Equities

Morningstar Inc

Morningstar Inc

Actions
FinancialsFinance and Credit Services
  • Price (USD)350.55
  • Today's Change1.98 / 0.57%
  • Shares traded83.98k
  • 1 Year change+31.72%
  • Beta1.1910
Data delayed at least 15 minutes, as of Nov 12 2024 21:00 GMT.
More ▼
Find More Stocks
Find More Stocks
Use our equities screener to discover other potential opportunities.
 
Equities ScreenerGo to the Equities Screener

Profile data is unavailable for this security.

About the company

Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.

  • Revenue in USD (TTM)2.22bn
  • Net income in USD326.50m
  • Incorporated1984
  • Employees11.33k
  • Location
    Morningstar Inc22 West Washington StreetCHICAGO 60602United StatesUSA
  • Phone+1 (312) 696-6000
  • Fax+1 (312) 696-6009
  • Websitehttps://www.morningstar.com/
More ▼

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)
BOK Financial Corp2.64bn465.64m7.53bn4.97k16.121.6113.043.717.287.2831.6773.07--------0.94921.13--------23.1627.26------27.8068.2713.781.943.65-13.622.69
Prosperity Bancshares, Inc.1.59bn444.79m7.83bn3.85k17.501.0616.366.764.704.7012.2477.27--------1.121.35--------38.4043.24------38.1131.9414.71-20.065.4417.718.94
Zions Bancorporation NA4.27bn647.00m8.87bn9.68k13.671.4911.372.924.394.3920.6443.23--------0.79630.9896--------22.8227.50------29.7945.919.73-26.21-5.26-2.619.54
Pinnacle Financial Partners Inc2.66bn403.58m9.79bn3.47k24.181.6019.755.905.245.2421.5282.15--------0.85271.32--------25.2635.07------12.6271.2919.980.25858.7626.948.70
Western Alliance Bancorporation4.44bn705.90m10.28bn3.43k14.441.6113.023.426.476.4727.5560.66--------0.95211.57--------23.9138.96------16.1149.9131.32-32.0610.2458.82--
Marketaxess Holdings Inc811.94m278.67m10.34bn881.0037.127.4629.2512.737.397.3921.5236.750.4548--1.34921,612.9015.6118.7421.5526.3789.1291.0334.3237.70----0.0038.004.7511.553.138.391.9611.38
Morningstar Inc2.22bn326.50m14.95bn11.33k46.069.5528.586.727.577.5751.5436.510.6433--6.27196,117.909.685.6912.857.5560.9159.3715.059.62--10.880.355836.458.9814.86100.14-4.829.378.88
FTAI Aviation Ltd1.55bn-8.75m16.89bn170.00--142.6773.2110.90-0.1042-0.104215.251.160.48611.8711.309,110,700.000.77190.71560.8220.783153.7273.371.593.79--0.95950.9645620.7565.2827.90278.23159.010.7975-1.89
Factset Research Systems Inc2.20bn537.13m18.30bn12.40k34.659.5627.648.3113.9113.9157.0550.390.5495--9.46177,694.5013.4014.4115.6416.5654.0766.6324.3823.59--13.880.416730.325.648.9514.738.987.618.23
TransUnion4.10bn224.10m20.81bn13.20k93.254.9426.855.071.141.1421.0021.630.3703--5.49310,704.502.182.212.412.4658.4165.215.886.83--3.400.546234.753.2710.58-181.52--11.5213.30
Cboe Global Markets Inc3.96bn776.20m20.94bn1.65k27.254.9822.785.297.347.3437.4240.200.4811--10.762,401,700.009.497.4212.798.8851.7543.8919.7313.79----0.25540.14-4.676.39223.5812.414.3912.60
Data as of Nov 12 2024. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD

Institutional shareholders

35.69%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 30 Jun 20242.70m6.30%
Select Equity Group LPas of 30 Jun 20242.43m5.68%
BlackRock Fund Advisorsas of 30 Jun 20242.30m5.37%
Atlanta Capital Management Co. LLCas of 30 Jun 20241.84m4.29%
BAMCO, Inc.as of 30 Jun 20241.31m3.05%
Kayne Anderson Rudnick Investment Management LLCas of 30 Jun 20241.13m2.64%
Massachusetts Financial Services Co.as of 30 Jun 20241.10m2.57%
Wellington Management Co. LLPas of 30 Jun 2024926.36k2.16%
BofA Securities, Inc.as of 30 Jun 2024778.82k1.82%
SSgA Funds Management, Inc.as of 30 Jun 2024775.60k1.81%
More ▼
Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
All markets data located on FT.com is subject to the FT Terms & Conditions
All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.
Any information that you receive via FT.com is at best delayed intraday data and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.