59%
CAGR 5y 14.17%
CAGR / Mean Drawdown 5y 0.95
Sharpe Ratio TTM 0.13
Alpha vs SP500 TTM -9.34
Beta vs SP500 5y weekly 0.96
CAPM 7.42%
Average Daily Range 2m 2.29%
Reversal Oscillator 25.20
Volatility GJR Garch 1y 23.22%
Price / SMA 50 1.28%
Price / SMA 200 9.24%
Current Volume 156k
Average Volume 20d 469.5k


Yield TTM 0.63%
Yield on Cost 5y 1.23%
Dividends CAGR 5y 7.57%
Consistency of Dividends all time 95.3%