Equities

Morningstar Inc

Morningstar Inc

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FinancialsFinance and Credit Services
  • Price (USD)339.86
  • Today's Change4.08 / 1.22%
  • Shares traded6.00
  • 1 Year change+23.64%
  • Beta1.1880
Data delayed at least 15 minutes, as of Nov 21 2024 20:59 GMT.
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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/
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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 Corp2.64bn465.64m7.42bn4.97k15.881.5812.853.657.287.2831.6773.07--------0.94921.13--------23.1627.26------27.8068.2713.781.943.65-13.622.69
Prosperity Bancshares, Inc.1.59bn444.79m7.84bn3.85k17.521.0716.386.774.704.7012.2477.27--------1.121.35--------38.4043.24------38.1131.9414.71-20.065.4417.718.94
Zions Bancorporation NA4.27bn647.00m8.74bn9.68k13.461.4711.202.874.394.3920.6443.23--------0.79630.9896--------22.8227.50------29.7945.919.73-26.21-5.26-2.619.54
Pinnacle Financial Partners Inc2.66bn403.58m9.46bn3.47k23.361.5419.095.715.245.2421.5282.15--------0.85271.32--------25.2635.07------12.6271.2919.980.25858.7626.948.70
Marketaxess Holdings Inc811.94m278.67m9.81bn881.0035.247.0827.7712.097.397.3921.5236.750.4548--1.34921,612.9015.6118.7421.5526.3789.1291.0334.3237.70----0.0038.004.7511.553.138.391.9611.38
Western Alliance Bancorporation4.44bn705.90m10.05bn3.43k14.111.5712.723.346.476.4727.5560.66--------0.95211.57--------23.9138.96------16.1149.9131.32-32.0610.2458.82--
Morningstar Inc2.22bn326.50m14.58bn11.33k44.939.3127.886.567.577.5751.5436.510.6433--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-8.75m17.94bn170.00--151.5776.0511.58-0.0883-0.088315.221.160.48611.8711.309,110,700.000.77190.71560.8220.783153.7273.371.593.79--0.77920.9645620.7565.2827.90278.23159.010.7975-1.89
Factset Research Systems Inc2.20bn537.13m18.45bn12.40k34.939.6427.868.3813.9113.9157.0550.390.5495--9.46177,694.5013.4014.4115.6416.5654.0766.6324.3823.59--13.880.416730.325.648.9514.738.987.618.23
TransUnion4.10bn224.10m19.24bn13.20k86.214.5624.824.691.141.1421.0021.630.3703--5.49310,704.502.182.212.412.4658.4165.215.886.83--3.400.546234.753.2710.58-181.52--11.5213.30
Data as of Nov 21 2024. Currency figures normalised to Morningstar Inc's reporting currency: US Dollar USD

Institutional shareholders

34.36%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 30 Sep 20242.71m6.32%
BlackRock Fund Advisorsas of 30 Sep 20242.35m5.49%
Atlanta Capital Management Co. LLCas of 30 Sep 20241.88m4.39%
Select Equity Group LPas of 30 Sep 20241.76m4.10%
BAMCO, Inc.as of 30 Sep 20241.31m3.04%
Massachusetts Financial Services Co.as of 30 Sep 20241.20m2.80%
Kayne Anderson Rudnick Investment Management LLCas of 30 Sep 20241.04m2.43%
Wellington Management Co. LLPas of 30 Sep 2024932.51k2.17%
SSgA Funds Management, Inc.as of 30 Sep 2024804.29k1.88%
BofA Securities, Inc.as of 30 Sep 2024743.06k1.73%
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Data from 30 Sep 2024 - 30 Sep 2024Source: FactSet Research Systems Inc.
Data Provided by LSEG
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