Morningstar (MORN) Competitors

$176.22 -0.48 (-0.27%)

Closing price 04:00 PM Eastern

Extended Trading

$176.40 +0.18 (+0.10%)

As of 05:20 PM Eastern

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

Should you be buying Morningstar stock or one of its competitors? The main competitors of Morningstar include Nasdaq (NDAQ), FactSet Research Systems (FDS), Moody's (MCO), MSCI (MSCI), and S&P Global (SPGI).

How does Morningstar compare to Nasdaq?

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

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
Morningstar	16.06%	33.14%	12.05%
Nasdaq	23.15%	17.51%	7.06%

In the previous week, Morningstar had 19 more articles in the media than Nasdaq. MarketBeat recorded 33 mentions for Morningstar and 14 mentions for Nasdaq. Nasdaq's average media sentiment score of 1.15 beat Morningstar's score of 0.57 indicating that Nasdaq is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Morningstar	15 Very Positive mention(s)	7 Positive mention(s)	4 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive
Nasdaq	9 Very Positive mention(s)	0 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morningstar	$2.45B	2.74	$374.20M	$9.82	17.95
Nasdaq	$8.30B	6.03	$1.79B	$3.32	26.65

57.0% of Morningstar shares are held by institutional investors. Comparatively, 72.5% of Nasdaq shares are held by institutional investors. 38.8% of Morningstar shares are held by company insiders. Comparatively, 0.6% of Nasdaq shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Morningstar presently has a consensus price target of $236.50, suggesting a potential upside of 34.21%. Nasdaq has a consensus price target of $107.15, suggesting a potential upside of 21.11%. Given Morningstar's higher possible upside, analysts clearly believe Morningstar is more favorable than Nasdaq.

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
Nasdaq	0 Sell rating(s)	2 Hold rating(s)	12 Buy rating(s)	1 Strong Buy rating(s)	2.93

Morningstar has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market. Comparatively, Nasdaq has a beta of 0.98, meaning that its share price is 2% less volatile than the broader market.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.1%. Nasdaq pays an annual dividend of $1.24 per share and has a dividend yield of 1.4%. Morningstar pays out 20.4% of its earnings in the form of a dividend. Nasdaq pays out 37.3% 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 Nasdaq has raised its dividend for 14 consecutive years.

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

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 $4.40 per share and has a dividend yield of 2.0%. Morningstar pays out 20.4% of its earnings in the form of a dividend. FactSet Research Systems pays out 28.3% 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.

In the previous week, Morningstar had 20 more articles in the media than FactSet Research Systems. MarketBeat recorded 33 mentions for Morningstar and 13 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.12 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	15 Very Positive mention(s)	7 Positive mention(s)	4 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive
FactSet Research Systems	8 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

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
Morningstar	16.06%	33.14%	12.05%
FactSet Research Systems	24.48%	30.25%	15.30%

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morningstar	$2.45B	2.74	$374.20M	$9.82	17.95
FactSet Research Systems	$2.32B	3.44	$597.04M	$15.55	14.10

Morningstar has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.69, meaning that its stock price is 31% less volatile than the broader market.

Morningstar presently has a consensus price target of $236.50, suggesting a potential upside of 34.21%. FactSet Research Systems has a consensus price target of $279.85, suggesting a potential upside of 27.65%. Given Morningstar's stronger consensus rating and higher probable 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	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

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

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

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
Morningstar	16.06%	33.14%	12.05%
Moody's	31.69%	70.97%	17.98%

Morningstar has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, Moody's has a beta of 1.37, meaning that its stock price is 37% more volatile than the broader market.

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 presently has a consensus price target of $236.50, suggesting a potential upside of 34.21%. Moody's has a consensus price target of $544.29, suggesting a potential upside of 21.36%. Given Morningstar's higher probable upside, equities research analysts clearly 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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morningstar	$2.45B	2.74	$374.20M	$9.82	17.95
Moody's	$7.72B	10.15	$2.46B	$13.95	32.15

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 insiders. Comparatively, 0.1% of Moody's shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Morningstar had 18 more articles in the media than Moody's. MarketBeat recorded 33 mentions for Morningstar and 15 mentions for Moody's. Moody's' average media sentiment score of 0.75 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	15 Very Positive mention(s)	7 Positive mention(s)	4 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive
Moody's	9 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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 better stock? We will compare the two businesses based on the strength of their institutional ownership, risk, media sentiment, valuation, earnings, analyst recommendations, profitability and dividends.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
MSCI	$3.24B	13.13	$1.20B	$17.51	33.38
Morningstar	$2.45B	2.74	$374.20M	$9.82	17.95

In the previous week, Morningstar had 16 more articles in the media than MSCI. MarketBeat recorded 33 mentions for Morningstar and 17 mentions for MSCI. MSCI's average media sentiment score of 1.28 beat Morningstar's score of 0.57 indicating that MSCI is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
MSCI	12 Very Positive mention(s)	2 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Morningstar	15 Very Positive mention(s)	7 Positive mention(s)	4 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive

MSCI pays an annual dividend of $8.20 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 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 increased its dividend for 11 consecutive years and Morningstar has increased its dividend for 16 consecutive years.

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
MSCI	40.74%	-65.48%	24.49%
Morningstar	16.06%	33.14%	12.05%

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

MSCI has a beta of 1.24, indicating that its stock price is 24% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.99, indicating that its stock price is 1% less volatile than the broader market.

MSCI currently has a consensus price target of $692.70, suggesting a potential upside of 18.53%. Morningstar has a consensus price target of $236.50, suggesting a potential upside of 34.21%. 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)	2 Hold rating(s)	8 Buy rating(s)	1 Strong Buy rating(s)	2.91
Morningstar	1 Sell rating(s)	0 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.33

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 better stock? We will compare the two companies based on the strength of their institutional ownership, dividends, media sentiment, earnings, profitability, analyst recommendations, valuation and risk.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
S&P Global	$15.73B	7.92	$4.47B	$15.80	26.63
Morningstar	$2.45B	2.74	$374.20M	$9.82	17.95

In the previous week, S&P Global had 16 more articles in the media than Morningstar. MarketBeat recorded 49 mentions for S&P Global and 33 mentions for Morningstar. S&P Global's average media sentiment score of 0.96 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	25 Very Positive mention(s)	3 Positive mention(s)	16 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Morningstar	15 Very Positive mention(s)	7 Positive mention(s)	4 Neutral mention(s)	5 Negative mention(s)	0 Very Negative mention(s)	Positive

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.

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 Global	30.37%	17.26%	9.21%
Morningstar	16.06%	33.14%	12.05%

87.2% of S&P Global shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 0.0% of S&P Global 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.

S&P Global has a beta of 1.11, suggesting that its stock price is 11% more volatile than the broader market. Comparatively, Morningstar has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market.

S&P Global currently has a consensus price target of $550.00, suggesting a potential upside of 30.70%. Morningstar has a consensus price target of $236.50, suggesting a potential upside of 34.21%. Given Morningstar's higher possible upside, analysts clearly 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)	16 Buy rating(s)	1 Strong Buy rating(s)	3.00
Morningstar	1 Sell rating(s)	0 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.33

Summary

S&P Global beats Morningstar on 14 of the 20 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.

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.

MORN vs. The Competition

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Metric	Morningstar	BUSINESS INFO SVC Industry	Business Sector	NASDAQ Exchange
Market Cap	$6.70B	$14.62B	$6.42B	$12.27B
Dividend Yield	1.13%	1.60%	3.07%	5.22%
P/E Ratio	17.95	20.41	31.47	25.70
Price / Sales	2.74	2.91	442.46	64.55
Price / Cash	11.99	13.40	22.61	36.27
Price / Book	5.93	12.87	6.16	6.74
Net Income	$374.20M	$567.75M	$200.03M	$333.09M
7 Day Performance	N/A	N/A	N/A	0.52%
1 Month Performance	4.91%	4.34%	5.75%	8.98%
1 Year Performance	-41.99%	-16.71%	44.20%	42.44%

Morningstar Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
MORN Morningstar	4.2281 of 5 stars	$176.22 -0.3%	$236.50 +34.2%	-41.8%	$6.70B	$2.45B	17.95	10,973
NDAQ Nasdaq	4.8383 of 5 stars	$91.30 0.0%	$107.15 +17.4%	+12.3%	$51.65B	$8.30B	27.50	9,525	Positive News
FDS FactSet Research Systems	4.5843 of 5 stars	$225.02 -1.1%	$279.85 +24.4%	-50.8%	$8.29B	$2.32B	14.47	12,800	Positive News
MCO Moody's	4.4617 of 5 stars	$449.64 -1.3%	$544.29 +21.1%	-4.3%	$79.62B	$7.72B	32.23	16,076
MSCI MSCI	4.9598 of 5 stars	$582.04 -1.2%	$692.70 +19.0%	+5.1%	$42.87B	$3.13B	33.24	6,268	Positive News

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This page (NASDAQ:MORN) was last updated on 5/11/2026 by MarketBeat.com Staff.

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Morningstar (MORN) Competitors