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Morningstar (MORN) Competitors

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$192.57 -0.55 (-0.28%)
Closing price 04:00 PM Eastern
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$192.70 +0.13 (+0.06%)
As of 04:25 PM Eastern
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MORN vs. FDS, MCO, MSCI, SPGI, and NYT

Should you buy Morningstar stock or one of its competitors? MarketBeat compares Morningstar with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Morningstar include FactSet Research Systems (FDS), Moody's (MCO), MSCI (MSCI), S&P Global (SPGI), and New York Times (NYT).

How does Morningstar compare to FactSet Research Systems?

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

Morningstar presently has a consensus target price of $227.33, suggesting a potential upside of 18.05%. FactSet Research Systems has a consensus target price of $253.00, suggesting a potential downside of 4.04%. Given Morningstar's stronger consensus rating and higher probable upside, equities analysts plainly 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

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$2.57B2.85$374.20M$10.5618.24
FactSet Research Systems$2.44B3.85$597.04M$15.1817.37

In the previous week, Morningstar had 16 more articles in the media than FactSet Research Systems. MarketBeat recorded 30 mentions for Morningstar and 14 mentions for FactSet Research Systems. FactSet Research Systems' average media sentiment score of 1.01 beat Morningstar's score of 0.93 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
13 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
9 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. 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.

Morningstar has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.72, meaning that its share price is 28% less volatile than the broader market.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 38.8% of Morningstar shares are owned by company insiders. Comparatively, 1.2% of FactSet Research Systems shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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 36.82% beat FactSet Research Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 36.82% 12.41%
FactSet Research Systems 23.21%30.68%15.43%

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

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% 36.82% 12.41%
Moody's 34.25%80.35%19.38%

Morningstar currently has a consensus price target of $227.33, suggesting a potential upside of 18.05%. Moody's has a consensus price target of $553.61, suggesting a potential upside of 15.60%. Given Morningstar's higher possible upside, equities analysts clearly believe Morningstar is more favorable than Moody's.

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 1.0%. Moody's pays an annual dividend of $4.12 per share and has a dividend yield of 0.9%. 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.

Morningstar has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market. Comparatively, Moody's has a beta of 1.34, suggesting that its share price is 34% more volatile than the broader market.

In the previous week, Morningstar had 8 more articles in the media than Moody's. MarketBeat recorded 30 mentions for Morningstar and 22 mentions for Moody's. Moody's' average media sentiment score of 1.24 beat Morningstar's score of 0.93 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
13 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Moody's
20 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.57B2.85$374.20M$10.5618.24
Moody's$7.72B10.75$2.46B$15.7730.37

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, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Moody's beats Morningstar on 14 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 superior business? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 90.0% of MSCI shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 3.8% of MSCI shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Morningstar presently has a consensus target price of $227.33, suggesting a potential upside of 18.05%. MSCI has a consensus target price of $709.50, suggesting a potential upside of 23.64%. Given MSCI's stronger consensus rating and higher possible 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

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$2.57B2.85$374.20M$10.5618.24
MSCI$3.33B12.51$1.20B$18.2831.39

In the previous week, Morningstar had 6 more articles in the media than MSCI. MarketBeat recorded 30 mentions for Morningstar and 24 mentions for MSCI. Morningstar's average media sentiment score of 0.93 beat MSCI's score of 0.85 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
13 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
MSCI
19 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

MSCI has a net margin of 40.74% compared to Morningstar's net margin of 16.43%. Morningstar's return on equity of 36.82% beat MSCI's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 36.82% 12.41%
MSCI 40.74%-55.19%24.90%

Morningstar has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market. Comparatively, MSCI has a beta of 1.24, suggesting that its share price is 24% more volatile than the broader market.

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. MSCI pays an annual dividend of $8.20 per share and has a dividend yield of 1.4%. 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 raised its dividend for 16 consecutive years and MSCI has raised its dividend for 11 consecutive years.

Summary

MSCI beats Morningstar on 14 of the 20 factors compared between the two stocks.

How does Morningstar compare to S&P Global?

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

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
Morningstar$2.57B2.85$374.20M$10.5618.24
S&P Global$15.34B7.92$4.47B$16.3825.17

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 87.2% of S&P Global shares are owned by institutional investors. 38.8% of Morningstar shares are owned by company insiders. Comparatively, 0.0% of S&P Global 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.

In the previous week, S&P Global had 48 more articles in the media than Morningstar. MarketBeat recorded 78 mentions for S&P Global and 30 mentions for Morningstar. Morningstar's average media sentiment score of 0.93 beat S&P Global's score of 0.92 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
13 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
S&P Global
39 Very Positive mention(s)
3 Positive mention(s)
23 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Morningstar currently has a consensus target price of $227.33, suggesting a potential upside of 18.05%. S&P Global has a consensus target price of $523.59, suggesting a potential upside of 27.01%. Given S&P Global's stronger consensus rating and higher possible upside, analysts plainly believe S&P Global 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
S&P Global
1 Sell rating(s)
1 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.85

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. S&P Global pays an annual dividend of $3.88 per share and has a dividend yield of 0.9%. Morningstar pays out 18.9% of its earnings in the form of a dividend. S&P Global pays out 23.7% 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 S&P Global has increased its dividend for 53 consecutive years. Morningstar is clearly the better dividend stock, given its higher yield and lower payout ratio.

Morningstar has a beta of 1.01, meaning that its stock price is 1% more volatile than the broader market. Comparatively, S&P Global has a beta of 1.08, meaning that its stock price is 8% more volatile than the broader market.

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 36.82% beat S&P Global's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar16.43% 36.82% 12.41%
S&P Global 31.37%17.74%9.24%

Summary

S&P Global beats Morningstar on 13 of the 19 factors compared between the two stocks.

How does Morningstar compare to New York Times?

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

Morningstar has a net margin of 16.43% compared to New York Times' net margin of 13.18%. Morningstar's return on equity of 36.82% beat New York Times' return on equity.

Company Net Margins Return on Equity Return on Assets
New York Times13.18% 22.02% 15.18%
Morningstar 16.43%36.82%12.41%

New York Times currently has a consensus price target of $83.22, indicating a potential upside of 11.10%. Morningstar has a consensus price target of $227.33, indicating a potential upside of 18.05%. Given Morningstar's higher probable upside, analysts plainly believe Morningstar is more favorable than New York Times.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
New York Times
0 Sell rating(s)
5 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
2.73
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

95.4% of New York Times shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 1.9% of New York Times 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, hedge funds and large money managers believe a stock is poised for long-term growth.

Morningstar has lower revenue, but higher earnings than New York Times. Morningstar is trading at a lower price-to-earnings ratio than New York Times, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
New York Times$2.82B4.29$343.98M$2.3332.15
Morningstar$2.57B2.85$374.20M$10.5618.24

New York Times pays an annual dividend of $0.92 per share and has a dividend yield of 1.2%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. New York Times pays out 39.5% 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. New York Times has increased its dividend for 7 consecutive years and Morningstar has increased its dividend for 16 consecutive years.

In the previous week, New York Times had 105 more articles in the media than Morningstar. MarketBeat recorded 135 mentions for New York Times and 30 mentions for Morningstar. Morningstar's average media sentiment score of 0.93 beat New York Times' score of -0.10 indicating that Morningstar is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
New York Times
15 Very Positive mention(s)
17 Positive mention(s)
57 Neutral mention(s)
24 Negative mention(s)
22 Very Negative mention(s)
Neutral
Morningstar
13 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

New York Times has a beta of 0.96, suggesting that its stock price is 4% less volatile than the broader market. Comparatively, Morningstar has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market.

Summary

New York Times and Morningstar tied by winning 10 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.
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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$7.32B$5.47B$13.89B$12.46B
Dividend Yield1.01%7.52%5.96%10.11%
P/E Ratio18.2436.7328.4323.70
Price / Sales2.851,130.43468.8379.29
Price / Cash13.4984.8652.4558.30
Price / Book6.483.683.675.84
Net Income$374.20M$417.17M$1.31B$336.16M
7 Day Performance11.56%8.05%4.00%0.08%
1 Month Performance23.43%-0.70%0.46%-5.18%
1 Year Performance-30.34%6.09%12.53%17.42%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
4.5504 of 5 stars
$192.57
-0.3%
$227.33
+18.1%
-32.1%$7.32B$2.57B18.2410,973
FDS
FactSet Research Systems
4.025 of 5 stars
$256.00
-0.8%
$253.00
-1.2%
-35.6%$9.18B$2.32B16.8612,800
MCO
Moody's
4.5934 of 5 stars
$504.85
-1.2%
$550.58
+9.1%
-5.8%$89.25B$7.72B36.1916,076
MSCI
MSCI
4.9551 of 5 stars
$624.14
-0.7%
$718.67
+15.1%
+3.0%$45.77B$3.13B35.646,268
SPGI
S&P Global
4.9941 of 5 stars
$448.52
-0.5%
$535.06
+19.3%
-21.9%$133.45B$15.73B28.3944,500

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This page (NASDAQ:MORN) was last updated on 7/31/2026 by MarketBeat.com Staff.
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