Morningstar Equity Analysts

Morningstar is one of the most recognised and trusted names in the global investment industry, serving approximately 255,000 financial advisors, 1,500 asset management firms, 30 retirement plan providers, 248,000 retirement plans, and 10 million individual investors around the world. Our investors first approach has led to a strong reputation for independence and objectivity, as our interests are well aligned with those of our clients.

In Australia and New Zealand, Morningstar helps individual, advisor, and institutional investors achieve their long-term investment goals by providing insightful, differentiated, independent, and actionable equity research, as well as portfolio management services.

Morningstar has more than 100 equity analysts globally, covering approximately 1,500 stocks, making us one of the largest independent research teams in the world. A team of 17 analysts and strategists based in Australia cover nearly 200 Australian and New Zealand stocks.

Morningstar's analysts apply a consistent, rigorous, and proven global methodology which focuses on long-term fundamental valuation, competitive advantages (economic moats), risk, financial health, and stewardship. Each equity research analyst covers 15 to 20 companies and research is reviewed on an ongoing basis (and at least quarterly) to ensure our investment ideas are always relevant. Local analysts exchange insights with global sector teams in the United States, Europe, and Asia resulting in an enriched product and ensuring global consistency. Site visits and frequent interaction with company management and other industry participants foster deeper analytical insight.

Morningstar's equity research independence means we do not offer issuer-paid coverage. In other words, we do not receive commissions for providing research in Australasia and we do not charge companies to be covered; instead our investor clients pay a subscription fee for ongoing service. We take an investors first approach to choosing coverage companies.