Rajiv Bhatia, CFA

Company Reports

IGM

IGM Financial Inc

IGM Financial's AUM Growth Has Largely Been From Markets in Recent Years, Amid Competition

IGM Financial's AUM Growth Has Largely Been From Markets in Recent Years, Amid Competition

Rajiv Bhatia, CFA Jul 8, 2026
SPGI

S&P Global Inc

S&P Global Has an Array of High-Margin, Moaty Businesses That Underpin a Solid Outlook

S&P Global Has an Array of High-Margin, Moaty Businesses That Underpin a Solid Outlook

Rajiv Bhatia, CFA Jul 6, 2026
FDS

FactSet Research Systems Inc

FactSet's Historically Steady Business Faces More Uncertainty Ahead

FactSet's Historically Steady Business Faces More Uncertainty Ahead

Rajiv Bhatia, CFA Jul 6, 2026
MBGL

Mobility Global Inc

Mobility Global's Crown Jewel Is Its Carfax Brand

Mobility Global's Crown Jewel Is Its Carfax Brand

Rajiv Bhatia, CFA Jul 2, 2026
AGF.B

AGF Management Ltd Shs -B- Non-Voting

AGF Management Is in a Challenging Spot as a Subscale Independent Canadian Active Asset Manager

AGF Management Is in a Challenging Spot as a Subscale Independent Canadian Active Asset Manager

Rajiv Bhatia, CFA Jun 24, 2026
SSNC

SS&C Technologies Holdings Inc

As a Serial Acquirer, SS&C Offers an Array of Software and Services Across Financial Services

As a Serial Acquirer, SS&C Offers an Array of Software and Services Across Financial Services

Rajiv Bhatia, CFA Jun 11, 2026
EXPN

Experian PLC

Demand for Experian's Proprietary Credit Bureau Data Should Prove Resilient in the Age of AI

Demand for Experian's Proprietary Credit Bureau Data Should Prove Resilient in the Age of AI

Rajiv Bhatia, CFA Jun 10, 2026
EFX

Equifax Inc

Workforce Solutions Segment Is Equifax's Largest Profit Driver

Workforce Solutions Segment Is Equifax's Largest Profit Driver

Rajiv Bhatia, CFA Jun 4, 2026
TRU

TransUnion

Demand for TransUnion’s Propreitary Credit Bureau Data Should Prove Resilient in the Age of AI

Demand for TransUnion’s Propreitary Credit Bureau Data Should Prove Resilient in the Age of AI

Rajiv Bhatia, CFA Jun 4, 2026
FICO

Fair Isaac Corp

Fair Isaac’s Crown Jewel Is Its High-Margin FICO Scores Business

Fair Isaac’s Crown Jewel Is Its High-Margin FICO Scores Business

Rajiv Bhatia, CFA May 21, 2026
SEIC

SEI Investments Co

SEI Investments Has Made Some Progress With Its Troubled Private Banks Segment

SEI Investments Has Made Some Progress With Its Troubled Private Banks Segment

Rajiv Bhatia, CFA May 4, 2026
NTRS

Northern Trust Corp

Northern Trust Has Built a Strong Wealth Management Franchise

Northern Trust Has Built a Strong Wealth Management Franchise

Rajiv Bhatia, CFA May 4, 2026
BR

Broadridge Financial Solutions Inc

Broadridge’s Regulatory Communications Business Is the Source of Its Wide Moat

Broadridge’s Regulatory Communications Business Is the Source of Its Wide Moat

Rajiv Bhatia, CFA Apr 30, 2026
STT

State Street Corp

State Street Is a Wide-Moat Company With Market-Based Tailwinds

State Street Is a Wide-Moat Company With Market-Based Tailwinds

Rajiv Bhatia, CFA Apr 27, 2026
MCO

Moodys Corp

Moody's Wide Moat and Profits Revolve Around Its Ratings Business

Moody's Wide Moat and Profits Revolve Around Its Ratings Business

Rajiv Bhatia, CFA Apr 22, 2026
MSCI

MSCI Inc

MSCI's Crown Jewel Is Its Wide-Moat Index Business

MSCI's Crown Jewel Is Its Wide-Moat Index Business

Rajiv Bhatia, CFA Apr 21, 2026
BNY

Bank of New York Mellon Corp

BNY's Diversified Businesses Have Shown Good Operating Leverage in Recent Years

BNY's Diversified Businesses Have Shown Good Operating Leverage in Recent Years

Rajiv Bhatia, CFA Apr 16, 2026
VRSK

Verisk Analytics Inc

Verisk's Data and Solutions Are Embedded in the US P&C Insurance Industry

Verisk's Data and Solutions Are Embedded in the US P&C Insurance Industry

Rajiv Bhatia, CFA Feb 23, 2026

More About Rajiv Bhatia

Rajiv Bhatia, CFA, is an equity analyst, financial services, for Morningstar. He covers the custody banks, credit bureaus, credit rating agencies, and financial data and software providers.

Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.

Bhatia has a bachelor's degree in applied mathematics and economics from Northwestern University and a master's degree in finance from Washington University’s Olin School of Business. He also holds the Chartered Financial Analyst® designation.

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