FINTRX provides data intelligence on family offices and registered investment advisors. The platform includes features for monitoring investment activity, tracking asset allocation flows, and accessing detailed investment contact information.

FINTRX

Empower provides retirement plan services and financial solutions to help individuals achieve financial freedom.

Empower

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Joseph Mansueto

Morningstar, Inc.

Sharesight provides portfolio tracking software that allows users to monitor their investments in a central location, including performance tracking, dividend tracking, and tax reporting.

Metric
Company Name	FINTRX	Empower	Morningstar, Inc.	Sharesight
Symbol			MORN
MSH ID	COM:FINTRX	COM:EMPOWER	COM:MORNINGSTAR	COM:SHARESIGHT
Market	PRIVATE	PRIVATE	STOCKS	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services	Financial Services & Finance
Industry	Data Services	Financial Services	Financial - Data & Stock Exchanges	Investment Management
Country	US	US	US	AU
Stage			Private Equity Round
Employee Count		11.98K	11.33K
Website	fintrx.com	empower.com	morningstar.com	sharesight.com
LinkedIn		empowertoday	morningstar
Founders

Metric
Market Cap			12.66B
Enterprise Value
Monthly Web Traffic			10.42M
Web Traffic Growth			0.05
Valuation
Raised Capital			91M

Metric
Revenue			2.07B
Revenue (LTM)
Revenue (NTM)
Gross Profit			1.04B
EBITDA			465.50M
Operating Income			280.60M
Net Income			141.10M
EPS			3.31
Diluted EPS			3.29
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin			0.56
Operating Profit Margin			0.17
EBITDA Margin			0.23
Net Profit Margin			0.11
Return on Equity			0.18
Return on Assets			0.07
Return on Capital Employed			0.15

COM:FINTRX

FINTRX

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio			163.36
P/B Ratio			9.48
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio			6.86
EV Multiple			29.05

Metric
Days Sales Outstanding			56.70
Days Payables Outstanding			109.84
Days Inventory Outstanding			0.00
Operating Cycle			61.57
Cash Conversion Cycle			29.42
Asset Turnover			0.64

Metric
Operating Cash Flow			316.40M
Free Cash Flow			197.30M
Cash Flow to Debt			0.55
Operating Cash Flow/Sales			0.24
Free Cash Flow Yield			0.01

Metric
Cash & Equivalents			337.90M
Accounts Receivable			-38.20M
Inventory
Goodwill			1.58B
Debt to Capitalization			0.43
Debt to Assets			0.37
Current Ratio			0.94
Quick Ratio			1.05

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue			0.03
R&D to Revenue
SG&A to Revenue			0.19