Morningstar

Morningstar Overview

Founded 1984
Founded
Status Public
Employees 6,896
Employees
Stock Symbol MORN
Stock Symbol
Investments 47
Share Price $153.32 (As of Friday Closing)

Morningstar General Information

Description

Morningstar is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Contact Information

Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Media and Information Services (B2B)
Other Industries
Consulting Services (B2B)
Financial Software
Vertical Market Software
Stock Exchange
NAS
Primary Office
  • 22 West Washington Street
  • Chicago, IL 60602
  • United States
+1 (312) 000-0000
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Morningstar Stock Performance

(As of Tuesday closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$153.32 $150.41 $102.59 - $166.59 $6.56B 42.8M 125K $3.34

Morningstar Financials Summary

In Thousands,
USD
TTM 31-Mar-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018 FY 2017 31-Dec-2017
EV 5,301,772 6,836,161 4,409,079 4,005,106
Revenue 1,244,100 1,179,000 1,019,900 911,700
EBITDA 325,100 324,900 331,400 275,900
Net Income 142,700 152,000 183,000 136,900
Total Assets 2,292,000 2,370,900 1,453,800 1,405,700
Total Debt 702,300 687,600 70,000 180,000
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Morningstar Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Morningstar Competitors (17)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Envestnet Formerly VC-backed Chicago, IL 0000 00000 0000000000
000 00000000000 Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
00000000 Private Equity-Backed Zurich, Switzerland 00 00.000 000000000 00 00.000
0000000 00000000 0 Corporation Norwalk, CT 0000 000.00 00000000 000.00
00000 Formerly PE-Backed New York, NY 0000 00.000 000000&0 00.000

Morningstar Executive Team (15)

Name Title Board Seat Contact Info
Kunal Kapoor Chief Executive Officer & Board Member
Daniel Needham Executive & President
Jason Dubinsky Chief Financial Officer, Finance
Bevin Desmond Executive
Daniel Dunn Executive

7 Former Executives

Morningstar Board Members (11)

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Name Representing Role Since
00000000 0000 Self Board Member 000 0000
000000 0000000 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000
000000 00000000 Morningstar Chairman & Board Member 000 0000

2 Former Board Members

Morningstar Investments & Acquisitions (47)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000000 21-Apr-2020 000000000000000000 Other Commercial Services 00000 000000
00000000 000000 03-Apr-2020 000000000000000000 Financial Software 00000 000000
000000 000000000 ( 03-Feb-2020 000000000 00000 00 Other Commercial Services
000000000000 01-Dec-2019 000000000000000000 Financial Software
Firstlinks 17-Oct-2019 Merger/Acquisition Information Services (B2C)

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Morningstar Subsidiaries (13)

Company Name Industry Location Founded
RightPond Business/Productivity Software Chicago, IL 2012
0000000000 Information Services (B2C) Sydney, Australia 0000
000 Financial Software Chicago, IL 0000
000000000 Vertical Market Software Vancouver, Canada 0000
000000000 0000 Media and Information Services (B2B) Seattle, WA 0000

Morningstar Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000 28-Jun-2016 0000 00000 00.00 Completed
  • 4 buyers
00000000000 01-Jun-2014 000000000000000000 0000 Completed
  • 00000000000
0000000 000000000 01-Oct-2012 000000000 00.000 Completed
  • 00000000000
00000000000 26-Jan-2012 00000 00000 00 0000 Completed
  • 2 buyers
Bundle Corp 01-Jun-2009 Early Stage VC Completed
  • 3 buyers