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 $9.2B against $342.8M — 26.8× the size. Morningstar, Inc. trades at the lower P/E: 21.5× against 24.7×. Morningstar, Inc. grew revenue faster over the last twelve months: 9.43% against −7.56%. Morningstar, Inc. has the higher net margin (17.0% vs 0.72%) and the higher return on invested capital (18.5% vs 0.00%). Both pay a dividend; MarketWise, Inc. yields more (2.30% vs 0.81%). Across the 20 metrics below, Morningstar, Inc. leads on 13 and MarketWise, Inc. on 7.

Valuation

Metric MKTW MORN Financial Data & Stock Exchanges median
P/E 24.73 21.46 24.85
P/S 0.19 3.53 6.75
P/B n/m 9.01 4.56
Price to free cash flow 1.24 18.76 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.04% 4.66% 4.00%
Free cash flow yield 80.51% 5.33% 4.59%

Profitability

Metric MKTW MORN Financial Data & Stock Exchanges median
Gross margin 86.12% 63.07% 72.83%
Operating margin 7.50% 24.55% 29.06%
Net margin 0.72% 17.00% 25.36%
Free cash flow margin 15.76% 18.80% 32.14%
Return on equity (0.93%) 35.08% 17.00%
Return on assets 1.17% 11.87% 8.22%
Return on invested capital 0.00% 18.45% 10.55%

Growth

Metric MKTW MORN Financial Data & Stock Exchanges median
Revenue growth (TTM) (7.56%) 9.43% 10.44%
EPS growth (last fiscal year) (35.83%) 3.38% 13.54%
Revenue growth, 5-year CAGR (2.06%) 11.97% 9.24%
Net income growth, 5-year CAGR 0.00% 10.85% 10.85%

Health

Metric MKTW MORN Financial Data & Stock Exchanges median
Debt to equity 0.00 1.64 0.67
Current ratio 0.35 1.05 1.04
Net debt to EBITDA (1.08) 0.76 1.20

Dividend

Metric MKTW MORN Financial Data & Stock Exchanges median
Dividend yield 2.30% 0.81% 1.13%
Payout ratio 0.60 0.17 0.29

Size

Metric MKTW MORN Financial Data & Stock Exchanges median
Market cap 342.78m 9.17b 38.07b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack