Morningstar (MORN) Competitors

$295.94
-3.92 (-1.31%)
(As of 05/8/2024 ET)

MORN vs. BEN, GFL, DOCU, IPG, CNM, GEN, RTO, RBA, WPP, and PATH

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

Morningstar vs.

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 media sentiment, valuation, dividends, community ranking, institutional ownership, analyst recommendations, risk, profitability and earnings.

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 5.3%. 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 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Morningstar$2.04B6.21$141.10M$4.9559.79
Franklin Resources$7.85B1.57$882.80M$1.7513.42

In the previous week, Morningstar had 9 more articles in the media than Franklin Resources. MarketBeat recorded 18 mentions for Morningstar and 9 mentions for Franklin Resources. Morningstar's average media sentiment score of 0.43 beat Franklin Resources' score of 0.30 indicating that Morningstar is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Morningstar
8 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Franklin Resources
5 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Franklin Resources received 165 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.43% of users gave Morningstar an outperform vote while only 40.78% of users gave Franklin Resources an outperform vote.

CompanyUnderperformOutperform
MorningstarOutperform Votes
282
57.43%
Underperform Votes
209
42.57%
Franklin ResourcesOutperform Votes
447
40.78%
Underperform Votes
649
59.22%

Franklin Resources has a net margin of 11.09% compared to Morningstar's net margin of 10.13%. Morningstar's return on equity of 21.79% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Morningstar10.13% 21.79% 8.32%
Franklin Resources 11.09%10.82%4.51%

Morningstar has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.44, indicating that its share price is 44% more volatile than the S&P 500.

Morningstar currently has a consensus price target of $320.00, suggesting a potential upside of 8.13%. Franklin Resources has a consensus price target of $26.00, suggesting a potential upside of 10.73%. Given Franklin Resources' higher possible upside, analysts clearly believe Franklin Resources is more favorable than Morningstar.

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
Franklin Resources
3 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.63

57.0% of Morningstar shares are owned by institutional investors. Comparatively, 47.6% of Franklin Resources shares are owned by institutional investors. 37.7% 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, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Morningstar beats Franklin Resources on 13 of the 20 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$12.65B$9.13B$6.43B$7.77B
Dividend Yield0.55%24.24%2.96%3.96%
P/E Ratio59.7925.0737.2619.25
Price / Sales6.215.14956.8779.97
Price / Cash31.0415.8023.9328.61
Price / Book9.523.744.644.39
Net Income$141.10M$306.09M$116.93M$217.15M
7 Day Performance2.99%1.42%2.05%2.98%
1 Month Performance-5.80%-2.84%-2.78%-2.44%
1 Year Performance58.10%26.82%8.24%8.42%

Morningstar Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BEN
Franklin Resources
4.7253 of 5 stars
$22.85
-2.3%
$26.00
+13.8%
-8.8%$12.03B$7.85B12.039,200High Trading Volume
GFL
GFL Environmental
3.1921 of 5 stars
$31.91
-2.1%
$42.83
+34.2%
-6.0%$11.84B$5.57B-319.1020,000Analyst Forecast
Analyst Revision
DOCU
DocuSign
3.5066 of 5 stars
$56.60
-0.9%
$60.25
+6.4%
+19.7%$11.63B$2.76B157.236,840
IPG
Interpublic Group of Companies
4.7145 of 5 stars
$30.44
-3.1%
$35.13
+15.4%
-13.0%$11.49B$10.89B10.8357,400Positive News
CNM
Core & Main
3.124 of 5 stars
$56.48
-1.6%
$50.08
-11.3%
+122.2%$11.37B$6.70B26.275,000Positive News
GEN
Gen Digital
4.3154 of 5 stars
$20.14
-3.0%
N/A+16.4%$12.83B$3.34B9.323,700Upcoming Earnings
RTO
Rentokil Initial
1.2907 of 5 stars
$25.61
-2.5%
$38.00
+48.4%
-33.3%$12.93B$4.59B0.0058,600Gap Up
RBA
RB Global
3.6513 of 5 stars
$71.58
-2.9%
$83.00
+16.0%
+26.3%$13.08B$3.68B84.219,600Upcoming Earnings
News Coverage
WPP
WPP
0.2815 of 5 stars
$50.33
-2.4%
$46.00
-8.6%
-8.8%$10.86B$18.46B0.00114,732
PATH
UiPath
3.994 of 5 stars
$18.96
-4.0%
$27.41
+44.6%
+55.5%$10.79B$1.31B-111.524,035

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This page (NASDAQ:MORN) was last updated on 5/8/2024 by MarketBeat.com Staff

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