Company Metrics

• 28.98 P/E
• 4.93 P/S
• 4.45 P/B
• 2.44 EPS
• 35.04% Cash ROIC
• 1.74 Cash Ratio
• 0.45 / 0.64% Dividend
• 50,056.00 Avg. Vol.
• 46.50M Shares
• 3.278B Market Cap.

Company Description

Morningstar, Inc. provides independent investment research to individual investors, financial advisors, and institutional clients worldwide. The company operates in two segments, Investment Information and Investment Management. The Investment Information segment offers data, software, and research products and services. It provides Licensed Data, a set of investment data spanning various investment databases, including real-time pricing data available through electronic data feeds; Morningstar Advisor Workstation, a Web-based investment planning system for advisors; Morningstar.com, a membership service and Internet advertising space; Morningstar Direct, a Web-based institutional research platform; Morningstar Principia, a CD-ROM-based investment research and planning software for financial planners; and Morningstar Site Builder and Licensed Tools, which helps institutional clients to build customized Websites. This segment also offers various financial communications materials, real-time data, other investment software, and investment indexes, as well as several print and online publications. The Investment Management segment offers various products and services, such as Investment Consulting that focuses on investment monitoring and asset allocation for funds of funds, including mutual funds and variable annuities; Retirement Advice comprising the Morningstar Retirement Manager and Advice by Ibbotson platforms; and Morningstar Managed Portfolios, a fee-based discretionary asset management service that consists of a series of mutual fund, exchange-traded fund, and stock portfolios tailored to meet a range of investment time horizons and risk levels that financial advisors could use for their clients' taxable and tax-deferred accounts. This segment serves banks, brokerage firms, insurance companies, mutual fund companies, media outlets, and retirement plan sponsors and providers. The company was founded in 1984 and is headquartered in Chicago, Illinois.
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Morningstar, Inc. provides independent investment research to individual investors, financial advisors, and institutional clients worldwide. The company operates in two segments, Investment Information and Investment Management. The Investment Information segment offers data, software, and research products and services. It provides Licensed Data, a set of investment data spanning various investme...
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