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Morningstar (MORN) Competitors

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$190.04 +3.69 (+1.98%)
Closing price 04:00 PM Eastern
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$190.02 -0.02 (-0.01%)
As of 07:56 PM Eastern
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MORN vs. ACN, FDS, MCO, SPGI, and TW

Should you buy Morningstar stock or one of its competitors? Morningstar's main competitors and comparable companies include Accenture (ACN), FactSet Research Systems (FDS), Moody's (MCO), S&P Global (SPGI), and Tradeweb Markets (TW). Companies are selected based on similarities in market, industry, and size.

How does Morningstar compare to Accenture?

Morningstar (NASDAQ:MORN) and Accenture (NYSE:ACN) are related companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, risk, dividends, media sentiment, valuation and profitability.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Accenture pays an annual dividend of $6.52 per share and has a dividend yield of 3.6%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Accenture pays out 52.1% 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 increased its dividend for 16 consecutive years and Accenture has increased its dividend for 20 consecutive years. Accenture is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

57.0% of Morningstar shares are held by institutional investors. Comparatively, 75.1% of Accenture shares are held by institutional investors. 38.8% of Morningstar shares are held by insiders. Comparatively, 0.0% of Accenture shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Accenture has higher revenue and earnings than Morningstar. Accenture 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$2.45B2.91$374.20M$10.5618.00
Accenture$69.67B1.76$7.68B$12.5214.66

Morningstar has a beta of 1, indicating that its share price has a similar volatility profile to the broader market.Comparatively, Accenture has a beta of 1.1, indicating that its share price is 10% more volatile than the broader market.

Morningstar has a net margin of 16.43% compared to Accenture's net margin of 10.66%. Morningstar's return on equity of 38.57% beat Accenture's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
Accenture 10.66%26.47%12.89%

Morningstar currently has a consensus price target of $227.33, suggesting a potential upside of 19.62%. Accenture has a consensus price target of $200.52, suggesting a potential upside of 9.26%. Given Morningstar's stronger consensus rating and higher possible upside, analysts plainly believe Morningstar is more favorable than Accenture.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Accenture
1 Sell rating(s)
16 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, Accenture had 20 more articles in the media than Morningstar. MarketBeat recorded 36 mentions for Accenture and 16 mentions for Morningstar. Morningstar's average media sentiment score of 0.63 beat Accenture's score of 0.62 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
1 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Accenture
9 Very Positive mention(s)
7 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

Accenture beats Morningstar on 10 of the 19 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 finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, dividends, valuation, profitability, risk, earnings, institutional ownership and media sentiment.

FactSet Research Systems has a net margin of 23.21% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 38.57% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
FactSet Research Systems 23.21%30.68%15.43%

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

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$2.45B2.91$374.20M$10.5618.00
FactSet Research Systems$2.32B4.15$597.04M$15.1817.85

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 1.7%. Morningstar pays out 18.9% of its earnings in the form of a dividend. FactSet Research Systems pays out 30.6% 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 presently has a consensus target price of $227.33, indicating a potential upside of 19.62%. FactSet Research Systems has a consensus target price of $266.36, indicating a potential downside of 1.70%. Given Morningstar's stronger consensus rating and higher possible upside, research analysts clearly believe Morningstar is more favorable than FactSet Research Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89

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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, FactSet Research Systems had 2 more articles in the media than Morningstar. MarketBeat recorded 18 mentions for FactSet Research Systems and 16 mentions for Morningstar. Morningstar's average media sentiment score of 0.63 beat FactSet Research Systems' score of 0.40 indicating that Morningstar is being referred to more favorably in the media.

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

Summary

FactSet Research Systems beats Morningstar on 10 of the 19 factors compared between the two stocks.

How does Morningstar compare to Moody's?

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

In the previous week, Morningstar had 5 more articles in the media than Moody's. MarketBeat recorded 16 mentions for Morningstar and 11 mentions for Moody's. Morningstar's average media sentiment score of 0.63 beat Moody's' score of 0.37 indicating that Morningstar is being referred to more favorably in the media.

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

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

Moody's has a net margin of 34.25% compared to Morningstar's net margin of 16.43%. Moody's' return on equity of 80.35% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
Moody's 34.25%80.35%19.38%

Morningstar currently has a consensus price target of $227.33, indicating a potential upside of 19.62%. Moody's has a consensus price target of $553.61, indicating a potential upside of 21.69%. Given Moody's' stronger consensus rating and higher possible upside, analysts plainly believe Moody's is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Moody's
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80

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$2.45B2.91$374.20M$10.5618.00
Moody's$7.72B10.21$2.46B$15.7728.85

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 18.9% of its earnings in the form of a dividend. Moody's pays out 26.1% 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, meaning that its share price has a similar volatility profile to the broader market.Comparatively, Moody's has a beta of 1.34, meaning that its share price is 34% more volatile than the broader market.

Summary

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

How does Morningstar compare to S&P Global?

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

In the previous week, Morningstar and Morningstar both had 16 articles in the media. Morningstar's average media sentiment score of 0.63 beat S&P Global's score of 0.42 indicating that Morningstar is being referred to more favorably in the media.

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

Morningstar presently has a consensus price target of $227.33, indicating a potential upside of 19.62%. S&P Global has a consensus price target of $523.59, indicating a potential upside of 32.42%. Given S&P Global's stronger consensus rating and higher possible upside, analysts clearly believe S&P Global is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
S&P Global
0 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.90

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
Morningstar$2.45B2.91$374.20M$10.5618.00
S&P Global$15.34B7.60$4.47B$16.3824.14

Morningstar has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.Comparatively, S&P Global has a beta of 1.07, suggesting that its stock price is 7% more volatile than the broader market.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 87.2% of S&P Global shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 0.0% of S&P Global shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. S&P Global pays an annual dividend of $3.88 per share and has a dividend yield of 1.0%. Morningstar pays out 18.9% of its earnings in the form of a dividend. S&P Global pays out 23.7% 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. Morningstar has increased its dividend for 16 consecutive years and S&P Global has increased its dividend for 53 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

S&P Global has a net margin of 31.37% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 38.57% beat S&P Global's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
S&P Global 31.37%17.74%9.24%

Summary

S&P Global beats Morningstar on 12 of the 18 factors compared between the two stocks.

How does Morningstar compare to Tradeweb Markets?

Morningstar (NASDAQ:MORN) and Tradeweb Markets (NASDAQ:TW) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, risk, institutional ownership, valuation, dividends, earnings, profitability and media sentiment.

Morningstar presently has a consensus target price of $227.33, indicating a potential upside of 19.62%. Tradeweb Markets has a consensus target price of $131.70, indicating a potential upside of 30.60%. Given Tradeweb Markets' higher possible upside, analysts clearly believe Tradeweb Markets is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67
Tradeweb Markets
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$2.45B2.91$374.20M$10.5618.00
Tradeweb Markets$2.05B11.50$812.79M$4.1824.12

Morningstar has a beta of 1, suggesting that its share price has a similar volatility profile to the broader market.Comparatively, Tradeweb Markets has a beta of 0.63, suggesting that its share price is 37% less volatile than the broader market.

In the previous week, Morningstar had 15 more articles in the media than Tradeweb Markets. MarketBeat recorded 16 mentions for Morningstar and 1 mentions for Tradeweb Markets. Tradeweb Markets' average media sentiment score of 1.41 beat Morningstar's score of 0.63 indicating that Tradeweb Markets is being referred to more favorably in the news media.

Company Overall Sentiment
Morningstar Positive
Tradeweb Markets Positive

Tradeweb Markets has a net margin of 40.66% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 38.57% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
Tradeweb Markets 40.66%12.47%10.96%

57.0% of Morningstar shares are held by institutional investors. Comparatively, 99.5% of Tradeweb Markets shares are held by institutional investors. 38.8% of Morningstar shares are held by insiders. Comparatively, 0.2% of Tradeweb Markets shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.6%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Tradeweb Markets pays out 13.4% 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. Morningstar has increased its dividend for 16 consecutive years and Tradeweb Markets has increased its dividend for 3 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Morningstar beats Tradeweb Markets on 10 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

MetricMorningstarCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$6.99B$5.19B$13.52B$13.05B
Dividend Yield1.07%7.52%6.01%14.40%
P/E Ratio18.0029.8724.6825.69
Price / Sales2.911,252.50515.7192.66
Price / Cash12.6547.8149.0652.21
Price / Book6.403.492.696.29
Net Income$374.20M$417.69M$1.32B$360.55M
7 Day Performance-5.13%-0.95%-1.08%-1.85%
1 Month Performance-12.69%4.76%0.76%-4.37%
1 Year Performance-18.09%3.81%8.11%3.56%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
3.4721 of 5 stars
$190.04
+2.0%
$227.33
+19.6%
-20.4%$6.99B$2.45B18.0010,973
ACN
Accenture
4.4662 of 5 stars
$186.10
+2.7%
$198.04
+6.4%
-28.2%$121.07B$69.67B14.86779,000
FDS
FactSet Research Systems
3.8326 of 5 stars
$285.12
+0.5%
$266.36
-6.6%
-10.8%$10.09B$2.32B18.7812,800
MCO
Moody's
4.3996 of 5 stars
$468.06
-0.1%
$553.61
+18.3%
-5.4%$81.16B$7.72B29.6816,076
SPGI
S&P Global
4.8204 of 5 stars
$404.58
-0.2%
$523.59
+29.4%
-20.0%$119.49B$15.34B24.7044,500

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This page (NASDAQ:MORN) was last updated on 9/30/2026 by MarketBeat.com Staff.
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