Morningstar Overview

  • Founded
  • 1984
Founded
  • Status
  • Public
  • Employees
  • 8,362
Employees
  • Stock Symbol
  • MORN
Stock Symbol
  • Investments
  • 49
  • Share Price
  • $243.05
  • (As of Monday 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
Financial Software
Consulting Services (B2B)
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 Monday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$243.05 $245.02 $139.19 - $270.08 $10.5B 42.9M 144K $5.95

Morningstar Financials Summary

In Thousands,
USD
TTM 31-Mar-2021 FY 2020 31-Dec-2020 FY 2019 31-Dec-2019 FY 2018 31-Dec-2018
EV 9,817,432 10,205,824 6,836,161 4,409,079
Revenue 1,458,300 1,389,500 1,179,000 1,019,900
EBITDA 468,100 432,000 324,900 331,400
Net Income 254,600 223,600 152,000 183,000
Total Assets 2,675,300 2,696,000 2,370,900 1,453,800
Total Debt 570,400 626,700 687,600 70,000
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 Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Morningstar is a provider of independent investment research to financial advisers, asset managers, and investors. The c
Media and Information Services (B2B)
Chicago, IL
8,362 As of 2021
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Oaks Village, PA
0000 As of 0000
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000000000000 000.00

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00000 000 00000000000 00000000 (000)
Norwalk, CT
00000 As of 0000
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Morningstar Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SEI Investments Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
0000000 00000000 0 Corporation Norwalk, CT 00000 000.00 00000000 000.00
000000000 Formerly VC-backed Chicago, IL 0000 00000 000000000 00000
00000000 Private Equity-Backed Zurich, Switzerland 00 00.000 000000000 00
000000000 00000000 Formerly VC-backed Atlanta, GA 000 00.00 000000&0 00.00
You’re viewing 5 of 16 competitors. Get the full list »

Morningstar Executive Team (16)

Name Title Board Seat Contact Info
Kunal Kapoor Chief Executive Officer & Board Member
Daniel Needham Executive & President
Jason Dubinsky Chief Financial Officer, Finance
Mike Wood Director of Diversity, Equity, & Inclusion
Bevin Desmond Executive
You’re viewing 5 of 16 executive team members. Get the full list »

Morningstar Board Members (11)

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
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Morningstar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Morningstar Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Morningstar Investments & Acquisitions (49)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 000000 01-Apr-2021 00000 00000 00 00.00 Financial Software
000 00000 00000 18-Mar-2021 00000 00000 00 000.00 Other Financial Services 00000 000000
00000000000000 02-Jul-2020 000000000000000000 00000 Media and Information Services (B2B) 00000 000000
000000000 07-May-2020 000000000 Business/Productivity Software
PlanPlus Global 03-Apr-2020 Merger/Acquisition Financial Software 00000 000000
You’re viewing 5 of 49 investments and acquisitions. Get the full list »

Morningstar Subsidiaries (14)

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
You’re viewing 5 of 14 subsidiaries. Get the full list »

Morningstar Exits (8)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000 28-Jun-2016 0000 00000 00.00 Completed
  • 4 buyers
0000000 04-May-2015 00000 00000 00 00.000 Completed
  • 16 buyers
00000000000 01-Jun-2014 000000000000000000 0000 Completed
  • 00000000000
0000000 09-May-2013 00000 00000 00 00.000 Completed
  • 6 buyers
Inquiry Financial Europe 01-Oct-2012 Corporate 00.000 Completed
You’re viewing 5 of 8 exits. Get the full list »