Equities

Morningstar Inc

Morningstar Inc

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  • Price (USD)239.89
  • Today's Change1.80 / 0.76%
  • Shares traded491.00
  • 1 Year change-16.53%
  • Beta1.1605
Data delayed at least 15 minutes, as of Jan 31 2023 14:30 GMT.
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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
  • Location
    Morningstar 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 companyDeal statusDateDate /
Deal status
MORN:NSQ since
announced
Transaction
value
Praemium Ltd-International BusinessDeal completed30 Jun 202230 Jun 2022Deal completed-0.56%42.44m
Leveraged Commentary & DataDeal completed04 Apr 202204 Apr 2022Deal completed-11.36%650.00m
Data delayed at least 15 minutes, as of Jan 31 2023 14:30 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/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 Inc6.07bn682.00m6.68bn6.00k11.571.63--1.105.945.9953.4742.120.0389----1,011,500.000.51080.5327--------13.1514.45--5.260.27696.16-45.25-13.661,074.01190.76--77.00
Houlihan Lokey Inc2.27bn370.42m6.70bn2.26k18.054.6314.912.965.415.4133.0721.070.932--8.491,004,938.0015.2513.8424.7222.30----16.3617.95--2,101.270.000432.6048.8121.0939.9632.22-9.6619.36
Stifel Financial Corp4.59bn624.87m6.98bn8.60k12.45--13.711.525.325.3239.09------------------72.11--14.4214.23--5.51-----3.988.92-20.8323.68--55.19
Invesco Ltd.6.05bn683.90m8.22bn8.62k12.150.54059.621.361.491.4913.1733.450.1937------2.963.133.374.5968.8268.9215.3017.48----0.324249.87-12.263.23-50.90-7.25---8.63
Oaktree Capital Group LLC709.52m141.54m8.22bn1.06k16.422.9823.3511.591.431.437.0210.280.0514--3.54671,894.902.745.623.657.7961.1671.2553.2249.67----0.679884.40238.975.26336.6625.42-61.67--
SEI Investments Co1.99bn475.47m8.28bn4.37k17.904.2414.704.163.453.4514.4914.560.8404--3.97--20.0722.9923.8727.0084.9083.9023.8827.90----0.0020.263.795.46-13.013.94--7.39
Jefferies Financial Group Inc7.43bn957.18m8.76bn5.56k10.480.86087.591.183.693.6928.7544.980.1312--1.081,336,797.001.721.664.363.6276.2573.3113.1213.51--10.490.755521.2728.4918.36116.71---8.39-0.3096
TPG Inc2.57bn391.07m9.45bn1.01k24.698.4411.413.671.271.278.343.730.2656--12.142,538,629.008.13--21.32------30.61------0.1055--153.16--118.39------
XP Inc2.63bn739.91m9.98bn6.19k13.992.9212.763.801.281.284.566.160.0851--29.09423,942.802.40--3.17------28.2125.32--12.450.73580.0048.1657.3672.8680.2462.00--
Morningstar Inc1.86bn123.70m10.11bn11.72k83.628.5835.365.442.852.8543.1027.760.6032--6.32194,411.904.088.725.3911.3858.3459.716.7614.10--13.280.495427.5422.3016.30-13.553.7210.14--
Equitable Holdings Inc13.12bn2.75bn11.46bn7.80k4.336.40--0.87357.167.1633.899.060.0495--0.78691,682,564.001.180.11791.250.124352.4152.2923.832.14----0.6853--9.192.5326.11--4.35--
Carlyle Group Inc5.72bn1.75bn12.78bn1.85k7.332.096.732.244.794.7915.6816.840.2731--14.673,091,027.008.538.6312.1913.6770.8567.8531.2428.60--142.080.538126.99199.2631.02754.31241.5510.26-9.86
Cboe Global Markets Inc3.82bn239.60m13.01bn1.20k54.883.9532.103.412.232.2335.8131.050.5135--10.853,194,147.003.247.744.268.8343.8542.176.3113.89--18.320.360938.221.9839.6912.9123.312.8113.40
Marketaxess Holdings Inc718.30m250.22m13.82bn676.0055.2412.7844.3419.246.656.6519.0828.720.4578--1.40--15.9521.1323.5328.2992.6394.1034.8438.81--------2.7712.79-2.979.38--16.23
Data as of Jan 31 2023. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD

Institutional shareholders

34.23%Per cent of shares held by top holders
HolderShares% Held
Select Equity Group LPas of 30 Sep 20224.01m9.44%
The Vanguard Group, Inc.as of 30 Sep 20222.41m5.67%
Bank of America, NA (Private Banking)as of 30 Sep 20221.98m4.67%
BAMCO, Inc.as of 30 Sep 20221.15m2.71%
Atlanta Capital Management Co. LLCas of 30 Sep 20221.03m2.43%
Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 20221.00m2.36%
BlackRock Fund Advisorsas of 30 Sep 2022922.47k2.17%
JPMorgan Investment Management, Inc.as of 30 Sep 2022782.85k1.84%
Wasatch Advisors, Inc.as of 30 Sep 2022647.34k1.53%
Fidelity Management & Research Co. LLCas of 30 Sep 2022598.14k1.41%
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Data from 30 Sep 2022 - 30 Sep 2022Source: FactSet Research Systems Inc.
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