Last $69.03 USD
Change Today -0.01 / -0.01%
Volume 34.9K
As of 8:10 PM 07/23/14 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

Fax: 312-696-6009

uding tools for defined contribution plans; Morningstar Document Library, which helps firms comply with pre- and post-sale document delivery requirements by providing access to prospectuses and supplements in HTML or PDF formats; Analyst Research Center, which complements the quantitative data in Advisor Workstation with independent, qualitative research on stocks, mutual funds, ETFs, and initial public offerings; and Presentation Library, which gives advisors access to client presentation materials. In 2013, the company completed the migration of all of clients in the United States to Morningstar Advisor Workstation 2.0, a platform launched in 2010 that incorporates significant technology upgrades along with interface and usability improvements. Competitors for Morningstar Advisor Workstation and Morningstar Office include Advent Software, Charles Schwab, Standard & Poor's, SunGard, Tamarac (a division of Envestnet), and Thomson Reuters. Morningstar Direct Morningstar Direct is an institutional investment research platform that provides professionals with analytical tools to perform research on a range of securities in the company’s database, as well as privately held investments and data from third-party providers. This platform allows 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 current 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. The database of approximately 22,000 separate accounts and 23,000 hedge funds would be available for an additional annual fee to Morningstar Direct users in 2014. Morningstar Direct had approximately 8,500 licensed users worldwide, as of December 31, 2013. Morningstar Direct's primary competitors are eVestment Alliance, FactSet Research Systems, and Thomson Reuters. Investment Advisory The Investment Advisory business provides institutional investment consulting, investment advisory, and management services for asset management firms, broker-dealers, and insurance providers. The company offers Investment Advisory services through Morningstar Associates, Inc.; Morningstar Associates Korea Co., Ltd.; Morningstar Associates, LLC; Morningstar Investment Management Europe, Ltd; Ibbotson Associates, Inc.; Ibbotson Associates Australia Limited; Ibbotson Associates Japan KK; OBSR Advisory Services Limited; and Morningstar Investment Consulting France SAS (formerly Seeds Finance). 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 4 core service offerings: asset allocation, manager evaluation, portfolio management, and 15 board consulting services. The company offers these advisory services to clients in most of its major operations, including insurance companies, investment management companies, mutual fund companies, and broker-dealers. The company’s Investment Advisory business competes primarily with Mercer, Mesirow Financial, Russell Investments, Thomson Reuters, and Wilshire Associates. Morningstar.com The company’s Website for individual investors is Morningstar.com in the United States. As of December 31, 2013, the free membership services offered through Morningstar.com had approximately 9.3 million registered users worldwide, who have access to data on stocks, mutual funds, ETFs, closed-end funds, 529 plans, commodities, options, bonds, and other investments to help them conduct research and track performance. In addition, Morningstar.com features market da

 

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Industry Analysis

MORN

Industry Average

Valuation MORN Industry Range
Price/Earnings 26.4x
Price/Sales 4.4x
Price/Book 4.4x
Price/Cash Flow 18.5x
TEV/Sales 4.0x
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