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NPS
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Morningstar
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About Morningstar's Brand
Among its major competitors, Morningstar is ranked in 1st place for NPS while Fidelity Investments is 2nd, and LexisNexis Legal & Professional is 3rd.Their current market cap is $10.00B
Brand at a Glance
75%
Customer Loyalty
3.6/5
Product Quality
3.5/5
Pricing
3.5/5
Customer Service
Morningstar Ranking
- #1 / 4 of its competitors
Morningstar NPS
Morningstar's Net Promoter Score (NPS) is a 16 with 45% Promoters, 26% Passives, and 29% Detractors. Net Promoter Score tracks whether Morningstar's customers would recommend using the product based on a scale of -100 to 100.
Morningstar Overall NPS
| 45% | Promoters |
|---|---|
| 26% | Passives |
| 29% | Detractors |
Morningstar NPS Trend
-100
-50
0
50
100
| Summary | Date | Score |
|---|---|---|
Feb 2024 16 | Feb 2024 | 16 |
Mar 2024 18 | Mar 2024 | 18 |
May 2024 19 | May 2024 | 19 |
Jun 2024 20 | Jun 2024 | 20 |
Jul 2024 17 | Jul 2024 | 17 |
Aug 2024 16 | Aug 2024 | 16 |
Feb 2025 14 | Feb 2025 | 14 |
Mar 2025 16 | Mar 2025 | 16 |
May 2025 17 | May 2025 | 17 |
Oct 2025 14 | Oct 2025 | 14 |
Feb 2026 16 | Feb 2026 | 16 |
Apr 2026 17 | Apr 2026 | 17 |
How Other Brands Compare
Morningstar is ranked first for NPS among its competitors. Fidelity Investments and LexisNexis Legal & Professional come in second and third, with The Vanguard Group coming in at #4. Among those competitors, it is the third most valued company behind LexisNexis Legal & Professional.
Morningstar |  Fidelity Investments |  The Vanguard Group |  LexisNexis Legal & Professional | |
| Global Ranking | #- | #162 | #250 | #- |
| NPS | 16 | 8 | 5 | 8 |
| Social Sentiment Calculated by analyzing social media and other online mentions | - | Neutral | - | Neutral |
| Valuation Updated every 24 hours for public companies | $10.00B | $11.88B | - | $48.59B |
What is NPS
Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"
Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.
Morningstar NPS by Gender
Male customers rated Morningstar's NPS 19 points higher than Female customers.
Male
-6
Morningstar's NPS was rated -6 by Male customers on Comparably.
31%
Promoters
32%
Passives
37%
Detractors
Female
-25
Morningstar's NPS was rated -25 by Female customers on Comparably.
25%
Promoters
25%
Passives
50%
Detractors
Morningstar NPS by Ethnicity
Morningstar's NPS was rated the highest by Asian or Pacific Islander customers, and the lowest by Caucasian customers.
-100
-50
0
50
100
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian -25 | Caucasian | -25 |
Asian or Pacific Islander 0 | Asian or Pacific Islander | 0 |
Other 0 | Other | 0 |
Morningstar NPS by Age
Morningstar's NPS was rated the highest by customers ages 41-45, and the lowest by customers ages 66+.
Morningstar NPS by Usage
Morningstar's NPS was rated the highest by customers who have used Morningstar's products/services for 5 to 10 Years, and the lowest by customers with Less than 1 Year of usage.
-100
-50
0
50
100
| Summary | Usage | Score |
|---|---|---|
Less than 1 Year -67 | Less than 1 Year | -67 |
1 to 2 Years -20 | 1 to 2 Years | -20 |
2 to 5 Years -20 | 2 to 5 Years | -20 |
5 to 10 Years 25 | 5 to 10 Years | 25 |
Over 10 Years 17 | Over 10 Years | 17 |
Morningstar NPS vs. Competitors
Compared to its competitors, Morningstar's NPS is rated right above Fidelity Investments.
| COMPANY | NPS Score | |
|---|---|---|
| Morningstar | 16 |
| Fidelity Investments | 8 |
| LexisNexis Legal & Professional | 8 |
| The Vanguard Group | 5 |
 | Growth | N/A |
Morningstar Customer Reviews
Out of the 7 Morningstar customer reviews 6 were positive and 1 was constructive. Morningstar customer reviews reflect that more than half of the customers have a favorable experience using the products/services of the company.
All Reviews
Positive Reviews
Constructive Reviews
Morningstar Customer Loyalty
75%
Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.
75% of Morningstar users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"
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Morningstar Customer Loyalty Score by Gender
Male customers rated Morningstar's Customer Loyalty score 15% higher than Female customers.
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Male
70%
Yes
Female
55%
Yes
Morningstar Customer Loyalty Score by Ethnicity
Morningstar's Customer Loyalty score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.
% who answered "Yes"
Sign Up for Brand Profile PRO to get the full Customer Loyalty by Ethnicity data of Morningstar.
66
out of 100
Caucasian
100
out of 100
Asian or Pacific Islander
64
out of 100
Other
Morningstar Customer Loyalty Score by Age
Morningstar's Customer Loyalty score was rated the highest by customers ages 31-35, and the lowest by customers ages 51-55.
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0
20%
40%
60%
80%
100%
| Summary | Age | Score |
|---|---|---|
18-25 78% | 18-25 | 78% |
31-35 100% | 31-35 | 100% |
41-45 100% | 41-45 | 100% |
51-55 33% | 51-55 | 33% |
66+ 78% | 66+ | 78% |
Morningstar Customer Loyalty Score by Usage
Morningstar's Customer Loyalty score was rated the highest by customers who have used Morningstar's products/services for 5 to 10 Years, and the lowest by customers with 2 to 5 Years of usage.
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Morningstar Customer Loyalty Score by Industry
Morningstar's Customer Loyalty score was rated the highest by Accounting industry customers, and the lowest by Banking and Financial Services industry customers.
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Morningstar Customer Loyalty vs. Competitors
Compared to its competitors, Morningstar's Customer Loyalty score is rated right above LexisNexis Legal & Professional, and is preceded by The Vanguard Group.
| COMPANY | Customer Loyalty Score | |
|---|---|---|
| Fidelity Investments | 82% |
| The Vanguard Group | 81% |
| Morningstar | 75% |
| LexisNexis Legal & Professional | 73% |
| Growth | N/A |
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Morningstar Product Quality
3.6/5
Morningstar has an overall Product Quality score of 3.6 out of 5 stars rated by its users and customers.
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Morningstar Product Information
Morningstar’s product quality score is a 3.6 out of 5 as rated by its users and customers. Reviewers from the Accounting industry rated Morningstar's product the highest. Reviewers from the Banking and Financial Services industry rated Morningstar the lowest at 2.2.
- Website
- http://www.caselode.com
- Company Size
- 1,001-5,000 Employees
Industry
Tech
Enterprise
FinTech
Quick Insights into Morningstar Product Quality
Morningstar's Product Quality score was rated highest by customers who have used Morningstar's products/services for 5 to 10 Years, and rated lowest by customers from the Banking and Financial Services industry.
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Ranked Morningstar Product Quality the Highest
Ranked Morningstar Product Quality the Lowest
Morningstar Product Quality Score by Gender
Male customers rated Morningstar's Product Quality score 0.7 stars higher than Female customers.
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Male
3.4/5
Female
2.7/5
Morningstar Product Quality Score by Ethnicity
Morningstar's Product Quality score was rated the highest by Asian or Pacific Islander customers, and the lowest by Other customers.
Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of Morningstar.
0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 3.3 | Caucasian | 3.3 |
Asian or Pacific Islander 3.5 | Asian or Pacific Islander | 3.5 |
Other 2.9 | Other | 2.9 |
Morningstar Product Quality Score by Age
Morningstar's Product Quality score was rated the highest by customers ages 18-25, and the lowest by customers ages 51-55.
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0
1
2
3
4
5
| Summary | Age | Score |
|---|---|---|
18-25 3.9 | 18-25 | 3.9 |
31-35 3.2 | 31-35 | 3.2 |
41-45 3.8 | 41-45 | 3.8 |
51-55 2.7 | 51-55 | 2.7 |
66+ 3.9 | 66+ | 3.9 |
Morningstar Product Quality Score by Usage
Morningstar's Product Quality score was rated the highest by customers who have used Morningstar's products/services for 5 to 10 Years, and the lowest by customers with 1 to 2 Years of usage.
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Morningstar Product Quality Score by Industry
Morningstar's Product Quality score was rated the highest by Accounting industry customers, and the lowest by Banking and Financial Services industry customers.
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Morningstar Product Quality vs. Competitors
Compared to its competitors, Morningstar's Product Quality score is rated right above Fidelity Investments.
| COMPANY | Product Quality Score | |
|---|---|---|
| Morningstar | 3.6/5 |
| Fidelity Investments | 3.4/5 |
| LexisNexis Legal & Professional | 3.4/5 |
| The Vanguard Group | 3.4/5 |
| Growth | N/A |
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Morningstar Pricing
Morningstar ROI & Value For Money
3.5/5
Morningstar has a value for money and ROI score of 3.5 out of 5 stars rated by its users and customers.
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Morningstar Pricing Plans
Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Accounting industry. The users from the Banking and Financial Services industry think that they had the lowest ROI from Morningstar.
Quick Insights into Morningstar ROI
Morningstar's ROI score was rated highest by customers from the Accounting industry, and rated lowest by customers from the Banking and Financial Services industry.
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Ranked Morningstar ROI the Highest
Ranked Morningstar ROI the Lowest
Morningstar ROI Score by Gender
Male customers rated Morningstar's ROI score 0.2 stars higher than Female customers.
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Male
3.1/5
Female
2.9/5
Morningstar ROI Score by Ethnicity
Morningstar's ROI score was rated the highest by Asian or Pacific Islander customers, and the lowest by Caucasian customers.
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0
1
2
3
4
5
| Summary | Ethnicity | Score |
|---|---|---|
Caucasian 2 | Caucasian | 2 |
Asian or Pacific Islander 3.5 | Asian or Pacific Islander | 3.5 |
Other 3.1 | Other | 3.1 |
Morningstar ROI Score by Age
Morningstar's ROI score was rated the highest by customers ages 18-25, and the lowest by customers ages 51-55.
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0
1
2
3
4
5
| Summary | Age | Score |
|---|---|---|
18-25 4 | 18-25 | 4 |
31-35 2.9 | 31-35 | 2.9 |
41-45 3.8 | 41-45 | 3.8 |
51-55 1.9 | 51-55 | 1.9 |
66+ 3.9 | 66+ | 3.9 |
Morningstar ROI Score by Usage
Morningstar's ROI score was rated the highest by customers who have used Morningstar's products/services for Over 10 Years, and the lowest by customers with Less than 1 Year of usage.
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Morningstar ROI Score by Industry
Morningstar's ROI score was rated the highest by Accounting industry customers, and the lowest by Banking and Financial Services industry customers.
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Morningstar Pricing vs. Competitors
Compared to its competitors, Morningstar's ROI score is rated right above Fidelity Investments, and is preceded by The Vanguard Group.
| COMPANY | Pricing Score | |
|---|---|---|
| The Vanguard Group | 3.5/5 |
| Morningstar | 3.5/5 |
| Fidelity Investments | 3.4/5 |
| LexisNexis Legal & Professional | 3.1/5 |
| Growth | N/A |
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Morningstar Customer Satisfaction (CSAT)
Morningstar Customer Satisfaction (CSAT) Score
66 / 100
Morningstar has an overall Customer Satisfaction score of 66 rated by its users and customers.
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Very Satisfied
33%
Satisfied
33%
Neither Satisfied nor Dissatisfied
16%
Dissatisfied
12%
Very Dissatisfied
6%
What is Customer Satisfaction (CSAT) Score
Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.
Quick Insights into Morningstar Customer Satisfaction
Morningstar's Customer Satisfaction score was rated highest by customers from the Accounting industry, and rated lowest by customers ages 31-35.
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Ranked Morningstar Customer Satisfaction the Highest
Ranked Morningstar Customer Satisfaction the Lowest
Morningstar Customer Satisfaction Score by Gender
Male customers rated Morningstar's Customer Satisfaction score 10 points higher than Female customers.
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60 / 100
MaleVery Satisfied | 20% | |
|---|---|---|
Satisfied | 40% | |
Neither Satisfied nor Dissatisfied | 20% | |
Dissatisfied | 7% | |
Very Dissatisfied | 13% |
50 / 100
FemaleVery Satisfied | 50% | |
|---|---|---|
Satisfied | 0% | |
Neither Satisfied nor Dissatisfied | 0% | |
Dissatisfied | 50% | |
Very Dissatisfied | 0% |
Morningstar Customer Satisfaction Score by Ethnicity
CSAT according to Caucasian
Morningstar's Customer Satisfaction (CSAT) score was rated 38% according to Caucasian users and customers.
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38 / 100
Very Satisfied
25%
Satisfied
13%
Neither Satisfied nor Dissatisfied
12%
Dissatisfied
25%
Very Dissatisfied
25%
CSAT according to Other
Morningstar's Customer Satisfaction (CSAT) score was rated 60% according to Other users and customers.
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60 / 100
Very Satisfied
20%
Satisfied
40%
Neither Satisfied nor Dissatisfied
20%
Dissatisfied
20%
Very Dissatisfied
0%
Morningstar Customer Satisfaction Score by Age
Morningstar's Customer Satisfaction score was rated the highest by customers ages 66+, and the lowest by customers ages 31-35.
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0
20
40
60
80
100
| Breakdown | Age | Score | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 31-35 | 25% | |||||||||||||||
| 51-55 | 50% | |||||||||||||||
| 66+ | 75% |
Morningstar Customer Satisfaction Score by Usage
Morningstar's Customer Satisfaction score was rated the highest by customers who have used Morningstar's products/services for Over 10 Years, and the lowest by customers with 1 to 2 Years of usage.
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Morningstar Customer Satisfaction Score by Industry
Morningstar's Customer Satisfaction score was rated the highest by Accounting industry customers, and the lowest by Tech industry customers.
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{
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}Morningstar Customer Satisfaction vs. Competitors
Compared to its competitors, Morningstar's Customer Satisfaction score is rated right above Fidelity Investments, and is preceded by LexisNexis Legal & Professional.
| COMPANY | Customer Satisfaction (CSAT) Score | |
|---|---|---|
| LexisNexis Legal & Professional | 72% |
| Morningstar | 66% |
| Fidelity Investments | 58% |
| The Vanguard Group | 50% |
| Growth | 0% |
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Morningstar Customer Service
3.5/5
Morningstar has an overall Customer Service score of 3.5 out of 5 stars rated by its users and customers.
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About Morningstar's Customer Service
Address
Simpsonville, SC 60602
Website
http://www.caselode.com
Phone Number
1-312-696-6000
Morningstar's Social Links
Quick Insights into Morningstar Customer Service
Morningstar's Customer Service score was rated highest by customers from the Accounting industry, and rated lowest by customers from the Banking and Financial Services industry.
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Ranked Morningstar Customer Service the Highest
Ranked Morningstar Customer Service the Lowest
Morningstar Customer Service Score by Gender
Male customers rated Morningstar's Customer Service score 0.7 stars higher than Female customers.
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Male
3.3/5
Female
2.6/5
Morningstar Customer Service Score by Ethnicity
Morningstar's Customer Service score was rated the highest by Asian or Pacific Islander customers, and the lowest by Caucasian customers.
Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of Morningstar.
0
20
40
60
80
100
| Summary | Ethnicity | Customer Service Score |
|---|---|---|
Caucasian 2.6 | Caucasian | 2.6 |
Asian or Pacific Islander 3.8 | Asian or Pacific Islander | 3.8 |
Other 3.1 | Other | 3.1 |
Morningstar Customer Service Score by Age
Morningstar's Customer Service score was rated the highest by customers ages 18-25, and the lowest by customers ages 51-55.
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0
20
40
60
80
100
| Summary | Age | Customer Service Score |
|---|---|---|
18-25 4.1 | 18-25 | 4.1 |
31-35 3.7 | 31-35 | 3.7 |
41-45 4.1 | 41-45 | 4.1 |
51-55 2.5 | 51-55 | 2.5 |
66+ 2.6 | 66+ | 2.6 |
Morningstar Customer Service Score by Usage
Morningstar's Customer Service score was rated the highest by customers who have used Morningstar's products/services for 5 to 10 Years, and the lowest by customers with 1 to 2 Years of usage.
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Morningstar Customer Service Score by Industry
Morningstar's Customer Service score was rated the highest by Accounting industry customers, and the lowest by Banking and Financial Services industry customers.
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Morningstar Customer Service vs. Competitors
Compared to its competitors, Morningstar's Customer Service score is rated right above Fidelity Investments.
| COMPANY | Customer Service Score | |
|---|---|---|
| Morningstar | 3.5/5 |
| Fidelity Investments | 3.2/5 |
| The Vanguard Group | 3.2/5 |
| LexisNexis Legal & Professional | 3.1/5 |
| Growth | N/A |
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Morningstar as an Employer
3.8/5
Morningstar has a 3.8/5 stars for its overall company culture rated by their employees
top
10%
Consumer vs. Employees
Morningstar scored a 16 for Net Promoter Score and a 12 for Employee Net Promoter Score. NPS gauges how likely a customer of Morningstar would recommend the brand to a friend. ENPS measures how likely Morningstar employees would recommend working at Morningstar to a friend.
Net Promoter Score
16
NPS Score
| 45% | Promoters |
|---|---|
| 26% | Passive |
| 29% | Detractors |
Employee Net Promoter Score
12
eNPS Score
| 42% | Promoters |
|---|---|
| 28% | Passive |
| 30% | Detractors |
