Morningstar Inc - Company Profile
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Morningstar Inc (Morningstar) is a financial service provider that offers investment research services. The company provides data and research insights into various investment offerings including managed investment products, market and equity data, private capital markets, and real-time global market data. It offers investment management, investment advisory, advertising services, equity research services, and asset management services. The company provides its services to individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. It has business operations in the US, Australia, Canada, Brazil, France, Germany, India, Japan, South Korea, Mexico, Singapore, South Africa, Sweden, Switzerland, Taiwan, Thailand, the UK, and other countries. Morningstar is headquartered in Chicago, Illinois, the US.
Headquarters
United States of America
Address
22 W Washington St, Chicago, Illinois, 60602
Website
www.morningstar.com
Telephone
1 312 6966000
No of Employees
11,334
Industry
Business and Consumer Services
Ticker Symbol & Exchange
MORN (NASD)
Revenue (2022)
$2.0B
9%
(2022 vs 2021)
EPS
XYZ
Net Income (2022)
XYZ
100.1%
(2022 vs 2021)
Market Cap*
$13.1B
Net Profit Margin (2022)
XYZ
83.6%
(2022 vs 2021)
* As of and is in US$
Morningstar Inc premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| - | - | - |
| Managed Investment Products | Investment Research | Morningstar Advisor Workstation |
| Market and Equity Data | Investment Management | Morningstar Plan Advantage |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
| XYZ | XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2024 | Contracts/Agreements | In January, the company entered into a partnership with Capital to supply Advisor WorkstationSM users with access to alternative investments and analytics for the first time. |
| 2023 | New Products/Services | In December, the company introduced Direct Web Services. |
| 2023 | Plans/Strategy | In November, Morningstar Investment Management's retirement groups and Envestnet announced their plans to launch a managed accounts service for Individual Retirement Accounts (IRA) powered by IRALOGIX. |
Competitor Comparison
| Key Parameters | Morningstar Inc | S&P Global Inc | LPL Financial Holdings Inc | Intercontinental Exchange Inc | Thomson Reuters Corp |
|---|---|---|---|---|---|
| Headquarters | United States of America | United States of America | United States of America | United States of America | Canada |
| City | Chicago | New York | San Diego | Atlanta | Toronto |
| State/Province | Illinois | New York | California | Georgia | Ontario |
| No. of Employees | 11,334 | 40,450 | 8,400 | 13,222 | 25,600 |
| Entity Type | Public | Public | Public | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Joe Mansueto | Chairman | Executive Board | 2017 | 66 |
| Kunal Kapoor | Chief Executive Officer; Director | Executive Board | 2017 | 47 |
| Jason Dubinsky | Chief Financial Officer | Senior Management | 2017 | 49 |
| Michael Holt | Head - Investment Research; Chief Strategy Officer | Senior Management | - | - |
| James Rhodes | President - Morningstar Data, Research, and Enterprise Solutions; Chief Technology Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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