Morningstar (MORN) Competitors

$294.03
+3.05 (+1.05%)
(As of 05/3/2024 ET)

MORN vs. GEN, BEN, GFL, RBA, RTO, TRU, GRAB, IPG, DOCU, and CNM

Should you be buying Morningstar stock or one of its competitors? The main competitors of Morningstar include Gen Digital (GEN), Franklin Resources (BEN), GFL Environmental (GFL), RB Global (RBA), Rentokil Initial (RTO), TransUnion (TRU), Grab (GRAB), Interpublic Group of Companies (IPG), DocuSign (DOCU), and Core & Main (CNM).

Morningstar vs.

Morningstar (NASDAQ:MORN) and Gen Digital (NASDAQ:GEN) are both large-cap business services companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, risk, profitability, earnings, media sentiment, community ranking and analyst recommendations.

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 81.4% of Gen Digital shares are owned by institutional investors. 39.9% of Morningstar shares are owned by company insiders. Comparatively, 11.8% of Gen Digital 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 1.15, meaning that its stock price is 15% more volatile than the S&P 500. Comparatively, Gen Digital has a beta of 0.87, meaning that its stock price is 13% less volatile than the S&P 500.

Gen Digital has higher revenue and earnings than Morningstar. Gen Digital 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$2.04B6.17$141.10M$4.9559.40
Gen Digital$3.34B3.82$1.35B$2.169.27

In the previous week, Gen Digital had 12 more articles in the media than Morningstar. MarketBeat recorded 18 mentions for Gen Digital and 6 mentions for Morningstar. Morningstar's average media sentiment score of 0.37 beat Gen Digital's score of 0.21 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Gen Digital
2 Very Positive mention(s)
5 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral

Morningstar received 213 more outperform votes than Gen Digital when rated by MarketBeat users. However, 64.49% of users gave Gen Digital an outperform vote while only 57.43% of users gave Morningstar an outperform vote.

CompanyUnderperformOutperform
MorningstarOutperform Votes
282
57.43%
Underperform Votes
209
42.57%
Gen DigitalOutperform Votes
69
64.49%
Underperform Votes
38
35.51%

Gen Digital has a net margin of 36.84% compared to Morningstar's net margin of 10.13%. Gen Digital's return on equity of 47.34% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar10.13% 21.79% 8.32%
Gen Digital 36.84%47.34%6.88%

Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.6%. Gen Digital pays an annual dividend of $0.50 per share and has a dividend yield of 2.5%. Morningstar pays out 32.7% of its earnings in the form of a dividend. Gen Digital pays out 23.1% 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. Gen Digital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Morningstar currently has a consensus price target of $320.00, indicating a potential upside of 8.83%. Given Morningstar's higher probable upside, research analysts plainly believe Morningstar is more favorable than Gen Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Morningstar
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00
Gen Digital
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Summary

Morningstar beats Gen Digital on 10 of the 19 factors compared between the two stocks.

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

MetricMorningstarInvestment advice IndustryBusiness SectorNASDAQ Exchange
Market Cap$12.57B$9.06B$6.58B$7.72B
Dividend Yield0.55%24.24%2.71%3.95%
P/E Ratio59.4023.3528.4915.05
Price / Sales6.176.64989.3688.37
Price / Cash31.0415.8027.6636.12
Price / Book9.093.394.614.36
Net Income$141.10M$306.09M$117.69M$214.85M
7 Day Performance2.70%-1.02%3.64%2.26%
1 Month Performance-5.08%-2.68%-2.95%-2.35%
1 Year Performance57.90%25.31%8.86%9.00%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GEN
Gen Digital
4.3279 of 5 stars
$20.68
+0.9%
N/A+21.8%$13.17B$3.79B9.573,700Upcoming Earnings
BEN
Franklin Resources
4.7167 of 5 stars
$25.34
-0.9%
$27.50
+8.5%
-6.9%$13.34B$7.85B13.339,200Earnings Report
Analyst Report
Short Interest ↑
GFL
GFL Environmental
3.0355 of 5 stars
$33.21
+0.3%
$42.83
+29.0%
-7.6%$12.33B$5.57B-332.1020,000Analyst Revision
RBA
RB Global
3.3451 of 5 stars
$73.23
+0.6%
$82.80
+13.1%
+29.6%$13.38B$3.68B86.159,600Upcoming Earnings
News Coverage
RTO
Rentokil Initial
2.1621 of 5 stars
$26.73
-0.3%
$38.00
+42.2%
-34.8%$13.50B$4.59B16.0158,600Positive News
TRU
TransUnion
4.1206 of 5 stars
$69.50
+2.8%
$81.47
+17.2%
+21.3%$13.50B$3.83B-46.6413,200Dividend Announcement
GRAB
Grab
2.9445 of 5 stars
$3.51
+4.8%
$5.10
+45.3%
+18.5%$13.77B$2.36B-35.1011,934Short Interest ↑
News Coverage
High Trading Volume
IPG
Interpublic Group of Companies
4.7129 of 5 stars
$30.99
-0.1%
$35.25
+13.7%
-10.2%$11.69B$10.89B10.8757,400
DOCU
DocuSign
4.2565 of 5 stars
$56.71
+1.6%
$60.25
+6.2%
+25.8%$11.65B$2.76B157.536,840Insider Selling
News Coverage
CNM
Core & Main
3.001 of 5 stars
$55.97
+2.5%
$50.08
-10.5%
+121.1%$11.27B$6.70B26.035,000Positive News

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This page (NASDAQ:MORN) was last updated on 5/5/2024 by MarketBeat.com Staff

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