Morningstar Inc (MORN)

Morningstar, Inc. is a Chicago-based financial services company incorporated in 1984 and listed on NASDAQ as common stock under the ticker MORN. The company provides independent investment research and related tools to investors and financial professionals across the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and other international markets. Its business is organized into five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement.

Morningstar’s offerings include investment analysis and reporting software, advisor tools, managed investment products such as mutual funds and ETFs, model portfolios, and services for discretionary asset management and retirement accounts. It also provides private capital market data and research through PitchBook, credit ratings and analytics through Morningstar DBRS and Morningstar Credit Analytics, ESG data and ratings through Sustainalytics, and market indexes through Morningstar Indexes. The company also serves individual investors through Morningstar Investor and Morningstar.com.

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