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Morningstar

Morningstar?uq=w9if130k
1984 FOUNDED
PUBLIC STATUS
5K-10K EMPLOYEES
MORN STOCK SYMBOL
37 INVESTMENTS
$137.06 SHARE PRICE (As of Friday Closing)
Description

Provider of independent investment research in North America, Europe, Australia and Asia. The company provides data on approximately 525,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities and precious metals, in addition to foreign exchange and Treasury markets. It also offers investment management services through its investment advisory subsidiaries.

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

52 wk Range Market Cap Prev. Close EPS Average Volume Shares
$79.78 - $139.72 $5.69B $134.76 $3.69 105K 42.6M

Morningstar Financials Summary

In Thousands,
USD
TTM
30-Jun-2018
FY 2017
31-Dec-2017
FY 2016
31-Dec-2016
FY 2015
31-Dec-2015
Enterprise Value 5,247,465 4,070,406 3,113,719 3,276,741
Revenue 968,900 911,700 798,600 788,800
EBITDA 302,100 275,900 295,300 256,800
Net Income 156,500 136,900 161,000 132,600
Total Assets 1,427,200 1,405,700 1,350,900 1,029,000
Total Debt 125,000 180,000 250,000 35,000
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 Investments & Acquisitions (37)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000000 24-Jul-2017 000000000 Other Commercial Services
000000000 0000 01-Dec-2016 000000000000000000 00000 Vertical Market Software 00000 000000
000000 000000 28-Jun-2016 0000 00000 00.00 Financial Software
0000000000 0000000 31-May-2016 000000000000000000 Business/Productivity Software
PitchBook Data 12-Apr-2016 Corporate 0000 Vertical Market Software 00000 000000
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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 (9)

Company Name Industry Location Founded
RightPond Business/Productivity Software Chicago, IL 2012
000 Financial Software Chicago, IL 0000
000000000 0000 Vertical Market Software Seattle, WA 0000
00000000000 000000 Information Services (B2C) Stockholm, Sweden 0000
00000000 000000000 Asset Management 0000
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Morningstar Executive Team (13)

Name Title Board
Seat
Contact
Info
Kunal Kapoor Chief Executive Officer & Board Member
Daniel Needham President & Chief Investment Officer
Bevin Desmond President, International Operations & Head of Global Markets and Human Resources
Jason Dubinsky Chief Financial Officer
Dan Kemp Chief Investment Officer of EMEA

2 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
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