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Morningstar (MORN) Competitors

$288.27
+0.38 (+0.13%)
(As of 01:12 PM ET)

MORN vs. BEN, CG, HLI, NYT, IVZ, LM, SSTK, SCHL, DJCO, and MKTW

Should you be buying Morningstar stock or one of its competitors? The main competitors of Morningstar include Franklin Resources (BEN), The Carlyle Group (CG), Houlihan Lokey (HLI), New York Times (NYT), Invesco (IVZ), Legg Mason (LM), Shutterstock (SSTK), Scholastic (SCHL), Daily Journal (DJCO), and MarketWise (MKTW).

Morningstar vs.

Franklin Resources (NYSE:BEN) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, risk, analyst recommendations, earnings, dividends, media sentiment, community ranking, profitability and institutional ownership.

Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.4%. Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.6%. Franklin Resources pays out 70.9% of its earnings in the form of a dividend. Morningstar pays out 32.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Franklin Resources has increased its dividend for 1 consecutive years and Morningstar has increased its dividend for 1 consecutive years.

Franklin Resources has a net margin of 11.09% compared to Franklin Resources' net margin of 10.13%. Franklin Resources' return on equity of 21.79% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Resources11.09% 10.82% 4.51%
Morningstar 10.13%21.79%8.32%

Franklin Resources has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.

Franklin Resources currently has a consensus price target of $26.00, indicating a potential upside of 13.94%. Morningstar has a consensus price target of $320.00, indicating a potential upside of 11.45%. Given Morningstar's higher possible upside, analysts clearly believe Franklin Resources is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Resources
3 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.63
Morningstar
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Franklin Resources received 164 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.52% of users gave Morningstar an outperform vote while only 40.78% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
Franklin ResourcesOutperform Votes
447
40.78%
Underperform Votes
649
59.22%
MorningstarOutperform Votes
283
57.52%
Underperform Votes
209
42.48%

47.6% of Franklin Resources shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 24.1% of Franklin Resources shares are held by insiders. Comparatively, 37.7% of Morningstar shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Franklin Resources has higher revenue and earnings than Morningstar. Franklin Resources is trading at a lower price-to-earnings ratio than Morningstar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Resources$7.85B1.53$882.80M$1.7513.02
Morningstar$2.04B6.02$141.10M$4.9558.02

In the previous week, Morningstar had 8 more articles in the media than Franklin Resources. MarketBeat recorded 13 mentions for Morningstar and 5 mentions for Franklin Resources. Morningstar's average media sentiment score of 1.63 beat Franklin Resources' score of 0.85 indicating that Franklin Resources is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Resources
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Morningstar
9 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Morningstar beats Franklin Resources on 12 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding MORN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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MORN vs. The Competition

MetricMorningstarInvestment advice IndustryBusiness SectorNASDAQ Exchange
Market Cap$12.28B$9.19B$6.23B$7.49B
Dividend Yield0.56%24.17%2.99%4.06%
P/E Ratio58.0240.1429.8315.03
Price / Sales6.026.631,250.1389.11
Price / Cash30.3915.3524.2728.99
Price / Book9.243.584.254.31
Net Income$141.10M$302.98M$118.95M$215.01M
7 Day Performance-1.15%-2.60%14.49%0.15%
1 Month Performance-3.74%-1.92%13.25%1.42%
1 Year Performance40.45%14.04%22.86%4.92%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.7702 of 5 stars
$23.40
-0.8%
$26.00
+11.1%
-13.2%$12.31B$8.10B13.379,200Positive News
CG
The Carlyle Group
3.8928 of 5 stars
$43.41
+1.0%
$45.60
+5.0%
+35.4%$15.62B$2.96B-24.252,200Positive News
HLI
Houlihan Lokey
4.5197 of 5 stars
$133.84
-1.1%
$124.33
-7.1%
+42.2%$9.18B$1.91B32.562,610Positive News
NYT
New York Times
3.8416 of 5 stars
$50.96
-0.5%
$46.71
-8.3%
+36.6%$8.37B$2.43B33.975,900Positive News
IVZ
Invesco
4.5726 of 5 stars
$15.65
-0.4%
$16.79
+7.3%
-6.9%$7.04B$5.77B-20.878,500Positive News
LM
Legg Mason
0 of 5 stars
$49.99
flat
N/A+0.0%$4.45B$2.92B17.793,059High Trading Volume
SSTK
Shutterstock
4.3294 of 5 stars
$39.52
-2.7%
$62.50
+58.1%
-22.7%$1.42B$874.59M15.321,274Positive News
SCHL
Scholastic
4.7576 of 5 stars
$35.67
-1.7%
N/A-18.0%$1.02B$1.70B24.606,760Positive News
DJCO
Daily Journal
0 of 5 stars
$376.45
-0.7%
N/A+27.2%$519.50M$67.71M23.34350Positive News
MKTW
MarketWise
3.2187 of 5 stars
$1.41
+8.5%
$3.50
+148.2%
-50.2%$428.39M$430.94M35.26581Positive News

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This page (NASDAQ:MORN) was last updated on 6/10/2024 by MarketBeat.com Staff

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