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NASDAQ:MORN

Morningstar Competitors

$245.02
-1.56 (-0.63 %)
(As of 05/14/2021 12:00 AM ET)
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Today's Range
$243.21
$248.19
50-Day Range
$224.31
$265.21
52-Week Range
$139.19
$270.08
Volume70,800 shs
Average Volume136,753 shs
Market Capitalization$10.52 billion
P/E Ratio60.20
Dividend Yield0.51%
Beta1.06

Competitors

Morningstar (NASDAQ:MORN) Vs. KKR, AMP, BEN, CG, ARES, and APO

Should you be buying MORN stock or one of its competitors? Companies in the industry of "investment advice" are considered alternatives and competitors to Morningstar, including KKR & Co. Inc. (KKR), Ameriprise Financial (AMP), Franklin Resources (BEN), The Carlyle Group (CG), Ares Management (ARES), and Apollo Global Management (APO).

KKR & Co. Inc. (NYSE:KKR) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, valuation, dividends, profitability, earnings and institutional ownership.

Risk and Volatility

KKR & Co. Inc. has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Dividends

KKR & Co. Inc. pays an annual dividend of $0.54 per share and has a dividend yield of 1.0%. Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. KKR & Co. Inc. pays out 32.3% of its earnings in the form of a dividend. KKR & Co. Inc. has raised its dividend for 1 consecutive years and Morningstar has raised its dividend for 1 consecutive years.

Analyst Ratings

This is a breakdown of current recommendations and price targets for KKR & Co. Inc. and Morningstar, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
KKR & Co. Inc.03412.75
Morningstar0000N/A

KKR & Co. Inc. currently has a consensus target price of $53.85, indicating a potential downside of 4.08%. Given KKR & Co. Inc.'s higher possible upside, equities analysts clearly believe KKR & Co. Inc. is more favorable than Morningstar.

Profitability

This table compares KKR & Co. Inc. and Morningstar's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
KKR & Co. Inc.N/A4.28%2.02%
Morningstar13.11%18.79%8.59%

Institutional & Insider Ownership

78.0% of KKR & Co. Inc. shares are owned by institutional investors. Comparatively, 47.5% of Morningstar shares are owned by institutional investors. 39.3% of KKR & Co. Inc. shares are owned by company insiders. Comparatively, 49.7% of Morningstar shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Earnings & Valuation

This table compares KKR & Co. Inc. and Morningstar's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
KKR & Co. Inc.$4.22 billion7.74$2.01 billion$1.6733.62
Morningstar$1.18 billion8.93$152 millionN/AN/A

KKR & Co. Inc. has higher revenue and earnings than Morningstar.

Summary

KKR & Co. Inc. beats Morningstar on 8 of the 15 factors compared between the two stocks.

Ameriprise Financial (NYSE:AMP) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, valuation, dividends, profitability, earnings and institutional ownership.

Analyst Ratings

This is a breakdown of current recommendations and price targets for Ameriprise Financial and Morningstar, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Ameriprise Financial01602.86
Morningstar0000N/A

Ameriprise Financial currently has a consensus target price of $236.00, indicating a potential downside of 8.65%. Given Ameriprise Financial's higher possible upside, equities analysts clearly believe Ameriprise Financial is more favorable than Morningstar.

Profitability

This table compares Ameriprise Financial and Morningstar's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Ameriprise Financial15.16%33.79%1.38%
Morningstar13.11%18.79%8.59%

Risk and Volatility

Ameriprise Financial has a beta of 1.74, indicating that its stock price is 74% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Earnings & Valuation

This table compares Ameriprise Financial and Morningstar's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ameriprise Financial$12.97 billion2.31$1.89 billion$16.1016.05
Morningstar$1.18 billion8.93$152 millionN/AN/A

Ameriprise Financial has higher revenue and earnings than Morningstar.

Dividends

Ameriprise Financial pays an annual dividend of $4.52 per share and has a dividend yield of 1.7%. Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Ameriprise Financial pays out 28.1% of its earnings in the form of a dividend. Ameriprise Financial has raised its dividend for 11 consecutive years and Morningstar has raised its dividend for 1 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional & Insider Ownership

83.1% of Ameriprise Financial shares are owned by institutional investors. Comparatively, 47.5% of Morningstar shares are owned by institutional investors. 1.5% of Ameriprise Financial shares are owned by company insiders. Comparatively, 49.7% of Morningstar shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Ameriprise Financial beats Morningstar on 10 of the 15 factors compared between the two stocks.

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

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Franklin Resources, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morningstar0000N/A
Franklin Resources54201.73

Franklin Resources has a consensus price target of $25.8864, indicating a potential downside of 25.05%. Given Franklin Resources' higher possible upside, analysts clearly believe Franklin Resources is more favorable than Morningstar.

Profitability

This table compares Morningstar and Franklin Resources' net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morningstar13.11%18.79%8.59%
Franklin Resources14.15%12.15%8.08%

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and Franklin Resources' revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$1.18 billion8.93$152 millionN/AN/A
Franklin Resources$5.57 billion3.13$798.90 million$2.6113.23

Franklin Resources has higher revenue and earnings than Morningstar.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Franklin Resources pays an annual dividend of $1.12 per share and has a dividend yield of 3.2%. Franklin Resources pays out 42.9% of its earnings in the form of a dividend. Morningstar has raised its dividend for 1 consecutive years and Franklin Resources has raised its dividend for 40 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 45.7% of Franklin Resources shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 23.1% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

Franklin Resources beats Morningstar on 8 of the 15 factors compared between the two stocks.

Morningstar (NASDAQ:MORN) and The Carlyle Group (NASDAQ:CG) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and The Carlyle Group, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morningstar0000N/A
The Carlyle Group03502.63

The Carlyle Group has a consensus price target of $36.7273, indicating a potential downside of 15.59%. Given The Carlyle Group's higher possible upside, analysts clearly believe The Carlyle Group is more favorable than Morningstar.

Profitability

This table compares Morningstar and The Carlyle Group's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morningstar13.11%18.79%8.59%
The Carlyle Group-5.38%25.90%4.75%

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, The Carlyle Group has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and The Carlyle Group's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$1.18 billion8.93$152 millionN/AN/A
The Carlyle Group$2.11 billion7.31$380.90 million$1.7025.59

The Carlyle Group has higher revenue and earnings than Morningstar.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. The Carlyle Group pays an annual dividend of $1.00 per share and has a dividend yield of 2.3%. The Carlyle Group pays out 58.8% of its earnings in the form of a dividend. Morningstar has raised its dividend for 1 consecutive years and The Carlyle Group has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 33.1% of The Carlyle Group shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Morningstar (NASDAQ:MORN) and Ares Management (NYSE:ARES) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Ares Management, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morningstar0000N/A
Ares Management04402.50

Ares Management has a consensus price target of $55.50, indicating a potential upside of 5.90%. Given Ares Management's higher possible upside, analysts clearly believe Ares Management is more favorable than Morningstar.

Profitability

This table compares Morningstar and Ares Management's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morningstar13.11%18.79%8.59%
Ares Management7.22%16.07%2.09%

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Ares Management has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and Ares Management's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$1.18 billion8.93$152 millionN/AN/A
Ares Management$1.77 billion7.78$148.88 million$1.6731.38

Morningstar has higher earnings, but lower revenue than Ares Management.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Ares Management pays an annual dividend of $1.88 per share and has a dividend yield of 3.6%. Ares Management pays out 112.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morningstar has raised its dividend for 1 consecutive years and Ares Management has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 42.4% of Ares Management shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 59.7% of Ares Management shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Morningstar (NASDAQ:MORN) and Apollo Global Management (NYSE:APO) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Apollo Global Management has a beta of 1.62, indicating that its share price is 62% more volatile than the S&P 500.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Apollo Global Management pays an annual dividend of $2.40 per share and has a dividend yield of 4.2%. Apollo Global Management pays out 88.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morningstar has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 72.0% of Apollo Global Management shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 9.3% of Apollo Global Management shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Morningstar and Apollo Global Management's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Morningstar13.11%18.79%8.59%
Apollo Global ManagementN/A30.32%6.29%

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Apollo Global Management, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Morningstar0000N/A
Apollo Global Management041202.75

Apollo Global Management has a consensus price target of $57.3846, indicating a potential downside of 0.06%. Given Apollo Global Management's higher possible upside, analysts clearly believe Apollo Global Management is more favorable than Morningstar.

Valuation & Earnings

This table compares Morningstar and Apollo Global Management's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$1.18 billion8.93$152 millionN/AN/A
Apollo Global Management$2.93 billion4.54$843.19 million$2.7121.19

Apollo Global Management has higher revenue and earnings than Morningstar.

Summary

Apollo Global Management beats Morningstar on 8 of the 15 factors compared between the two stocks.


Morningstar Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
KKR & Co. Inc. logo
KKR
KKR & Co. Inc.
2.0$56.14-2.1%$32.66 billion$4.22 billion34.44Analyst Report
Ameriprise Financial logo
AMP
Ameriprise Financial
2.6$258.34-1.7%$29.94 billion$12.97 billion18.51
Franklin Resources logo
BEN
Franklin Resources
1.8$34.54-1.3%$17.42 billion$5.57 billion21.59Analyst Report
Insider Selling
The Carlyle Group logo
CG
The Carlyle Group
1.6$43.51-2.4%$15.43 billion$2.11 billion-71.33Analyst Report
Ares Management logo
ARES
Ares Management
1.7$52.41-2.4%$13.73 billion$1.77 billion97.06
Apollo Global Management logo
APO
Apollo Global Management
2.4$57.42-2.1%$13.32 billion$2.93 billion-68.36Analyst Report
Insider Buying
Invesco logo
IVZ
Invesco
2.0$27.96-3.0%$12.90 billion$6.12 billion26.13Insider Selling
Gap Down
Affiliated Managers Group logo
AMG
Affiliated Managers Group
2.1$164.40-1.6%$6.85 billion$2.24 billion71.17
Janus Henderson Group logo
JHG
Janus Henderson Group
1.9$38.14-1.5%$6.57 billion$2.19 billion86.68
Evercore logo
EVR
Evercore
2.4$147.63-3.1%$6.20 billion$2.01 billion26.46
Houlihan Lokey logo
HLI
Houlihan Lokey
1.9$74.00-2.3%$5.10 billion$1.16 billion24.34Earnings Announcement
Dividend Increase
Analyst Revision
News Coverage
Lazard logo
LAZ
Lazard
2.4$46.64-2.5%$4.90 billion$2.67 billion18.29
Hamilton Lane logo
HLNE
Hamilton Lane
1.5$89.55-2.1%$4.72 billion$274.05 million46.40
AllianceBernstein logo
AB
AllianceBernstein
2.0$44.37-2.8%$4.36 billion$3.52 billion16.08
Artisan Partners Asset Management logo
APAM
Artisan Partners Asset Management
2.5$52.10-2.1%$3.57 billion$799 million17.72
Cohen & Steers logo
CNS
Cohen & Steers
1.9$73.08-2.0%$3.53 billion$410.83 million30.20
Moelis & Company logo
MC
Moelis & Company
1.7$53.20-1.4%$3.40 billion$746.53 million42.22
Focus Financial Partners logo
FOCS
Focus Financial Partners
1.6$47.13-2.4%$3.39 billion$1.22 billion196.38Gap Down
Federated Hermes logo
FHI
Federated Hermes
1.4$33.25-0.0%$3.29 billion$1.33 billion10.76Insider Selling
StepStone Group logo
STEP
StepStone Group
1.3$31.18-1.4%$2.96 billionN/A0.00Upcoming Earnings
Noah logo
NOAH
Noah
1.9$43.21-4.9%$2.65 billion$253.09 million20.00Earnings Announcement
Gap Down
GCM Grosvenor logo
GCMG
GCM Grosvenor
1.8$12.20-1.6%$2.27 billionN/A0.00Earnings Announcement
Analyst Revision
News Coverage
Virtus Investment Partners logo
VRTS
Virtus Investment Partners
1.7$268.04-3.1%$2.05 billion$563.25 million40.43Dividend Announcement
Gap Down
Victory Capital logo
VCTR
Victory Capital
1.9$29.54-4.9%$2.00 billion$612.37 million11.15Analyst Report
Gap Down
BrightSphere Investment Group logo
BSIG
BrightSphere Investment Group
2.0$23.08-2.6%$1.83 billion$819.50 million12.41
PJT Partners logo
PJT
PJT Partners
1.9$74.29-2.2%$1.77 billion$717.64 million21.29
AssetMark Financial logo
AMK
AssetMark Financial
1.4$24.09-0.4%$1.75 billion$417.94 million-1,203.90Analyst Upgrade
Insider Selling
Sculptor Capital Management logo
SCU
Sculptor Capital Management
1.2$25.76-2.8%$1.46 billion$597.35 million-12.94Dividend Cut
Gap Down
Pzena Investment Management logo
PZN
Pzena Investment Management
0.6$11.34-1.5%$807.07 million$150.75 million54.00
Diamond Hill Investment Group logo
DHIL
Diamond Hill Investment Group
1.2$177.90-0.7%$568.21 million$136.62 million15.40Insider Selling
Barings BDC logo
BBDC
Barings BDC
2.2$10.49-0.6%$503.12 million$75.65 million-262.25
Fidus Investment logo
FDUS
Fidus Investment
1.5$16.91-1.0%$413.23 million$77.11 million18.79Analyst Upgrade
Analyst Revision
PUYI
Puyi
0.5$5.48-1.1%$330.30 million$18.33 million0.00
Value Line logo
VALU
Value Line
1.1$31.00-5.8%$296.79 million$40.30 million16.67High Trading Volume
Gap Down
Saratoga Investment logo
SAR
Saratoga Investment
1.6$24.80-0.9%$277.76 million$58.45 million8.58
Monroe Capital logo
MRCC
Monroe Capital
1.1$10.49-0.1%$223.48 million$68.19 million-52.45
Silvercrest Asset Management Group logo
SAMG
Silvercrest Asset Management Group
2.5$14.16-3.5%$204.33 million$102.15 million12.64Analyst Upgrade
Gap Down
WHG
Westwood Holdings Group
1.4$20.50-1.4%$170.09 million$84.08 million89.13
StoneCastle Financial logo
BANX
StoneCastle Financial
1.5$21.20-0.2%$136.50 million$16.35 million68.39Earnings Announcement
News Coverage
Manning & Napier logo
MN
Manning & Napier
0.5$7.53-3.6%$129.07 million$136 million41.83Gap Down
U.S. Global Investors logo
GROW
U.S. Global Investors
0.4$6.39-2.0%$96.27 million$4.48 million0.00
Great Elm Capital logo
GECC
Great Elm Capital
1.7$3.23-0.6%$75.93 million$27.04 million-1.33Analyst Revision
HNNA
Hennessy Advisors
1.4$9.22-0.7%$67.85 million$33.39 million8.70Dividend Announcement
News Coverage
PHCF
Puhui Wealth Investment Management
0.4$3.85-5.2%$44.31 million$2.18 million0.00Gap Down
Medley Management logo
MDLY
Medley Management
0.5$4.47-24.2%$3.00 million$48.84 million-0.56Upcoming Earnings
Insider Selling
News Coverage
Gap Up
This page was last updated on 5/16/2021 by MarketBeat.com Staff
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