Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. read more
Morningstar Company Culture
Morningstar Culture
This score is derived from employee ratings & reviews3.8/5
Morningstar's Overall Culture is rated B
Top Rated Culture Dimensions
CEO Rating
ALeadership
BManager
BWork Culture
BEnvironment
BMorningstar CEO
Top 10%Top 10% of Similar Size Companies on Comparably
Kunal Kapoor
80 /100
See More
Diversity at Morningstar
Top 40%Top 40% of Similar Size Companies on Comparably
B-
Diverse employees at Morningstar have rated Perks And Benefits, Team, and CEO Rating as the highest categories they have scored
Women at Morningstar
Top 35%Top 35% of Similar Size Companies on Comparably
B
Women at Morningstar have rated Perks And Benefits, CEO Rating, and Leadership as the highest categories they have scored
Morningstar eNPS
Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"Top 35%Top 35% of Similar Size Companies on Comparably
Recommend to a Friend?
11
Morningstar employees are 11% more likely to recommend Morningstar as a great place to work
| 41% | Promoters |
|---|---|
| 29% | Passives |
| 30% | Detractors |
Working at Morningstar
Working at Morningstar is rated average by 165 employees, across various culture dimensions. Morningstar employees are most satisfied about CEO Rating, Leadership, and Manager categories, putting Morningstar’s culture in the Top 35% compared to similar sized companies on Comparably and in the Top 5% compared to other companies in Greenville, SC. See below in detail how working at Morningstar was rated by employees.
Overall Company Culture at Morningstar
B
Overall Company Culture at Morningstar is rated B
Last updated months ago
Top
35%
Morningstar ranks in the Top 35% of other companies on Comparably with 1,001-5,000 Employees for Overall Company Culture Score
Morningstar Employee Reviews
Out of 95 Morningstar employee reviews, 66% were positive. The remaining 34% were constructive reviews with the goal of helping Morningstar improve their work culture.
| Positive Reviews | 66% |
|---|---|
| Constructive Feedback | 34% |
Positive Reviews From Morningstar Employees
- What makes you most happy at work?The people, culture, and support I have to be successful.
- What is most positive about the culture and environment at your company?It's a positive, upbeat ambiance. Very caring and community-oriented. I believe folks want to see you be successful.
- What are some of the best things about your team?They are very collaborative - it's a one-team mentality.
Constructive Feedback From Morningstar Employees
- What needs to change to make the company culture better?Management has to go. Their decisions are ineffective
- What does the leadership team need to get better at?Decision-making skills. Employee well-being. Understanding the needs of their team.
- Why do you feel undervalued and what would make you feel better about your compensation?Inflation is really high and salary raise has not addressed those concerns
Morningstar Company Information
Morningstar Company Overview
Morningstar was founded in 1981 and its current CEO is Kunal Kapoor. Since its inception 45 years ago, Morningstar has grown to 3942 employees.
Morningstar Mission, Vision & Values
Morningstar Mission & Values
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015.
Sustainability and Corporate Social Responsibility at Morningstar
The Morningstar Sustainability Rating™ for funds allows investors to evaluate how well the companies in a fund’s portfolio are managing the environmental, social, and governance—or ESG—investing factors relevant to their industries. It makes it possible to find sustainable funds even if they aren’t specifically marketing themselves as products that support an ESG-investing approach.
| Headquarter | Simpsonville, SC 60602 United States of America |
|---|---|
| Website | www.caselode.com |
| Founding Date | 1981 |
| Tel | 1-312-696-6000 |
| Company Status | Public |
| Stock | MORN |
| Social Sites |
Morningstar Competitors
Morningstar competitors include LexisNexis Legal & Professional, Fidelity Investments, and The Vanguard Group. Morningstar ranks 3rd in Overall Culture Score on Comparably vs its competitors. See below how Morningstar compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.
Culture Video
Morningstar Employees
Morningstar has 3942 employees. 165 employees at Morningstar have reviewed Morningstar across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 165 Morningstar employees give their leadership a grade of B, or Top 30% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Morningstar are not very pleased with their total compensation at Morningstar, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Morningstar are pleased with their team. 165 Participants grade the quality of their coworkers a B. The majority believe the meetings at Morningstar are effective, and the majority look forward to interacting with their coworkers.
The majority of employees at Morningstar believe the environment at Morningstar is positive. Most Participants believe the pace of work at Morningstar is comfortably fast. About 59% of the employees at Morningstar work 8 hours or less, while 2% of them have an extremely long day - longer than twelve hours.
Overall, the employees at Morningstar are generally happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.
A Day in the Life
A Day in the Life
Morningstar employees generally work 8.8 hrs a day
Work Hours
A Day in the Life
Employees at Morningstar report the work pace is comfortably fast
Work Pace
A Day in the Life
On a typical day, employees at Morningstar have 2 meetings
Meetings
A Day in the Life
82% of Morningstar employees look forward to interacting with their team every day
Coworkers
A Day in the Life
Morningstar employees most often take unlimited paid vacation and sick days each year
Perks & Benefits
A Day in the Life
60% of Morningstar employees report they are happy with their work life balance
Work Life Balance
A Day in the Life
Morningstar employees typically get valuable feedback on how to improve at work Once a month
Feedback
A Day in the Life
80% of Morningstar employees call their work environment positive
Environment
Joining Morningstar - Employee Onboarding
Morningstar employees concluded that their overall onboarding experience was positive. 100% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
Morningstar KPIs and OKRs
At Morningstar 100% of employees think their department KPIs and OKRs are clear. Employees’ understanding of Morningstar's KPIs and OKRs is essential for its success. Out of 7 Morningstar employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 3 have said yes.
Are your company's goals clear, and are you invested in them?
Are the KPIs/OKRs for your department clear?
Morningstar CEO & Leadership
Morningstar CEO - Kunal Kapoor
80 /100
Kunal’s approval rate is in the Top 10% of all CEOs of similar-sized companies on Comparably, and in the Top 5% compared to the CEOs of all other companies in Greenville, SC. Morningstar’s CEO is highly regarded especially by employees in the Engineering department, Hispanic or Latino employees, and employees with Over 10 Years experience. However, employees in the Finance department, employees with 3 to 6 Years experience, and Asian or Pacific Islander employees have a less favorable view of the CEO and believe there is room for improvement. Compared to Morningstar’s competitors, Kunal Kapoor ranks right above The Vanguard Group CEO Mortimer J. Buckley. Under Kapoor’s leadership, Morningstar employee respondents are most happy about their Leadership and the company’s Manager. Professional Development and Office Culture are two areas, according to respondents, where Morningstar could stand to see real improvement.
Morningstar Leadership
The Morningstar Executive Team is rated a “B-” and led by CEO Kunal Kapoor, Founder and Executive Chairman Joseph Mansueto, and Chief Financial Officer Jason Dubinsky
Kunal Kapoor CEO / President
Kunal Kapoor serves as the CEO / President of Morningstar.
Joseph Mansueto Founder and Executive Chairman
Mr. Joseph D. Mansueto, also known as Joe, has been the Executive Chairman and Executive Director of Morningstar, Inc.... read more
Jason Dubinsky Chief Financial Officer
Mr. Jason M. Dubinsky has been a Chief Financial Officer of Morningstar, Inc. since July 24, 2017. Mr. Dubinsky served... read more
Bevin Desmond Head of Global Markets & Human Resources
Ms. Bevin Desmond has been the Head of Global Markets and Human Resources at Morningstar, Inc. since 2010. Ms. Desmond... read more
Daniel E. Needham CFA President of Investment Management and Chief Investment Officer of Investment Management
Mr. Daniel E. Needham, CFA serves as the President of Investment Management since February 2, 2015 and Chief Investment... read more
Nicolas Owens MBA Head of Technical Marketing
Mr. Nicolas Owens, MBA has been Head of Technical Marketing at Morningstar Inc., since February 2016 and served as its... read more
Scott Burns Head of Asset Management Client Solutions
Mr. Scott Burns has been the Head of Asset Management Client Solutions at Morningstar Inc., since January 2015. Mr.... read more
John Gabbert Chief Executive Officer of Pitchbook Data Inc
Mr. John Gabbert is the Founder of PitchBook Data, Inc and serves as its Chief Executive Officer. Prior to founding... read more
Tricia Rothschild CFA Chief Product Officer
Ms. Tricia Rothschild, CFA, has been the Chief Product Officer at Morningstar, Inc. since January 2017. Ms. Rothschild... read more
Morningstar Salaries
How much does Morningstar pay?
How much do people at Morningstar get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Morningstar is $115,947, or $55 per hour, while the estimated median salary is $118,770, or $57 per hour.
At Morningstar, the highest paid job is a Director of Sales at $208,523 annually and the lowest is an IT Support Engineer at $37,568 annually. Average Morningstar salaries by department include: Customer Support at $66,391, Operations at $94,929, Admin at $55,193, and Product at $201,548. Half of Morningstar salaries are above $118,770.
64 employees at Morningstar rank their Compensation in the Bottom 40% of similar sized companies in the US (based on 199 ratings) while 59 employees at Morningstar rank their Perks And Benefits in the Top 40% of similar sized companies in the US (based on 64 ratings).
Salaries contributed from Morningstar employees include job titles like DevOps, Developer, QA Manager, and Automation Engineer. Comparably data has a total of 19 salary records from Morningstar employees.
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $64k | $64k | 1st Percentile |
17th Percentile $91k | $91k | 17th Percentile |
33rd Percentile $116k | $116k | 33rd Percentile |
50th Percentile $169k | $169k | 50th Percentile |
67th Percentile $222k | $222k | 67th Percentile |
83rd Percentile $239k | $239k | 83rd Percentile |
100th Percentile $286k | $286k | 100th Percentile |
$115,947*
Average Compensation
$118,770*
Median Compensation
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
Morningstar Salaries by City
Morningstar Salaries by Department
Diversity & Inclusion at Morningstar
Diverse employees at Morningstar score the company 70/100 across various culture categories, placing Morningstar in the Top 40% of companies on Comparably with 1,001-5,000 Employees for Comparably's diversity score. The Diversity score provides insights into how diverse employees feel and rate their work experience at Morningstar across various culture dimensions.
At Morningstar, your contributions have meaning and can drive change. Across our 27 o?ces worldwide, we’ve invested in fostering a community where talented, driven people can grow. Our entrepreneurial spirit and uncompromising ethics guide everything we do. It’s all in the name of empowering investors.
Ranked Culture the Highest
Ranked Culture the Lowest
Morningstar Perks & Benefits
Health & Wellness
- Health Insurance
Paid Time Off
- PTO / Vacation Policy
Morningstar PTO
Morningstar's PTO and Vacation policy typically gives unlimited days off a year. Paid Time Off is Morningstar's most important benefit besides Healthcare when ranked by employees, with 40% of employees saying it is the most important benefit. Morningstar's benefits and PTO Package averages to represent a $1500 - $2500 cash value per month.
Other than healthcare, which of the following benefits is most important to you?
Does your boss expect you to work when you're on vacation?
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?
Morningstar Careers
Morningstar Jobs
No Recent Jobs found for Morningstar on Comparably
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H1B Visa
In 2019, Morningstar applied for 83 H1B visas. Of the work permits applied for, 88% were approved, 5% certified-withdrawn, and 7% withdrawn.
An in-depth look at ‘Certified-withdrawn’ H1B applications at Morningstar unveil that 6 approved work permit applications were withdrawn before the employee’s start date, and 4 were withdrawn by Morningstar after the employee’s start date.
Work Permit Application Outcome
Morningstar has a total of 3942 employees
83
Total Applied
H1B Applications Outcome
- 88% Granted (73 out of 83)
- 0% Denied ( out of 83)
- 7% Withdrawn Application was withdrawn by the employer before approval/rejection (6 out of 83)
- 5% Certified-Withdrawn Application was approved but later withdrawn by employer (4 out of 83)
This data was calculated using publicly sourced data from OFLC Performance Data
Let Morningstar Know You Want To Work There
Overview of Candidates Interested in Morningstar on Comparably
Candidates By Department
Engineering | 40% | |
|---|---|---|
All Industries | 40% | |
Marketing | 13% | |
Design | 7% |
Candidates By Location
Chicago | 60% | |
|---|---|---|
Phoenix | 7% | |
Indianapolis | 7% | |
Irving | 7% | |
New York City | 7% | |
Other | 13% |
Frequently Asked Questions regarding Morningstar
Who is the CEO of Morningstar?
Morningstar CEO is Kunal Kapoor, their score by employees is 80
What is Morningstar eNPS?
The eNPS for Morningstar is 11
What is Morningstar revenue?
Morningstar revenue is $912M
What is the salary for Paralegal in Morningstar?
Paralegal average salary in the US is 65k
What are the salaries in the Legal in Morningstar?
The average salaries for Legal in Morningstar is 162k
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