Morningstar, Inc.
Morningstar, Inc.
Your view on MORN
Overview
What the company does, where it operates, and who runs it.
About Morningstar, Inc.
- Industry
- Financial - Data & Stock Exchanges
- Sector
- Financial Services
- CEO
- Kunal Kapoor CFA
- Headquarters
- 22 West Washington Street, Chicago, IL, US
- Industry
- Financial - Data & Stock Exchanges
- Sector
- Financial Services
- CEO
- Kunal Kapoor CFA
- Headquarters
- 22 West Washington Street, Chicago, IL, US
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia.
The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors.
It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.
com, a website for individual investors.
In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals.
Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Morningstar, Inc., and the rating behind it. MORN last traded at $191.02, 18.0× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Morningstar, Inc.. Starting points for Morningstar, Inc.: P/E 18.0, EPS $11.15, beta 1.00 — an Financial - Data & Stock Exchanges name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Morningstar, Inc.. Morningstar, Inc. paid $1.96 per share over the last year — a 1.0% yield at the current $191.02 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Morningstar, Inc.. Trailing twelve-month EPS for Morningstar, Inc. stands at $11.15. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Morningstar, Inc.. Morningstar, Inc. has reported as a listed company since 2005. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Morningstar, Inc. valued side by side against its closest peers. Morningstar, Inc. is measured against Financial - Data & Stock Exchanges peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Morningstar, Inc., and how their positions are changing. At a $7.17B market value, institutional positions materially move Morningstar, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Morningstar, Inc. executives and directors. Shares of Morningstar, Inc. have traded between $202.89 and $365.00 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Morningstar, Inc.. Morningstar, Inc. is a $7.17B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Morningstar, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Morningstar, Inc.. Coverage tracks Morningstar, Inc. within Financial - Data & Stock Exchanges (Financial Services). Press releases and market coverage, newest first.