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Morningstar (MORN)

(Delayed Data from NSDQ)

$286.29 USD

286.29
110,967

-1.17 (-0.41%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $285.62 -0.67 (-0.23%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

NA Value NA Growth NA Momentum NA VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Top 30% (76 out of 252)

Industry: Business - Information Services

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for MORN

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Morningstar, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 389 415 546 464 368
Receivables 345 308 278 207 195
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 82 88 64 59 41
Total Current Assets 816 811 888 730 603
Net Property & Equipment 208 199 172 155 155
Investments & Advances 100 96 63 33 60
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 44 46 44 31 24
Intangibles 2,063 2,120 1,535 1,585 1,373
Deposits & Other Assets 9 11 12 14 12
Total Assets 3,403 3,475 2,863 2,696 2,371
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 78 76 77 65 59
Current Portion Long-Term Debt 32 32 0 0 11
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 214 220 274 169 138
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 520 517 397 353 253
Total Current Liabilities 881 883 784 627 496
Mortgages 0 0 0 0 0
Deferred Taxes/Income 62 96 138 142 127
Convertible Debt 0 0 0 0 0
Long-Term Debt 940 1,078 359 449 502
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 41 35 30 69 24
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 2,076 2,268 1,447 1,425 1,287
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 789 758 689 671 655
Retained Earnings 1,611 1,535 1,527 1,389 1,218
Other Equity -87 -99 -35 -22 -61
Treasury Stock 986 987 764 767 729
Total Shareholder's Equity 1,328 1,207 1,416 1,271 1,084
Total Liabilities & Shareholder's Equity 3,403 3,475 2,863 2,696 2,371
Total Common Equity 1,328 1,207 1,416 1,271 1,084
Shares Outstanding 42.70 42.40 43.10 42.80 42.80
Book Value Per Share 31.10 28.47 32.85 29.71 25.32

Fiscal Year End for Morningstar, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 389 364 378 385
Receivables NA 345 307 337 298
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 82 88 92 98
Total Current Assets NA 816 758 807 781
Net Property & Equipment NA 208 204 206 202
Investments & Advances NA 100 105 115 118
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 44 40 44 46
Intangibles NA 2,063 2,064 2,103 2,110
Deposits & Other Assets NA 9 9 10 10
Total Assets NA 3,403 3,344 3,458 3,451
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 78 70 69 70
Current Portion Long-Term Debt NA 32 32 32 32
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 214 181 169 134
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 520 491 508 573
Total Current Liabilities NA 881 810 815 844
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 62 80 88 97
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 940 1,023 1,121 1,099
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 38 38 35
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 2,076 2,100 2,222 2,246
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 789 783 775 772
Retained Earnings NA 1,611 1,555 1,532 1,511
Other Equity NA -87 -107 -84 -92
Treasury Stock NA 986 986 987 987
Total Shareholder's Equity NA 1,328 1,244 1,236 1,205
Total Liabilities & Shareholder's Equity NA 3,403 3,344 3,458 3,451
Total Common Equity 0 1,328 1,244 1,236 1,205
Shares Outstanding 42.70 42.70 42.60 42.60 42.50
Book Value Per Share 0.00 31.10 29.20 29.00 28.35