{
  "app": "dividend_compounders",
  "ticker": {
    "uuid": "a86196db-8b28-4e7f-aae3-cce77f88a6f3",
    "symbol": "MORN",
    "name": "Morningstar Inc",
    "exchange": "NASDAQ",
    "country_code": "US",
    "country_name": "United States",
    "sector": "Financial Services",
    "industry": "Financial Data & Stock Exchanges",
    "chart_url": "https://sharemaestro.com/terminal/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
  },
  "snapshot": {
    "ticker": {
      "uuid": "a86196db-8b28-4e7f-aae3-cce77f88a6f3",
      "symbol": "MORN",
      "name": "Morningstar Inc",
      "exchange": "NASDAQ",
      "country_code": "US",
      "country_name": "United States",
      "sector": "Financial Services",
      "industry": "Financial Data & Stock Exchanges",
      "chart_url": "https://sharemaestro.com/terminal/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    "as_of_date": "2026-06-12",
    "provider_symbol": "MORN",
    "market_cap_usd": 7064084623.68,
    "price": 175.220001,
    "currency": "USD",
    "dividend_yield": 0.0113,
    "dividend_years": 16,
    "dividend_growth_5y": 0.03736538,
    "dividend_cut_5y": true,
    "payout_ratio": 0.19530001,
    "net_income": 374200000.0,
    "free_cash_flow": 442600000.0,
    "fcf_covers_dividend": true,
    "debt_to_equity": 1.8715,
    "revenue_growth_5y": 0.11970037,
    "net_margin": 0.16058001,
    "roe": 0.30656,
    "pe_ratio": 17.916157,
    "price_vs_ma": -0.0697732,
    "return_3y": -0.07621593,
    "return_5y": -0.27592443,
    "max_drawdown": -0.55814753,
    "scores": {
      "dividend_reliability": 18.0,
      "dividend_sustainability": 18.5,
      "business_quality": 23.5,
      "valuation": 15.0,
      "trend": 1.0,
      "total": 76.0,
      "confidence": 100.0
    },
    "rating": "high_quality",
    "rating_label": "High Quality Watchlist Candidate",
    "decision": "reject",
    "decision_label": "Reject",
    "warnings": [
      "Dividend cut or material annual decrease detected in the last five completed years."
    ],
    "urls": {
      "page": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/",
      "chart": "https://sharemaestro.com/terminal/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    }
  },
  "score_breakdown": {
    "dividend_reliability": 18.0,
    "dividend_sustainability": 18.5,
    "business_quality": 23.5,
    "valuation": 15.0,
    "trend": 1.0,
    "total": 76.0,
    "confidence": 100.0
  },
  "warnings": [
    "Dividend cut or material annual decrease detected in the last five completed years."
  ],
  "diary": [
    {
      "event_date": "2026-06-12",
      "event_type": "warning",
      "severity": "warning",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend review warning",
      "detail": "Dividend cut or material annual decrease detected in the last five completed years.",
      "amount": null,
      "currency": "",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2026-04-02",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.5 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.5,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2026-01-02",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 9.9%",
      "detail": "Payment changed from 0.455 to 0.5.",
      "amount": 0.5,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2026-01-02",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.5 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.5,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2025-10-03",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.455 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.455,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2025-07-11",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.455 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.455,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2025-04-04",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.455 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.455,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2025-01-03",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 12.3%",
      "detail": "Payment changed from 0.405 to 0.455.",
      "amount": 0.455,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2025-01-03",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.455 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.455,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2024-10-04",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.405 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.405,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2024-07-12",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.405 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.405,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2024-04-04",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.405 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.405,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2024-01-04",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 8.0%",
      "detail": "Payment changed from 0.375 to 0.405.",
      "amount": 0.405,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2024-01-04",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.405 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.405,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2023-10-05",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.375 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.375,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2023-07-06",
      "event_type": "payment",
      "severity": "info",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "MORN dividend payment 0.375 USD",
      "detail": "Recorded dividend payment for Morningstar Inc.",
      "amount": 0.375,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2022-01-06",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 14.3%",
      "detail": "Payment changed from 0.315 to 0.36.",
      "amount": 0.36,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2020-12-31",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 5.0%",
      "detail": "Payment changed from 0.3 to 0.315.",
      "amount": 0.315,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    },
    {
      "event_date": "2020-01-02",
      "event_type": "increase",
      "severity": "positive",
      "ticker": "MORN",
      "exchange": "NASDAQ",
      "headline": "Dividend increased 7.1%",
      "detail": "Payment changed from 0.28 to 0.3.",
      "amount": 0.3,
      "currency": "USD",
      "ticker_url": "https://sharemaestro.com/dividend-compounders/ticker/a86196db-8b28-4e7f-aae3-cce77f88a6f3/"
    }
  ]
}