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Morningstar

Morningstar
1984 FOUNDED
PUBLIC STATUS
5K-10K EMPLOYEES
MORN STOCK SYMBOL
42 INVESTMENTS
$154.48 SHARE PRICE (As of Wednesday Closing)
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.

Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Media and Information Services (B2B)
Other Industries
Vertical Market Software
Financial Software
Consulting Services (B2B)
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

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$99.67 - $155.62 $6.59B $153.96 $4.08 81.1K 42.7M

Morningstar Financials Summary

In Thousands,
USD
TTM
31-Mar-2019
FY 2018
31-Dec-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
Enterprise Value 5,039,700 4,409,079 4,005,106 2,962,619
Revenue 1,035,300 1,019,900 911,700 798,600
EBITDA 321,800 331,400 275,900 295,300
Net Income 174,300 183,000 136,900 161,000
Total Assets 1,551,600 1,453,800 1,405,700 1,350,900
Total Debt 30,000 70,000 180,000 250,000
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Morningstar Valuation and Funding

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

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Morningstar Competitors (12)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Envestnet Formerly VC-backed Chicago, IL 0000 00000 00000000 00000
000 00000000000 Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
0000000 00000000 0 Corporation Norwalk, CT 0000 000.00 00000000 000.00
000000000 0000000 Private Equity-Backed Woking, United Kingdom 000 00.00 0000000 0000 00.00
00000000 Private Equity-Backed Zurich, Switzerland 00 00.000 0000000 0000 00.000
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Morningstar Investments & Acquisitions (42)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 02-Jul-2019 000000000000000000 00000 Other Financial Services 00000 000000
00000000 26-Mar-2019 00000 00000 00 0000 Financial Software
000000000 30-Sep-2018 000000000000000000 Vertical Market Software
00000000000000 24-Jul-2017 000000000 Other Commercial Services
Ellevest 01-Jul-2017 Early Stage VC 000.00 Financial Software
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Morningstar Exits (4)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000000 30-May-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
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Morningstar Subsidiaries (11)

Company Name Industry Location Founded
RightPond Business/Productivity Software Chicago, IL 2012
000 Financial Software Chicago, IL 0000
000000000 Vertical Market Software Vancouver, Canada 0000
000000000 0000 Media and Information Services (B2B) Seattle, WA 0000
00000000000 000000 Information Services (B2C) Stockholm, Sweden 0000
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Morningstar Executive Team (12)

Name Title Board
Seat
Contact
Info
Kunal Kapoor Chief Executive Officer & Board Member
Daniel Needham President & Chief Investment Officer
Jason Dubinsky Chief Financial Officer
Daniel Dunn Chief Revenue Officer
Tricia Rothschild Chief Product Officer

3 Former Executives

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Morningstar Board Members (11)

Name Representing Role Since Contact
Info
00000000 0000 Self Board Member 000 0000
000000 0000000 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000
0000 00000000 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000

1 Former Board Member

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