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Morningstar (MORN) Competitors

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$182.02 +1.91 (+1.06%)
Closing price 05/29/2026 04:00 PM Eastern
Extended Trading
$182.06 +0.04 (+0.02%)
As of 05/29/2026 06:35 PM Eastern
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MORN vs. NDAQ, FDS, MCO, MSCI, and SPGI

Should you buy Morningstar stock or one of its competitors? MarketBeat compares Morningstar with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Morningstar include Nasdaq (NDAQ), FactSet Research Systems (FDS), Moody's (MCO), MSCI (MSCI), and S&P Global (SPGI).

How does Morningstar compare to Nasdaq?

Nasdaq (NASDAQ:NDAQ) and Morningstar (NASDAQ:MORN) are related companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, earnings, media sentiment, profitability, valuation, risk and institutional ownership.

Nasdaq pays an annual dividend of $1.08 per share and has a dividend yield of 1.2%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Nasdaq pays out 32.5% of its earnings in the form of a dividend. Morningstar pays out 20.4% 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. Nasdaq has increased its dividend for 14 consecutive years and Morningstar has increased its dividend for 16 consecutive years.

Nasdaq has a net margin of 23.15% compared to Morningstar's net margin of 16.06%. Morningstar's return on equity of 33.14% beat Nasdaq's return on equity.

Company Net Margins Return on Equity Return on Assets
Nasdaq23.15% 17.51% 7.06%
Morningstar 16.06%33.14%12.05%

72.5% of Nasdaq shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 0.6% of Nasdaq shares are owned by company insiders. Comparatively, 38.8% of Morningstar shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

In the previous week, Morningstar had 20 more articles in the media than Nasdaq. MarketBeat recorded 32 mentions for Morningstar and 12 mentions for Nasdaq. Nasdaq's average media sentiment score of 1.19 beat Morningstar's score of 0.48 indicating that Nasdaq is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Nasdaq
7 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
9 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

Nasdaq has a beta of 0.97, indicating that its share price is 3% less volatile than the broader market. Comparatively, Morningstar has a beta of 1, indicating that its share price has a similar volatility profile to the broader market.

Nasdaq currently has a consensus target price of $107.15, indicating a potential upside of 15.82%. Morningstar has a consensus target price of $236.50, indicating a potential upside of 29.93%. Given Morningstar's higher probable upside, analysts clearly believe Morningstar is more favorable than Nasdaq.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nasdaq
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93
Morningstar
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nasdaq$8.22B6.37$1.79B$3.3227.87
Morningstar$2.45B2.83$374.20M$9.8218.54

Summary

Nasdaq beats Morningstar on 11 of the 20 factors compared between the two stocks.

How does Morningstar compare to FactSet Research Systems?

Morningstar (NASDAQ:MORN) and FactSet Research Systems (NYSE:FDS) are both mid-cap business services companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, earnings, analyst recommendations, dividends, valuation, institutional ownership, profitability and media sentiment.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 1.2% of FactSet Research Systems shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Morningstar currently has a consensus target price of $236.50, suggesting a potential upside of 29.93%. FactSet Research Systems has a consensus target price of $279.62, suggesting a potential upside of 13.71%. Given Morningstar's stronger consensus rating and higher possible upside, equities analysts plainly believe Morningstar is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
FactSet Research Systems
6 Sell rating(s)
9 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
1.82

FactSet Research Systems has a net margin of 24.48% compared to Morningstar's net margin of 16.06%. Morningstar's return on equity of 33.14% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.06% 33.14% 12.05%
FactSet Research Systems 24.48%30.25%15.30%

In the previous week, Morningstar had 27 more articles in the media than FactSet Research Systems. MarketBeat recorded 32 mentions for Morningstar and 5 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.34 beat Morningstar's score of 0.48 indicating that FactSet Research Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
9 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
FactSet Research Systems
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

FactSet Research Systems has lower revenue, but higher earnings than Morningstar. FactSet Research Systems 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
Morningstar$2.45B2.83$374.20M$9.8218.54
FactSet Research Systems$2.32B3.86$597.04M$15.5515.81

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.9%. Morningstar pays out 20.4% of its earnings in the form of a dividend. FactSet Research Systems pays out 29.8% 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. Morningstar has raised its dividend for 16 consecutive years and FactSet Research Systems has raised its dividend for 27 consecutive years. FactSet Research Systems is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Morningstar has a beta of 1, meaning that its stock price has a similar volatility profile to the broader market.Comparatively, FactSet Research Systems has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market.

Summary

Morningstar and FactSet Research Systems tied by winning 10 of the 20 factors compared between the two stocks.

How does Morningstar compare to Moody's?

Morningstar (NASDAQ:MORN) and Moody's (NYSE:MCO) are related companies, but which is the better investment? We will compare the two companies based on the strength of their media sentiment, risk, earnings, institutional ownership, dividends, analyst recommendations, valuation and profitability.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 92.1% of Moody's shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 0.1% of Moody's shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Morningstar currently has a consensus price target of $236.50, suggesting a potential upside of 29.93%. Moody's has a consensus price target of $544.29, suggesting a potential upside of 20.30%. Given Morningstar's higher probable upside, equities analysts plainly believe Morningstar is more favorable than Moody's.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33
Moody's
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.74

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.9%. Morningstar pays out 20.4% of its earnings in the form of a dividend. Moody's pays out 29.5% 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. Morningstar has raised its dividend for 16 consecutive years and Moody's has raised its dividend for 16 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

Morningstar has a beta of 1, suggesting that its share price has a similar volatility profile to the broader market.Comparatively, Moody's has a beta of 1.35, suggesting that its share price is 35% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$2.45B2.83$374.20M$9.8218.54
Moody's$7.72B10.24$2.46B$13.9532.43

In the previous week, Morningstar had 14 more articles in the media than Moody's. MarketBeat recorded 32 mentions for Morningstar and 18 mentions for Moody's. Moody's' average media sentiment score of 1.04 beat Morningstar's score of 0.48 indicating that Moody's is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
9 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
Moody's
12 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Moody's has a net margin of 31.69% compared to Morningstar's net margin of 16.06%. Moody's' return on equity of 70.97% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.06% 33.14% 12.05%
Moody's 31.69%70.97%17.98%

Summary

Moody's beats Morningstar on 14 of the 19 factors compared between the two stocks.

How does Morningstar compare to MSCI?

MSCI (NYSE:MSCI) and Morningstar (NASDAQ:MORN) are related companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, analyst recommendations, risk, media sentiment, earnings and dividends.

MSCI currently has a consensus price target of $697.70, suggesting a potential upside of 10.68%. Morningstar has a consensus price target of $236.50, suggesting a potential upside of 29.93%. Given Morningstar's higher possible upside, analysts clearly believe Morningstar is more favorable than MSCI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MSCI
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
3.09
Morningstar
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

MSCI pays an annual dividend of $8.20 per share and has a dividend yield of 1.3%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. MSCI pays out 46.8% of its earnings in the form of a dividend. Morningstar pays out 20.4% 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. MSCI has raised its dividend for 11 consecutive years and Morningstar has raised its dividend for 16 consecutive years.

In the previous week, Morningstar had 2 more articles in the media than MSCI. MarketBeat recorded 32 mentions for Morningstar and 30 mentions for MSCI. MSCI's average media sentiment score of 0.90 beat Morningstar's score of 0.48 indicating that MSCI is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MSCI
19 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
9 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MSCI$3.13B14.64$1.20B$17.5136.00
Morningstar$2.45B2.83$374.20M$9.8218.54

MSCI has a net margin of 40.74% compared to Morningstar's net margin of 16.06%. Morningstar's return on equity of 33.14% beat MSCI's return on equity.

Company Net Margins Return on Equity Return on Assets
MSCI40.74% -65.48% 24.49%
Morningstar 16.06%33.14%12.05%

MSCI has a beta of 1.24, suggesting that its share price is 24% more volatile than the broader market. Comparatively, Morningstar has a beta of 1, suggesting that its share price has a similar volatility profile to the broader market.

90.0% of MSCI shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 3.8% of MSCI shares are held by company insiders. Comparatively, 38.8% of Morningstar shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

MSCI beats Morningstar on 14 of the 20 factors compared between the two stocks.

How does Morningstar compare to S&P Global?

S&P Global (NYSE:SPGI) and Morningstar (NASDAQ:MORN) are related companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, institutional ownership, dividends, profitability, media sentiment, analyst recommendations, earnings and valuation.

87.2% of S&P Global shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 0.0% of S&P Global shares are held by insiders. Comparatively, 38.8% of Morningstar shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

S&P Global has a beta of 1.08, indicating that its share price is 8% more volatile than the broader market. Comparatively, Morningstar has a beta of 1, indicating that its share price has a similar volatility profile to the broader market.

S&P Global presently has a consensus price target of $546.39, indicating a potential upside of 28.91%. Morningstar has a consensus price target of $236.50, indicating a potential upside of 29.93%. Given Morningstar's higher probable upside, analysts plainly believe Morningstar is more favorable than S&P Global.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
S&P Global
0 Sell rating(s)
1 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.94
Morningstar
1 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Morningstar had 2 more articles in the media than S&P Global. MarketBeat recorded 32 mentions for Morningstar and 30 mentions for S&P Global. S&P Global's average media sentiment score of 1.07 beat Morningstar's score of 0.48 indicating that S&P Global is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
S&P Global
18 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
9 Very Positive mention(s)
8 Positive mention(s)
10 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
S&P Global$15.34B8.18$4.47B$15.8026.83
Morningstar$2.45B2.83$374.20M$9.8218.54

S&P Global has a net margin of 30.37% compared to Morningstar's net margin of 16.06%. Morningstar's return on equity of 33.14% beat S&P Global's return on equity.

Company Net Margins Return on Equity Return on Assets
S&P Global30.37% 17.26% 9.21%
Morningstar 16.06%33.14%12.05%

S&P Global pays an annual dividend of $3.88 per share and has a dividend yield of 0.9%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. S&P Global pays out 24.6% of its earnings in the form of a dividend. Morningstar pays out 20.4% 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. S&P Global has increased its dividend for 53 consecutive years and Morningstar has increased its dividend for 16 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

S&P Global beats Morningstar on 12 of the 19 factors compared between the two stocks.

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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

MetricMorningstarBUSINESS INFO SVC IndustryBusiness SectorNASDAQ Exchange
Market Cap$6.92B$16.60B$6.72B$12.59B
Dividend Yield1.10%1.76%3.01%5.31%
P/E Ratio18.5421.2528.6826.25
Price / Sales2.833.08426.90114.93
Price / Cash12.3614.2823.1237.60
Price / Book6.1313.565.946.86
Net Income$374.20M$646.16M$205.48M$337.26M
7 Day Performance1.32%3.75%3.72%3.58%
1 Month Performance7.89%2.82%3.61%5.71%
1 Year Performance-40.57%-18.26%41.75%39.70%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
4.2468 of 5 stars
$182.02
+1.1%
$236.50
+29.9%
-40.6%$6.92B$2.45B18.5410,973
NDAQ
Nasdaq
4.7536 of 5 stars
$91.01
flat
$107.15
+17.7%
+11.1%$51.47B$8.22B27.419,525
FDS
FactSet Research Systems
4.0407 of 5 stars
$232.04
+0.0%
$279.85
+20.6%
-46.2%$8.45B$2.32B14.9212,800
MCO
Moody's
4.7795 of 5 stars
$449.30
+0.0%
$544.29
+21.1%
-5.6%$78.46B$7.72B32.2116,076
MSCI
MSCI
4.6167 of 5 stars
$588.97
+0.1%
$692.70
+17.6%
+11.9%$42.85B$3.13B33.646,268

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This page (NASDAQ:MORN) was last updated on 5/31/2026 by MarketBeat.com Staff.
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