Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. 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 more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries.

Type
Public
HQ
Chicago, US
Founded
1984
Employees
4,000 (est)+29%

Key People at Morningstar

Haywood Kelly

Haywood Kelly

Head of Global Research
Greg Goff

Greg Goff

Chief Technology Officer
Bevin Desmond

Bevin Desmond

head of global information products and service
Stéphane Biehler

Stéphane Biehler

Chief Financial Officer
Kunal Kapoor

Kunal Kapoor

Head of Global Information Products and Client Solutions Morningstar, Inc.
Thomas Idzorek

Thomas Idzorek

President - Morningstar Investment Management

Morningstar Locations

Chicago, US

Morningstar Metrics

Morningstar Summary

Founding Date

1984

Market capitalization

$3.14 B

Closing share price

$72.5

Morningstar Financials

FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015

Depreciation and amortization

$42.9 M$43.1 M$45.7 M$54.9 M$64.4 M

Income tax expense

$43.7 M$52.9 M$56 M$35.7 M$62.7 M

Morningstar Market Value History

Market Position – Financial Services

Morningstar News

Morningstar Company Life