Barbara CFA - Morningstar Analyst

MORN Stock  USD 299.18  0.86  0.29%   

Insider

Barbara CFA is Analyst of Morningstar
Phone312 696 6000
Webhttps://www.morningstar.com

Morningstar Management Efficiency

The company has return on total asset (ROA) of 0.0546 % which means that it generated a profit of $0.0546 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1645 %, meaning that it created $0.1645 on every $100 dollars invested by stockholders. Morningstar's management efficiency ratios could be used to measure how well Morningstar manages its routine affairs as well as how well it operates its assets and liabilities.
The company currently holds 1.16 B in liabilities with Debt to Equity (D/E) ratio of 1.15, which is about average as compared to similar companies. Morningstar has a current ratio of 0.96, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Morningstar until it has trouble settling it off, either with new capital or with free cash flow. So, Morningstar's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Morningstar sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Morningstar to invest in growth at high rates of return. When we think about Morningstar's use of debt, we should always consider it together with cash and equity.

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Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company was incorporated in 1984 and is headquartered in Chicago, Illinois. Morningstar operates under Financial Data Stock Exchanges classification in the United States and is traded on NASDAQ Exchange. It employs 9556 people. Morningstar (MORN) is traded on NASDAQ Exchange in USA. It is located in 22 West Washington Street, Chicago, IL, United States, 60602 and employs 11,334 people. Morningstar is listed under Trading category by Fama And French industry classification.

Management Performance

Morningstar Leadership Team

Elected by the shareholders, the Morningstar's board of directors comprises two types of representatives: Morningstar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Morningstar. The board's role is to monitor Morningstar's management team and ensure that shareholders' interests are well served. Morningstar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Morningstar's outside directors are responsible for providing unbiased perspectives on the board's policies.
David Williams, Head - Design and Marketing
Jason Dubinsky, Chief Officer
Kunal CFA, CEO Director
Joseph Mansueto, Executive Chairman of the Board
Daniel Dunn, Chief Officer
Kimberly McGarry, Chief Accounting Officer, Principal Accounting Officer, Global Controller
Conan Wiersema, Principal Officer
Marie Lynch, Chief Officer
Julie Willoughby, Head Sales
Kathleen Peacock, Chief Officer
Chris Boruff, Managing Operations
Steve Bendt, Chief Officer
Patrick Maloney, Gen Sec
James Rhodes, Chief Data Officer
Stephanie Lerdall, Senior Relations
Barbara CFA, Analyst

Morningstar Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Morningstar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

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When determining whether Morningstar offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Morningstar's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Morningstar Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Morningstar Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Morningstar. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
To learn how to invest in Morningstar Stock, please use our How to Invest in Morningstar guide.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Morningstar's price analysis, check to measure Morningstar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Morningstar is operating at the current time. Most of Morningstar's value examination focuses on studying past and present price action to predict the probability of Morningstar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Morningstar's price. Additionally, you may evaluate how the addition of Morningstar to your portfolios can decrease your overall portfolio volatility.
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Is Morningstar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Morningstar. If investors know Morningstar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Morningstar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Morningstar is measured differently than its book value, which is the value of Morningstar that is recorded on the company's balance sheet. Investors also form their own opinion of Morningstar's value that differs from its market value or its book value, called intrinsic value, which is Morningstar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Morningstar's market value can be influenced by many factors that don't directly affect Morningstar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Morningstar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Morningstar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Morningstar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.