FactSet Research Systems Inc. (FDS) vs Morningstar, Inc. (MORN)
- FactSet Research Systems Inc. FDS 301.67 −0.05%
- Morningstar, Inc. MORN 207.37 −0.89%
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 $10.7B against $7.9B — 1.4× the size. Morningstar, Inc. trades at the lower P/E: 19.5× against 20.6×. Morningstar, Inc. grew revenue faster over the last twelve months: 9.33% against 6.65%. FactSet Research Systems Inc. has the higher net margin (21.5% vs 16.4%) and the lower return on invested capital (14.1% vs 17.1%). Both pay a dividend; FactSet Research Systems Inc. yields more (1.50% vs 0.96%). 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% | 62.24% | 70.90% |
| Operating margin | 28.27% | 23.53% | 28.27% |
| Net margin | 21.54% | 16.43% | 22.52% |
| Free cash flow margin | 28.57% | 19.38% | 28.57% |
| Return on equity | 0.00% | 31.96% | 15.12% |
| Return on assets | 12.63% | 11.13% | 6.82% |
| Return on invested capital | 14.08% | 17.05% | 9.96% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack