MarketWise, Inc. (MKTW) vs Morningstar, Inc. (MORN)

MarketWise, Inc. and Morningstar, Inc. are both Financial Data & Stock Exchanges companies. Morningstar, Inc. is the larger, with a market value of $7.9B against $298.3M — 26.3× the size. MarketWise, Inc. trades at the lower P/E: 19.4× against 19.5×. Morningstar, Inc. grew revenue faster over the last twelve months: 9.33% against −11.3%. Morningstar, Inc. has the higher net margin (16.4% vs 0.70%) and the higher return on invested capital (17.1% vs 0.00%). Both pay a dividend; MarketWise, Inc. yields more (2.78% vs 0.96%). Across the 20 metrics below, Morningstar, Inc. leads on 11 and MarketWise, Inc. on 9.

Valuation

Metric MKTW MORN Financial Data & Stock Exchanges median
P/E 19.35 19.54 23.59
P/S 0.15 3.05 6.89
P/B n/m 7.66 4.00
Price to free cash flow 1.10 15.76 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 5.17% 5.12% 4.04%
Free cash flow yield 90.83% 6.35% 4.39%

Profitability

Metric MKTW MORN Financial Data & Stock Exchanges median
Gross margin 86.23% 62.24% 70.90%
Operating margin 8.08% 23.53% 28.27%
Net margin 0.70% 16.43% 22.52%
Free cash flow margin 13.89% 19.38% 28.57%
Return on equity (0.90%) 31.96% 15.12%
Return on assets 1.12% 11.13% 6.82%
Return on invested capital 0.00% 17.05% 9.96%

Growth

Metric MKTW MORN Financial Data & Stock Exchanges median
Revenue growth (TTM) (11.34%) 9.33% 9.16%
EPS growth (last fiscal year) (35.83%) 3.38% 15.41%
Revenue growth, 5-year CAGR (2.06%) 11.97% 8.62%
Net income growth, 5-year CAGR 0.00% 10.85% 10.27%

Health

Metric MKTW MORN Financial Data & Stock Exchanges median
Debt to equity 0.00 1.67 0.48
Current ratio 0.35 1.06 1.06
Net debt to EBITDA (1.08) 0.76 1.19

Dividend

Metric MKTW MORN Financial Data & Stock Exchanges median
Dividend yield 2.78% 0.96% 1.28%
Payout ratio 0.57 0.19 0.32

Size

Metric MKTW MORN Financial Data & Stock Exchanges median
Market cap 298.30m 7.85b 32.17b

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