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| Morningstar Direct Our institutional investment analysis platform. | |
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| | | | | Company and Ownership Analysis | | Morningstar Direct supports in-depth company research, whether that involves examining stock fundamentals, tracking a stock’s movement in the market, investigating a company’s credit rating, or analyzing stock ownership trends. Users can quickly find and rank top-performing stocks within a specific time period. Ownership information helps identify who owns a stock and who is buying or selling. Independent qualitative analysis complements the screening process, offering insightful reports that assess the value of a business, its risks, and whether the stock price accurately reflects both. | |
| What you can do: | | | | | Examine stock and company fundamentals | | | | | |
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| | For in-depth stock analysis, Morningstar Direct offers access to complete company fundamental data and real-time market data. With nearly 100 equity and credit analysts on staff, we’re one of the largest independent sources for equity and credit research in the world. Morningstar analysts evaluate stocks using a proprietary methodology built on fundamental analysis that scrutinizes a company’s sustainable competitive advantages. The strong performance of our ratings speaks for itself: The Morningstar® Wide Moat Focus Index has returned an annualized 14.94% since its inception in September 2002. This index tracks 20 stocks with a Wide Economic Moat™ Rating trading at the most significant discounts to our Fair Value Estimates. Built on the modeling expertise of our securities research team, Morningstar Corporate Credit Ratings are independently determined through rigorous quantitative analysis plus a qualitative review from our Credit Rating Committee. Real-time market data and news allows users to monitor the markets and know how they are affecting a portfolio.
Read more about the fundamental company and equity database in Morningstar Direct  | | | | | | With Morningstar Direct, users can uncover the current and past stock ownership within the portfolios of all types of institutional money managers, as well as how the manager’s money management style has evolved over time. This insight helps determine how a company might fit within an institutional investor’s portfolio. | | | | |
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