Morningstar Inc - Daily Chart

Name
*Data as of: 2017-10-31
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 2018-02-21 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector Business Service
Close $85.21 Exp. Dividend Amount N/A Industry Commercial Services - Market Research
$ Change
+0.45
Dividend Yield 1.10 Market Cap 3,624M
% Change
+0.50%
Alpha 0.02 Enterprise Value 3,495M
Open 85.03 Beta 0.79 Shares 1000s 42,529
Days Range 84.83 - 85.61 Daily ATR 1.65 Incorp Date 1984
52 Week Range 67.74 - 89.45 Daily ATR% 1.93% IPO Date 2005-05-03
Volume 57,200 Price/Earnings 32.00 Location Chicago,IL
Avg Vol 50d 41,250 Price/Book 5.20 ADR No
Vol % Chg vs 50 Day
+41.00%
Price/Sales 4.11 Options Yes
Up/Down Volume 1.20 PEG 6.45 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 75 59 A 65 C B- B C C B- 92 84 39 132 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 71.53 Full 65.8656 Full 63.64
Earnings 48.81 Earnings 42.79 Earnings 27.27
Sales 83.24 Sales 82.69 Sales 81.82
Margins 97.21 Margins 94.23 Margins 90.91
Valuation 88.86 Valuation 79.33 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 CSGP 100.00
ESNT 99.98 TTD 99.52 FDS 90.91
LRCX 99.96 IBP 99.04 SPGI 81.82
YY 99.94 HQY 98.56 MCO 72.73
FB 99.92 ITRN 98.08 MORN 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
+0.50%
1 Day
+0.30%
1 Day
-0.11%
1 Week
-1.82%
1 Week
-0.06%
1 Week
-1.86%
2 Weeks
-0.26%
2 Weeks
+0.99%
2 Weeks
-1.36%
3 Weeks
+0.13%
3 Weeks
+1.04%
3 Weeks
+0.29%
1 Month
-0.04%
1 Month
+2.31%
1 Month
+0.58%
3 Months
+4.02%
3 Months
+5.58%
3 Months
+2.81%
6 Months
+17.26%
6 Months
+9.99%
6 Months
+11.73%
1 year
+22.02%
1 year
+24.90%
1 year
+25.52%
YTD
+17.21%
YTD
+17.07%
YTD
+27.80%
 
Sector Info   Sector Ranking   Average Stock Gain % in Sector
Symbol MORN Current 23 1 Day
+0.30%
Sector Business Service Yesterday 22 1 Week
-0.06%
Market Val(Bil) 987.25B 1 Week Ago 23 2 Weeks
+0.99%
Industry Groups 11 2 Week Ago 23 3 Week
+1.04%
Total Stocks 186 3 Week Ago 23 1 Month
+2.31%
New Highs 13 1 Month Ago 23 3 Month
+5.58%
New Highs % 6.99% 3 Month Ago 26 6 Months
+9.99%
New Lows 2 6 Month Ago 28 1 year
+24.90%
New Lows % 1.08% 1 Year Ago 27 YTD
+17.07%
 
Industry Group Info   Industry Group Ranking   Average Stock Gain % in Industry
Symbol MORN Current 97 1 Day
-0.11%
Industry Group Commercial Services - Market Research Yesterday 91 1 Week
-1.86%
Market Val(Bil) 166.28B 1 Week Ago 72 2 Weeks
-1.36%
Total Stocks 11 2 Weeks Ago 76 3 Weeks
+0.29%
New Highs 0 3 Weeks Ago 86 1 Month
+0.58%
New Highs % 0.00% 1 Month Ago 85 3 Months
+2.81%
New Lows 0 3 Months Ago 54 6 Months
+11.73%
New Lows % 0.00% 6 Months Ago 143 1 Year
+25.52%
      1 Year Ago 125 YTD
+27.80%
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2018-02-21 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 85.21 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.45 Dividend Yield 1.1 Market_Cap_mil 3623.9
% Change 0.5 Alpha 0.02 Enterprise_Val_mil 3495.2
Open 85.03 Beta 0.79 Shares_1000s 42529
Day's Range 84.83 - 85.61 Daily ATR 1.65 Incorp_Date 1984
52 Week Range 67.74 - 89.45 Daily ATR% 1.93 IPO Date 2005-05-03
Volume 5,720,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 4,125,000 Price/Book 5.2 ADR No
Short Volume 324,418 Price/Sales 4.11 Options Yes
Shrt Int Pcnt Chg 32.6 PEG 6.45 ETF/Closed End Fund No
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2018-02-21 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 85.21 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.45 Dividend Yield 1.1 Market_Cap_mil 3623.9
% Change 0.5 Alpha 0.02 Enterprise_Val_mil 3495.2
Open 85.03 Beta 0.79 Shares_1000s 42529
Day's Range 84.83 - 85.61 Daily ATR 1.65 Incorp_Date 1984
52 Week Range 67.74 - 89.45 Daily ATR% 1.93 IPO Date 2005-05-03
Volume 5,720,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 4,125,000 Price/Book 5.2 ADR No
Short Volume 324,418 Price/Sales 4.11 Options Yes
Shrt Int Pcnt Chg 32.6 PEG 6.45 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 83.24 82.69 81.82 798.6M Yes Yes 17 1 4 6
Data as of: 2017-10-31
Daily Stock Data   Dates and Ratios   Company Background
Symbol MORN Earnings Date 2018-02-21 Exchange NASDAQ
Name Morningstar Inc Ex Dividend Date N/A Sector BUSINS SVC
Close 85.21 Exp. Dividend Amt N/A Industry Comml Svcs-Market Rsrch
$ Change 0.45 Dividend Yield 1.1 Market_Cap_mil 3623.9
% Change 0.5 Alpha 0.02 Enterprise_Val_mil 3495.2
Open 85.03 Beta 0.79 Shares_1000s 42529
Day's Range 84.83 - 85.61 Daily ATR 1.65 Incorp_Date 1984
52 Week Range 67.74 - 89.45 Daily ATR% 1.93 IPO Date 2005-05-03
Volume 5,720,000 Price/Earnings 32 Location Chicago,IL
Avg Vol 50d 4,125,000 Price/Book 5.2 ADR No
Short Volume 324,418 Price/Sales 4.11 Options Yes
Shrt Int Pcnt Chg 32.6 PEG 6.45 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 97.21 94.23 90.91 23.5 Yes 14.7 13.5 11.9 12.8 13.3 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) 31.88 Price/Earnings (PE) 31.18
Price/Book (PB) 5.20 Price/Book (PB) 11.54 Price/Book (PB) 24.45
Price/Sales (PS) 4.11 Price/Sales (PS) 3.35 Price/Sales (PS) 5.12
Price/Cash Flow (PCF) 16.96 Price/Cash Flow (PCF) 3.01 Price/Cash Flow (PCF) 23.05
PEG 6.45 PEG 3.39 PEG 6.92
Dividend Adj PEG 5.30 Dividend Adj PEG 2.81 Dividend Adj PEG 3.75
Return on Equity (ROE) 18.60 Return on Equity (ROE) 12.56 Return on Equity (ROE) 61.73
Yield 1.10 Yield 1.06 Yield 1.31
Current Ratio 1.69 Current Ratio 2.10 Current Ratio 1.69
Debt % 35.90% Debt % 99.45% Debt % 240.09%
Long Term Debt/Work Capital 1.12 Long Term Debt/Work Capital 1.78 Long Term Debt/Work Capital -1.87
 
Stock MORN   Exponential Moving Averages   Simple Moving Averages
Name Morningstar Inc EMA 10 days
85.60(-0.46%)
SMA 10 days
85.67(-0.54%)
Close $85.21 EMA 20 days
85.25(-0.05%)
SMA 20 days
85.41(-0.23%)
$ Change
+0.45
EMA 50 days
83.86(1.61%)
SMA 50 days
83.58(1.95%)
% Change
+0.50%
EMA 89 days
82.30(3.54%)
SMA 79 days
82.70(3.04%)
Volume 57,200 EMA 100 days
81.94(3.99%)
SMA 100 days
81.55(4.49%)
Avg Volume 41,250 EMA 200 days
79.97(6.55%)
SMA 200 days
78.84(8.08%)
Vol% vs. Avg Vol
+41.00%
           
Up/Down Vol 1.20   Keltner Channel   Bollinger Band
Distribution Days 6   Upper
87.56(-2.68%)
  Upper
87.61(-2.74%)
ATR 1.65   Mid
85.42(-0.25%)
  Mid
85.41(-0.23%)
ATR% 1.93%   Lower
83.28(2.32%)
  Lower
83.21(2.4%)