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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 $46.9B against $9.2B — 5.1× the size. Morningstar, Inc. trades at the lower P/E: 21.5× against 34.8×. MSCI Inc grew revenue faster over the last twelve months: 12.3% against 9.43%. MSCI Inc has the higher net margin (40.3% vs 17.0%) and the higher return on invested capital (34.7% vs 18.5%). Both pay a dividend; MSCI Inc yields more (1.21% vs 0.81%). 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 21.46 34.79 24.85
P/S 3.53 13.83 6.75
P/B 9.01 n/m 4.56
Price to free cash flow 18.76 32.64 20.23
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 4.66% 2.87% 4.00%
Free cash flow yield 5.33% 3.06% 4.59%

Profitability

Metric MORN MSCI Financial Data & Stock Exchanges median
Gross margin 63.07% 82.89% 72.83%
Operating margin 24.55% 55.65% 29.06%
Net margin 17.00% 40.31% 25.36%
Free cash flow margin 18.80% 42.38% 32.14%
Return on equity 35.08% (56.11%) 17.00%
Return on assets 11.87% 25.19% 8.22%
Return on invested capital 18.45% 34.71% 10.55%

Growth

Metric MORN MSCI Financial Data & Stock Exchanges median
Revenue growth (TTM) 9.43% 12.34% 10.44%
EPS growth (last fiscal year) 3.38% 11.67% 13.54%
Revenue growth, 5-year CAGR 11.97% 13.08% 9.24%
Net income growth, 5-year CAGR 10.85% 14.84% 10.85%

Health

Metric MORN MSCI Financial Data & Stock Exchanges median
Debt to equity 1.64 (2.23) 0.67
Current ratio 1.05 0.82 1.04
Net debt to EBITDA 0.76 2.93 1.20

Dividend

Metric MORN MSCI Financial Data & Stock Exchanges median
Dividend yield 0.81% 1.21% 1.13%
Payout ratio 0.17 0.42 0.29

Size

Metric MORN MSCI Financial Data & Stock Exchanges median
Market cap 9.17b 46.90b 38.07b

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