Morningstar® Equity Research Services

Morningstar® Equity Research Services - Insightful investment ideas from independent analysts.

  • Morningstar® Economic MoatTM Rating defines a company’s competitive advantage
  • 1,800 companies covered in more than 90 industries
  • Research tailored for institutional investors, advisors, and individuals.

Covering approximately 1,800 companies in more than 90 industries, Morningstar combines
broad, global stock analysis with deep industry expertise. We apply a consistent research methodology that identifies a company’s sustainable competitive advantages, its risks,
and whether the stock price accurately reflects both. Morningstar equity research is available
in a variety of forms appropriate for institutional investors, advisors, and individuals.
Institutional investors use Morningstar®Institutional Equity Research ServicesSM to extend their internal research capabilities. Our robust Web portal acts as a daily dashboard, surfacing our analysts’ best ideas, expanded industry and company research, presentations, video updates, and weekly highlights. It also delivers recaps of analyst visits with company
managers, takeaways from industry events, customized watch lists, alerts, and more.
Clients can download our analysts’ interactive and fully populated discounted cash
flow models for every company we cover.

Institutional clients also have direct access to our analysts. By phone, e-mail, or in person, they regularly engage with analysts to discuss industry dynamics, debate valuation assumptions, or explore new ideas. A dedicated analyst works with each client, acting as
a liaison who presents ideas that support the client’s investing style and process. Clients can also attend events such as our annual Morningstar® Stocks Forum, where they can meet one-on-one with managers of some of our analysts’ favorite companies. Advisors support their investment decisions with our research, including analyst reports,weekly research highlights, quarterly Market Outlook updates, and model stock portfolios. Broker/dealers and asset management firms license our research to distribute to their affiliated advisors and investors. We also deliver research through third-party Web sites, our Morningstar®

Advisor WorkstationSM Enterprise Edition platform, or the Morningstar® Analyst Research Center.SM This stand-alone Web site features a choice of modules with stock, IPO, exchange-traded fund, and mutual fund research.Basic company profiles are now available for companies listed on the NASDAQ OMX exchanges, offering fundamental data and industry evaluations for stocks with limited coverage.

Individual investors access our research through Morningstar.com® or our investing newsletters, as well as through their broker/dealer, financial advisor, or third-party Web sites.

global.morningstar.com/EquityResearch
Watch a video testimonial and sign up for a free trial.

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