stockrowFactSet Research Systems Inc. (FDS) vs Morningstar, Inc. (MORN)
- FactSet Research Systems Inc. FDS 327.52 −3.80%
- Morningstar, Inc. MORN 244.03 −1.27%
FactSet Research Systems Inc. and Morningstar, Inc. are both Financial Data & Stock Exchanges companies. FactSet Research Systems Inc. is the larger, with a market value of $12.0B against $9.2B — 1.3× the size. Morningstar, Inc. trades at the lower P/E: 21.2× against 22.4×. Morningstar, Inc. grew revenue faster over the last twelve months: 9.43% against 6.65%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 17.0%) and the lower return on invested capital (14.1% vs 18.5%). Both pay a dividend; FactSet Research Systems Inc. yields more (1.38% vs 0.82%). Across the 21 metrics below, Morningstar, Inc. leads on 12 and FactSet Research Systems Inc. on 9.
Valuation
Profitability
| Metric | FDS | MORN | Financial Data & Stock Exchanges median |
|---|---|---|---|
| Gross margin | 50.61% | 63.07% | 72.83% |
| Operating margin | 28.27% | 24.55% | 29.06% |
| Net margin | 21.54% | 17.00% | 25.36% |
| Free cash flow margin | 28.57% | 18.80% | 32.14% |
| Return on equity | 25.47% | 35.08% | 17.00% |
| Return on assets | 12.64% | 11.87% | 8.22% |
| Return on invested capital | 14.08% | 18.45% | 10.55% |
Growth
Health
Dividend
Size
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