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Date Published: June 15, 2017
Summary Power Point: 14 Slides
Reference Power Point: 357 Slides

Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. Morningstar has operations in 26 countries, 26 offices, 3,495 employees, generates $698 million revenues, earns $123.5 million, and 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,,, &

Morningstar's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Print Phase
  • Internet Phase
  • Business Diversification Phase
Its profile includes the key statistics of the firm, 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 flow.
Its profile includes detailed outlines of its core business, inlcuding:
  • Individual Investors
  • Financial Advisors
  • Institutional Investors
And its profile concludes with the highlights of its organizational structure & ownership.

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