MORNMID

Morningstar, Inc.

Financial ServicesFinancial - Data & Stock Exchanges
$167.66
$0.01(+0.66%)
52W$149.08
$316.71
Updated May 6, 12:00 AM
RSI41
RS Rating20/99
Beta0.52
Volatility31%
F-Score6/9
Mkt Cap$6.4B
DOWNTREND

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

DOWNTREND

Morningstar, Inc. is in a technical downtrend, trading below key resistance levels with a broken trend structure. Relative strength is weak (RS Rating: 20), showing significant lag compared to the market leaders. Earnings growth of 50% provides fundamental context to the price action. A decisive close above the 200-day moving average is required to signal a potential trend reversal.

Relative Strength
20
out of 99
Lagging
Trend Score
0/4
Minervini Criteria
DOWNTREND
Risk (Beta)
0.52
vs S&P 500
DEFENSIVE
52W Position
11%
from 52W low
Near Low
Trend & Momentum Analysis

Trend Template (Minervini)

DOWNTREND0/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$177.08
50 SMA > 100 SMA$187.48
100 SMA > 150 SMA$197.31
150 SMA > 200 SMA$212.44

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$176.74-5.14%BELOW
50 SMA$177.08-5.32%BELOW
100 SMA$187.48-10.57%BELOW
150 SMA$197.31-15.03%BELOW
200 SMA$212.44-21.08%BELOW

Price Performance

1D+0.7%
1W-10.6%
1M-5.1%
3M+1.3%
6M-20.8%
YTD-20.3%
1Y-42.9%
3Y-3.6%
52-Week Trading Range11% from low
$167.66
52W Low$149.08
52W High$316.71

Technical Indicators

RSI (14)NEUTRAL
40.9
305070
VCP ScoreCOOL
2/10
Base depth: 26.1%

Risk Profile

Beta
0.52
52W Vol
31%
ATR
$7.89
Max DD (1Y)
-51%

Volume Analysis

Today
605.6K
50D Avg
515.3K
Vol Ratio
1.18x
Liquidity
LIQUID

Earnings Momentum

Q2'25+31%
$2.09
Q3'25-22%
$2.17
Q4'25+4%
$2.83
Q1'26+50%
$2.73
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+11.98%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:+11.45%
5 Years:+11.36%
3 Years:+75.53%
TTM:+10.34%

Stock Price CAGR

10 Years:+7.39%
5 Years:-8.49%
3 Years:-3.61%
1 Year:-42.88%

Return on Equity

10Y Avg:18.0%
5Y Avg:16.5%
3Y Avg:20.9%
Last Year:30.0%

Key Metrics

Market Cap$6.4B
Gross Margin61.0%
Net Margin15.3%
Piotroski F-Score6/9

Frequently Asked Questions

Is MORN in an uptrend right now?

MORN has a trend score of 0/4 based on Minervini's Stage Analysis. Currently showing broken structure - 0 of 4 trend criteria are met.

Is MORN overbought or oversold?

MORN's RSI (14) is 41. The stock is in neutral territory, neither overbought nor oversold.

Is MORN outperforming the market?

MORN has a Relative Strength (RS) Rating of 20 out of 99. MORN is currently lagging the broader market.

Where is MORN in its 52-week range?

MORN is trading at $167.66, which is 53% of its 52-week high ($316.71) and 11% above its 52-week low ($149.08).

How volatile is MORN?

MORN has a Beta of 0.52 and 52-week volatility of 31%. It's less volatile than the S&P 500 - generally more stable.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.