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Company Description

Contact Info

22 West Washington Street

Chicago, IL 60602

United States

Phone: 312-696-6000


ison tools that allow users to drill down into the underlying data when researching a potential investment. Competition: For Enterprise Components, the company’s primary competitors include Financial Express, Interactive Data Corporation, Markit on Demand, and Thomson Reuters. Morningstar Managed Portfolios Morningstar Managed Portfolios is a fee-based discretionary asset management service that includes a series of mutual fund, ETF, and stock portfolios tailored to meet specific investment time horizons and risk levels. The company offers this service through Morningstar Investment Services LLC, a registered investment advisor, registered broker-dealer, member of the Financial Industry Regulatory Authority, Inc. (FINRA), and wholly owned subsidiary of Morningstar, Inc. It offers Morningstar Managed Portfolios mainly to fee-based independent financial advisors. These advisors are often affiliated with the corporate registered investment arms of insurance companies and independent and registered broker-dealers. In 2015, the company launched a multi-strategy proposal workflow, allowing advisors to create a proposal containing various portfolios. The company charges 45 to 55 basis points for Select Stock Baskets, which are customizable stock portfolios based on Morningstar's proprietary equity research and indexes. It uses third-party custodians for Morningstar Managed Portfolios and do not hold the assets in custody. Competition: For Morningstar Managed Portfolios, the company’s primary competitors are AssetMark, Brinker Capital, Envestnet PMC, Loring Ward, and SEI Investments. Morningstar Research Morningstar Research includes both Equity Research services and Manager Research services. The company offers equity research to institutional investors who use it to supplement their own research, as well as to broker-dealers who provide its research to their affiliated financial advisors or individual investor clients. Its Manager Research services help institutional investors and manager research due diligence teams evaluate funds, investment strategies, and asset management firms. Competition: The company’s Equity Research services compete with Ford Equity Research, Ned Davis Research Group, Standard & Poor’s, Zacks Investment Research, and various smaller research firms. For institutional clients, it competes with sell-side firms, internal providers, and smaller boutique firms. The company’s Manager Research services mainly compete with Mercer, Willis Towers Watson, and Wilshire Associates. Competitors for its credit research include Credit Sights, Fitch, Gimme Credit, Moody’s, and Standard & Poor’s. Morningstar Credit Ratings Morningstar Credit Ratings, LLC is an NRSRO that provides new issue and surveillance ratings and analysis for structured credits, as well as operational risk assessment services. The company provides ratings on a range of structured finance securities, including commercial mortgage-backed securities, single family rental securities, and residential mortgage-backed securities. In 2015, the company expanded its credit ratings and research to include coverage of other asset-backed securities. Morningstar Credit Ratings has completed a preliminary application with the Securities and Exchange Commission (SEC) to expand its NRSRO license to include ratings on corporate credits and financial institutions, including real estate investment trusts (REITs). Competition: This business competes with various other firms, including Dominion Bond Rating Services (DBRS), Fitch, Kroll Bond Ratings, Moody’s, and Standard & Poor’s. Morningstar Indexes The company offers a set of investment indexes that can be used to benchmark the market and create investment products, including indexes that track the U.S. market by capitalization, sector, and investment style; dividend indexes; active equity indexes based on Morningstar’s equity research; bond indexes; commodity indexes; hedge fund indexes; and asset allocation indexes. The company licenses Morningstar Indexes to various institutions that offer ETFs and exchange-traded notes based on the indexes. Firms can license Morningstar


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Valuation MORN Industry Range
Price/Earnings 24.0x
Price/Sales 3.9x
Price/Book 4.6x
Price/Cash Flow 15.5x
TEV/Sales 3.4x

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