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Morningstar, Inc. (MORN) vs MSCI Inc (MSCI)

Morningstar, Inc. and MSCI Inc are both Financial Data & Stock Exchanges companies. MSCI Inc is the larger, with a market value of $41.8B against $7.9B — 5.3× the size. Morningstar, Inc. trades at the lower P/E: 19.5× against 31.1×. MSCI Inc grew revenue faster over the last twelve months: 11.6% against 9.33%. MSCI Inc has the higher net margin (40.7% vs 16.4%) and the higher return on invested capital (34.8% vs 17.1%). Both pay a dividend; MSCI Inc yields more (1.40% vs 0.96%). Across the 20 metrics below, MSCI Inc leads on 12 and Morningstar, Inc. on 8.

Valuation

Metric MORN MSCI Financial Data & Stock Exchanges median
P/E 19.54 31.06 23.59
P/S 3.05 12.43 6.89
P/B 7.66 n/m 4.00
Price to free cash flow 15.76 27.76 19.63
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 5.12% 3.22% 4.04%
Free cash flow yield 6.35% 3.60% 4.39%

Profitability

Metric MORN MSCI Financial Data & Stock Exchanges median
Gross margin 62.24% 82.98% 70.90%
Operating margin 23.53% 55.66% 28.27%
Net margin 16.43% 40.73% 22.52%
Free cash flow margin 19.38% 44.77% 28.57%
Return on equity 31.96% (75.96%) 15.12%
Return on assets 11.13% 24.74% 6.82%
Return on invested capital 17.05% 34.78% 9.96%

Growth

Metric MORN MSCI Financial Data & Stock Exchanges median
Revenue growth (TTM) 9.33% 11.62% 9.16%
EPS growth (last fiscal year) 3.38% 11.67% 15.41%
Revenue growth, 5-year CAGR 11.97% 13.08% 8.62%
Net income growth, 5-year CAGR 10.85% 14.84% 10.27%

Health

Metric MORN MSCI Financial Data & Stock Exchanges median
Debt to equity 1.67 (2.37) 0.48
Current ratio 1.06 0.89 1.06
Net debt to EBITDA 0.76 2.93 1.19

Dividend

Metric MORN MSCI Financial Data & Stock Exchanges median
Dividend yield 0.96% 1.40% 1.28%
Payout ratio 0.19 0.43 0.32

Size

Metric MORN MSCI Financial Data & Stock Exchanges median
Market cap 7.85b 41.81b 32.17b

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