Morningstar Direct vs. CB Insights
A side-by-side comparison based on G2 review data.
| Metric | Morningstar Direct | CB Insights |
|---|---|---|
| Overall rating | 4.1 | 4.4 |
| Review count | 439 | 16 |
| Ease of use | 7.1 | 9.4 |
| Ease of setup | 7.8 | 10.0 |
| Quality of support | 7.8 | 8.9 |
| Meets requirements | 8.3 | 9.2 |
| NPS | 30.523918 | 60 |
| Small Business | 37.0% | 56.3% |
| Mid-Market | 27.4% | 12.5% |
| Enterprise | 35.6% | 31.3% |
| Total page views | 2,507 | 470 |
| Total LLM citations | 14,943 | 14,117 |
Morningstar Direct
What is Morningstar Direct? Morningstar Direct is a global investment platform that combines in-depth data, institutional research, and industry-recognized ratings with powerful analytics, intuitive design, and robust reporting tools. With Morningstar Direct, professional investors can search and screen investments, perform competitive analysis, conduct manager research and due diligence, explore a portfolio’s full holdings and exposures, monitor performance, and generate easy-to-read, compliant reports at scale.
- Data Accessibility
- Ease of Use
- Comprehensive Data
- Data Availability
- Reporting
- Ease of Access
CB Insights
CB Insights provides market intelligence for high-stakes decisions. We track and compare the world’s companies. Our AI agents keep you a step ahead of competitors and disruption. From corporate strategy and innovation to M&A and venture investing, teams use CB Insights to answer high-stakes questions like: What markets should we enter next? Which startups could disrupt — or partner with—us? Who’s gaining traction in a space, and why?
- AI Technology
- Competitor Insights
- Chrome Extension
- Ease of Use
- Daily Use
- Daily Usage