Morningstar Data+Analytics combines our renowned independent research and ratings with coverage and analysis of the expanding universe of investment opportunities.
Reveal actionable insights about a variety of investment classes—across both public and private markets—with speed and confidence.
Publicly traded companies covered
Privately held companies covered. Powered by PitchBook, a Morningstar company.
Investment strategies covered
Real-time global market data on over 22 million equities, indexes, futures, options, and more.
Comparisons, models, benchmarks, ratings, and metrics that make data actionable.
Sophisticated data collection, calculation, tagging, and delivery to your systems and workflows.
Custom dashboards and reporting for risk modeling, asset allocation, compliance management, and more.
Explore, analyze, and export with custom data feed creation.
Conduct research and analysis, create investment products, manage portfolios, and prepare reports.
Choose from a wide range of supported methodologies to reflect specific index requirements.
Uncover undervalued stocks, look at a fund’s risk-adjusted performance over the past three years, simplify strategy selection, and more.
Measure a firm’s durable advantage to fend off competitors, assess where and how leadership uses excess profits, and more.
Observe how companies manage ESG risk, develop products that suit investors’ ideals, measure the risk that comes from the transition to a low-carbon economy, and more.
Use Morningstar ratings, metrics, and analytics to build products and portfolios, manage risk, and communicate your ideas.
Uncover undervalued stocks, look at a fund’s risk-adjusted performance over the past three years, simplify strategy selection, and more.
Measure a firm’s durable advantage to fend off competitors, assess where and how leadership uses excess profits, and more.
Observe how companies manage ESG risk, develop products that suit investors’ ideals, measure the risk that comes from the transition to a low-carbon economy, and more.
