MORN vs. BEN, HLI, CG, NYT, IVZ, LM, SSTK, SCHL, DJCO, and VALU
Should you be buying Morningstar stock or one of its competitors? The main competitors of Morningstar include Franklin Resources (BEN), Houlihan Lokey (HLI), The Carlyle Group (CG), New York Times (NYT), Invesco (IVZ), Legg Mason (LM), Shutterstock (SSTK), Scholastic (SCHL), Daily Journal (DJCO), and Value Line (VALU).
Morningstar (NASDAQ:MORN) and Franklin Resources (NYSE:BEN) are both large-cap business services companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, institutional ownership, media sentiment, valuation and community ranking.
Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.5%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.4%. Morningstar pays out 32.7% of its earnings in the form of a dividend. Franklin Resources pays out 70.9% 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.
Franklin Resources received 164 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.52% of users gave Morningstar an outperform vote while only 40.71% of users gave Franklin Resources an outperform vote.
In the previous week, Franklin Resources had 9 more articles in the media than Morningstar. MarketBeat recorded 17 mentions for Franklin Resources and 8 mentions for Morningstar. Morningstar's average media sentiment score of 0.68 beat Franklin Resources' score of 0.51 indicating that Morningstar is being referred to more favorably in the media.
Morningstar has a net margin of 11.34% compared to Franklin Resources' net margin of 11.09%. Morningstar's return on equity of 22.83% beat Franklin Resources' return on equity.
Franklin Resources has higher revenue and earnings than Morningstar. Franklin Resources is trading at a lower price-to-earnings ratio than Morningstar, indicating that it is currently the more affordable of the two stocks.
57.0% of Morningstar shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 39.9% of Morningstar shares are owned by company insiders. Comparatively, 24.1% of Franklin Resources shares are owned 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 target price of $320.00, indicating a potential downside of 1.93%. Franklin Resources has a consensus target price of $25.15, indicating a potential upside of 8.92%. Given Franklin Resources' higher probable upside, analysts plainly believe Franklin Resources is more favorable than Morningstar.
Morningstar has a beta of 1.17, suggesting that its stock price is 17% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.43, suggesting that its stock price is 43% more volatile than the S&P 500.
Summary
Morningstar beats Franklin Resources on 13 of the 20 factors compared between the two stocks.
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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.
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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