Morningstar:
A Leading Independent Investment Data Research, Technology, & Investment Management Provider
Recently Released!!!
Date Published: February 2, 2021
Summary PowerPoint Deck: 56 Slides
Reference PowerPoint Deck: 405 Slides
Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. Morningstar has operations in 27 countries, 33 offices, 6,737 employees, generates $1.2 billion revenues, & earns $152.0 million net profits. Morningstar is led by its Executive Chairman Joe Mansueto & CEO Kunal Kapoor. Morningstar is a public company trading on the NASDAQ as MORN. Its web sites can be found at www.morningstar.com, www.morningstaradvisor.com, www.byallaccounts.com, & ibbotson.com.
This research addresses the key historical phases of Morningstar, including:
- Print Phase
- Internet Phase
- Joe Mansueto Return Phase
- Public Offering Phase
- Kunal Kapoor Phase
Its profile includes the key statistics of the company, including its number of countries, offices, employees, revenues, operating income, net profits from continuing operations, net profits, cash provided by operating activities, capital expenditures, & free cash flows.
Its profile includes detailed outlines of its core businesses, including:
- Individual Investors
- Financial Advisors
- Institutional Investors
And its profile concludes with the highlights of its organizational structure & ownership.

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