Morningstar Revenue, Growth & Competitor Profile

DBA MORNINGSTAR INVESTMENT SERVICES LLC
DBA MORNINGSTAR INVESTMENT MANAGEMENT LLC
DBA MORNINGSTAR INVESTMENT MANAGEMENT LLC
DBA MORNINGSTAR INVESTMENT SERVICES LLC
DBA MORNINGSTAR RESEARCH SERVICES LLC
DBA MORNINGSTAR RESEARCH SERVICES LLC

Company Profile & Annual Report for Morningstar

Access the complete profile.

Morningstar Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	51112 Magazine & Periodical Publishers
Additional NAICS Codes	5111 Newspaper, Periodical, Book & Directory Publishers 51821 Data Centers & Hosting Services 523 Securities, Commodity Contracts & Other Financial Investments
Address	22, West Washington Street Chicago, IL 60602

Morningstar's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Morningstar's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Morningstar is classified as operating in the Magazine & Periodical Publishers industry, NAICS Code 51112.

Morningstar is a publicly traded company on NMS using the ticker symbol MORN. Detailed information on company financials and operating reports can be found here: NMS: MORN

Morningstar Annual Revenue and Growth Rate

Morningstar	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Morningstar's revenues are gauged from an analysis of company filings.

Trademark Applications

Trademark applications show the products and services that Morningstar is developing and marketing. Morningstar doesn't have any recent trademark applications, indicating Morningstar is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SUITABILITYPRO Computer software for generating risk profiles for individuals; Computer software for generating financial plans for individuals; Computer software for monitoring the implementation of financial plans for individuals, and for recommending strategies based on the risk profile of the individual	09/26/2018
RIGHTPOND Providing a database featuring information concerning retirement plans and retirement plan service providers	06/02/2014
DEALVIEW Providing on-line publications in the nature of reports in the field of structured finance securities, featuring credit research, analysis, ratings and reports	05/02/2014

See all trademarks and details in the Full Report.

Market Share of Morningstar's Largest Competitors

A competitive analysis shows these companies are in the same general field as Morningstar, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RELX	New York, NY	100
MORNINGSTAR	Chicago, IL	42
MEREDITH	Des Moines, IA	35
MEREDITH OPERATIONS	Des Moines, IA	24
CENVEO WORLDWIDE	Stamford, CT	22
ADVANCE MAGAZINE PUBLISHERS	New York, NY	18
ELI RESEARCH	Durham, NC	17
L.F.P.	Beverly Hills, CA	11
BLOOMBERG INDUSTRY GROUP	Arlington, VA	9

Nearby Competitors

These companies are similar in business line and location to Morningstar. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MORNINGSTAR	Chicago, IL	100
CHICAGO REVIEW PRESS INC DBA INDEPENDENT PUBLISHERS GROUP	Chicago, IL	4
ENCYCLOPAEDIA BRITANNICA	Chicago, IL	3
MANIFEST	Chicago, IL	3
EAGLE OPERATING CORP. ENSEMBLEIQ	Chicago, IL	2
SUN-TIMES MEDIA PRODUCTIONS	Chicago, IL	1

Future Competition: Morningstar's Fastest Growing Competitors

These companies are in the same general field as Morningstar and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)