CSIMarket
 

Morningstar inc   (NASDAQ: MORN)
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial

Morningstar Inc 's

Competitiveness




 

MORN Sales vs. its Competitors Q2 2026



Comparing the current results to its competitors, Morningstar Inc reported Revenue increase in the 2 quarter 2026 by 9.6 % year on year.
The sales growth was above Morningstar Inc 's competitors' average revenue growth of 7.51 %, achieved in the same quarter.

List of MORN Competitors

With a net margin of 16.25 % Morningstar Inc reported lower profitability than its competitors.

More on MORN Profitability Comparisons



Revenue Growth Comparisons




Net Income Comparison


Morningstar inc Net Income in the 2 quarter 2026 grew year on year by 21.12%, while most of its competitors have experienced a contraction in net income by -2.04 %.

<<  MORN Stock Performance Comparisons


Morningstar Inc 's Comment on Competition and Industry Peers


Morningstar Data operates primarily in North America and Europe, competing globally across various financial data segments. In mutual fund data, its main competitors include FE fundinfo and LSEG (Refinitiv), along with smaller local and regional firms. For market and equity data, competitors are Bloomberg, FactSet, LSEG (Refinitiv), and S&P Global. Morningstar Direct competes with Bloomberg, eVestment Alliance, FactSet Research System’s Cognity, SPAR, and LSEG's (Refinitiv) Eikon. Morningstar Advisor Workstation faces competition from CapIntel, FactSet, Kwanti, Nitrogen (formerly Riskalyze), and YCharts, as well as broker/dealers and custodians developing internal tools such as Pershing’s Wove platform. In private market data and research, PitchBook competes with Beauhurst, FactSet, MSCI, Preqin (a division of BlackRock), Refinitiv, S&P Global Market Intelligence, and other smaller or specialized providers.



  

Overall company Market Share Q2 2026

With revenue growth of 9.6 % within Overall company, Morningstar inc achieved improvement in market share, within Overall company to approximately 3.9 %.
<<  More on MORN Market Share.
 
*Market share is calculated based on total revenue.

  News about Morningstar inc Contracts

Morningstars Strategic Enhancements A Deep Dive into Investment Insights and Market Performance

September 16, 2024
In the ever-evolving landscape of investment analytics, Morningstar, Inc. (Nasdaq: MORN) has stepped forward with significant enhancements to its Medalist Rating methodology. This initiative illustrates the firm s commitment to continuous improvement in providing reliable and sophisticated investment insights for its clientele. Not only will these refinements improve the quality of investment evaluations, but they also come at a critical juncture as Morningstar reports impressive financial performance relative to its competitors. Enhancements to the Medalist Rating MethodologyMorningstar s Medalist Rating is a highly regarded system designed to assess the potential of managed investments to outperform releva...

Morningstar Enhances ESG Risk Ratings, Reports Revenue Growth in Q1 2024

June 12, 2024
Morningstar Inc. (Nasdaq: MORN), a prominent provider of independent investment insights, has recently made significant enhancements to its flagship ESG Risk Ratings, covering over 16,000 global companies. These improvements aim to strengthen the company s corporate governance methodology and implement stronger material Environmental, Social, and Governance (ESG) risk measures. Additionally, Morningstar Inc. reported a revenue increase of 13.15% year on year in the first quarter of 2024, although it fell slightly below the average revenue growth of its competitors.Enhancements to Morningstar Sustainalytics ESG Risk Ratings:Morningstar Inc. has announced notable improvements to its ESG Risk Ratings, provided ...





Publicly Traded Peers of Morningstar inc




Moody s Corporation
Share Performance



+7.15%
This Quarter



Moody s Corporation
Profile

Moodys Corporation operates as a credit rating agency, offering independent credit ratings, research, and risk analysis to help organizations make informed financial decisions. It generates revenue by providing these services to financial institutions, corporations, and governments worldwide.

More about Moody s Corporation's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 83,978.125 mill. $ 8,183.000 mill. $ 2,798.000 mill.


Clearwater Analytics Holdings Inc
Share Performance



+11.64%
One Year



Clearwater Analytics Holdings Inc
Profile

brings transparency to the opaque world of investment accounting and analytics

More about Clearwater Analytics Holdings Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 7,244.934 mill. $ 825.755 mill. $ -49.986 mill.


Marketwise Inc
Share Performance



-10.27%
30 Days



Marketwise Inc
Profile

Marketwise Inc is a market research firm that operates on a subscription-based model. They provide valuable insights and analysis to businesses by gathering and analyzing data from various sources. Their business model revolves around offering subscription packages tailored to meet the specific research needs of their clients, enabling them to make informed decisions and stay ahead in the market.

More about Marketwise Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 48.023 mill. $ 317.502 mill. $ 28.708 mill.


Thomson Reuters Corporation
Share Performance



-8.33%
Over The Past 5 Days



Thomson Reuters Corporation
Profile

Thomson Reuters Corp's business model revolves around providing information, data, and analysis services to various industries, including finance, legal, and media. Through its diverse range of products and platforms, the company aims to deliver reliable and actionable insights to help professionals make informed decisions.

More about Thomson Reuters Corporation's Market Share

Market Cap. Revenues TTM Net Income TTM
$ - mill. $ 9,261.000 mill. $ 1,815.000 mill.


Msci Inc
Share Performance



-10.90%
This Quarter



Msci Inc
Profile

MSCI Inc is a leading provider of investment decision support tools primarily used by asset managers, investors, and other financial professionals. Their business model revolves around offering a range of products and services such as indexes, analytics, and data, which help clients measure and manage various dimensions of risk and performance. MSCI generates revenue through subscriptions and licensing fees for these offerings.

More about Msci Inc 's Market Share

Market Cap. Revenues TTM Net Income TTM
$ 40,196.331 mill. $ 3,333.754 mill. $ 1,358.055 mill.

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Sources: Morningstar inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: publicly traded companies.
For your research, we’ve provided 10 tables on Morningstar inc versus competitors, including market share analysis.
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