Morningstar, Inc.

ISIN US6177001095

 | 

WKN A0EADM

Market cap (in EUR)
7,579 m
Country
United States
Sector
Technology
Dividend yield
0.84%
 

Overview

Description

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.
Show more Show less
Technology Software and Consulting Internet and Data Services United States

Financials

Key metrics

Market capitalisation, EUR 7,579 m
EPS, EUR 7.96
P/B ratio 5.9
P/E ratio 24.6
Dividend yield 0.84%

Income statement (2024)

Revenue, EUR 2,103 m
Net income, EUR 342 m
Profit margin 16.26%

What ETF is Morningstar, Inc. in?

There are 38 ETFs which contain Morningstar, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morningstar, Inc. is the UBS MSCI USA Small Cap Selection UCITS ETF USD acc.
ETF Weight Investment focus Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) 0.09%
Equity
United States
Small Cap
53
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc 0.03%
Equity
World
Small Cap
Climate Change
3
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.02%
Equity
United States
Multi-Factor Strategy
8
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist) 0.09%
Equity
United States
Small Cap
179
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.02%
Equity
United States
Multi-Factor Strategy
29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged 0.02%
Equity
United States
Fundamental/Quality
1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
143
WisdomTree US Quality Dividend Growth UCITS ETF USD 0.02%
Equity
United States
Fundamental/Quality
152
UBS MSCI USA Small Cap Selection UCITS ETF USD acc 0.20%
Equity
United States
Small Cap
263
iShares MSCI World Small Cap UCITS ETF 0.06%
Equity
World
Small Cap
6,227
Amundi Russell 1000 Growth UCITS ETF Acc 0.02%
Equity
United States
Growth
659
SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist) 0.06%
Equity
World
Small Cap
24
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.01%
Equity
World
Fundamental/Quality
6
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.01%
Equity
World
Fundamental/Quality
291
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.01%
Equity
United States
Growth
451
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C Capitalisation 0.09%
Equity
World
Small Cap
8
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.00%
Equity
World
3,910
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc 0.10%
Equity
United States
Small Cap
35
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.02%
Equity
United States
Multi-Factor Strategy
93
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.01%
Equity
World
Fundamental/Quality
2
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.01%
Equity
World
Fundamental/Quality
625
SPDR MSCI World Small Cap UCITS ETF 0.06%
Equity
World
Small Cap
1,385
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.00%
Equity
World
70
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.02%
Equity
United States
Multi-Factor Strategy
26
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.06%
Equity
United States
Small Cap
1,803
Xtrackers MSCI World Small Cap UCITS ETF 1C Capitalisation 0.10%
Equity
World
Small Cap
65
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.01%
Equity
United States
Value
238
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
771
SPDR MSCI USA Small Cap Value Weighted UCITS ETF 0.03%
Equity
United States
Small Cap
703
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist) 0.17%
Equity
United States
Mid Cap
16
SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist) 0.17%
Equity
United States
Mid Cap
7
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc) 0.17%
Equity
United States
Mid Cap
3,768
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc) 0.02%
Equity
World
Small Cap
178
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.01%
Equity
World
Islamic Investing
939
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc) 0.15%
Equity
World
Small Cap
121
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc 0.10%
Equity
United States
Small Cap
25
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc 0.02%
Equity
United States
Fundamental/Quality
549
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc 0.02%
Equity
United States
Fundamental/Quality
32

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.
 
Broker Rating Execution fee Account fee
0.00€
0.00€
0.00€
0.00€
View offer*
Source: justETF Research; As of 12/2025; *Affiliate link
- The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.