Morningstar Overview

  • Founded
  • 1984
Founded
  • Status
  • Public
  • Employees
  • 9,556
Employees
  • Stock Symbol
  • MORN
Stock Symbol
  • Investments
  • 55
  • Share Price
  • $275.84
  • (As of Thursday Closing)

Morningstar General Information

Description

Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, and currency exchanges and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's largest share of revenue is generated in the United States of America.

Contact Information

Website
www.morningstar.com
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Media and Information Services (B2B)
Other Industries
Vertical Market Software
Consulting Services (B2B)
Financial Software
Stock Exchange
NAS
Primary Office
  • 22 West Washington Street
  • Chicago, IL 60602
  • United States
+1 (312) 000-0000
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Morningstar Stock Performance

(As of Thursday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$275.84 $269.51 $219.85 - $350.21 $11.6B 43M 169K $4.50

Morningstar Financials Summary

In Thousands,
USD 		TTM 31-Dec-2021 FY 2021 31-Dec-2021 FY 2020 31-Dec-2020 FY 2019 31-Dec-2019
EV 14,778,128 14,778,128 10,205,824 6,836,161
Revenue 1,699,300 1,699,300 1,389,500 1,179,000
EBITDA 409,900 409,900 432,000 324,900
Net Income 193,300 193,300 223,600 152,000
Total Assets 2,862,700 2,862,700 2,696,000 2,370,900
Total Debt 531,500 531,500 626,700 687,600
Public Fundamental Data provided by Morningstar, Inc. disclaimer

Morningstar Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Morningstar Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. T
Media and Information Services (B2B)
Chicago, IL
9,556 As of 2021
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00000 0000000000
Oaks Village, PA
0000 As of 0000
000.00
000000000000 000.00

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00000 0000000000
Chicago, IL
0000 As of 0000
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000000000 00000
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Morningstar Competitors (13)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SEI Investments Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
000000000 Formerly VC-backed Chicago, IL 0000 00000 000000000 00000
0000000 00000000 0 Corporation Norwalk, CT 00000 000.00 00000000 000.00
00 00000000 Private Equity-Backed London, United Kingdom 000 00.00 0000000 0000 00.00
0000000 Venture Capital-Backed San Francisco, CA 000 000.00 00000000000 000.00
You’re viewing 5 of 13 competitors. Get the full list »

Morningstar Patents

  • 12

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 3

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

Morningstar Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20160203558-A1 System and method for comparing retirement plan services Abandoned 13-Jan-2015 000000000
US-20150117721-A1 Coordinate-based document processing and data entry system and method Granted 28-Oct-2013 000000000 0
US-9740995-B2 Coordinate-based document processing and data entry system and method Active 28-Oct-2013 000000000
US-20130066811-A1 Portfolio management analysis system and method Abandoned 28-Apr-2010 000000000
US-8321320-B1 Portfolio management analysis system and method Active 28-Apr-2010 G06Q40/06 0
To view Morningstar’s complete patent history, request access »

Morningstar Executive Team (19)

Name Title Board Seat Contact Info
Kunal Kapoor Chief Executive Officer & Board Member
Brock Johnson President of Global Retirement and Workplace Business
Jason Dubinsky Chief Financial Officer, Finance
Ron Bundy Managing Director of Indexes
Mike Wood Director of Diversity, Equity, & Inclusion
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Morningstar Board Members (12)

Name Representing Role Since
00000000 0000 Self Board Member 000 0000
000000 0000000 Self Board Member 000 0000
000000 000000 Self Board Member 000 0000
0000 000000 Self Board Member 000 0000
000000 00000000 Morningstar Founder & Executive Chairman 000 0000
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Morningstar Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Morningstar Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Morningstar Investments & Acquisitions (55)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 (00 21-Dec-2021 0000000000 000.00 Financial Software 000000 00
000 00000 000 28-Oct-2021 00000 0000 0000 Other Financial Services
00000000 0000 03-Sep-2021 0000000000 Media and Information Services (B2B) 000 00000
0000000 00000 24-Mar-2021 00000 0000 00.00 Financial Software
The Tifin Group 18-Mar-2021 Early Stage VC 000.00 Other Financial Services 00000 000
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Morningstar Subsidiaries (13)

Company Name Industry Location Founded
Moorgate Benchmarks Media and Information Services (B2B) London, United Kingdom 2017
000000000 Business/Productivity Software Chicago, IL 0000
0000000000 Information Services (B2C) Sydney, Australia 0000
000 Financial Software Chicago, IL 0000
000000000 Vertical Market Software Vancouver, Canada 0000
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Morningstar Exits (8)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000 28-Jun-2016 0000 00000 00.00 Completed
  • 4 buyers
0000000 04-May-2015 00000 00000 00 00.000 Completed
  • 16 buyers
00000000000 01-Jun-2014 000000000000000000 0000 Completed
  • 00000000000
0000000 09-May-2013 00000 00000 00 00.000 Completed
  • 6 buyers
Inquiry Financial Europe 01-Oct-2012 Corporate 00.000 Completed
You’re viewing 5 of 8 exits. Get the full list »