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About the company
Morningstar, Inc. is a provider of independent investment insights in North America, Europe, Australia, and Asia. Its segments include Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. The Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment provides investors with access to a broad collection of data and research covering the private capital markets. Morningstar Wealth segment brings together its model portfolios and wealth platform; practice and portfolio management software for registered investment advisers; data aggregation and enrichment capabilities; and others. Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. The Morningstar Retirement segment offers products designed to help individuals reach their retirement goals.
- Revenue in USD (TTM)2.31bn
- Net income in USD384.20m
- Incorporated1984
- Employees11.09k
- LocationMorningstar Inc22 West Washington StreetCHICAGO 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 |
|---|---|---|
| Lumonic Inc | -8.03% | -- |
Data delayed at least 15 minutes, as of Jul 18 2025 21:00 BST.
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Air Lease Corp | 2.81bn | 639.38m | 6.52bn | 165.00 | 10.21 | 0.8286 | 3.61 | 2.32 | 5.71 | 5.71 | 25.10 | 70.38 | 0.0888 | -- | -- | 17,021,990.00 | 2.20 | 1.38 | 2.42 | 1.49 | -- | -- | 24.77 | 16.03 | -- | 2.01 | 0.7166 | 24.15 | 1.81 | 6.27 | -35.06 | -8.34 | 0.7954 | 9.50 |
| BOK Financial Corp | 2.61bn | 554.06m | 6.68bn | 5.03k | 11.92 | 1.16 | 10.03 | 3.18 | 8.72 | 8.72 | 33.00 | 89.82 | -- | -- | -- | -- | 1.11 | 1.09 | -- | -- | -- | -- | 26.68 | 26.82 | -- | -- | -- | 27.56 | 12.55 | 11.47 | -1.50 | 0.8321 | -14.91 | 2.01 |
| Prosperity Bancshares Inc | 1.63bn | 499.19m | 7.03bn | 3.92k | 14.10 | 0.935 | 13.15 | 5.75 | 5.23 | 5.23 | 12.81 | 78.91 | -- | -- | -- | -- | 1.29 | 1.34 | -- | -- | -- | -- | 40.85 | 43.00 | -- | -- | -- | 39.30 | 12.40 | 14.28 | 14.33 | 7.59 | 2.61 | 1.48 |
| Marketaxess Holdings Inc | 815.36m | 216.63m | 7.89bn | 891.00 | 36.54 | 5.87 | 27.17 | 9.68 | 5.76 | 5.76 | 21.69 | 35.86 | 0.4286 | -- | 1.19 | 915,101.00 | 11.39 | 17.05 | 16.19 | 24.49 | 88.97 | 90.38 | 26.57 | 36.45 | -- | -- | 0.00 | 38.63 | 8.56 | 9.82 | 6.25 | 6.00 | 10.27 | 7.73 |
| UMB Financial Corp | 2.39bn | 410.31m | 8.31bn | 3.70k | 13.76 | 1.25 | 17.36 | 4.63 | 7.95 | 7.95 | 33.73 | 88.89 | -- | -- | -- | -- | 0.719 | 0.9462 | -- | -- | -- | -- | 22.98 | 26.11 | -- | -- | -- | 18.95 | 18.07 | 20.27 | 26.06 | 12.62 | -19.66 | 5.39 |
| Zions Bancorporation NA | 4.27bn | 758.00m | 8.32bn | 9.41k | 10.96 | 1.33 | 9.36 | 2.62 | 5.15 | 5.15 | 21.62 | 42.88 | -- | -- | -- | -- | 0.9152 | 0.9384 | -- | -- | -- | -- | 25.16 | 26.75 | -- | -- | -- | 30.73 | 8.77 | 9.86 | 13.55 | -1.24 | -3.68 | 5.34 |
| Pinnacle Financial Partners Inc | 2.74bn | 581.71m | 9.21bn | 3.63k | 15.82 | 1.44 | 18.24 | 4.82 | 7.51 | 7.51 | 24.67 | 85.64 | -- | -- | -- | -- | 1.15 | 1.20 | -- | -- | -- | -- | 31.25 | 32.74 | -- | -- | -- | 13.12 | 14.65 | 20.37 | -15.92 | 2.78 | 18.14 | 6.58 |
| Western Alliance Bancorporation | 4.58bn | 796.60m | 9.34bn | 3.52k | 11.63 | 1.41 | 10.16 | 2.91 | 7.28 | 7.28 | 29.34 | 62.68 | -- | -- | -- | -- | 1.01 | 1.39 | -- | -- | -- | -- | 25.20 | 34.46 | -- | -- | -- | 17.84 | 12.53 | 29.96 | 9.20 | 9.19 | 18.98 | 24.41 |
| Federal National Mortgage Association | 152.61bn | 13.00m | 10.17bn | 8.20k | 3,972.85 | -- | -- | 0.0666 | 0.0022 | 0.0022 | 25.93 | 84.89 | 0.0352 | -- | -- | 18,611,220.00 | 0.3761 | 0.3913 | 0.3771 | 0.3923 | 16.53 | 20.52 | 10.69 | 13.15 | -- | -- | 0.9773 | 0.00 | 7.88 | 4.56 | 0.00 | -56.43 | -- | -- |
| Morningstar Inc | 2.31bn | 384.20m | 12.30bn | 11.09k | 32.67 | 7.69 | 20.73 | 5.31 | 8.91 | 8.91 | 53.66 | 37.86 | 0.6635 | -- | 6.20 | 208,768.60 | 11.55 | 6.63 | 15.44 | 8.89 | 60.72 | 59.72 | 17.40 | 11.01 | -- | 15.19 | 0.3331 | 30.76 | 11.60 | 14.05 | 162.15 | 19.47 | 12.27 | 7.94 |
| Factset Research Systems Inc | 2.29bn | 532.92m | 16.51bn | 12.58k | 31.52 | 7.67 | 23.16 | 7.22 | 13.85 | 13.85 | 59.44 | 56.93 | 0.5459 | -- | 8.93 | 184,468.00 | 12.72 | 14.41 | 14.83 | 16.56 | 53.33 | 52.94 | 23.30 | 23.59 | -- | 14.24 | 0.3989 | 30.32 | 5.64 | 8.95 | 14.73 | 8.98 | 7.61 | 8.23 |
| TransUnion | 4.26bn | 367.30m | 18.14bn | 13.40k | 49.82 | 4.14 | 19.55 | 4.26 | 1.87 | 1.87 | 21.63 | 22.48 | 0.3876 | -- | 5.14 | 317,783.60 | 3.51 | 2.04 | 3.85 | 2.27 | 59.78 | 63.64 | 9.04 | 6.13 | -- | 4.56 | 0.5332 | 37.97 | 9.20 | 11.18 | 238.39 | -0.9896 | 9.73 | 6.96 |
Data as of Jul 18 2025. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD
32.27%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Mar 2025 | 2.62m | 6.10% |
| BlackRock Fund Advisorsas of 31 Mar 2025 | 2.44m | 5.68% |
| Atlanta Capital Management Co. LLCas of 31 Mar 2025 | 1.91m | 4.46% |
| BAMCO, Inc.as of 31 Mar 2025 | 1.30m | 3.03% |
| Select Equity Group LPas of 31 Mar 2025 | 1.17m | 2.73% |
| Wellington Management Co. LLPas of 31 Mar 2025 | 1.06m | 2.47% |
| Kayne Anderson Rudnick Investment Management LLCas of 31 Mar 2025 | 910.16k | 2.12% |
| SSgA Funds Management, Inc.as of 31 Mar 2025 | 850.01k | 1.98% |
| Bank of America, NA (Private Banking)as of 31 Mar 2025 | 800.85k | 1.87% |
| Massachusetts Financial Services Co.as of 31 Mar 2025 | 782.35k | 1.82% |
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
