OverviewSuggest Edit
Morningstar is a provider of independent investment research. The company offers a line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The сompany also offers investment management services through its investment advisory subsidiaries.
| Type | Public | |
| Founded | 1984 | |
| HQ | Chicago, US | Map |
| Website | morningstar.com | |
| Employee Ratings | More |
Recent NewsAll News
- Morningstar Study of 61 of the Largest 529 College-Savings Plans Spurs Shakeup of Ratings with New Methodology Enhancements
- Morningstar to Bring Together Manager Research and Quantitative Research, Create Chief Ratings Officer
- Automating Data Collection For AI At Morningstar
- Mirae Asset’s Emerging Markets Great Consumer® Fund (MICGX) Celebrates 10-Year Anniversary & 5-Star Morningstar Rating
Key People/Management at Morningstar
Thomas Idzorek
Kunal Kapoor
Laura Lutton
Joe Mansueto
Noel Abat
Robin Diamonte
Morningstar Office Locations
Morningstar Financials and Metrics
Morningstar Revenue
| USD | |
|---|---|
Revenue (Q2, 2020) | 327.9m |
Gross profit (Q2, 2020) | 196.8m |
Gross profit margin (Q2, 2020), % | 60% |
Net income (Q2, 2020) | 48.2m |
EBIT (Q2, 2020) | 61.3m |
Market capitalization (12-Nov-2020) | 8.9b |
Closing stock price (12-Nov-2020) | 206.8 |
Cash (30-Sept-2020) | 351.1m |
EV | 9.2b |
| USD | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
|---|---|---|---|---|---|---|---|---|---|
Cash | 311.0m | 307.1m | 323.0m | 349.1m | 383.8m | 321.8m | 322.5m | 353.7m | 351.1m |
Accounts Receivable | 158.2m | 163.5m | 172.4m | 173.8m | 169.2m | 168.0m | 184.7m | 181.4m | 186.9m |
Current Assets | 549.7m | 566.1m | 583.9m | 586.5m | 619.9m | 560.7m | 580.7m | 613.5m | 622.6m |
PP&E | 147.4m | 146.1m | 144.5m | 142.7m | 140.4m | 151.5m | 149.5m | 147.0m | 150.9m |
| USD | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
|---|---|---|---|---|---|---|---|---|---|
Net Income | 41.9m | 83.7m | 140.6m | 33.2m | 75.3m | 124.4m | 23.9m | 72.1m | 148.3m |
Depreciation and Amortization | 28.2m | 46.5m | 71.2m | 23.5m | 49.4m | 84.0m | 34.2m | 67.9m | 103.7m |
Accounts Payable | (900.0k) | 5.9m | (3.5m) | (4.5m) | (5.0m) | (1.4m) | (700.0k) | ||
Cash From Operating Activities | 59.9m | 129.7m | 209.5m | 59.0m | 146.2m | 251.9m | 48.7m | 176.3m | 269.7m |
| USD | FY, 2017 |
|---|---|
EV/EBIT | 23.1 x |
EV/CFO | 15.7 x |
EV/FCF | 21.4 x |
Revenue/Employee | 191.9k |
Debt/Equity | 0.2 x |
Debt/Assets | 0.1 x |
Financial Leverage | 1.7 x |
P/E Ratio | 30.3 |
Morningstar Acquisitions / Subsidiaries
| Company Name | Date | Deal Size |
|---|---|---|
| Sustainalytics | April 23, 2020 | |
| PlanPlus Global | March 04, 2020 | |
| AdviserLogic | November 04, 2019 | |
| DBRS | May 30, 2019 | $669 m |
| PitchBook Data | October 14, 2016 | $180 m |
| InvestSoft Technology | May 31, 2016 | |
| RightPond | March 31, 2016 | |
| Total Rebalance Expert | October 08, 2015 | |
| HelloWallet | May 29, 2014 | $5.25 m |
| ByAllAccounts | April 01, 2014 |
Morningstar Revenue Breakdown
Morningstar revenue breakdown by geographic segment: 7.5% from Continental Europe, 8.0% from United Kingdom, 73.5% from United States and 11.1% from Other
Morningstar Cybersecurity Score
Morningstar Environment, Social & Governance (ESG) Ratings
Morningstar Online and Social Media Presence
100.46k Twitter followers
Morningstar has 100.46k Twitter Followers. The number of followers has increased 0.3% month over month and increased 1.6% quarter over quarter
Morningstar's Trends
Twitter Engagement Stats for @MorningstarInc
32.2k
Tweets
492
Following
100.5k
Followers
280
Tweets last 30 days
2.3
Avg. likes per Tweet
87.1%
Tweets with engagement
Morningstar News and Updates
Morningstar Study of 61 of the Largest 529 College-Savings Plans Spurs Shakeup of Ratings with New Methodology Enhancements
Morningstar to Bring Together Manager Research and Quantitative Research, Create Chief Ratings Officer
Automating Data Collection For AI At Morningstar
Mirae Asset’s Emerging Markets Great Consumer® Fund (MICGX) Celebrates 10-Year Anniversary & 5-Star Morningstar Rating
Solar Inverter for PV Pump 2020 Global Market Key Players – Sponsor Companies, Morningstar, Power Electronics, Nextronex - Analysis and Forecast to 2026
Morningstar, Inc. Completes Acquisition of Sustainalytics
Morningstar Frequently Asked Questions
When was Morningstar founded?
Morningstar was founded in 1984.
Who are Morningstar key executives?
Morningstar's key executives are Thomas Idzorek, Kunal Kapoor and Laura Lutton.
How many employees does Morningstar have?
Morningstar has 6,914 employees.
What is Morningstar revenue?
Latest Morningstar annual revenue is $1.2 b.
What is Morningstar revenue per employee?
Latest Morningstar revenue per employee is $170.5 k.
Who are Morningstar competitors?
Competitors of Morningstar include Blue Heron Research Partners, Bloomberg and FactSet.
Where is Morningstar headquarters?
Morningstar headquarters is located at 22 W Washington St, Chicago.
Where are Morningstar offices?
Morningstar has offices in Chicago, New York, Oakland, Seattle and in 24 other locations.
How many offices does Morningstar have?
Morningstar has 33 offices.
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