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Morningstar

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Morningstar, Inc. is a provider of independent investment research. The Company offers an extensive 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 Company also offers investment management services through its investment advisory subsidiaries.

Revenue(Q1, 2017)
$209.5 M
Market capitalization(2017-10-20)
$3.7 B
Assets Under Management(Q2, 2017)
$212.5 B
Company Growth (employees)
Type
Public
HQ
Chicago, US
Founded
1984
Size (employees)
4,675 (est)+2%
Website
morningstar.com
Morningstar was founded in 1984 and is headquartered in Chicago, US

Key People/Management at Morningstar

Jason Dubinsky

Jason Dubinsky

Chief Financial Officer
Kunal Kapoor

Kunal Kapoor

President
Haywood Kelly

Haywood Kelly

Head of Global Research
Thomas Idzorek

Thomas Idzorek

President - Morningstar Investment Management
Bevin Desmond

Bevin Desmond

Head of Global Information Products and Service

Morningstar Office Locations

Morningstar has an office in Chicago
Chicago, US (HQ)
22 West Washington Street

Morningstar Financials and Metrics

Morningstar Financials

Morningstar's revenue was reported to be $209.5 m in Q1, 2017
USD

Revenue (Q1, 2017)

209.5 m

Gross profit (Q1, 2017)

112.5 m

Gross profit margin (Q1, 2017), %

54%

Net income (Q1, 2017)

18 m

EBIT (Q1, 2017)

28.4 m

Market capitalization (20-Oct-2017)

3.7 b

Cash (31-Mar-2017)

265.8 m
Morningstar's current market capitalization is $3.7 b.
USDFY, 2014FY, 2015FY, 2016

Revenue

760.1 m788.8 m798.6 m

Revenue growth, %

9%4%1%

Cost of goods sold

318.6 m330.1 m344.3 m

Gross profit

441.4 m458.7 m454.3 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Revenue

189.4 m193.1 m189.8 m202.1 m195.3 m192.1 m198.2 m196.1 m209.5 m

Cost of goods sold

81.4 m80.1 m78.7 m83.2 m83.4 m85.3 m86.1 m84.9 m97 m

Gross profit

108 m113 m111.1 m118.9 m111.9 m106.8 m112.1 m111.2 m112.5 m

Gross profit Margin, %

57%58%59%59%57%56%57%57%54%
show all
USDFY, 2014FY, 2015FY, 2016

Cash

185.2 m207.1 m259.1 m

Accounts Receivable

136.7 m139.3 m145.8 m

Current Assets

399.8 m409.9 m472 m

PP&E

117.6 m134.5 m152.1 m
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Cash

176.3 m189.3 m204.6 m225.6 m223.7 m185.2 m202.4 m219.4 m265.8 m

Current Assets

402.6 m388.3 m418.5 m435.4 m420.1 m400.4 m409 m413.1 m486.1 m

Goodwill

388.8 m379 m359.8 m364.2 m359.9 m367.9 m371.5 m370.7 m558.3 m

Total Assets

1.1 b1 b1 b1 b1 b1 b1.1 b1.1 b1.4 b
show all
USDFY, 2014FY, 2015FY, 2016

Net Income

78.3 m132.8 m161 m

Depreciation and Amortization

70.7 m

Cash From Operating Activities

136.6 m241.5 m213.7 m

Capital Expenditures

(58.3 m)(57.3 m)(62.8 m)
USDQ2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017

Net Income

(9.8 m)30.2 m29.8 m32.2 m33.5 m28.7 m31.8 m30.2 m18 m

Depreciation and Amortization

13.4 m14.6 m15.1 m16.3 m16.4 m16.6 m17.3 m18.1 m21.5 m
show all
USDY, 2017

Revenue/Employee

45.6 k

Financial Leverage

1.9 x
Show all financial metrics

Morningstar Operating Metrics

Morningstar's Assets Under Management was reported to be $212.5 b in Q2, 2017
FY, 2014Q1, 2015Q2, 2015Q3, 2015FY, 2015Q1, 2016Q2, 2016Q3, 2016FY, 2016Q1, 2017Q2, 2017

Countries

2727272727272727272727

Asset Management Firms Served

1.7 k1.3 k1.4 k

Retirement Plan Providers Served

242827

Individual Investors Served

9.9 m10.1 m10.9 m
Show all operating metrics

Morningstar Acquisitions / Subsidiaries

Acquired CompanyDateDeal Size
PitchBook DataOctober 14, 2016$180 m
HelloWalletMay 29, 2014$5.3 m

Morningstar Market Value History

Morningstar Revenue Breakdown

Morningstar Median Salaries

Source: 100 public H-1B filings from Morningstar

Market Position of Morningstar

Competitors

Lazard
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Cowen Group, Inc.
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Fisher Investments
Financial Services - Private
ABC arbitrage
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Traffic Overview of Morningstar

Morningstar Online and Social Media Presence

Morningstar News and Updates

September 21, 2017

VC data looks at why companies buy AI startups

GUEST: The recent acquisition of Blue River Technology by John Deere is an artificial intelligence deal at its best. It shows the impact AI can have across various industries, as well as the scale of that impact. Leaders of previous technological revolutions are paying hundreds of millions for nimbl…
July 09, 2017

Weighing the Week Ahead: A Seinfeld Market?

This article is published in collaboration with Scutify, where you can find real-time markets a
June 23, 2017

Morningstar names two Baird bond funds to Fantastic 40 list

Employee-owned Baird announced today Baird Core Plus Bond Fund (BCOIX/BCOSX) has been selected to join Baird Short-Term Bond Fund (BSBIX/BSBSX) on Morningstar’s annual Fantastic 40 mutual fund list. To develop the list, Morningstar’s Russel Kinnel, Director Manager Research and Editor, pared the uni…
June 23, 2017

Morningstar names two Baird bond funds to Fantastic 40 list

Employee-owned Baird announced today Baird Core Plus Bond Fund (BCOIX/BCOSX) has been selected to join Baird Short-Term Bond Fund (BSBIX/BSBSX) on Morningstar’s annual Fantastic 40 mutual fund list. To develop the list, Morningstar’s Russel Kinnel, Director Manager Research and Editor, pared the uni…

Morningstar Company Life and Culture

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