Compare · BX vs MORN
BX vs MORN
Side-by-side comparison of Blackstone Inc. (BX) and Morningstar Inc. (MORN): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BX and MORN operate in Investment Managers (Finance), so they compete in similar markets.
- BX is the larger of the two at $81.97B, about 10.4x MORN ($7.85B).
- MORN has been more active in the news (13 items in the past 4 weeks vs 11 for BX).
- BX has more recent analyst coverage (25 ratings vs 6 for MORN).
Blackstone Inc.
The Blackstone Group Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts,special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, healthcare, life sciences, enterprise tech and consumer, as well as consumer technologies. The fund considers investment in Asia and Latin America. It has a three year investment period. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. The Blackstone Group Inc. was founded in 1985 and is headquartered in New York, New York with additional offices across Asia, Europe and North America.
Morningstar Inc.
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.
Latest BX
- SEC Form 8-K filed by Blackstone Inc.
- Blackstone Credit & Insurance Leads $1 Billion Financing to Support Combination of Analogic Corporation and Leidos' Security Enterprise Solutions Businesses
- Amendment: SEC Form 13F-HR/A filed by Blackstone Inc.
- Amendment: SEC Form 13F-HR/A filed by Blackstone Inc.
- Amendment: SEC Form 13F-HR/A filed by Blackstone Inc.
- SEC Form 3 filed by Blackstone Inc.
- Wells Fargo initiated coverage on Blackstone with a new price target
- Blackstone Announces Significant Investment to Launch Falcata, Leader in Next-Generation Interceptor Technologies
- Large owner Blackstone Holdings Iv L.P. bought $5,016,662 worth of Common Shares of Beneficial Interest (191,695 units at $26.17) (SEC Form 4)
- Blackstone Launches BXPM – Blackstone Private Markets Fund
Latest MORN
- PitchBook Launches an Agentic Platform Assistant and New PitchBook Data MCP to Meet Investors' Rapidly Evolving Workflow Needs
- Retail Trading Platforms Post Record Quarters as Investor Apps Multiply
- Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights
- Morningstar Wealth and Envestnet Expand Advisor Access to Public and Private Markets
- Advisors Adopt AI Fast, but Still Aren’t Getting Their Time Back, Says 2026 Morningstar Investor Perspectives Advisor Study
- Large owner Mansueto Daniel disposed of 657,779 shares (SEC Form 4)
- New insider Mansueto Daniel claimed ownership of 3,925,077 shares (SEC Form 3)
- Morningstar Announces New Global Headquarters at Chicago's Thompson Center and $5 Million Community Investment Donation
- Morningstar, Inc. to Announce Third-Quarter 2026 Financial Results on Oct. 28
- SEC Form 8-K filed by Morningstar Inc.