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About the company
Morningstar, Inc. is a provider of independent investment research in North America, Europe, Australia, and Asia. It supports asset managers, individual and institutional investors, and financial advisors who make their own investment decisions with a product line of Web-based tools, investment data, ratings and research. Its customers have access to a selection of investment data, fundamental equity research, manager research, private capital markets research, credit ratings, environmental, social and governance (ESG) ratings, fund ratings, and indexes directly on its desktop or Web-based software platforms, or through subscriptions, data feeds and third-party distributors. It provides investment management services, investment analysis platforms, and portfolio management and accounting software tools to advisors and financial institutions. It offers indexes as benchmarks, to create investable products. The Company also offers Morningstar Wealth Platform, Wealthcraft and Smart IM.
- Revenue in USD (TTM)1.86bn
- Net income in USD123.70m
- Incorporated1984
- Employees11.72k
- LocationMorningstar Inc22 W Washington StCHICAGO 60602United StatesUSA
- Phone+1 (312) 696-6000
- Fax+1 (312) 696-6009
- Websitehttps://www.morningstar.com/
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Mergers & acquisitions
| Acquired company | MORN:NSQ since announced | Transaction value |
|---|---|---|
| Praemium Ltd-International Business | -0.56% | 42.44m |
| Leveraged Commentary & Data | -11.36% | 650.00m |
Data delayed at least 15 minutes, as of Jan 31 2023 14:30 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Voya Financial Inc | 6.07bn | 682.00m | 6.68bn | 6.00k | 11.57 | 1.63 | -- | 1.10 | 5.94 | 5.99 | 53.47 | 42.12 | 0.0389 | -- | -- | 1,011,500.00 | 0.5108 | 0.5327 | -- | -- | -- | -- | 13.15 | 14.45 | -- | 5.26 | 0.2769 | 6.16 | -45.25 | -13.66 | 1,074.01 | 190.76 | -- | 77.00 |
| Houlihan Lokey Inc | 2.27bn | 370.42m | 6.70bn | 2.26k | 18.05 | 4.63 | 14.91 | 2.96 | 5.41 | 5.41 | 33.07 | 21.07 | 0.932 | -- | 8.49 | 1,004,938.00 | 15.25 | 13.84 | 24.72 | 22.30 | -- | -- | 16.36 | 17.95 | -- | 2,101.27 | 0.0004 | 32.60 | 48.81 | 21.09 | 39.96 | 32.22 | -9.66 | 19.36 |
| Stifel Financial Corp | 4.59bn | 624.87m | 6.98bn | 8.60k | 12.45 | -- | 13.71 | 1.52 | 5.32 | 5.32 | 39.09 | -- | -- | -- | -- | -- | -- | -- | -- | -- | 72.11 | -- | 14.42 | 14.23 | -- | 5.51 | -- | -- | -3.98 | 8.92 | -20.83 | 23.68 | -- | 55.19 |
| Invesco Ltd. | 6.05bn | 683.90m | 8.22bn | 8.62k | 12.15 | 0.5405 | 9.62 | 1.36 | 1.49 | 1.49 | 13.17 | 33.45 | 0.1937 | -- | -- | -- | 2.96 | 3.13 | 3.37 | 4.59 | 68.82 | 68.92 | 15.30 | 17.48 | -- | -- | 0.3242 | 49.87 | -12.26 | 3.23 | -50.90 | -7.25 | -- | -8.63 |
| Oaktree Capital Group LLC | 709.52m | 141.54m | 8.22bn | 1.06k | 16.42 | 2.98 | 23.35 | 11.59 | 1.43 | 1.43 | 7.02 | 10.28 | 0.0514 | -- | 3.54 | 671,894.90 | 2.74 | 5.62 | 3.65 | 7.79 | 61.16 | 71.25 | 53.22 | 49.67 | -- | -- | 0.6798 | 84.40 | 238.97 | 5.26 | 336.66 | 25.42 | -61.67 | -- |
| SEI Investments Co | 1.99bn | 475.47m | 8.28bn | 4.37k | 17.90 | 4.24 | 14.70 | 4.16 | 3.45 | 3.45 | 14.49 | 14.56 | 0.8404 | -- | 3.97 | -- | 20.07 | 22.99 | 23.87 | 27.00 | 84.90 | 83.90 | 23.88 | 27.90 | -- | -- | 0.00 | 20.26 | 3.79 | 5.46 | -13.01 | 3.94 | -- | 7.39 |
| Jefferies Financial Group Inc | 7.43bn | 957.18m | 8.76bn | 5.56k | 10.48 | 0.8608 | 7.59 | 1.18 | 3.69 | 3.69 | 28.75 | 44.98 | 0.1312 | -- | 1.08 | 1,336,797.00 | 1.72 | 1.66 | 4.36 | 3.62 | 76.25 | 73.31 | 13.12 | 13.51 | -- | 10.49 | 0.7555 | 21.27 | 28.49 | 18.36 | 116.71 | -- | -8.39 | -0.3096 |
| TPG Inc | 2.57bn | 391.07m | 9.45bn | 1.01k | 24.69 | 8.44 | 11.41 | 3.67 | 1.27 | 1.27 | 8.34 | 3.73 | 0.2656 | -- | 12.14 | 2,538,629.00 | 8.13 | -- | 21.32 | -- | -- | -- | 30.61 | -- | -- | -- | 0.1055 | -- | 153.16 | -- | 118.39 | -- | -- | -- |
| XP Inc | 2.63bn | 739.91m | 9.98bn | 6.19k | 13.99 | 2.92 | 12.76 | 3.80 | 1.28 | 1.28 | 4.56 | 6.16 | 0.0851 | -- | 29.09 | 423,942.80 | 2.40 | -- | 3.17 | -- | -- | -- | 28.21 | 25.32 | -- | 12.45 | 0.7358 | 0.00 | 48.16 | 57.36 | 72.86 | 80.24 | 62.00 | -- |
| Morningstar Inc | 1.86bn | 123.70m | 10.11bn | 11.72k | 83.62 | 8.58 | 35.36 | 5.44 | 2.85 | 2.85 | 43.10 | 27.76 | 0.6032 | -- | 6.32 | 194,411.90 | 4.08 | 8.72 | 5.39 | 11.38 | 58.34 | 59.71 | 6.76 | 14.10 | -- | 13.28 | 0.4954 | 27.54 | 22.30 | 16.30 | -13.55 | 3.72 | 10.14 | -- |
| Equitable Holdings Inc | 13.12bn | 2.75bn | 11.46bn | 7.80k | 4.33 | 6.40 | -- | 0.8735 | 7.16 | 7.16 | 33.89 | 9.06 | 0.0495 | -- | 0.7869 | 1,682,564.00 | 1.18 | 0.1179 | 1.25 | 0.1243 | 52.41 | 52.29 | 23.83 | 2.14 | -- | -- | 0.6853 | -- | 9.19 | 2.53 | 26.11 | -- | 4.35 | -- |
| Carlyle Group Inc | 5.72bn | 1.75bn | 12.78bn | 1.85k | 7.33 | 2.09 | 6.73 | 2.24 | 4.79 | 4.79 | 15.68 | 16.84 | 0.2731 | -- | 14.67 | 3,091,027.00 | 8.53 | 8.63 | 12.19 | 13.67 | 70.85 | 67.85 | 31.24 | 28.60 | -- | 142.08 | 0.5381 | 26.99 | 199.26 | 31.02 | 754.31 | 241.55 | 10.26 | -9.86 |
| Cboe Global Markets Inc | 3.82bn | 239.60m | 13.01bn | 1.20k | 54.88 | 3.95 | 32.10 | 3.41 | 2.23 | 2.23 | 35.81 | 31.05 | 0.5135 | -- | 10.85 | 3,194,147.00 | 3.24 | 7.74 | 4.26 | 8.83 | 43.85 | 42.17 | 6.31 | 13.89 | -- | 18.32 | 0.3609 | 38.22 | 1.98 | 39.69 | 12.91 | 23.31 | 2.81 | 13.40 |
| Marketaxess Holdings Inc | 718.30m | 250.22m | 13.82bn | 676.00 | 55.24 | 12.78 | 44.34 | 19.24 | 6.65 | 6.65 | 19.08 | 28.72 | 0.4578 | -- | 1.40 | -- | 15.95 | 21.13 | 23.53 | 28.29 | 92.63 | 94.10 | 34.84 | 38.81 | -- | -- | -- | -- | 2.77 | 12.79 | -2.97 | 9.38 | -- | 16.23 |
Data as of Jan 31 2023. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD
34.23%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Select Equity Group LPas of 30 Sep 2022 | 4.01m | 9.44% |
| The Vanguard Group, Inc.as of 30 Sep 2022 | 2.41m | 5.67% |
| Bank of America, NA (Private Banking)as of 30 Sep 2022 | 1.98m | 4.67% |
| BAMCO, Inc.as of 30 Sep 2022 | 1.15m | 2.71% |
| Atlanta Capital Management Co. LLCas of 30 Sep 2022 | 1.03m | 2.43% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 2022 | 1.00m | 2.36% |
| BlackRock Fund Advisorsas of 30 Sep 2022 | 922.47k | 2.17% |
| JPMorgan Investment Management, Inc.as of 30 Sep 2022 | 782.85k | 1.84% |
| Wasatch Advisors, Inc.as of 30 Sep 2022 | 647.34k | 1.53% |
| Fidelity Management & Research Co. LLCas of 30 Sep 2022 | 598.14k | 1.41% |
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Data from 30 Sep 2022 - 30 Sep 2022Source: FactSet Research Systems Inc.
