Market Data
Financial performance metrics for wealth & investment technology companies
Stock Performance (YTD)
Monthly stock price changes for key companies
Key Performance Indicators
YTD performance metrics
| Company | YTD Return | 52W High | 52W Low |
|---|---|---|---|
| Morningstar | +32.5% | $290.50 | $215.20 |
| FactSet | +25.8% | $468.75 | $377.89 |
| S&P Global | +28.7% | $495.00 | $340.75 |
| MSCI | +35.2% | $572.50 | $385.25 |
Market Trends
Key trends affecting stock performance
Rising Interest Rates
Higher rates have impacted valuations but increased interest income for many financial data providers
AI Integration
Companies investing in AI capabilities have seen stronger stock performance
ESG Focus
Companies with strong ESG data offerings have outperformed peers