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Last $75.85 USD
Change Today +0.51 / 0.68%
Volume 169.7K
MORN On Other Exchanges
As of 8:10 PM 02/12/16 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


ers for in the United States plus an additional 16,000 paid Premium subscribers in Australia, Canada, China, Italy, and the United Kingdom. The company also sells advertising on Competition: primarily competes with The Motley Fool, Seeking Alpha,, and Yahoo! Finance, as well as other finance sites. Retirement Solutions The company’s Retirement Solutions service helps retirement plan participants plan and invest for retirement. The company offers these services both through retirement plan providers (typically third-party asset management companies that offer proprietary mutual funds) and directly to plan sponsors (employers that offer retirement plans to their employees). Clients can select either a hosted solution or its installed software advice solution. The company designs these solutions to help retirement plan participants accumulate wealth, transition into retirement, and manage income during retirement. Morningstar Retirement Manager is an advice and managed accounts program that helps plan participants with their retirement goals. As part of this service, the company delivers personalized recommendations for a target savings goal, a recommended contribution rate to help achieve that goal, a portfolio mix based on risk tolerance, and specific investment recommendations. Morningstar Retirement Manager also helps plan sponsors meet their fiduciary obligations. The company can act as an ERISA fiduciary by selecting and monitoring a range of diversified plan options. As part of this service, the company can construct and monitor the investment lineup, document its investment process, create an Investment Policy Statement, and furnish the plan with detailed quarterly investment and performance reports. In 2014, the company managed approximately 1 million retirement accounts for 401(k) plan participants. In June 2014, the company acquired HelloWallet Holdings, Inc., which provides personalized financial guidance to U.S. workers and their families through their employer benefit plans. Competition: The company’s main competitors for Retirement Solutions are Financial Engines and Guided Choice. Investment Advisory The company’s Investment Advisory business provides institutional investment advisory and management services for asset management firms, broker-dealers, and insurance providers. The company offers Investment Advisory services through various registered entities in Australia, Dubai, France, Hong Kong, India, Japan, Korea, South Africa, the United Kingdom, and the United States. All of these entities are wholly owned or majority-owned subsidiaries of Morningstar, Inc., and are authorized to provide investment advisory services by the appropriate regulatory agency in their applicable jurisdictions. Drawing on its proprietary research and methodologies, the company delivers four core service offerings: asset allocation, manager evaluation, portfolio management, and 15 board consulting services. Many of its Investment Advisory agreements focus on investment monitoring and asset allocation for multimanager portfolios made up of managed investment products, such as mutual funds, separate accounts, and variable insurance trusts. The company offers these advisory services to clients in most of its major operations worldwide, including insurance companies, investment management companies, mutual fund companies, and broker-dealers. Competition: The company’s Investment Advisory business competes primarily with Callan, Mercer, and Wilshire Associates, as well as smaller firms in the retirement consulting business. Morningstar Enterprise Components Morningstar Enterprise Components is a set of tools and capabilities that help institutional clients build customized Websites or enhance their existing solutions. The company offers a series of components, editorial content, and reports that investment firms can license to build or enhance their Websites for financial advisors and individual investors. The company also offers licenses for investment research, editorial content, and portfolio analysis and comparison tools that


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Industry Analysis


Industry Average

Valuation MORN Industry Range
Price/Earnings 26.6x
Price/Sales 4.3x
Price/Book 4.9x
Price/Cash Flow 17.7x
TEV/Sales 3.9x

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