Last $68.25 USD
Change Today +0.44 / 0.65%
Volume 107.6K
As of 8:10 PM 08/1/14 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

ta, articles, proprietary portfolio tools, and educational content to help investors of all levels access timely, relevant investment information. The company also offers approximately 40 regional investing Websites customized to the needs of investors worldwide. Many of these sites feature coverage in local languages with tools and commentary tailored to specific markets. The company uses its free content as a gateway into paid Premium Membership, which includes access to written analyst reports on approximately 1,400 stocks, 1,200 mutual funds, 400 ETFs, and 120 closed-end funds, as well as its Portfolio X-Ray, asset allocation and portfolio management tools, proprietary stock data, Stewardship Grades and Ratings, and premium stock and fund screeners. The company offers Premium Membership services in Australia, Canada, China, Italy, the United Kingdom, and the United States. In 2013, the company introduced Morningstar for iPad, a personal investing app that allows users to monitor the markets, evaluate their portfolios, and research securities. Morningstar.com competes with The Motley Fool, Seeking Alpha, TheStreet.com, and Yahoo! Finance as well as other finance sites, such as AOL Money & Finance, Google Finance, Marketwatch.com, MSN Money, and The Wall Street Journal Online. As of December 31, 2013, the company had approximately 124,000 paid Premium subscribers for Morningstar.com in the United States and an additional 6,000 paid Premium subscribers in Australia, Canada, China, Italy, and the United Kingdom. Retirement Solutions The Retirement Solutions offerings help 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 its advice and managed accounts program that helps plan participants with their retirement goals. Morningstar Retirement Manager also helps plan sponsors meet their fiduciary obligations. Morningstar works with plan sponsors to help them understand their fiduciary obligations and stay ahead of changes in the marketplace. In 2013, the company introduced a version of Morningstar Retirement Manager, which incorporates its latest institutional asset allocation methodologies. It also includes Income Secure, a program that provides individualized, tax-efficient retirement income drawdown advice. The company also entered into an agreement with Charles Schwab to add Morningstar to Schwab’s Index Advantage program, which uses low-cost investments (index funds or ETFs) with professional management from Morningstar to provide a program to help participants prepare for retirement. As of December 31, 2013, approximately 24 million plan participants had access to Retirement Solutions through approximately 237,000 plan sponsors and 26 plan providers. In the retirement advice market, the company competes primarily with Financial Engines and Guided Choice. Morningstar Integrated Web Tools Morningstar Integrated Web Tools is a set of tools and capabilities that help institutional clients build customized Websites or enhance their existing solutions with the company’s online tools and components. 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. Outside the United States, clients can customize its offerings with capabilities modified to regional markets, multiple languages, and local currencies. The company’s suite of components can be customized to analyze sets of investments, focus on client-defined data points and methodologies, or perform calculations required by specific products or services. The company also of

 

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Industry Analysis

MORN

Industry Average

Valuation MORN Industry Range
Price/Earnings 39.0x
Price/Sales 4.2x
Price/Book 4.5x
Price/Cash Flow 23.6x
TEV/Sales 3.9x
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