Morningstar, Inc.

ISIN US6177001095

WKN A0EADM

Market cap (in EUR)

6,119 m

Country

United States

Sector

Technology

Dividend yield

1.00%

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.

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Technology Software and Consulting Internet and Data Services United States

Financials

Key metrics

Market capitalisation, EUR	6,119 m
EPS, EUR	7.89
P/B ratio	6.0
P/E ratio	21.0
Dividend yield	1.00%

Income statement (2025)

Revenue, EUR	2,168 m
Net income, EUR	332 m
Profit margin	15.30%

What ETF is Morningstar, Inc. in?

There are 39 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 WisdomTree US Value UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.07%	Equity United States Small Cap	60
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Small Cap Climate Change	398
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	8
WisdomTree Global Value UCITS ETF USD (Acc)	0.14%	Equity World Value	1
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.07%	Equity United States Small Cap	203
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	26
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.06%	Equity United States Fundamental/Quality	1
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.06%	Equity United States Fundamental/Quality	152
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	183
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.15%	Equity United States Small Cap	279
iShares MSCI World Small Cap UCITS ETF	0.05%	Equity World Small Cap	6,474
Amundi Russell 1000 Growth UCITS ETF Acc	0.00%	Equity United States Growth	539
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.04%	Equity World Small Cap	33
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.01%	Equity World Fundamental/Quality	12
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.01%	Equity World Fundamental/Quality	217
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	674
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.07%	Equity World Small Cap	9
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	4,784
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.07%	Equity United States Small Cap	69
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	101
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	617
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.04%	Equity World Small Cap	1,540
WisdomTree US Value UCITS ETF USD (Acc)	0.21%	Equity United States Value	7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	96
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	24
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.05%	Equity United States Small Cap	2,161
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.00%	Equity United States Value	423
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,075
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.03%	Equity United States Small Cap	802
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist)	0.13%	Equity United States Mid Cap	18
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist)	0.13%	Equity United States Mid Cap	52
State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc)	0.13%	Equity United States Mid Cap	4,800
iShares MSCI World Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Small Cap	434
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.01%	Equity World Islamic Investing	879
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.11%	Equity World Small Cap	134
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.07%	Equity United States Small Cap	33
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.06%	Equity United States Fundamental/Quality	551
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.06%	Equity United States Fundamental/Quality	51

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