Morningstar, Inc.
Financial ServicesNASDAQ:MORN · NASDAQ Global Select
-$1.93 today
Vol 0.48M · Avg 0.51M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
30.6%
avg 17.8%
ROIC
15.4%
avg 11.1%
ROA
10.4%
avg 8.7%
Analysis
ROE is currently the strongest return metric at 30.6% versus its period average of 17.8%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Kunal Kapoor | Chief Executive Officer & Director | $2.82M | — | 51 | $154,974.00 | 0.41% |
Michael Holt | Chief Financial Officer | $1.34M | — | 46 | $12,325.95 | 0.03% |
Thomas Mark Idzorek | Head of Investment Methodology & Economic Research | $631,499.00 | — | 55 | — | — |
David W. Williams | Chief Design Officer | $336,820.00 | — | 65 | — | — |
Joseph D. Mansueto | Founder & Executive Chairman of the Board | $105,250.00 | — | 70 | $8.05M | 21.16% |
Conan Wiersema | Chief Accounting Officer & Principal Accounting Officer | — | — | 47 | $3,202.00 | <0.01% |
Natalie Wells | Head of APAC Business Development - Morningstar DBRS | — | — | — | — | — |
Kevin Stephenson | MD & Head of APAC Credit Ratings - Morningstar DBRS | — | — | — | — | — |
Sean Cook | Chief Compliance Officer of APAC | — | — | — | — | — |
Julie Willoughby | Chief Revenue Officer & Head of Global Sales | — | — | — | — | — |
Kathleen Peacock | Chief Legal Officer | — | — | — | — | — |
Marie Trzupek Lynch | Chief People Officer | — | — | — | — | — |
Sarah Bush | Director of Investor Relations | — | — | — | — | — |
Stephanie Lerdall | Senior Manager of Media Relations | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
1
$186,590.00
Sells
166
$40.96M
Net Sentiment
$40.77M
Net selling
Most Active
Mansueto Joseph D
163 transactions
1–10 of 167
Analysis
Insiders reported 1 buys worth $186,590.00 and 166 sells worth $40.96M over the last 12 months. That adds up to net selling of $40.77M. Mansueto Joseph D was the most active insider with 163 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +10.9% | +14.4% (13yr)1 analysts |
| Revenue | N/A | N/A | +6.2% | +10.8% (13yr)1 analysts |
| Net Income | N/A | N/A | +7.1% | +14.0% (13yr)1 analysts |
| EBIT | N/A | N/A | +8.2% | +13.9% (13yr)1 analysts |
Analysis
Recent growth has been strongest in EPS at +10.9% over three years. Forward estimates point to EPS at +14.4% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages MORN?
Morningstar, Inc. (MORN) lists 14 active executives. The top listed executive is Michael Holt, Chief Financial Officer.
Are MORN insiders buying or selling?
Recent insider activity shows net selling of $41.61M.
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