Since Morningstar isn’t bound by quiet periods, we can talk when others can’t. We begin to cover a new offering shortly after the initial S-1 is filed. Our analysis cuts right to the point: How a company stacks up against its peers and why it wants investors’ money.
IPO research comes from the same 100 Morningstar analysts who cover more than 2,000 stocks. They put their industry expertise to work when evaluating each new issue. Clients can access analysts via email and telephone with their questions. And they can use the analysts’ interactive discounted cash flow models for scenario analysis.
An independent viewpoint
Our independence allows us to report on companies at any stage of the IPO process. We apply the same objective methodologies when analyzing companies whether they’re new to the stock market or they’ve been public for decades.
Our exclusive IPO website is a dashboard offering a complete view of our analysis of the IPO market. Read our latest market analysis, see which pre-IPO issues garner our High Interest Level rating, scan the week’s latest SEC filings, and tap our battery of reports and models.