Morningstar Overview

  • Founded

  • 1984

Founded
  • Status

  • Public

  • Employees

  • 12,224

Employees
  • Stock Symbol

  • MORN

Stock Symbol
  • Investments

  • 59

  • Share Price

  • $187.88

  • (As of Tuesday Closing)

Morningstar General Information

Description

Morningstar Inc 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

Website
www.morningstar.com
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
$187.88 $183.71 $181.21 - $293.64 $7.8B 42.5M 100K $1.65

Morningstar Financials Summary

In Thousands,
USD 		TTM 31-Dec-2022 FY 2022 31-Dec-2022 FY 2021 31-Dec-2021 FY 2020 31-Dec-2020
EV 10,143,520 10,143,520 14,778,128 10,205,824
Revenue 1,870,600 1,870,600 1,699,300 1,389,500
EBITDA 325,600 325,600 409,900 432,000
Net Income 70,500 70,500 193,300 223,600
Total Assets 3,474,800 3,474,800 2,862,700 2,696,000
Total Debt 1,323,600 1,323,600 531,500 626,700
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 Inc is a provider of independent investment research to financial advisers, asset managers, and investors. T
Media and Information Services (B2B)
Chicago, IL
12,224 As of 2022
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Oaks Village, PA
0000 As of 0000
000.00
000000000000 000.00

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00000 0000000000
Chicago, IL
0000 As of 0000
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0.000 0000-00-00
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Morningstar Competitors (14)

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
000000000 Formerly VC-backed Chicago, IL 0000 00000 000000000 00000
0000000 00000000 0 Corporation Norwalk, CT 00000 000.00 00000000 000.00
0000000 Formerly VC-backed San Francisco, CA 000 000.00 000000&0 000.00
000000 (0000000000 Private Equity-Backed New York, NY 00 0000000 0000
You’re viewing 5 of 14 competitors. Get the full list »

Morningstar Patents

  • 25

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 3

    Granted

  • 2

    Pending

  • 000

    Expiring in next 12 mo

Morningstar Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
AU-2021292328-A1 Method, computer system and computer program product for improved table processing Pending 18-Jun-2020 0000000000
CA-3187262-A1 Method, computer system and computer program product for improved table processing Pending 18-Jun-2020 0000000000
EP-3926511-A1 Method, computer system and computer program product for improved table processing Pending 18-Jun-2020 0000000000 0
AU-2021285887-A1 Portfolio optimization system that simultaniously supports multiple tax-exempt, tax-deferred and taxable accounts Pending 03-Jun-2020 000000000
US-20160203558-A1 System and method for comparing retirement plan services Inactive 13-Jan-2015 G06Q40/06 0
To view Morningstar’s complete patent history, request access »

Morningstar Executive Team (39)

Name Title Board Seat Contact Info
Kunal Kapoor Chief Executive Officer & Board Member
Davide Pelusi Managing Director, Morningstar South EMEA (Iberia & Italy)s
Brock Johnson President, Global Retirement and Workplace Solutions business & Co-Head - Registered Investment Advisory Arm
Brian Grow President, Morningstar Credit Information & Analytics
Ron Bundy President, Morningstar Indexes
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Morningstar Board Members (13)

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

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (59)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 0 30-Jun-2022 0000000000 000.00 Financial Software 000000 00
000 (00000 00 01-Jun-2022 0000000000 00000 Media and Information Services (B2B) 00000 000
000000 000000 03-May-2022 00000 0000 0000 Asset Management
00000000 06-Apr-2022 00000 0000 0000 Financial Software
Allocator 01-Jan-2022 Corporate Financial Software
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Morningstar Subsidiaries (14)

Company Name Industry Location Founded
Moorgate Benchmarks Media and Information Services (B2B) London, United Kingdom 2017
0000000000 Publishing Sydney, Australia 0000
000000000 Business/Productivity Software Chicago, IL 0000
000000000 Vertical Market Software Vancouver, Canada 0000
000000000 0000 Media and Information Services (B2B) Seattle, WA 0000
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Morningstar ESG

Risk Overview

Risk Rating

Updated December, 13, 2019

10 | Negl Risk

Risk Scale

A lower score indicates better sustainability

Negl

0-10

Low

10-20

Med

20-30

High

30-40

Severe

40+

Exposure

Exposure refers to the extent to which a company is exposed to different material ESG issues

00.0

Management

Management is related to actions taken to manage ESG issues

00.00

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

00 of 12,087

Rank

0.00

Percentile

Media

Industry

0. of 267

Rank

0.00

Percentile

Publishing

Subindustry

0. of 64

Rank

00.00

Percentile

To view Morningstar’s complete esg history, request access »

Morningstar Exits (9)

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 9 exits. Get the full list »