Craft

Morningstar

Stock Price

$287.2

2024-06-11

Market Capitalization

$12.3 B

2024-06-11

Revenue

$2 B

FY, 2023

Morningstar Summary

Company Summary

Overview
Morningstar is a provider of independent investment insights. It delivers data on investment offerings, including managed investment products, publicly listed companies, private companies, fixed-income securities, private credit, and bank loans. The company also delivers investment management services, investment analysis platforms, and portfolio management and accounting software tools through its subsidiaries. Morningstar caters to individual investors, financial advisors, asset managers, retirement plan providers, and sponsors.
Type
Public
Status
Active
Founded
1984
HQ
Chicago, IL, US | view all locations
Website
https://www.morningstar.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Kunal Kapoor

    Kunal Kapoor, CEO and Board Member

  • Steve Bendt

    Steve Bendt, Chief Marketing Officer

  • Jason Dubinsky

    Jason Dubinsky, Chief Financial Officer

  • Michael Holt

    Michael Holt, Chief Strategy Officer & President of Research

Operating MetricsView all

PitchBook Platform Licenses

107.8K
14.0%

FY, 2023

Advisor Workstation Clients (US)

232

FY, 2021

Assets Under Management (Workplace Solutions)

$235.9B
19.6%

Q1, 2024

LocationsView all

32 locations detected

  • Chicago, IL HQ

    United States

    22 W Washington St

  • New York, NY

    United States

    4 World Trade Center Floor 48 150 Greenwich Street

  • Oakland, MD

    United States

    14 Commerce Dr

  • Seattle, WA

    United States

    901 5th Ave #1200

  • Barangaroo, NSW

    Australia

    Tower 1 Level 3/100 Barangaroo Ave

  • São Paulo, SP

    Brazil

    Rua Prof. Atílio Innocenti, 165, sala 3-123 Vila Nova Conceição

and 26 others

Morningstar Financials

Summary Financials

Revenue (Q1, 2024)
$542.8M
Gross profit (Q1, 2024)
$324.7M
Net income (Q1, 2024)
$64.2M
Cash (Q1, 2024)
$353.7M
EBIT (Q1, 2024)
$92.6M
Enterprise value
$12.9B

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