Matthew Young, CFA, is a senior equity analyst, industrials, for Morningstar. He covers transportation and logistics firms. Young is responsible for conducting in-depth fundamental research and valuation analysis, while generating investment recommendations and value-added insights for institutional buy-side and advisory clients. Key coverage sectors include the Class-I railroads, integrated parcel delivery (FedEx and UPS), trucking, and asset-light freight forwarding (C.H. Robinson and Expeditors International). Young has also covered companies across the commercial services, waste management, and financial-services industries.
Before joining Morningstar in 2010, Young spent five years as an equity research associate at William Blair, where he covered logistics and commercial-services firms. In this position, he was responsible for conducting fundamental analysis, valuation modelling, and writing earnings notes and ad hoc reports.
Young holds a bachelor’s degree in psychology and communications from Wheaton College and a master’s degree in business administration, with concentrations in finance and accounting, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.
United States