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Screener Weekly Summary Pricing

FactSet Research Systems Inc. (FDS) vs Morningstar, Inc. (MORN)

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 $9.7B against $7.4B — 1.3× the size. FactSet Research Systems Inc. trades at the lower P/E: 17.9× against 18.5×. Morningstar, Inc. grew revenue faster over the last twelve months: 9.33% against 6.62%. FactSet Research Systems Inc. has the higher net margin (23.2% vs 16.4%) and the lower return on invested capital (14.5% vs 17.1%). Both pay a dividend; FactSet Research Systems Inc. yields more (0.86% vs 0.55%). Across the 23 metrics below, FactSet Research Systems Inc. leads on 12 and Morningstar, Inc. on 11.

Valuation

Metric FDS MORN Financial Data & Stock Exchanges median
P/E 17.90 18.47 21.77
P/S 4.05 2.89 7.79
P/B 4.85 7.23 3.85
Price to free cash flow 13.93 14.89 18.75
EV/EBITDA 11.78 10.70 15.55
EV/Sales 4.49 3.35 6.94
Earnings yield 5.59% 5.42% 4.49%
Free cash flow yield 7.18% 6.72% 4.68%

Profitability

Metric FDS MORN Financial Data & Stock Exchanges median
Gross margin 51.38% 62.24% 70.90%
Operating margin 29.55% 23.53% 29.55%
Net margin 23.21% 16.43% 23.21%
Free cash flow margin 29.05% 19.38% 29.05%
Return on equity 27.03% 31.96% 15.34%
Return on assets 13.27% 11.13% 6.82%
Return on invested capital 14.45% 17.05% 9.96%

Growth

Metric FDS MORN Financial Data & Stock Exchanges median
Revenue growth (TTM) 6.62% 9.33% 9.16%
EPS growth (last fiscal year) 11.79% 3.38% —
Revenue growth, 5-year CAGR 9.22% 11.97% 7.76%
Net income growth, 5-year CAGR 9.87% 10.85% 9.78%

Health

Metric FDS MORN Financial Data & Stock Exchanges median
Debt to equity 0.68 1.67 0.48
Current ratio 0.68 1.06 1.06
Net debt to EBITDA 1.08 0.76 1.08

Dividend

Metric FDS MORN Financial Data & Stock Exchanges median
Dividend yield 0.86% 0.55% 1.16%
Payout ratio 0.31 2.75 0.42

Size

Metric FDS MORN Financial Data & Stock Exchanges median
Market cap 9.65b 7.37b 27.94b

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