Powerpack

Unlock full stockrow access for only $9.90/month and boost yourself as an investor.

  • Full quarterly history

    Every quarter and TTM period we hold, not just the last 12.

  • Analyst estimates

    Three years of forward estimates and dividend forecasts.

  • Unlimited screener

    All results, unlimited saved screens, email when a screen changes.

  • Unlimited Excel

    Full workbooks and screener exports.

  • Unlimited follows

See Powerpack
Screener Weekly Summary Pricing

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 $41.0B against $7.4B — 5.6× the size. Morningstar, Inc. trades at the lower P/E: 18.5× against 30.1×. 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 (1.04% vs 0.55%). Across the 22 metrics below, MSCI Inc leads on 12 and Morningstar, Inc. on 10.

Valuation

Metric MORN MSCI Financial Data & Stock Exchanges median
P/E 18.47 30.13 21.77
P/S 2.89 12.05 7.79
P/B 7.23 n/m 3.85
Price to free cash flow 14.89 26.92 18.75
EV/EBITDA 10.70 22.18 15.55
EV/Sales 3.35 13.86 6.94
Earnings yield 5.42% 3.32% 4.49%
Free cash flow yield 6.72% 3.71% 4.68%

Profitability

Metric MORN MSCI Financial Data & Stock Exchanges median
Gross margin 62.24% 82.98% 70.90%
Operating margin 23.53% 55.66% 29.55%
Net margin 16.43% 40.73% 23.21%
Free cash flow margin 19.38% 44.77% 29.05%
Return on equity 31.96% (75.96%) 15.34%
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% —
Revenue growth, 5-year CAGR 11.97% 13.08% 7.76%
Net income growth, 5-year CAGR 10.85% 14.84% 9.78%

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 1.08

Dividend

Metric MORN MSCI Financial Data & Stock Exchanges median
Dividend yield 0.55% 1.04% 1.16%
Payout ratio 2.75 0.46 0.42

Size

Metric MORN MSCI Financial Data & Stock Exchanges median
Market cap 7.37b 41.00b 27.94b

Compare with another peer

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