Morningstar Inc - Daily Chart

Name
*Data as of: 2017-08-16
Company Summary Morningstar, Inc. is a leading provider of investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients.
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2017-10-20 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector Business Service
Close $83.04 Exp. Dividend Amount N/A Industry Commercial Services - Market Research
$ Change
+0.67
Dividend Yield 1.10 Market Cap 3,532M
% Change
+0.80%
Alpha -0.03 Enterprise Value 3,394M
Open 82.48 Beta 0.76 Shares 1000s 42,529
Days Range 82.48 - 83.23 Daily ATR 1.23 Incorp Date 1984
52 Week Range 67.74 - 84.68 Daily ATR% 1.48% IPO Date 2005-05-03
Volume 50,000 Price/Earnings 32.00 Location Chicago,IL
Avg Vol 50d 78,208 Price/Book 5.07 ADR No
Vol % Chg vs 50 Day
-36.50%
Price/Sales 4.17 Options Yes
Up/Down Volume 1.60 PEG 5.40 ETF/Closed End Fund No
AD Rating Timeliness Rating Industry Group Rank
Symbol Comp Rating EPS Rating SMR Rating RS Rating Sponsor Rating Current Last Week Current Last Week Ind Group RS Current Last Week 3 Months Ago 6 Months Ago Industry Group Sector
MORN 78 36 B 71 B A- A- C C A- 36 35 111 149 Comml Svcs-Market Rsrch BUSINS SVC
   
Stock Symbol   Sector   Industry Group
MORN   Business Service   Commercial Services - Market Research
Overall Stock Ratings   Stock Ratings within Sector   Stock Ratings within Industry
Full 68.81 Full 65.2583 Full 54.55
Earnings 22.19 Earnings 23.47 Earnings 18.18
Sales 83.42 Sales 84.04 Sales 81.82
Margins 88.55 Margins 84.04 Margins 63.64
Valuation 88.68 Valuation 80.28 Valuation 81.82
Best Rated Stocks Overall   Best Rated Stocks in Sector:
Business Service
  Best Rated Stocks in Industry:
Commercial Services - Market Research
JP 100.00 NVEE 100.00 SPGI 100.00
ESNT 99.98 IBP 99.53 CSGP 90.91
FB 99.96 ITRN 99.06 MCO 81.82
ANET 99.94 NRCIA 98.59 FDS 72.73
YY 99.92 TTD 98.12 IT 63.64
*All ratings range from 0 to 100 with 100 being the highest.
 
Stock Symbol   Sector   Industry Group
MORN   Business Service   Commercial Services - Market Research
% Gain   Average Stock Gain % in Sector   Average Stock Gain % in Industry
1 Day
+0.80%
1 Day
+0.25%
1 Day
+0.25%
1 Week
+0.99%
1 Week
+0.31%
1 Week
+0.33%
2 Weeks
+1.10%
2 Weeks
-0.26%
2 Weeks
-0.91%
3 Weeks
+0.37%
3 Weeks
-0.40%
3 Weeks
-1.05%
1 Month
+4.57%
1 Month
+0.63%
1 Month
+1.42%
3 Months
+13.74%
3 Months
+5.02%
3 Months
+9.70%
6 Months
+7.04%
6 Months
+5.55%
6 Months
+12.02%
1 year
+2.47%
1 year
+13.97%
1 year
+16.23%
YTD
+13.91%
YTD
+10.42%
YTD
+22.58%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol MORN Current 27 1 Day
+0.25%
Sector Business Service Yesterday 25 1 Week
+0.31%
Market Val(Bil) 958.69B 1 Week Ago 27 2 Weeks
-0.26%
Industry Groups 11 2 Week Ago 22 3 Week
-0.40%
Total Stocks 212 3 Week Ago 25 1 Month
+0.63%
New Highs 6 1 Month Ago 25 3 Month
+5.02%
New Highs % 2.83% 3 Month Ago 26 6 Months
+5.55%
New Lows 6 6 Month Ago 24 1 year
+13.97%
New Lows % 2.83% 1 Year Ago 17 YTD
+10.42%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol MORN Current 63 1 Day
+0.25%
Industry Group Commercial Services - Market Research Yesterday 61 1 Week
+0.33%
Market Val(Bil) 161.73B 1 Week Ago 84 2 Weeks
-0.91%
Total Stocks 11 2 Weeks Ago 58 3 Weeks
-1.05%
New Highs 0 3 Weeks Ago 65 1 Month
+1.42%
New Highs % 0.00% 1 Month Ago 81 3 Months
+9.70%
New Lows 0 3 Months Ago 135 6 Months
+12.02%
New Lows % 0.00% 6 Months Ago 131 1 Year
+16.23%
      1 Year Ago 118 YTD
+22.58%
Data as of: 2017-08-16
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2017-10-20 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 83.04 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.67 Dividend Yield 1.1 Market_Cap_mil 3531.6
% Change 0.8 Alpha -0.03 Enterprise_Val_mil 3393.5
Open 82.48 Beta 0.76 Shares_1000s 42529
Day's Range 82.48 - 83.23 Daily ATR 1.23 Incorp_Date 1984
52 Week Range 67.74 - 84.68 Daily ATR% 1.48 IPO Date 2005-05-03
Volume 5,000,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 7,820,800 Price/Book 5.07 ADR No
Short Volume 323,099 Price/Sales 4.17 Options Yes
Shrt Int Pcnt Chg -21.1 PEG 5.4 ETF/Closed End Fund No
Data as of: 2017-08-16
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2017-10-20 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 83.04 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.67 Dividend Yield 1.1 Market_Cap_mil 3531.6
% Change 0.8 Alpha -0.03 Enterprise_Val_mil 3393.5
Open 82.48 Beta 0.76 Shares_1000s 42529
Day's Range 82.48 - 83.23 Daily ATR 1.23 Incorp_Date 1984
52 Week Range 67.74 - 84.68 Daily ATR% 1.48 IPO Date 2005-05-03
Volume 5,000,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 7,820,800 Price/Book 5.07 ADR No
Short Volume 323,099 Price/Sales 4.17 Options Yes
Shrt Int Pcnt Chg -21.1 PEG 5.4 ETF/Closed End Fund No
Sales Ratings (0 to 10) Sales Accelerating % Sales Growth % Sales Growth Rank
Symbol Overall within Sector within Industry Annual Sales 2Q 3Q Last Qtr Last Yr 3 Years 5 Years Last Qtr Last Yr 3 Years 5 Years
MORN 83.42 84.04 81.82 798.6M Yes Yes 16 1 4 5
Data as of: 2017-08-16
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2017-10-20 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 83.04 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.67 Dividend Yield 1.1 Market_Cap_mil 3531.6
% Change 0.8 Alpha -0.03 Enterprise_Val_mil 3393.5
Open 82.48 Beta 0.76 Shares_1000s 42529
Day's Range 82.48 - 83.23 Daily ATR 1.23 Incorp_Date 1984
52 Week Range 67.74 - 84.68 Daily ATR% 1.48 IPO Date 2005-05-03
Volume 5,000,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 7,820,800 Price/Book 5.07 ADR No
Short Volume 323,099 Price/Sales 4.17 Options Yes
Shrt Int Pcnt Chg -21.1 PEG 5.4 ETF/Closed End Fund No
Margins Ratings (0 to 10) Average After Tax Margins
Symbol Overall within Sector within Industry Pretax Margin Last Qtr After Tax Margin Accel 3Q After Tax Margin Last Qtr 2 Qtr 3 Qtr 4 Qtr 5 Qtr 6 Qtr
MORN 88.55 84.04 63.64 23.5 No 12.2 10.4 12.2 13 13.6 13.8
 
Stock Symbol   Sector   Industry Group
MORN   Business Service   Commercial Services - Market Research
Ratios   Average Ratios in Sector   Average Ratios in Industry
Price/Earnings (PE) 32.00 Price/Earnings (PE) 42.54 Price/Earnings (PE) 29.64
Price/Book (PB) 5.07 Price/Book (PB) 9.89 Price/Book (PB) 23.35
Price/Sales (PS) 4.17 Price/Sales (PS) 3.13 Price/Sales (PS) 4.90
Price/Cash Flow (PCF) 16.53 Price/Cash Flow (PCF) -42.90 Price/Cash Flow (PCF) 21.65
PEG 5.40 PEG 2.90 PEG 6.47
Dividend Adj PEG 4.56 Dividend Adj PEG 2.28 Dividend Adj PEG 3.44
Return on Equity (ROE) 18.60 Return on Equity (ROE) -2.59 Return on Equity (ROE) 62.38
Yield 1.10 Yield 1.28 Yield 1.35
Current Ratio 1.68 Current Ratio 2.07 Current Ratio 1.71
Debt % 35.90% Debt % 93.97% Debt % 240.64%
Long Term Debt/Work Capital 1.12 Long Term Debt/Work Capital 2.61 Long Term Debt/Work Capital -1.32
 
Stock MORN   Exponential Moving Averages   Simple Moving Averages
Name Morningstar Inc EMA 10 days
82.36(0.83%)
SMA 10 days
82.35(0.84%)
Close $83.04 EMA 20 days
81.72(1.62%)
SMA 20 days
82.07(1.18%)
$ Change
+0.67
EMA 50 days
79.78(4.09%)
SMA 50 days
79.17(4.89%)
% Change
+0.80%
EMA 89 days
78.50(5.78%)
SMA 79 days
77.12(7.68%)
Volume 50,000 EMA 100 days
78.29(6.07%)
SMA 100 days
77.11(7.69%)
Avg Volume 78,208 EMA 200 days
77.55(7.08%)
SMA 200 days
76.10(9.12%)
Vol% vs. Avg Vol
-36.50%
           
Up/Down Vol 1.60   Keltner Channel   Bollinger Band
Distribution Days 1   Upper
83.60(-0.67%)
  Upper
83.96(-1.1%)
ATR 1.23   Mid
82.01(1.26%)
  Mid
82.07(1.18%)
ATR% 1.48%   Lower
80.41(3.27%)
  Lower
80.18(3.57%)