Morningstar | Sustainability Performance
A financial services firm providing investment research, data, and tools for individual and professional investors.
1984
United States
10,001+ employees
Financial Services
$1B - 10B in revenue
$100M - 500M in profitability
Sustainability Ranking & Industry Benchmark
#1954
Overall#449
in United States#102
in Financial ServicesSustainability Maturity
Sustainability Intent
Overview
Environmental
Carbon emissionsEnergy consumptionWater ManagementNature and biodiversityClimate riskSocial
Diversity and InclusionPay GapsExternalitiesGovernance
TargetsSDG ImpactESG scores and ExclusionsFinancial Data
Business performanceCapital & innovationAnalyst projections
CO2 scope 1 + 2
Aligned
Renewable energy
Laggard
Female employees
Laggard
Externalities
Laggard
Market cap
Revenue
R&D intensity
Carbon emissions
Reveal data for 1 credit
Industry rank: 93 out of 610
Total CO2 emissions
(CO2e tonnes)
Industry rank: 93 out of 610
Scope 1
Scope 2 location based
Scope 3 downstream
Scope 3 upstream
Industry benchmark
(adj. for revenues)
(adj. for revenues)
Renewable energy
Reveal data for 1 credit
12%2024
Industry rank: 80 out of 610
Total energy consumption
and % renewables
(MWh, % of consumption)
Industry rank: 80 out of 610
Total energy
Share of renewable energy
Industry benchmark
Renewable electricity
Reveal data for 1 credit
Industry rank: Beyond Top 100
Total electricity consumption
and % renewables
(MWh, % of consumption)
Industry rank: Beyond Top 100
Total electricity
Share of renewable electricity
Industry benchmark
Intensity
Greenhouse gas intensity Scope 1, 2 (tCO₂e /$M)
Greenhouse gas intensity (Scope 1, 2, 3)(tCO₂e /$M)
Energy consumption (direct) intensity (MWh /$M)
Industry Benchmark
2.9
B/M 3.0
5.2
B/M 25.0
9.1
B/M 2.6
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Female employees
Reveal data for 1 credit
Share of female employees (%)
25
50
75
100
Company
Benchmark
Controversy level
- Morningstar Inc, US investment research/ratings, has faced sustained SEC enforcement scrutiny including the 2020 USD 3.5 million settlement over alleged conflicts of interest at Morningstar Credit Ratings subsidiary, plus the historic Morningstar Sustainalytics ESG ratings methodology disputes affecting institutional ESG investor confidence in fund classification.
Carbon emissions breakdown
Reveal data for 2 credits
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Climate risk
OverallAcuteChronic
Reveal data for 20 credits
Unlock Acute & Chronic47Moderate
$2.5Mestimated revenue at risk
Thematic risk scoresESRS aligned scoresComing soon
Download Climate Risk AnalysisPowered by illuminem and GIST impactBiodiversity loss in km²
Reveal data for 2 credits
Biodiversity loss in terms of the equivalent land affected (km²e)
Total biodiversity loss (km²e)
Industry benchmark
Biodiversity loss in CO2e
Reveal data for 2 credits
Total biodiversity loss as CO2e tonnes
Total biodiversity loss (CO2e tonnes)
Industry benchmark
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Potential species loss
Reveal data for 2 credits
Estimated nature species lost due to corporate activity, expressed as Potentially Disappeared Fraction (PDF)
One row per year, with the latest at the top. Each driver uses its own scale.
Low ImpactHigh Impact
Industry benchmark
Biodiversity impact
Reveal data for 2 credits
| KPI | Metric | Year | |||||
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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PDF: Potentially Disappeared Fraction (of species) due to corporate activities
Waste management
Reveal data for 2 credits
| KPI | Metric | Year | |||||
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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Water management
Reveal data for 2 credits
| KPI | Metric | Year | |||||
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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Land use
Reveal data for 2 credits
| KPI | Metric | Year | |||||
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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Diversity & inclusion
Reveal data for 3 credits
| KPI | Metric | Year | |||||
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Pay gap breakdown
Reveal data for 1 credit
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Externalities
Reveal data for 1 credit
| KPI | Metric | Year | |||||
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| 2020 | 2021 | 2022 | 2023 | 2024 | Benchmark | ||
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Market cap
Revenue
EBITDA
Operating margin
Revenue & EBITDA
$2.4BFY2025 revenue
Total Annual
Revenue & EBITDA
($ B)
Annual revenue
EBITDA
3 year change
Revenue by region
Revenue by region %
Asia [Member]
AUSTRALIA
CANADA
Europe excluding the United Kingdom [Member]
Non United States [Member]
Segment, Geographical, Group of Other Countries [Member]
UNITED KINGDOM
United States [Member]
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Margin trends
Margin as % of revenue
Gross margin
Operating margin
Net margin
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Free cashflow
Capex
Debt/equity ratio
R&D intensity
0.0%FY2025
R&D as % of revenue
Return on invested capital (ROIC)
Industry benchmark
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Return on invested capital
16.0%FY2026
Return on invested capital (ROIC)
Industry benchmark
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Analyst revenue estimates & actuals
Analyst consensus vs actuals
($ B)
Actual revenue
Consensus estimates
Estimate only
2.0
▲ 0.8%
2.3
▲ 0.5%
2.4
▲ 0.6%
3.1
2029Powered by illuminem
Sustainability targets and commitments
| Target | Year | Value | Scope | Baseline |
|---|
Environmental policy coverage
Carbon reduction policy
Available
Human rights policy
Available
Recycling policy
Not available
Workplace health & safety policy
Available
57%
Independent Directors
8 out of 14 incl. management
Overall score
83
Environment
83
Social
94
Governance
71
Exclusion screening
Adult content
Not available
Alcoholic
Not available
Animal testing
Not available
Firearms
Not available
Tobacco
Not available
Gambling
Not available
Nuclear
Not available
SDG impact
Reveal data for 5 credits
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SDG impact (historical)
Reveal data for 5 credits
| KPI | Metric | Year | |||||
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