Morningstar
- Revenue$1.7 BFY, 2021
- Market Capitalization$10.7 B2022-06-24
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, IL, US | Map |
| Website | morningstar.com | |
| Employee Ratings | ||
| Overall Culture | D+ | More |
Recent NewsAll News
- SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
- Morningstar Is Balancing Business Trips With Meetings in the Metaverse
- Morningstar buying LCD from S&P for up to $650 million
- Morningstar Announces Deployment of Due Diligence Module at Canadian Firms
Key People/Management at Morningstar
Thomas Idzorek
Kunal Kapoor
Joe Mansueto
Noel Abat
Robin Diamonte
Cheryl Francis
Morningstar Office Locations
Morningstar Financials and Metrics
Morningstar Revenue
| USD | |
|---|---|
Net income (Q1, 2022) | 46.1m |
EBIT (Q1, 2022) | 56.4m |
Market capitalization (24-Jun-2022) | 10.7b |
Closing stock price (24-Jun-2022) | 249.4 |
Cash (31-Mar-2022) | 483.5m |
| USD | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 | Q1, 2021 | Q2, 2021 | Q3, 2021 | Q1, 2022 |
|---|---|---|---|---|---|---|---|---|---|---|
Revenue | 258.9m | 273.9m | 313.8m | 324.0m | 327.9m | 357.2m | 392.8m | 415.4m | 428.9m | |
Cost of goods sold | 105.1m | 107.5m | 128.4m | 137.0m | 131.1m | 138.7m | 157.3m | 168.4m | 183.1m | 191.3m |
Gross profit | 153.8m | 166.4m | 185.4m | 187.0m | 196.8m | 218.5m | 235.5m | 247.0m | 245.8m | |
Gross profit Margin, % | 59% | 61% | 59% | 58% | 60% | 61% | 60% | 59% | 57% |
| USD | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 | Q1, 2021 | Q2, 2021 | Q3, 2021 | Q1, 2022 |
|---|---|---|---|---|---|---|---|---|---|---|
Cash | 349.1m | 383.8m | 321.8m | 322.5m | 353.7m | 351.1m | 383.6m | 387.6m | 427.0m | 483.5m |
Accounts Receivable | 173.8m | 169.2m | 168.0m | 184.7m | 181.4m | 186.9m | 229.1m | 231.0m | 239.3m | 276.4m |
Prepaid Expenses | 39.8m | 38.2m | 31.2m | 44.4m | ||||||
Current Assets | 586.5m | 619.9m | 560.7m | 580.7m | 613.5m | 622.6m | 730.8m | 759.2m | 797.0m | 902.8m |
| USD | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 | Q1, 2021 | Q2, 2021 | Q3, 2021 | Q1, 2022 |
|---|---|---|---|---|---|---|---|---|---|---|
Net Income | 33.2m | 75.3m | 124.4m | 23.9m | 72.1m | 148.3m | 54.9m | 87.8m | 136.8m | 46.1m |
Depreciation and Amortization | 23.5m | 49.4m | 84.0m | 34.2m | 67.9m | 103.7m | 36.6m | 74.2m | 112.3m | 37.6m |
Accounts Payable | (3.5m) | (4.5m) | (5.0m) | (1.4m) | (700.0k) | (7.0m) | (6.7m) | (8.7m) | (1.4m) | |
Cash From Operating Activities | 59.0m | 146.2m | 251.9m | 48.7m | 176.3m | 269.7m | 64.2m | 191.4m | 314.0m | 23.5m |
| USD | FY, 2018 |
|---|---|
Revenue/Employee | 197.4k |
Debt/Equity | 0.1 x |
Financial Leverage | 1.6 x |
Morningstar Acquisitions / Subsidiaries
| Company Name | Date | Deal Size |
|---|---|---|
| Moorgate Benchmarks | September 08, 2021 | |
| 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 |
Morningstar Revenue Breakdown
Morningstar revenue breakdown by geographic segment: 69.9% from United States, 8.5% from United Kingdom, 7.3% from Canada, 8.2% from Continental Europe and 6.2% from Other
Morningstar Cybersecurity Score
Morningstar Environment, Social & Governance (ESG) Ratings
Morningstar Online and Social Media Presence
143.76k Twitter followers
Morningstar has 143.76k Twitter Followers. The number of followers has increased 2.7% month over month and increased 9% quarter over quarter
Morningstar's Trends
Twitter Engagement Stats for @MorningstarInc
37.2k
Tweets
677
Following
143.8k
Followers
181
Tweets last 30 days
2.5
Avg. likes per Tweet
86.7%
Tweets with engagement
Morningstar Company Culture
Overall Culture
D+
63/100
CEO Rating
A+
85/100
Compensation
A+
100/100
Morningstar News and Updates
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Morningstar Is Balancing Business Trips With Meetings in the Metaverse
Morningstar buying LCD from S&P for up to $650 million
Morningstar Announces Deployment of Due Diligence Module at Canadian Firms
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
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 Joe Mansueto.
How many employees does Morningstar have?
Morningstar has 8,777 employees.
What is Morningstar revenue?
Latest Morningstar annual revenue is $1.7 b.
What is Morningstar revenue per employee?
Latest Morningstar revenue per employee is $193.6 k.
Who are Morningstar competitors?
Competitors of Morningstar include Fitch Ratings, Institutional Shareholder Services and Blue Heron Research Partners.
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 28 other locations.
How many offices does Morningstar have?
Morningstar has 33 offices.
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