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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)2.17bn
- Net income in USD245.90m
- Incorporated1984
- Employees11.33k
- LocationMorningstar Inc22 West Washington StreetCHICAGO 60602United StatesUSA
- Phone+1 (312) 696-6000
- Fax+1 (312) 696-6009
- Websitehttps://www.morningstar.com/
Peer analysis
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prosperity Bancshares, Inc. | 1.55bn | 429.71m | 6.92bn | 3.85k | 15.92 | 0.9496 | 14.94 | 6.10 | 4.56 | 4.56 | 12.03 | 76.46 | -- | -- | -- | -- | 1.08 | 1.35 | -- | -- | -- | -- | 37.90 | 43.24 | -- | -- | -- | 38.11 | 31.94 | 14.71 | -20.06 | 5.44 | 17.71 | 8.94 |
| Zions Bancorporation NA | 4.18bn | 612.00m | 7.09bn | 9.68k | 11.56 | 1.27 | 9.48 | 2.35 | 4.15 | 4.15 | 20.44 | 40.80 | -- | -- | -- | -- | 0.7493 | 0.9896 | -- | -- | -- | -- | 21.73 | 27.50 | -- | -- | -- | 29.79 | 45.91 | 9.73 | -26.21 | -5.26 | -2.61 | 9.54 |
| Pinnacle Financial Partners Inc | 2.59bn | 389.50m | 7.72bn | 3.47k | 19.72 | 1.30 | 16.24 | 4.83 | 5.07 | 5.07 | 20.80 | 79.98 | -- | -- | -- | -- | 0.841 | 1.32 | -- | -- | -- | -- | 25.31 | 35.07 | -- | -- | -- | 12.62 | 71.29 | 19.98 | 0.2585 | 8.76 | 26.94 | 8.70 |
| Western Alliance Bancorporation | 4.27bn | 722.70m | 9.65bn | 3.31k | 13.21 | 1.60 | 12.16 | 3.33 | 6.64 | 6.64 | 26.63 | 57.48 | -- | -- | -- | -- | 0.989 | 1.57 | -- | -- | -- | -- | 25.37 | 38.96 | -- | -- | -- | 16.11 | 49.91 | 31.32 | -32.06 | 10.24 | 58.82 | -- |
| Marketaxess Holdings Inc | 777.51m | 262.12m | 9.71bn | 881.00 | 37.03 | 7.31 | 28.93 | 12.49 | 6.95 | 6.95 | 20.62 | 35.18 | 0.4435 | -- | 1.25 | 882,531.20 | 14.95 | 18.74 | 20.86 | 26.37 | 89.13 | 91.03 | 33.71 | 37.70 | -- | -- | 0.00 | 38.00 | 4.75 | 11.55 | 3.13 | 8.39 | 1.96 | 11.38 |
| FTAI Aviation Ltd | 1.37bn | -53.92m | 13.33bn | 170.00 | -- | 192.01 | 81.39 | 9.70 | -0.5319 | -0.5319 | 13.63 | 0.6806 | 0.46 | 2.04 | 10.12 | 8,083,065.00 | -0.6889 | 0.7156 | -0.7238 | 0.7831 | 54.99 | 73.37 | -1.50 | 3.79 | -- | 0.682 | 0.9779 | 620.75 | 65.28 | 27.90 | 278.23 | 159.01 | 0.7975 | -1.89 |
| Morningstar Inc | 2.17bn | 245.90m | 13.74bn | 11.33k | 56.17 | 9.58 | 31.06 | 6.33 | 5.71 | 5.71 | 50.38 | 33.47 | 0.6322 | -- | 5.85 | 191,362.30 | 7.37 | 5.69 | 9.71 | 7.55 | 60.85 | 59.37 | 11.66 | 9.62 | -- | 9.20 | 0.3856 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Factset Research Systems Inc | 2.20bn | 537.13m | 17.72bn | 12.26k | 33.50 | 9.27 | 26.76 | 8.04 | 13.91 | 13.91 | 57.06 | 50.27 | 0.5494 | -- | 9.46 | -- | 13.39 | 14.41 | 15.64 | 16.56 | 54.07 | 63.75 | 24.38 | 23.59 | -- | 13.88 | 0.4167 | 30.30 | 5.64 | 8.95 | 14.73 | 8.98 | 7.61 | 8.23 |
| TransUnion | 3.99bn | -162.20m | 20.43bn | 13.20k | -- | 4.94 | 52.80 | 5.13 | -0.846 | -0.8486 | 20.50 | 21.29 | 0.3519 | -- | 5.49 | 301,893.90 | -1.28 | 2.21 | -1.41 | 2.46 | 59.80 | 65.21 | -3.63 | 6.83 | -- | 2.92 | 0.553 | 34.75 | 3.27 | 10.58 | -181.52 | -- | 11.52 | 13.30 |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Jun 2024 | 2.70m | 6.30% |
| Select Equity Group LPas of 30 Jun 2024 | 2.43m | 5.68% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 2.30m | 5.37% |
| Atlanta Capital Management Co. LLCas of 30 Jun 2024 | 1.84m | 4.29% |
| BAMCO, Inc.as of 30 Jun 2024 | 1.31m | 3.05% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Jun 2024 | 1.13m | 2.64% |
| Massachusetts Financial Services Co.as of 30 Jun 2024 | 1.10m | 2.57% |
| Wellington Management Co. LLPas of 30 Jun 2024 | 926.36k | 2.16% |
| BofA Securities, Inc.as of 30 Jun 2024 | 778.82k | 1.82% |
| SSgA Funds Management, Inc.as of 30 Jun 2024 | 775.60k | 1.81% |
