Morningstar is part of the business services industry and is in the industrials sector. The company CEO is Kunal Kapoor. Morningstar Inc is a provider of independent investment research on two core sectors data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities.



Previous Intraday Performance:

The MORN shares had a previous change of 1.57% which opened at 140.66 and closed at 141.68. It moved to an intraday high of 142.28 and a low of 138.65.

SeekingAlpha:  Morningstar – DBRS, The Latest Acquisition

Historical Performance:

Over the last five trading days, MORN shares returned 1.83% and in the past 30 trading days it returned 0.91%. Over three months, it changed 14.23%. In one year it has changed 15.53% and within that year its 52 week high was 146.64 and its 52 week low was 99.67. MORN stock is 42.15% above its 52 week low.

Our calculations result in a 200 day moving average of 124.89 and a 50 day moving average of 134.11. Right now, MORN stock is trading 13.44% above its 200 day moving average.

SeekingAlpha:  Standing At The Edge Of The Abyss

Liquidity:

The company has a market cap of $6.0b with 42.7m shares outstanding and a float of 18.3m shares. Trading volume was 68,056 shares and has experienced an average volume of 86,710 shares. Our calculation, using the current average volume and close price, leads me to believe that the liquidity is bad, highly speculative and an investor may want to avoid this stock.

Earnings:

The last annual reported EPS for Morningstar was 4.25 which ended on 31st of December 2018, which according to the previous close, that is a PE of 33.34.

Below was the last reported quarterly diluted earnings per share:

1stQtr 2019Reported 04-24-2019: 0.77
4thQtr 2018Reported 02-21-2019: 0.99
3rdQtr 2018Reported 10-24-2018: 1.32
2ndQtr 2018Reported 07-25-2018: 0.97
1stQtr 2018Reported 04-25-2018: 0.98

Base on our calculations, the intrinsic value per share is 68.79, which means it might be overvalued by -105.97%.

The long-term trend of the EPS is an important number as it indicates the present value of Morningstar; the EPS growth rate, as it is usually called, is typically displayed as a percentage, which at this time is hard to estimate, but revenue growth has been 9.10% over the last twelve months.



Indicators Also to Watch:

Based on the latest filings, there is 63.40% of institutional ownership.

The beta was calculated to be 0.86.

SeekingAlpha:  Standing At The Edge Of The Abyss

Fundamental Numbers:

Based on last reported financials, the company’s return on assets is 12.19%, profit margin is 16.95%, price-to-sales is 5.75 and price-to-book is 6.15.

Company Score Card:

Results are out of six:
 2  : Growth Expectations Result
 5  : Financial Safety Result
 2  : Past Performance Result
 1  : Valuation Result
 0  : Dividend Safety Result
 2  : Overall Result

Related Tags: , , ,

Jake McWilliams
I am an independent trader, analyst and algorithmic trading expert, having worked both for the sell side (brokerage) and the buy side (fund administration). I have been trading professionally for about 20 years. I trade stocks and forex and I play both long and short positions in underlying asset or through options. I have experience with discretionary and fully automated systems (Metatrader and Quantshare).

LEAVE A REPLY

Please enter your comment!
Please enter your name here