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Morningstar (MORN) Competitors

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$246.26 +0.18 (+0.07%)
Closing price 11/13/2026 04:00 PM Eastern
Extended Trading
$246.04 -0.22 (-0.09%)
As of 11/13/2026 07:30 PM Eastern
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MORN vs. FDS, MCO, SPGI, TW, and MKTX

Should you buy Morningstar stock or one of its competitors? Morningstar's main competitors and comparable companies include FactSet Research Systems (FDS), Moody's (MCO), S&P Global (SPGI), Tradeweb Markets (TW), and MarketAxess (MKTX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "financial exchanges & data" industry.

How does Morningstar compare to FactSet Research Systems?

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

In the previous week, Morningstar had 5 more articles in the media than FactSet Research Systems. MarketBeat recorded 25 mentions for Morningstar and 20 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 0.62 beat Morningstar's score of 0.23 indicating that FactSet Research Systems is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FactSet Research Systems
4 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

FactSet Research Systems currently has a consensus target price of $284.93, suggesting a potential downside of 14.46%. Morningstar has a consensus target price of $235.67, suggesting a potential downside of 4.30%. Given Morningstar's stronger consensus rating and higher probable upside, analysts plainly believe Morningstar is more favorable than FactSet Research Systems.

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

FactSet Research Systems has a net margin of 21.54% compared to Morningstar's net margin of 17.00%. Morningstar's return on equity of 45.17% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems21.54% 31.66% 15.73%
Morningstar 17.00%45.17%12.52%

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.4%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.8%. FactSet Research Systems pays out 31.9% of its earnings in the form of a dividend. Morningstar pays out 17.5% 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. FactSet Research Systems has raised its dividend for 27 consecutive years and Morningstar has raised its dividend for 16 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 a beta of 0.69, indicating that its stock price is 31% less volatile than the broader market. Comparatively, Morningstar has a beta of 0.91, indicating that its stock price is 9% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.48B4.74$533.48M$14.5622.88
Morningstar$2.45B3.74$374.20M$11.4521.51

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 0.2% of FactSet Research Systems shares are owned by insiders. Comparatively, 38.8% of Morningstar shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Summary

FactSet Research Systems beats Morningstar on 12 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 companies based on the strength of their media sentiment, dividends, earnings, institutional ownership, risk, profitability, valuation and analyst recommendations.

In the previous week, Morningstar had 13 more articles in the media than Moody's. MarketBeat recorded 25 mentions for Morningstar and 12 mentions for Moody's. Moody's' average media sentiment score of 0.98 beat Morningstar's score of 0.23 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
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral
Moody's
8 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Moody's has a net margin of 35.26% compared to Morningstar's net margin of 17.00%. Moody's' return on equity of 84.76% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar17.00% 45.17% 12.52%
Moody's 35.26%84.76%19.65%

Morningstar has a beta of 0.91, meaning that its stock price is 9% less volatile than the broader market. Comparatively, Moody's has a beta of 1.3, meaning that its stock price is 30% more volatile than the broader market.

Morningstar currently has a consensus target price of $235.67, indicating a potential downside of 4.30%. Moody's has a consensus target price of $552.63, indicating a potential upside of 8.75%. Given Moody's' higher possible 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)
7 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.65

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.8%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.8%. Morningstar pays out 17.5% of its earnings in the form of a dividend. Moody's pays out 25.1% 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.

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$2.45B3.74$374.20M$11.4521.51
Moody's$7.72B11.35$2.46B$16.4130.97

Summary

Moody's beats Morningstar on 13 of the 18 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 superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, valuation, dividends, risk, media sentiment and earnings.

S&P Global has a net margin of 32.21% compared to Morningstar's net margin of 17.00%. Morningstar's return on equity of 45.17% beat S&P Global's return on equity.

Company Net Margins Return on Equity Return on Assets
S&P Global32.21% 19.46% 9.52%
Morningstar 17.00%45.17%12.52%

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 company insiders. Comparatively, 38.8% 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.

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$16.29B8.42$4.47B$16.7728.22
Morningstar$2.45B3.74$374.20M$11.4521.51

S&P Global has a beta of 1.03, indicating that its share price is 3% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.91, indicating that its share price is 9% less volatile than the broader market.

S&P Global pays an annual dividend of $3.88 per share and has a dividend yield of 0.8%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.8%. S&P Global pays out 23.1% of its earnings in the form of a dividend. Morningstar pays out 17.5% 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. S&P Global has increased its dividend for 53 consecutive years and Morningstar has increased its dividend for 16 consecutive years. S&P Global is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Morningstar had 10 more articles in the media than S&P Global. MarketBeat recorded 25 mentions for Morningstar and 15 mentions for S&P Global. S&P Global's average media sentiment score of 0.57 beat Morningstar's score of 0.23 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
3 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

S&P Global currently has a consensus price target of $523.35, suggesting a potential upside of 10.57%. Morningstar has a consensus price target of $235.67, suggesting a potential downside of 4.30%. 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
0 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.90
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

S&P Global beats Morningstar on 14 of the 19 factors compared between the two stocks.

How does Morningstar compare to Tradeweb Markets?

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

Tradeweb Markets has a net margin of 39.83% compared to Morningstar's net margin of 17.00%. Morningstar's return on equity of 45.17% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Tradeweb Markets39.83% 12.74% 11.21%
Morningstar 17.00%45.17%12.52%

99.5% of Tradeweb Markets shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 0.2% of Tradeweb Markets shares are owned by company insiders. Comparatively, 38.8% 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.

Tradeweb Markets has higher earnings, but lower revenue 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
Tradeweb Markets$2.05B15.01$812.79M$4.2631.16
Morningstar$2.45B3.74$374.20M$11.4521.51

Tradeweb Markets has a beta of 0.55, indicating that its stock price is 45% less volatile than the broader market. Comparatively, Morningstar has a beta of 0.91, indicating that its stock price is 9% less volatile than the broader market.

Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.4%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.8%. Tradeweb Markets pays out 13.1% of its earnings in the form of a dividend. Morningstar pays out 17.5% 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. Tradeweb Markets has raised its dividend for 3 consecutive years and Morningstar has raised its dividend for 16 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Morningstar had 21 more articles in the media than Tradeweb Markets. MarketBeat recorded 25 mentions for Morningstar and 4 mentions for Tradeweb Markets. Tradeweb Markets' average media sentiment score of 0.73 beat Morningstar's score of 0.23 indicating that Tradeweb Markets is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Tradeweb Markets
0 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

Tradeweb Markets currently has a consensus price target of $127.73, indicating a potential downside of 3.78%. Morningstar has a consensus price target of $235.67, indicating a potential downside of 4.30%. 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
Tradeweb Markets
0 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.58
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

Summary

Morningstar beats Tradeweb Markets on 10 of the 19 factors compared between the two stocks.

How does Morningstar compare to MarketAxess?

MarketAxess (NASDAQ:MKTX) and Morningstar (NASDAQ:MORN) are both mid-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their dividends, risk, analyst recommendations, media sentiment, profitability, institutional ownership, earnings and valuation.

In the previous week, Morningstar had 17 more articles in the media than MarketAxess. MarketBeat recorded 25 mentions for Morningstar and 8 mentions for MarketAxess. Morningstar's average media sentiment score of 0.23 beat MarketAxess' score of -0.03 indicating that Morningstar is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MarketAxess
1 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Morningstar
6 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

Morningstar has higher revenue and earnings than MarketAxess. MarketAxess 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
MarketAxess$846.27M6.87$246.63M$8.1720.22
Morningstar$2.45B3.74$374.20M$11.4521.51

MarketAxess has a beta of 0.83, indicating that its stock price is 17% less volatile than the broader market. Comparatively, Morningstar has a beta of 0.91, indicating that its stock price is 9% less volatile than the broader market.

MarketAxess pays an annual dividend of $3.12 per share and has a dividend yield of 1.9%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 0.8%. MarketAxess pays out 38.2% of its earnings in the form of a dividend. Morningstar pays out 17.5% 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. MarketAxess has raised its dividend for 2 consecutive years and Morningstar has raised its dividend for 16 consecutive years.

99.0% of MarketAxess shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 0.7% of MarketAxess shares are held by insiders. Comparatively, 38.8% of Morningstar shares are held 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.

MarketAxess currently has a consensus price target of $159.44, indicating a potential downside of 3.50%. Morningstar has a consensus price target of $235.67, indicating a potential downside of 4.30%. Given MarketAxess' higher probable upside, equities analysts plainly believe MarketAxess is more favorable than Morningstar.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MarketAxess
0 Sell rating(s)
12 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.08
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

MarketAxess has a net margin of 33.51% compared to Morningstar's net margin of 17.00%. Morningstar's return on equity of 45.17% beat MarketAxess' return on equity.

Company Net Margins Return on Equity Return on Assets
MarketAxess33.51% 22.75% 12.35%
Morningstar 17.00%45.17%12.52%

Summary

Morningstar beats MarketAxess 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$9.13B$5.36B$14.06B$12.19B
Dividend Yield0.81%5.56%4.92%4.53%
P/E Ratio21.5123.4419.7328.44
Price / Sales3.747.844.955.84
Price / Cash16.7029.6320.2322.49
Price / Book8.911.811.823.76
Net Income$374.20M$419.50M$1.33B$390.55M
7 Day Performance0.86%0.11%0.12%-0.33%
1 Month Performance17.69%-1.17%0.11%-4.82%
1 Year Performance16.19%-1.58%5.10%-5.83%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
2.6642 of 5 stars
$246.26
+0.1%
$235.67
-4.3%
N/A$9.13B$2.45B21.5110,973
FDS
FactSet Research Systems
2.4912 of 5 stars
$344.76
+4.6%
$271.79
-21.2%
N/A$11.62B$2.48B23.6812,444
MCO
Moody's
4.0167 of 5 stars
$506.13
+2.5%
$552.63
+9.2%
N/A$87.24B$8.18B30.8416,076
SPGI
S&P Global
3.9352 of 5 stars
$474.86
+1.8%
$523.35
+10.2%
N/A$130.26B$15.34B28.3244,500
TW
Tradeweb Markets
2.9072 of 5 stars
$124.02
+1.2%
$127.73
+3.0%
N/A$28.68B$2.28B29.111,569

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This page (NASDAQ:MORN) was last updated on 11/15/2026 by MarketBeat.com Staff.
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