Morningstar

Morningstar

Investment research and investment management.

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DateInvestorsAmountRound
-investor

€0.0

round
investor

€0.0

round
N/A

N/A

Valuation: $141m

IPO
Total Funding000k

Financials

Estimates*

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Revenues, earnings & profits over time
USD2021202220232024202520262027
Revenues0000000000000000000000000000
% growth22 %10 %9 %12 %6 %8 %9 %
EBITDA0000000000000000000000000000
% EBITDA margin24 %17 %21 %27 %30 %31 %33 %
Profit0000000000000000000000000000
% profit margin11 %4 %7 %16 %15 %16 %17 %
EV0000000000000000000000000000
EV / revenue00.0x00.0x00.0x00.0x00.0x00.0x00.0x
EV / EBITDA00.0x00.0x00.0x00.0x00.0x00.0x00.0x
R&D budget0000000000000000000000000000

Source: Company filings or news article, Equity research estimates

Notes (0)
More about Morningstar
Made with AI
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Morningstar, Inc. is a leading provider of independent investment research and data. The company serves individual investors, financial advisors, and asset managers by offering a wide range of products and services designed to help them make informed investment decisions. Operating in the financial services market, Morningstar's business model revolves around providing subscription-based access to its extensive database of investment information, analytics, and tools. The company generates revenue through subscriptions to its platforms, including Morningstar Advisor Workstation, Morningstar Office Cloud, and Morningstar Cloud, as well as through its managed portfolios and retirement management services. Additionally, Morningstar has a strong focus on Environmental, Social, and Governance (ESG) investing, bolstered by its acquisition of Sustainalytics, a leading ESG research and ratings firm. This acquisition enhances Morningstar's ability to offer comprehensive ESG data and analytics, catering to the growing demand for sustainable investment solutions.

Keywords: investment research, financial data, asset management, ESG investing, financial advisors, individual investors, managed portfolios, retirement management, analytics, Sustainalytics.

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Investments analysisEdit

Investments by Morningstar

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Fundamental Data Limited
ACQUISITION by Morningstar Oct 2008
hemscott
ACQUISITION by Morningstar Dec 2007
Tenfore Systems
ACQUISITION by Morningstar Dec 2008
PitchBook
ACQUISITION by Morningstar Oct 2016
Owler
ACQUISITION by Meltwater Jun 2021
10K Wizard
ACQUISITION by Morningstar Dec 2008
ByAllAccounts
ACQUISITION by Morningstar Apr 2014
HelloWallet
ACQUISITION May 2017
Total Rebalance Expert
ACQUISITION by Morningstar Oct 2015
OLD BROAD STREET RESEARCH LIMITED
ACQUISITION by Morningstar Apr 2010
View 28 more