Quantitative Equity Research and Asset Management
Global Company Fundamentals

Morningstar's equity fundamentals database provides high quality, comprehensive history and global coverage to enable you to identify the companies you track, model cash flow based on your knowledge, and find investments you want to include in your specialized portfolios. Morningstar's fundamentals database covers more than 25,000 companies worldwide with up to 30 years of history. Data points include financial statement components, valuation ratios as well as management effectiveness and profitability measurements.

End of Day Pricing
Up to 30 years of daily price history covering 200,000 securities traded on over 400 exchanges globally. Leverage a consistent and complete history of daily security trading prices to perform modeling and implement technical indicators for your proprietary models.
10-K Wizard
Don't miss vital company information that can be buried in a filing. Leverage Morningstar's complete and timely filings in our 10-K Wizard service via a desktop application or a firm-wide API to be able to search and scour documents seconds after they are filed.
Asset & Industry Classification
Create customized peer groups based on Morningstar's proprietary asset classification system. We categorize each of the 36,000 stocks in our database by industry, sector, and region to allow you to bundle or dissect groupings for further research.
Global Ownership
Research mutual fund holdings for over 35,000 portfolios globally as well as beneficial and insider filings to determine which institutional investors own the stocks you cover.
Fundamental Equity Research and Asset Management
Global Company Fundamentals
Morningstar's equity fundamentals database provides high-quality, comprehensive history and global coverage to enable you to identify the companies you research, model cash flow based on your knowledge, and find investments you want to include in your portfolios. Morningstar's fundamentals database covers more than 25,000 companies worldwide with up to 30 years of history. Data points include financial statement components, valuation ratios as well as management effectiveness and profitability measurements.
Company Profiles
Whether you are considering initiating coverage or just want to expand your knowledge, you can read Morningstar's short, medium or long profiles written by our data analysts as they review each company's financials. These company profiles provide a helpful overview of everything from a company's primary business to a detailed write-up on each business segment and revenue driver.
Global Ownership
See what your competitors are doing. Research mutual fund holdings for over 35,000 portfolios globally. You can also access beneficial and insider filings to see which institutional investors also own stocks you cover or hold in your portfolio.
10-K Wizard
Stay abreast of recent news on the companies you cover by setting up alerts for press releases and interim filings using 10-K Wizard. This service also has full-text searching capabilities for all filings posted on the SEC EDGAR system and makes those documents available just seconds after they're filed. This solution is available either as a desktop application or a firm-wide API.
Financial and Research Software
Global Company Fundamentals
Work with Morningstar to create a flexible package that meets your company's needs to license fundamental equity data. Morningstar's high-quality robust database will be a great complement to your software solution. Whether you are providing your customers in-depth financial research or sales prospecting tools, Morningstar's flexible database and solutions can support your business needs.
Asset & Industry Classification
Leverage Morningstar's well-recognized classifications for your software platform. Sort, filter and search for specific companies based on Morningstar's standard industry, sector, and regional classification, as well as the popular Morningstar Style Box.
Executive Personnel
Include executive biographies, contact information, and compensation information in your software to provide insight into executive roles and responsibilities, as well as incentives.
10-K Wizard
Link to 10-K Wizard or leverage a hosted solution or API to take advantage of our full-text searching capabilities.
Media
Global Company Fundamentals
Power your web-site, magazine, or your PDA with Morningstar's fundamental equity data. Whatever media you are creating, use Morningstar's fundamental data to complement your solution. Morningstar's fundamentals database covers more than 25,000 companies worldwide with up to 30 years of history. Data points include financial statement components, valuation ratios as well as management effectiveness and profitability measurements.
Company Profiles
Morningstar's short, medium and long company profiles are a great source of content for any website or publication. Morningstar's company profiles provide a helpful overview of everything from a company's primary business to a detailed write-up on each business segment and revenue driver.
Executive Personnel
Provide an overview of key company executives that includes their biographies, ages and compensation breakdowns.
10-K Wizard
Link to 10-K Wizard or leverage a hosted solution or API to take advantage of our full-text searching capabilities.
Global Ownership
Research mutual fund holdings for over 35,000 portfolios globally as well as beneficial and insider filings to determine which institutional investors own the stocks you cover.
Online Investment Brokerage
Global Company Fundamentals
Provide the tools to allow your clients to do their own research and find the stocks that best fit their investment style. Morningstar's robust fundamental equity data provides information suitable for any type of investor, from novice to advanced. Power your trading platform with accurate and up-to-date data from the brand trusted by investors around the world. Morningstar's fundamentals database covers more than 25,000 companies worldwide with up to 30 years of history, allowing your investors to uncover trends and patterns that suit their investment strategy.
Company Profiles
Give your investors a detailed view into a company's business. Morningstar's short, medium and long company profiles provide a great overview of any business.
Asset & Industry Classification
Use Morningstar's asset classification system to categorize stocks into relevant investment groups for your clients. Morningstar breaks down the stock universe by industry, sector, and region to enable high-level or detailed comparisons.
10-K Wizard
Give your investors the tools to perform streamlined SEC filings research without ever leaving your website. Leverage a hosted solution or API to take advantage of 10-K Wizard, whose full-text searching capabilities enable streamlined company research.
End of Day Pricing
Allow your investors to uncover patterns or map technical indicators with up to 30 years of daily price history covering 200,000 securities traded on over 400 exchanges globally.