Matthew Young, CFA

Matthew Young, CFA, is a senior equity analyst, AM 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, UPS), trucking, and asset-light freight forwarding (C.H. Robinson, 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 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. Young holds a bachelor’s degree in psychology and communications from Wheaton College.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc