Dividend compounder review

MORN

Morningstar Inc · NASDAQ · US

Financial Services · Financial Data & Stock Exchanges

Chart Factor Intelligence Back to Screener
Score76.00/100
Confidence100.00/100
DecisionReject
RatingHigh Quality Watchlist Candidate
Scoring

Quality breakdown

Dividend Reliability 18.0 / 25 Payment history, cuts, growth, and regularity.
Dividend Sustainability 18.5 / 20 Payout, free cash flow, dividend cover, and debt.
Business Quality 23.5 / 25 Scale, cash generation, growth, margins, and returns.
Valuation Discipline 15.0 / 15 Yield, P/E, and price stretch versus long-term trend.
Long-Term Trend 1.0 / 15 Trend line, long return history, and drawdown control.
Metrics

Dividend and business context

Dividend Years16
Dividend Yield1.13%
Payout Ratio19.5%
Dividend Cut 5YYes
Net Income$374.2M
Free Cash Flow$442.6M
FCF Covers DividendYes
Debt / Equity1.87
P/E17.9
Revenue Growth 5Y12.0%
Net Margin16.1%
ROE30.7%
Price vs Trend-7.0%
3Y Return-7.6%
5Y Return-27.6%
CurrencyUSD
Warnings

Review flags

Dividend cut or material annual decrease detected in the last five completed years.
Dividend diary

Activity record

MORN dividend review warning Warning · Warning

Dividend cut or material annual decrease detected in the last five completed years.

MORN dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

Dividend increased 9.9% Dividend Increase · Positive

Payment changed from 0.455 to 0.5.

MORN dividend payment 0.5 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.455 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.455 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.455 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

Dividend increased 12.3% Dividend Increase · Positive

Payment changed from 0.405 to 0.455.

MORN dividend payment 0.455 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.405 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.405 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.405 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

Dividend increased 8.0% Dividend Increase · Positive

Payment changed from 0.375 to 0.405.

MORN dividend payment 0.405 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

MORN dividend payment 0.375 USD Dividend Payment · Info

Recorded dividend payment for Morningstar Inc.

Dividend increased 14.3% Dividend Increase · Positive

Payment changed from 0.315 to 0.36.

Dividend increased 5.0% Dividend Increase · Positive

Payment changed from 0.3 to 0.315.

Dividend increased 7.1% Dividend Increase · Positive

Payment changed from 0.28 to 0.3.