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Morningstar

3 days ago
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Key facts

Classified as: organization

Summary

Morningstar is a company. It is located in Chicago, the United States and was founded in 1984. The company is part of the Financials sector, specifically in the Capital Markets industry.

Business

  • Assets: 2.9B $
  • Debt: 1.3B $
  • Employees: 10,767 people
  • Free cash flow: 235.6M $
  • Market cap: 10.2B $
  • Profits: 193.3M $
  • Revenues: 1.8B $

Stocks from Morningstar

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Talking Points:

  • Morningstar | Empowering Investor Success
  • Our independent research, ratings, and tools are helping people across the investing ecosystem write their own financial futures.
  • We are a leading provider of independent investment research. Our mission is to empower investor success.
  • Our mission is to empower investor success. | 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, retirement plan providers and sponsors, and institutional ...
  • Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.
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