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Morningstar (MORN) Competitors

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$215.97 -1.52 (-0.70%)
As of 04:00 PM Eastern

MORN vs. ACN, FDS, MCO, MSCI, and SPGI

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), MSCI (MSCI), and S&P Global (SPGI). Companies are selected based on similarities in market, industry, and size.

How does Morningstar compare to Accenture?

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

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
Accenture10.66% 26.47% 12.89%
Morningstar 16.43%38.57%12.22%

Accenture presently has a consensus price target of $192.96, indicating a potential upside of 4.28%. Morningstar has a consensus price target of $227.33, indicating a potential upside of 5.26%. Given Morningstar's stronger consensus rating and higher possible upside, analysts clearly believe Morningstar is more favorable than Accenture.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Accenture
1 Sell rating(s)
14 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.41
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Accenture has a beta of 1.09, indicating that its share price is 9% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market.

In the previous week, Morningstar had 8 more articles in the media than Accenture. MarketBeat recorded 27 mentions for Morningstar and 19 mentions for Accenture. Accenture's average media sentiment score of 1.07 beat Morningstar's score of 0.57 indicating that Accenture is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Accenture
14 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Morningstar
14 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

75.1% of Accenture shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 0.0% of Accenture shares are owned by insiders. Comparatively, 38.8% of Morningstar shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock 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
Accenture$73.10B1.69$7.68B$12.5214.78
Morningstar$2.45B3.31$374.20M$10.5620.45

Accenture pays an annual dividend of $6.52 per share and has a dividend yield of 3.5%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. Accenture pays out 52.1% of its earnings in the form of a dividend. Morningstar pays out 18.9% 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. Accenture has raised its dividend for 20 consecutive years and Morningstar has raised its dividend for 16 consecutive years. Accenture is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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 finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, dividends, risk, valuation, analyst recommendations, profitability, media sentiment and earnings.

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%

57.0% of Morningstar shares are held by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are held by institutional investors. 38.8% of Morningstar shares are held by insiders. Comparatively, 1.2% of FactSet Research Systems shares are held 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.

In the previous week, Morningstar had 15 more articles in the media than FactSet Research Systems. MarketBeat recorded 27 mentions for Morningstar and 12 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.53 beat Morningstar's score of 0.57 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
14 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
FactSet Research Systems
11 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Morningstar currently has a consensus price target of $227.33, indicating a potential upside of 5.26%. FactSet Research Systems has a consensus price target of $253.00, indicating a potential downside of 15.46%. Given Morningstar's stronger consensus rating and higher possible upside, equities 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)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. 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 increased its dividend for 16 consecutive years and FactSet Research Systems has increased 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.

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$2.45B3.31$374.20M$10.5620.45
FactSet Research Systems$2.44B4.36$597.04M$15.1819.71

Morningstar has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.7, suggesting that its stock price is 30% 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 both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their valuation, dividends, profitability, earnings, risk, analyst recommendations, media sentiment and institutional ownership.

In the previous week, Morningstar had 19 more articles in the media than Moody's. MarketBeat recorded 27 mentions for Morningstar and 8 mentions for Moody's. Moody's' average media sentiment score of 1.25 beat Morningstar's score of 0.57 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
14 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Moody's
6 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Morningstar has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market. Comparatively, Moody's has a beta of 1.33, meaning that its share price is 33% more volatile than the broader market.

Morningstar currently has a consensus target price of $227.33, suggesting a potential upside of 5.26%. Moody's has a consensus target price of $553.61, suggesting a potential upside of 9.97%. Given Moody's' stronger consensus rating and higher probable upside, analysts clearly 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

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.8%. 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 increased its dividend for 16 consecutive years and Moody's has increased its dividend for 16 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

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%

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$2.45B3.31$374.20M$10.5620.45
Moody's$7.72B11.30$2.46B$15.7731.92

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

Summary

Moody's beats Morningstar on 15 of the 19 factors compared between the two stocks.

How does Morningstar compare to MSCI?

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

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
Morningstar$2.45B3.31$374.20M$10.5620.45
MSCI$3.33B12.30$1.20B$18.2830.86

Morningstar currently has a consensus target price of $227.33, suggesting a potential upside of 5.26%. MSCI has a consensus target price of $709.50, suggesting a potential upside of 25.78%. Given MSCI's stronger consensus rating and higher probable upside, analysts plainly believe MSCI 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
MSCI
0 Sell rating(s)
0 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
3.08

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.9%. MSCI pays an annual dividend of $8.20 per share and has a dividend yield of 1.5%. Morningstar pays out 18.9% of its earnings in the form of a dividend. MSCI pays out 44.9% 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 MSCI has increased its dividend for 11 consecutive years.

In the previous week, MSCI had 8 more articles in the media than Morningstar. MarketBeat recorded 35 mentions for MSCI and 27 mentions for Morningstar. MSCI's average media sentiment score of 1.11 beat Morningstar's score of 0.57 indicating that MSCI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
14 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
MSCI
28 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Morningstar has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market. Comparatively, MSCI has a beta of 1.23, suggesting that its stock price is 23% more volatile than the broader market.

MSCI has a net margin of 40.74% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 38.57% beat MSCI's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 38.57% 12.22%
MSCI 40.74%-55.19%24.90%

57.0% of Morningstar shares are held by institutional investors. Comparatively, 90.0% of MSCI shares are held by institutional investors. 38.8% of Morningstar shares are held by insiders. Comparatively, 3.8% of MSCI shares are held by 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.

Summary

MSCI beats Morningstar on 16 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 both finance companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, institutional ownership, media sentiment, valuation, earnings, dividends, analyst recommendations and risk.

S&P Global currently has a consensus target price of $523.59, suggesting a potential upside of 21.45%. Morningstar has a consensus target price of $227.33, suggesting a potential upside of 5.26%. Given S&P Global's stronger consensus rating and higher possible upside, research analysts clearly believe S&P Global is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
S&P Global
1 Sell rating(s)
1 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.85
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

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
S&P Global31.37% 17.74% 9.24%
Morningstar 16.43%38.57%12.22%

In the previous week, S&P Global had 23 more articles in the media than Morningstar. MarketBeat recorded 50 mentions for S&P Global and 27 mentions for Morningstar. S&P Global's average media sentiment score of 1.52 beat Morningstar's score of 0.57 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
46 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Morningstar
14 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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$15.34B8.29$4.47B$16.3826.32
Morningstar$2.45B3.31$374.20M$10.5620.45

S&P Global has a beta of 1.07, meaning that its share price is 7% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market.

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 0.9%. S&P Global pays out 23.7% of its earnings in the form of a dividend. Morningstar pays out 18.9% 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 raised its dividend for 53 consecutive years and Morningstar has raised its dividend for 16 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

Summary

S&P Global beats Morningstar on 14 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$8.10B$5.67B$13.90B$12.81B
Dividend Yield0.94%7.38%5.88%10.69%
P/E Ratio20.4539.0929.5924.23
Price / Sales3.311,232.96517.4591.60
Price / Cash14.5048.2037.7353.57
Price / Book7.912.122.176.37
Net Income$374.20M$416.48M$1.31B$347.74M
7 Day Performance4.13%-0.21%-0.30%0.08%
1 Month Performance30.34%1.20%1.55%2.13%
1 Year Performance-16.51%8.30%11.88%20.64%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
3.189 of 5 stars
$215.97
-0.7%
$227.33
+5.3%
-17.1%$8.10B$2.45B20.4510,973
ACN
Accenture
4.4576 of 5 stars
$178.44
+1.5%
$192.96
+8.1%
-28.8%$117.35B$69.67B14.25779,000
FDS
FactSet Research Systems
4.1421 of 5 stars
$284.42
-0.4%
$253.00
-11.0%
-22.9%$10.16B$2.32B18.7412,800
MCO
Moody's
4.5344 of 5 stars
$477.33
-0.1%
$553.61
+16.0%
-3.2%$82.75B$7.72B30.2716,076
MSCI
MSCI
4.9256 of 5 stars
$562.07
-0.2%
$709.50
+26.2%
-1.0%$40.94B$3.13B30.756,268

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This page (NASDAQ:MORN) was last updated on 8/21/2026 by MarketBeat.com Staff.
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