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 | More | |
| Overall Culture | D+ | More |
Recent NewsAll News
- Morningstar lays out the 10 highest-conviction bets being made by US stock-pickers right now — and shares 4 Big Tech names that look cheap
- A Morningstar analyst who got a personal tour of ARK’s operations by Cathie Wood herself unpacks why her funds are unlikely to meet her lofty goal for ‘exponential growth’ in 5 years
- Morningstar issues warning about thematic tech investing, popularized recently by Cathie Wood
- ICMA-RC Launches Enhanced Managed Accounts Platform by Morningstar Investment Management
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 (FY, 2020) | 1.4b |
Gross profit (FY, 2020) | 833.1m |
Gross profit margin (FY, 2020), % | 60% |
Net income (FY, 2020) | 223.6m |
EBIT (FY, 2020) | 215.2m |
Market capitalization (11-Jun-2021) | 10.1b |
Closing stock price (11-Jun-2021) | 235.8 |
Cash (31-Dec-2020) | 422.5m |
EV | 10.3b |
| 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 |
|---|---|
Revenue/Employee | 191.9k |
Debt/Equity | 0.2 x |
Debt/Assets | 0.1 x |
Financial Leverage | 1.7 x |
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
111.68k Twitter followers
Morningstar has 111.68k Twitter Followers. The number of followers has increased 2.8% month over month and increased 8% quarter over quarter
Morningstar's Trends
Twitter Engagement Stats for @MorningstarInc
33.9k
Tweets
569
Following
111.7k
Followers
277
Tweets last 30 days
2.6
Avg. likes per Tweet
94.2%
Tweets with engagement
Morningstar Company Culture
Overall Culture
D+
63/100
CEO Rating
A+
85/100
Compensation
A+
100/100
Morningstar News and Updates
Morningstar lays out the 10 highest-conviction bets being made by US stock-pickers right now — and shares 4 Big Tech names that look cheap
A Morningstar analyst who got a personal tour of ARK’s operations by Cathie Wood herself unpacks why her funds are unlikely to meet her lofty goal for ‘exponential growth’ in 5 years
Morningstar issues warning about thematic tech investing, popularized recently by Cathie Wood
ICMA-RC Launches Enhanced Managed Accounts Platform by Morningstar Investment Management
The manager of a small-cap fund with a 5-star Morningstar rating shares 3 of his highest-conviction stock picks right now amid soaring valuations — and breaks down his 4 criteria for identifying opportunities
JP Morgan, Morningstar and Broadridge invest in Tifin
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 $1.4 b.
What is Morningstar revenue per employee?
Latest Morningstar revenue per employee is $201 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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