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Morningstar (MORN) Competitors

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$193.15 -4.94 (-2.49%)
Closing price 04:00 PM Eastern
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$192.96 -0.19 (-0.10%)
As of 07:30 PM Eastern
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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?

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

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
Morningstar16.43% 38.57% 12.22%
Accenture 10.66%26.47%12.89%

Morningstar has a beta of 1, indicating that its share price has a similar volatility profile to the broader market.Comparatively, Accenture has a beta of 1.1, indicating that its share price is 10% more volatile than the broader market.

In the previous week, Accenture had 15 more articles in the media than Morningstar. MarketBeat recorded 26 mentions for Accenture and 11 mentions for Morningstar. Morningstar's average media sentiment score of 1.13 beat Accenture's score of 0.89 indicating that Morningstar is being referred to more favorably in the media.

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

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 75.1% of Accenture shares are owned by institutional investors. 38.8% of Morningstar shares are owned by insiders. Comparatively, 0.0% of Accenture shares are owned 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.

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
Morningstar$2.45B2.96$374.20M$10.5618.29
Accenture$69.67B1.70$7.68B$12.5214.20

Morningstar presently has a consensus price target of $227.33, suggesting a potential upside of 17.70%. Accenture has a consensus price target of $194.19, suggesting a potential upside of 9.22%. Given Morningstar's stronger consensus rating and higher possible upside, equities analysts clearly believe Morningstar is more favorable than Accenture.

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
Accenture
1 Sell rating(s)
14 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.41

Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. Accenture pays an annual dividend of $6.52 per share and has a dividend yield of 3.7%. Morningstar pays out 18.9% of its earnings in the form of a dividend. Accenture pays out 52.1% 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 Accenture has raised its dividend for 20 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?

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

FactSet Research Systems has higher earnings, but lower revenue 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
FactSet Research Systems$2.32B4.02$597.04M$15.1817.29
Morningstar$2.45B2.96$374.20M$10.5618.29

FactSet Research Systems has a beta of 0.71, suggesting that its share price is 29% less volatile than the broader market. Comparatively, Morningstar has a beta of 1, suggesting that its share price has a similar volatility profile to the broader market.

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
FactSet Research Systems23.21% 30.68% 15.43%
Morningstar 16.43%38.57%12.22%

FactSet Research Systems presently has a consensus target price of $265.00, suggesting a potential upside of 0.96%. Morningstar has a consensus target price of $227.33, suggesting a potential upside of 17.70%. 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

In the previous week, FactSet Research Systems had 1 more articles in the media than Morningstar. MarketBeat recorded 12 mentions for FactSet Research Systems and 11 mentions for Morningstar. FactSet Research Systems' average media sentiment score of 1.16 beat Morningstar's score of 1.13 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
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 1.2% 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 company is poised for long-term growth.

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.8%. Morningstar pays an annual dividend of $2.00 per share and has a dividend yield of 1.0%. FactSet Research Systems pays out 30.6% 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. 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.

Summary

FactSet Research Systems beats Morningstar on 11 of the 19 factors compared between the two stocks.

How does Morningstar compare to Moody's?

Moody's (NYSE:MCO) 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 risk, media sentiment, dividends, institutional ownership, earnings, analyst recommendations, profitability and valuation.

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
Moody's$7.72B10.48$2.46B$15.7729.63
Morningstar$2.45B2.96$374.20M$10.5618.29

In the previous week, Moody's had 9 more articles in the media than Morningstar. MarketBeat recorded 20 mentions for Moody's and 11 mentions for Morningstar. Moody's' average media sentiment score of 1.27 beat Morningstar's score of 1.13 indicating that Moody's is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Moody's
17 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Morningstar
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Moody's pays an annual dividend of $4.12 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 1.0%. Moody's pays out 26.1% 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. Moody's has increased its dividend for 16 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.

Moody's currently has a consensus price target of $553.61, suggesting a potential upside of 18.50%. Morningstar has a consensus price target of $227.33, suggesting a potential upside of 17.70%. 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
Moody's
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80
Morningstar
0 Sell rating(s)
1 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.67

92.1% of Moody's shares are held by institutional investors. Comparatively, 57.0% of Morningstar shares are held by institutional investors. 0.1% of Moody's 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 will outperform the market over the long term.

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
Moody's34.25% 80.35% 19.38%
Morningstar 16.43%38.57%12.22%

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

Summary

Moody's beats Morningstar on 16 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 stock? We will compare the two companies based on the strength of their media sentiment, earnings, risk, valuation, profitability, institutional ownership, dividends and analyst recommendations.

In the previous week, MSCI had 18 more articles in the media than Morningstar. MarketBeat recorded 29 mentions for MSCI and 11 mentions for Morningstar. Morningstar's average media sentiment score of 1.13 beat MSCI's score of 1.12 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MSCI
21 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
3 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%. 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.

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$2.45B2.96$374.20M$10.5618.29
MSCI$3.13B12.69$1.20B$18.2829.93

Morningstar presently has a consensus target price of $227.33, suggesting a potential upside of 17.70%. MSCI has a consensus target price of $709.50, suggesting a potential upside of 29.66%. 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

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

Morningstar has a beta of 1, meaning that its share price has a similar volatility profile to the broader market.Comparatively, MSCI has a beta of 1.22, meaning that its share price is 22% 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%

Summary

MSCI beats Morningstar on 15 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 investment? We will compare the two businesses based on the strength of their dividends, risk, earnings, profitability, institutional ownership, valuation, media sentiment and analyst recommendations.

Morningstar currently has a consensus price target of $227.33, suggesting a potential upside of 17.70%. S&P Global has a consensus price target of $523.59, suggesting a potential upside of 27.46%. Given S&P Global's stronger consensus rating and higher probable upside, analysts clearly 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

In the previous week, S&P Global had 14 more articles in the media than Morningstar. MarketBeat recorded 25 mentions for S&P Global and 11 mentions for Morningstar. Morningstar's average media sentiment score of 1.13 beat S&P Global's score of 1.13 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
6 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
S&P Global
18 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

57.0% of Morningstar shares are held by institutional investors. Comparatively, 87.2% of S&P Global shares are held by institutional investors. 38.8% of Morningstar shares are held by company insiders. Comparatively, 0.0% of S&P Global shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

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$2.45B2.96$374.20M$10.5618.29
S&P Global$15.34B7.90$4.47B$16.3825.08

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

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 raised its dividend for 16 consecutive years and S&P Global has raised its dividend for 53 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 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
Morningstar16.43% 38.57% 12.22%
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.

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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$7.43B$5.47B$13.91B$12.70B
Dividend Yield1.01%7.43%5.91%9.16%
P/E Ratio18.2930.5325.5925.12
Price / Sales2.961,181.17500.48117.13
Price / Cash13.4548.0340.7052.32
Price / Book6.503.552.766.18
Net Income$374.20M$418.04M$1.32B$358.18M
7 Day Performance-10.48%6.00%2.18%-2.34%
1 Month Performance-3.92%-1.31%0.40%-2.50%
1 Year Performance-23.15%5.12%10.38%9.87%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
3.5639 of 5 stars
$193.15
-2.5%
$227.33
+17.7%
-23.1%$7.43B$2.45B18.2910,973
ACN
Accenture
4.1854 of 5 stars
$190.02
+0.2%
$194.19
+2.2%
-30.3%$126.62B$69.67B15.18779,000
FDS
FactSet Research Systems
3.3315 of 5 stars
$313.89
+1.6%
$257.57
-17.9%
-25.1%$10.99B$2.32B20.6812,800
MCO
Moody's
4.7707 of 5 stars
$504.64
-2.0%
$553.61
+9.7%
-6.4%$89.19B$7.72B32.0016,076
MSCI
MSCI
4.8848 of 5 stars
$572.02
+0.2%
$709.50
+24.0%
-2.4%$41.49B$3.13B31.296,268

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This page (NASDAQ:MORN) was last updated on 9/10/2026 by MarketBeat.com Staff.
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