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Upturn AI SWOT - About
MORN 
Morningstar Inc (MORN)
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Upturn Advisory Summary
04/01/2025: MORN (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -12.52% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.03B USD | Price to earnings Ratio 46.31 | 1Y Target Price 375 |
Price to earnings Ratio 46.31 | 1Y Target Price 375 | ||
Volume (30-day avg) 213751 | Beta 1.18 | 52 Weeks Range 278.64 - 364.50 | Updated Date 04/1/2025 |
52 Weeks Range 278.64 - 364.50 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.46% | Basic EPS (TTM) 7.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.69% | Operating Margin (TTM) 20.29% |
Management Effectiveness
Return on Assets (TTM) 7.43% | Return on Equity (TTM) 23.24% |
Valuation
Trailing PE 46.31 | Forward PE 30.12 | Enterprise Value 13038257644 | Price to Sales(TTM) 5.65 |
Enterprise Value 13038257644 | Price to Sales(TTM) 5.65 | ||
Enterprise Value to Revenue 5.73 | Enterprise Value to EBITDA 17.82 | Shares Outstanding 42884200 | Shares Floating 24775907 |
Shares Outstanding 42884200 | Shares Floating 24775907 | ||
Percent Insiders 39.58 | Percent Institutions 61.2 |
Analyst Ratings
Rating 4 | Target Price 375 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Morningstar Inc
Company Overview
History and Background
Morningstar, Inc. was founded in 1984 by Joe Mansueto. Initially focused on providing print-based mutual fund data, it expanded into software, research, and ratings, becoming a leading independent investment research firm.
Core Business Areas
- Morningstar Data: Provides investment data, analytics, and research tools. This includes data feeds, portfolio analytics, and investment screening tools. Competitors include FactSet and Bloomberg.
- Morningstar Investment Management: Offers investment advisory, wealth management, and retirement services. It manages assets for institutions and individuals. Competitors include Goldman Sachs and BlackRock.
- Morningstar Credit Ratings: Offers credit ratings and research on various fixed-income securities. Competitors include S&P Global Ratings and Moody's.
Leadership and Structure
Kunal Kapoor is the CEO. The company has a hierarchical structure with various business units reporting to executive leadership.
Top Products and Market Share
Key Offerings
- Morningstar Direct: A flagship investment analysis platform providing comprehensive data and analytics for institutional investors. Revenue details are not publicly disaggregated, but this is a significant revenue driver. Competitors: FactSet, Bloomberg.
- Morningstar Advisor Workstation: A software platform designed for financial advisors, offering portfolio management, financial planning, and client communication tools. Competitors: Envestnet, Orion Advisor Services.
- Morningstar Rating (Star Rating): A proprietary rating system for funds, used by investors to evaluate investment performance. Market share is difficult to quantify directly, but the rating has significant influence. Competitors: Lipper (Refinitiv), CFRA.
Market Dynamics
Industry Overview
The investment research and data industry is characterized by increasing demand for sophisticated analytics, personalized advice, and regulatory compliance solutions. Technology advancements and data proliferation are key drivers.
Positioning
Morningstar Inc. is positioned as an independent, objective provider of investment research and data, differentiating itself from broker-dealers and investment banks. Its competitive advantages include its brand reputation, extensive data coverage, and proprietary methodologies.
Total Addressable Market (TAM)
The TAM for investment research, data, and analytics is estimated to be in the tens of billions of dollars. Morningstar is well-positioned to capture a significant share of this market through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Independent research and objectivity
- Comprehensive data coverage
- Diverse product offerings
- Global presence
Weaknesses
- Reliance on subscription revenue
- Competition from larger, more diversified financial institutions
- Potential disruption from fintech startups
- Exposure to market volatility
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence and machine learning
- Growing demand for sustainable investing data
Threats
- Economic downturn
- Increased regulation
- Data breaches and cybersecurity risks
- Competition from lower-cost providers
- Rapid technological change
Competitors and Market Share
Key Competitors
- MCO
- SPGI
- FDS
- BN
- BLK
Competitive Landscape
Morningstaru2019s strengths include its independence and brand reputation. Weaknesses include its smaller size compared to some competitors.
Major Acquisitions
PitchBook Data
- Year: 2016
- Acquisition Price (USD millions): 215
- Strategic Rationale: Expanded Morningstar's coverage of private equity and venture capital data.
Growth Trajectory and Initiatives
Historical Growth: Morningstar has experienced steady growth over the past decade, driven by increased demand for its data and analytics services.
Future Projections: Analysts project continued growth for Morningstar, driven by its investments in new technologies and its expansion into new markets.
Recent Initiatives: Recent strategic initiatives include investments in artificial intelligence, sustainable investing data, and wealth management platforms.
Summary
Morningstar is a fundamentally sound company with a strong brand and diverse product offerings. Its independence is a key differentiator, however, it faces increasing competition from larger and more diversified financial institutions. The company is well-positioned to capitalize on the growing demand for investment data and analytics but must manage its exposure to market volatility and technological disruption.
Similar Companies
- MCO
- SPGI
- FDS
- BN
- BLK
- MSCI
Sources and Disclaimers
Data Sources:
- Morningstar Inc. Annual Reports
- Company Filings
- Industry Research Reports
- Analyst Estimates
- Third Party data providers
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data is not real-time and may be outdated. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Morningstar Inc
Exchange NASDAQ | Headquaters Chicago, IL, United States | ||
IPO Launch date 2005-05-03 | CEO - | ||
Sector Financial Services | Industry Financial Data & Stock Exchanges | Full time employees 11085 | Website https://www.morningstar.com |
Full time employees 11085 | Website https://www.morningstar.com | ||
Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting application; Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform; model portfolios and wealth platforms; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. In addition, the company offers credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations. Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Sustainalytics provides environmental, social and governance data, research, and ratings; and Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
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