Morningstar Competitors

KKR & Co. Inc. (NYSE:KKR) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, valuation, dividends, profitability, earnings and institutional ownership.

Risk and Volatility

KKR & Co. Inc. has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Dividends

KKR & Co. Inc. pays an annual dividend of $0.54 per share and has a dividend yield of 1.0%. Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. KKR & Co. Inc. pays out 32.3% of its earnings in the form of a dividend. KKR & Co. Inc. has raised its dividend for 1 consecutive years and Morningstar has raised its dividend for 1 consecutive years.

Analyst Ratings

This is a breakdown of current recommendations and price targets for KKR & Co. Inc. and Morningstar, as provided by MarketBeat.

KKR & Co. Inc. currently has a consensus target price of $53.85, indicating a potential downside of 4.08%. Given KKR & Co. Inc.'s higher possible upside, equities analysts clearly believe KKR & Co. Inc. is more favorable than Morningstar.

Profitability

This table compares KKR & Co. Inc. and Morningstar's net margins, return on equity and return on assets.

Institutional & Insider Ownership

78.0% of KKR & Co. Inc. shares are owned by institutional investors. Comparatively, 47.5% of Morningstar shares are owned by institutional investors. 39.3% of KKR & Co. Inc. shares are owned by company insiders. Comparatively, 49.7% 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.

Earnings & Valuation

This table compares KKR & Co. Inc. and Morningstar's gross revenue, earnings per share (EPS) and valuation.

KKR & Co. Inc. has higher revenue and earnings than Morningstar.

Summary

KKR & Co. Inc. beats Morningstar on 8 of the 15 factors compared between the two stocks.

Ameriprise Financial (NYSE:AMP) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their analyst recommendations, risk, valuation, dividends, profitability, earnings and institutional ownership.

Analyst Ratings

This is a breakdown of current recommendations and price targets for Ameriprise Financial and Morningstar, as provided by MarketBeat.

Ameriprise Financial currently has a consensus target price of $236.00, indicating a potential downside of 8.65%. Given Ameriprise Financial's higher possible upside, equities analysts clearly believe Ameriprise Financial is more favorable than Morningstar.

Profitability

This table compares Ameriprise Financial and Morningstar's net margins, return on equity and return on assets.

Risk and Volatility

Ameriprise Financial has a beta of 1.74, indicating that its stock price is 74% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Earnings & Valuation

This table compares Ameriprise Financial and Morningstar's gross revenue, earnings per share (EPS) and valuation.

Ameriprise Financial has higher revenue and earnings than Morningstar.

Dividends

Ameriprise Financial pays an annual dividend of $4.52 per share and has a dividend yield of 1.7%. Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Ameriprise Financial pays out 28.1% of its earnings in the form of a dividend. Ameriprise Financial has raised its dividend for 11 consecutive years and Morningstar has raised its dividend for 1 consecutive years. Ameriprise Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional & Insider Ownership

83.1% of Ameriprise Financial shares are owned by institutional investors. Comparatively, 47.5% of Morningstar shares are owned by institutional investors. 1.5% of Ameriprise Financial shares are owned by company insiders. Comparatively, 49.7% 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.

Summary

Ameriprise Financial beats Morningstar on 10 of the 15 factors compared between the two stocks.

Morningstar (NASDAQ:MORN) and Franklin Resources (NYSE:BEN) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Franklin Resources, as reported by MarketBeat.

Franklin Resources has a consensus price target of $25.8864, indicating a potential downside of 25.05%. Given Franklin Resources' higher possible upside, analysts clearly believe Franklin Resources is more favorable than Morningstar.

Profitability

This table compares Morningstar and Franklin Resources' net margins, return on equity and return on assets.

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.25, indicating that its share price is 25% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and Franklin Resources' revenue, earnings per share and valuation.

Franklin Resources has higher revenue and earnings than Morningstar.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Franklin Resources pays an annual dividend of $1.12 per share and has a dividend yield of 3.2%. Franklin Resources pays out 42.9% of its earnings in the form of a dividend. Morningstar has raised its dividend for 1 consecutive years and Franklin Resources has raised its dividend for 40 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 45.7% of Franklin Resources shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 23.1% of Franklin Resources 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.

Summary

Franklin Resources beats Morningstar on 8 of the 15 factors compared between the two stocks.

Morningstar (NASDAQ:MORN) and The Carlyle Group (NASDAQ:CG) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and The Carlyle Group, as reported by MarketBeat.

The Carlyle Group has a consensus price target of $36.7273, indicating a potential downside of 15.59%. Given The Carlyle Group's higher possible upside, analysts clearly believe The Carlyle Group is more favorable than Morningstar.

Profitability

This table compares Morningstar and The Carlyle Group's net margins, return on equity and return on assets.

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, The Carlyle Group has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and The Carlyle Group's revenue, earnings per share and valuation.

The Carlyle Group has higher revenue and earnings than Morningstar.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. The Carlyle Group pays an annual dividend of $1.00 per share and has a dividend yield of 2.3%. The Carlyle Group pays out 58.8% of its earnings in the form of a dividend. Morningstar has raised its dividend for 1 consecutive years and The Carlyle Group has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 33.1% of The Carlyle Group shares are held by institutional investors. 49.7% 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.

Morningstar (NASDAQ:MORN) and Ares Management (NYSE:ARES) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Ares Management, as reported by MarketBeat.

Ares Management has a consensus price target of $55.50, indicating a potential upside of 5.90%. Given Ares Management's higher possible upside, analysts clearly believe Ares Management is more favorable than Morningstar.

Profitability

This table compares Morningstar and Ares Management's net margins, return on equity and return on assets.

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Ares Management has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500.

Valuation & Earnings

This table compares Morningstar and Ares Management's revenue, earnings per share and valuation.

Morningstar has higher earnings, but lower revenue than Ares Management.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Ares Management pays an annual dividend of $1.88 per share and has a dividend yield of 3.6%. Ares Management pays out 112.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morningstar has raised its dividend for 1 consecutive years and Ares Management has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 42.4% of Ares Management shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 59.7% of Ares Management 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.

Morningstar (NASDAQ:MORN) and Apollo Global Management (NYSE:APO) are both large-cap business services companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, institutional ownership and valuation.

Volatility & Risk

Morningstar has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Apollo Global Management has a beta of 1.62, indicating that its share price is 62% more volatile than the S&P 500.

Dividends

Morningstar pays an annual dividend of $1.26 per share and has a dividend yield of 0.5%. Apollo Global Management pays an annual dividend of $2.40 per share and has a dividend yield of 4.2%. Apollo Global Management pays out 88.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morningstar has raised its dividend for 1 consecutive years.

Institutional & Insider Ownership

47.5% of Morningstar shares are held by institutional investors. Comparatively, 72.0% of Apollo Global Management shares are held by institutional investors. 49.7% of Morningstar shares are held by company insiders. Comparatively, 9.3% of Apollo Global Management 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.

Profitability

This table compares Morningstar and Apollo Global Management's net margins, return on equity and return on assets.

Analyst Recommendations

This is a summary of recent ratings and target prices for Morningstar and Apollo Global Management, as reported by MarketBeat.

Apollo Global Management has a consensus price target of $57.3846, indicating a potential downside of 0.06%. Given Apollo Global Management's higher possible upside, analysts clearly believe Apollo Global Management is more favorable than Morningstar.

Valuation & Earnings

This table compares Morningstar and Apollo Global Management's revenue, earnings per share and valuation.

Apollo Global Management has higher revenue and earnings than Morningstar.

Summary

Apollo Global Management beats Morningstar on 8 of the 15 factors compared between the two stocks.