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Last $81.27 USD
Change Today +0.82 / 1.02%
Volume 41.3K
MORN On Other Exchanges
As of 5:10 PM 11/27/15 All times are local (Market data is delayed by at least 15 minutes).
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Company Description

Contact Info

22 West Washington Street

Chicago, IL 60602

United States

Phone: 312-696-6000


the enterprise version of Morningstar Advisor Workstation. Morningstar Office is its complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor’s practice. It features portfolio management and performance reporting, advanced research capabilities, investment planning, and customer relationship management (CRM) tools for batch reporting and client communications. The enterprise version includes four core modules: Clients and Portfolios, Research, Sales/Hypotheticals, and Planning. The company also offers various other applications, which could be purchased as stand-alone products or combined as part of a full Workstation license. In 2014, the company added capabilities allowing advisors to view articles and analyst research reports in the context of a recommendation list or client portfolio. The company announced integrations with Redtail CRM, eMoney Advisor’s wealth-planning platform, MoneyGuidePro, Schwab’s OpenView Gateway, and Advicent as part of its efforts to help advisors with all aspects of their daily workflow by creating connections between its products and these third-party applications. Competition: Main competitors for Morningstar Advisor Workstation and Morningstar Office include Advent Software, Charles Schwab, Envestnet, Standard & Poor's, and Thomson Reuters. Morningstar Direct Morningstar Direct is an institutional investment research platform that includes data and advanced analytical tools on the complete range of securities in the company's global database, as well as privately held investments and data from third-party providers. This comprehensive platform empowers portfolio managers, investment consultants, financial product managers, wealth managers, and other finance professionals worldwide to develop, select, and monitor investments. These professionals use the qualitative and quantitative content available on Morningstar Direct, including data on and historical performance data, operations, portfolio holdings, and asset flows—to conduct advanced performance comparisons and in-depth analyses of an investment's underlying investment style. Morningstar Direct also allows users to transform investment data into custom-branded reports and presentations to support internal audiences and marketing and sales groups. Morningstar Direct had approximately 10,100 licensed users worldwide, as of December 31, 2014. Competition: Morningstar Direct's primary competitors are Bloomberg, eVestment Alliance, FactSet Research Systems, and Thomson Reuters. The company’s Website for individual investors is The site includes comprehensive data on mutual funds, stocks, ETFs, closed-end funds, bonds, 529 plans, and other investments to help investors conduct research and track performance. In addition, features extensive market data, articles, proprietary portfolio tools, and educational content to help investors access timely, relevant investment information. In addition to its U.S.-based site, the company offers approximately 30 regional investing Websites customized to the needs of investors worldwide. Many of these sites feature coverage in local languages with tools and commentary modified to specific markets. The company also offers paid Premium Membership, which includes access to written analyst reports on stocks, mutual funds, ETFs, and closed-end funds, as well as its Portfolio X-Ray, asset allocation and portfolio management tools, proprietary stock data, Stewardship Grades and Ratings, and premium stock and fund screeners. The company offers Premium Membership services in Australia, Canada, China, Italy, the United Kingdom, and the United States. In 2014, the company introduced new versions of its Morningstar for iPhone and Morningstar for Android apps with more data and richer content (including video). As of December 31, 2014, the free membership services offered through had approximately 9.9 million registered users worldwide. The company also had approximately 123,000 paid Premium subscrib


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Industry Average

Valuation MORN Industry Range
Price/Earnings 28.2x
Price/Sales 4.5x
Price/Book 5.2x
Price/Cash Flow 18.8x
TEV/Sales 4.2x

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