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 $7.4B against $302.1M — 24.4× the size. Morningstar, Inc. trades at the lower P/E: 18.5× against 21.9×. 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 (7.93% vs 0.55%). Across the 22 metrics below, Morningstar, Inc. leads on 13 and MarketWise, Inc. on 9.

Valuation

Metric MKTW MORN Financial Data & Stock Exchanges median
P/E 21.87 18.47 21.77
P/S 0.17 2.89 7.79
P/B n/m 7.23 3.85
Price to free cash flow 1.24 14.89 18.75
EV/EBITDA 0.87 10.70 15.55
EV/Sales 0.08 3.35 6.94
Earnings yield 4.57% 5.42% 4.49%
Free cash flow yield 80.38% 6.72% 4.68%

Profitability

Metric MKTW MORN Financial Data & Stock Exchanges median
Gross margin 86.23% 62.24% 70.90%
Operating margin 8.08% 23.53% 29.55%
Net margin 0.70% 16.43% 23.21%
Free cash flow margin 13.89% 19.38% 29.05%
Return on equity (0.90%) 31.96% 15.34%
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% —
Revenue growth, 5-year CAGR (2.06%) 11.97% 7.76%
Net income growth, 5-year CAGR 0.00% 10.85% 9.78%

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 1.08

Dividend

Metric MKTW MORN Financial Data & Stock Exchanges median
Dividend yield 7.93% 0.55% 1.16%
Payout ratio 1.00 2.75 0.42

Size

Metric MKTW MORN Financial Data & Stock Exchanges median
Market cap 302.08m 7.37b 27.94b

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