Compare Bloomberg Terminal and Morningstar Direct

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At a Glance
Bloomberg Terminal
Bloomberg Terminal
Star Rating
(66)4.3 out of 5
Market Segments
Enterprise (40.9% of reviews)
Information
Entry-Level Pricing
No pricing available
Learn more about Bloomberg Terminal
Morningstar Direct
Morningstar Direct
Star Rating
(207)4.1 out of 5
Market Segments
Small-Business (39.1% of reviews)
Information
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Morningstar Direct
AI Generated Summary
AI-generated. Powered by real user reviews.
  • Users report that Morningstar Direct excels in customizable reporting, with a score of 8.2, allowing users to tailor reports to their specific needs, while Bloomberg Terminal shines in financial analysis with a score of 9.4, providing in-depth insights and analytics.
  • Reviewers mention that Bloomberg Terminal offers superior data visualization capabilities, scoring 8.9, which enhances the user experience by making complex data more accessible, whereas Morningstar Direct's score of 7.4 indicates room for improvement in this area.
  • G2 users highlight that Bloomberg Terminal's document search functionality is robust, scoring 8.3, making it easier to find relevant information quickly, while Morningstar Direct's lower score of 5.7 suggests that users may struggle with this feature.
  • Users on G2 report that Bloomberg Terminal provides better collaboration tools, scoring 7.8, which facilitates teamwork and communication, compared to Morningstar Direct's score of 5.8, indicating a less effective collaboration experience.
  • Reviewers say that Bloomberg Terminal's market news feature is highly rated at 9.3, delivering timely and relevant updates, while Morningstar Direct's score of 5.4 suggests that users may not find the same level of news coverage and relevance.
  • Users mention that while Morningstar Direct has a decent score of 8.0 for data aggregation, Bloomberg Terminal outperforms it with a score of 9.5, indicating a more comprehensive and efficient approach to aggregating market data.
Featured Products
Pricing
Entry-Level Pricing
Bloomberg Terminal
No pricing available
Morningstar Direct
No pricing available
Free Trial
Bloomberg Terminal
No trial information available
Morningstar Direct
Free Trial is available
Ratings
Meets Requirements
9.3
54
8.1
174
Ease of Use
7.8
55
6.8
201
Ease of Setup
7.0
10
7.6
108
Ease of Admin
6.9
7
6.8
35
Quality of Support
8.5
54
7.4
175
Has the product been a good partner in doing business?
8.8
10
7.2
33
Product Direction (% positive)
7.1
52
6.6
181
Features by Category
8.6
439
6.3
1,318
Financial Information
8.9
44
7.4
112
8.3
40
5.7
111
Analysis
9.4
45
7.6
111
9.1
43
7.5
111
8.7
40
7.3
110
8.2
22
5.2
107
7.8
20
5.8
108
Market News
9.1
44
6.1
110
9.5
45
6.6
112
9.3
45
5.4
110
Platform Basics
6.9
26
4.8
108
7.9
25
5.7
108
Investment Portfolio ManagementHide 10 FeaturesShow 10 Features
Not enough data
7.1
1,034
Functionality
Not enough data
8.2
130
Not enough data
7.5
129
Not enough data
6.0
124
Not enough data
Feature Not Available
Not enough data
6.3
127
Not enough data
6.1
125
Not enough data
9.0
20
Integration
Not enough data
8.0
128
Not enough data
5.6
125
Not enough data
6.9
126
Fixed Income Pricing DataHide 8 FeaturesShow 8 Features
Not enough data
Not enough data
Market Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
Bloomberg Terminal
Bloomberg Terminal
Morningstar Direct
Morningstar Direct
Bloomberg Terminal and Morningstar Direct are categorized as Financial Research
Unique Categories
Bloomberg Terminal
Bloomberg Terminal is categorized as Fixed Income Pricing Data
Morningstar Direct
Morningstar Direct is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Bloomberg Terminal
Bloomberg Terminal
Small-Business(50 or fewer emp.)
30.3%
Mid-Market(51-1000 emp.)
28.8%
Enterprise(> 1000 emp.)
40.9%
Morningstar Direct
Morningstar Direct
Small-Business(50 or fewer emp.)
39.1%
Mid-Market(51-1000 emp.)
26.1%
Enterprise(> 1000 emp.)
34.8%
Reviewers' Industry
Bloomberg Terminal
Bloomberg Terminal
Financial Services
51.5%
Investment Management
13.6%
Education Management
7.6%
Capital Markets
4.5%
Insurance
3.0%
Other
19.7%
Morningstar Direct
Morningstar Direct
Financial Services
54.1%
Investment Management
30.4%
Insurance
2.9%
Banking
2.9%
Research
1.9%
Other
7.7%
Most Helpful Reviews
Bloomberg Terminal
Bloomberg Terminal
Most Helpful Favorable Review
Verified User in Financial Services
GF
Verified User in Financial Services

Ability to export and use macros within the Bloomberg terminal

Most Helpful Critical Review
AA
Amit A.
Verified User in Capital Markets

Some people like the interface, which I have learned is an acquired skill but their interface has probably never changed in forever. Without changing it forever, they could offer more themes and UI options which could make it easier to onboard new users.

Morningstar Direct
Morningstar Direct
Most Helpful Favorable Review
Shawn K.
SK
Shawn K.
Verified User in Financial Services

I use performance reporting, workspace, and presentation studio.

Most Helpful Critical Review
JC
James C.
Verified User in Financial Services

Can be slow... logged out frequently... Presentation Studio is clunky...

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Discussions
Bloomberg Terminal
Bloomberg Terminal Discussions
Monty the Mongoose crying
Bloomberg Terminal has no discussions with answers
Morningstar Direct
Morningstar Direct Discussions
Monty the Mongoose crying
Morningstar Direct has no discussions with answers