(MORN) Morningstar - Ratings and Ratios

Morningstar, Inc. (NASDAQ:MORN) is a leading provider of independent investment research and analysis, operating globally across the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and other international markets. The company is organized into five distinct business segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. These segments collectively deliver a comprehensive suite of financial services and tools designed for institutional investors, financial advisors, and individual investors.

The company offers a wide range of investment solutions, including managed investments such as mutual funds, ETFs, separate accounts, and fixed income securities. Its flagship platform, Morningstar Direct, provides advanced investment analysis and reporting capabilities, while Morningstar Advisor Workstation equips financial advisors with tools to deliver personalized advice to clients. Additionally, Morningstar Model Portfolios enables fee-based advisors to access pre-built model portfolios, and Morningstar.com allows individual investors to research, evaluate, and monitor stocks, ETFs, mutual funds, and portfolios.

PitchBook, a subsidiary of Morningstar, specializes in providing data and research on private capital markets, including venture capital, private equity, private credit, bank loans, and merger and acquisition activities. The platform is widely used by investors, dealmakers, and financial professionals to track and analyze private market trends and transactions. Morningstar also offers credit ratings, research, and analytics through Morningstar DBRS, which focuses on structured finance instruments such as asset-backed securities, mortgage-backed securities, and collateralized loan obligations.

In the retirement space, Morningstar provides managed accounts, fiduciary services, and custom models, including the Morningstar Lifetime Allocation funds. The company also offers environmental, social, and governance (ESG) data, research, and ratings through Morningstar Sustainalytics, catering to the growing demand for sustainable investing. Furthermore, Morningstar Indexes provides market indexes used as benchmarks for investment products and portfolio strategies.

Founded in 1984 and headquartered in Chicago, Illinois, Morningstar, Inc. has established itself as a trusted source of financial insights and data. Its commitment to independence and rigorous research has made it a cornerstone of the financial services industry, serving a diverse client base worldwide.