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Morningstar Inc (MORN) - Financial and Strategic SWOT Analysis Review

  • ID: 4278976
  • SWOT Analysis
  • August 2021
  • 45 Pages
  • GlobalData
1h Free Analyst Time
1h Free Analyst Time

Speak directly to the analyst to clarify any post sales queries you may have.


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1h Free Analyst Time

Speak directly to the analyst to clarify any post sales queries you may have.

Morningstar Inc (MORN) - Financial and Strategic SWOT Analysis Review provides you an in-depth strategic SWOT analysis of the company’s businesses and operations. The profile has been compiled by the publisher to bring to you a clear and an unbiased view of the company’s key strengths and weaknesses and the potential opportunities and threats. The profile helps you formulate strategies that augment your business by enabling you to understand your partners, customers and competitors better.

The profile contains critical company information including:

  • Business description - A detailed description of the company’s operations and business divisions.
  • Corporate strategy - Analyst’s summarization of the company’s business strategy.
  • SWOT Analysis - A detailed analysis of the company’s strengths, weaknesses, opportunities and threats.
  • Company history - Progression of key events associated with the company.
  • Major products and services - A list of major products, services and brands of the company.
  • Key competitors - A list of key competitors to the company.
  • Key employees - A list of the key executives of the company.
  • Executive biographies - A brief summary of the executives’ employment history.
  • Key operational heads - A list of personnel heading key departments/functions.
  • Important locations and subsidiaries - A list and contact details of key locations and subsidiaries of the company.
  • Detailed financial ratios for the past five years - The latest financial ratios derived from the annual financial statements published by the company with 5 years history.
  • Interim ratios for the last five interim periods - The latest financial ratios derived from the quarterly/semi-annual financial statements published by the company for 5 interims history.


Morningstar Inc (Morningstar) is a financial service provider that offers investment research services. The company provides data and research insights on various investment offerings including managed investment products, market and equity data, private capital markets, and real-time global market data. It offers investment management, investment advisory, advertising services, equity research services, and asset management services. The company provides its services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. It has business operations across the US, Australia, Canada, Brazil, France, Germany, India, Japan, South Korea, Mexico, Singapore, South Africa, Sweden, Switzerland, Taiwan, Thailand, the UK, and other countries. Morningstar is headquartered in Chicago, Illinois, the US.

Key benefits of buying this profile include:

You get detailed information about the company and its operations to identify potential customers and suppliers.
  • The profile analyzes the company’s business structure, operations, major products and services, prospects, locations and subsidiaries, key executives and their biographies and key competitors.

Understand and respond to your competitors’ business structure and strategies, and capitalize on their weaknesses. Stay up to date on the major developments affecting the company.
  • The company’s core strengths and weaknesses and areas of development or decline are analyzed and presented in the profile objectively. Recent developments in the company covered in the profile help you track important events.

Equip yourself with information that enables you to sharpen your strategies and transform your operations profitably.
  • Opportunities that the company can explore and exploit are sized up and its growth potential assessed in the profile. Competitive and/or technological threats are highlighted.

Scout for potential investments and acquisition targets, with detailed insight into the companies’ strategic, financial and operational performance.
  • Financial ratios presented for major public companies in the profile include the revenue trends, profitability, growth, margins and returns, liquidity and leverage, financial position and efficiency ratios.

Gain key insights into the company for academic or business research.
  • Key elements such as SWOT analysis, corporate strategy and financial ratios and charts are incorporated in the profile to assist your academic or business research needs.

Note: Some sections may be missing if data is unavailable for the company


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Section 1 - About the Company
  • Morningstar Inc - Key Facts
  • Morningstar Inc - Key Employees
  • Morningstar Inc - Key Employee Biographies
  • Morningstar Inc - Major Products and Services
  • Morningstar Inc - History
  • Morningstar Inc - Company Statement
  • Morningstar Inc - Locations And Subsidiaries
  • Head Office
  • Other Locations & Subsidiaries

Section 2 - Company Analysis
  • Company Overview
  • Morningstar Inc - Business Description
  • Business Segment: Asset-based
  • Overview
  • Performance
  • Key Stats
  • Business Segment: License-based
  • Overview
  • Performance
  • Key Stats
  • Business Segment: Transaction-based
  • Overview
  • Performance
  • Key Stats
  • Geographical Segment: Asia
  • Target Markets
  • Performance
  • Geographical Segment: Australia
  • Performance
  • Geographical Segment: Canada
  • Performance
  • Geographical Segment: Continental Europe
  • Target Markets
  • Performance
  • Geographical Segment: Others
  • Target Markets
  • Performance
  • Geographical Segment: The UK
  • Performance
  • Geographical Segment: The US
  • Performance
  • Morningstar Inc - Corporate Strategy
  • Morningstar Inc - SWOT Analysis
  • SWOT Analysis - Overview
  • Morningstar Inc - Strengths
  • Morningstar Inc - Weaknesses
  • Morningstar Inc - Opportunities
  • Morningstar Inc - Threats
  • Morningstar Inc - Key Competitors

Section 3 - Company Financial Ratios
  • Financial Ratios - Capital Market Ratios
  • Financial Ratios - Annual Ratios
  • Performance Chart
  • Financial Performance
  • Financial Ratios - Interim Ratios
  • Financial Ratios - Ratio Charts

Section 4 - Appendix
  • Methodology
  • Ratio Definitions
  • About the Publisher
  • Contact the Publisher
  • Disclaimer

List of Tables
  • Morningstar Inc, Key Facts
  • Morningstar Inc, Key Employees
  • Morningstar Inc, Key Employee Biographies
  • Morningstar Inc, Major Products and Services
  • Morningstar Inc, History
  • Morningstar Inc, Other Locations
  • Morningstar Inc, Subsidiaries
  • Morningstar Inc, Key Competitors
  • Morningstar Inc, Ratios based on current share price
  • Morningstar Inc, Annual Ratios
  • Morningstar Inc, Interim Ratios
  • Currency Codes
  • Capital Market Ratios
  • Equity Ratios
  • Profitability Ratios
  • Cost Ratios
  • Liquidity Ratios
  • Leverage Ratios
  • Efficiency Ratios

List of Figures
  • Morningstar Inc, Performance Chart (2016 - 2020)
  • Morningstar Inc, Ratio Charts

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