Morningstar [MORN] vs FactSet Research [FDS] Detailed Stock Comparison

Morningstar Inc.

NASDAQ
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FactSet Research Systems Inc.

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Morningstar Inc. wins in 6 metrics, FactSet Research Systems Inc. wins in 15 metrics, with 0 ties. FactSet Research Systems Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Morningstar Inc. FactSet Research Systems Inc. Better
P/E Ratio (TTM) 21.10 15.61 FactSet Research Systems Inc.
Price-to-Book Ratio 6.09 4.18 FactSet Research Systems Inc.
Debt-to-Equity Ratio 103.21 72.97 FactSet Research Systems Inc.
PEG Ratio 4.78 -2.83 Morningstar Inc.
EV/EBITDA 13.77 11.11 FactSet Research Systems Inc.
Profit Margin (TTM) 15.30% 24.48% FactSet Research Systems Inc.
Operating Margin (TTM) 21.71% 29.80% FactSet Research Systems Inc.
EBITDA Margin (TTM) 21.71% 29.80% FactSet Research Systems Inc.
Return on Equity 26.35% 28.08% FactSet Research Systems Inc.
Return on Assets (TTM) 8.86% 10.91% FactSet Research Systems Inc.
Free Cash Flow (TTM) $442.60M $617.45M FactSet Research Systems Inc.
Dividend Yield 1.29% 2.03% FactSet Research Systems Inc.
1-Year Return -41.42% -42.57% Morningstar Inc.
Price-to-Sales Ratio (TTM) 3.03 3.75 Morningstar Inc.
Enterprise Value $8.17B $10.11B FactSet Research Systems Inc.
EV/Revenue Ratio 3.34 4.21 Morningstar Inc.
Gross Profit Margin (TTM) 61.13% 51.43% Morningstar Inc.
Revenue per Share (TTM) $58 $64 FactSet Research Systems Inc.
Earnings per Share (Diluted) $8.88 $15.55 FactSet Research Systems Inc.
Beta (Stock Volatility) 1.11 0.72 FactSet Research Systems Inc.
Short % of Float 5.84% 11.17% Morningstar Inc.

Morningstar Inc. vs FactSet Research Systems Inc. Stock Performance Analysis

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MORN
FDS

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Morningstar Inc.-1.19%-4.62%1.82%-5.22%-17.83%-17.72%
FactSet Research Systems Inc.-2.20%-4.27%10.95%13.69%-19.23%-17.21%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Morningstar Inc.-41.42%-14.95%-27.74%115.68%198.04%361.71%
FactSet Research Systems Inc.-42.57%-42.71%-25.87%54.79%146.16%464.91%

Performance & Financial Health Analysis: Morningstar Inc. vs FactSet Research Systems Inc.

MetricMORNFDS
Market Information
Market Cap i$7.03B$8.46B
Market Cap CategoryMid capMid cap
10 Day Avg. Volume i437,406958,479
90 Day Avg. Volume i472,1851,038,266
Last Close$173.13$235.86
52 Week Range$149.08 - $316.71$185.00 - $453.41
% from 52W High-45.33%-47.98%
All-Time High$365.00 (Dec 16, 2024)$499.87 (Nov 11, 2024)
% from All-Time High-52.57%-52.82%
Growth Metrics
Quarterly Revenue Growth0.09%0.07%
Quarterly Earnings Growth-0.02%-0.08%
Financial Health
Profit Margin (TTM) i0.15%0.24%
Operating Margin (TTM) i0.22%0.30%
Return on Equity (TTM) i0.26%0.28%
Debt to Equity (MRQ) i103.2172.97
Cash & Liquidity
Book Value per Share (MRQ)$30.75$58.11
Cash per Share (MRQ)$13.36$7.83
Operating Cash Flow (TTM) i$589.70M$798.91M
Levered Free Cash Flow (TTM) i$446.38M$590.25M
Dividends
Last 12-Month Dividend Yield i1.29%2.03%
Last 12-Month Dividend i$2.38$4.40

Valuation & Enterprise Metrics Analysis: Morningstar Inc. vs FactSet Research Systems Inc.

MetricMORN (Apr 24, 2026)FDS (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i21.1015.61
Forward P/E i14.4512.50
PEG Ratio i4.78-2.83
Price to Sales (TTM) i3.033.75
Price to Book (MRQ) i6.094.18
Market Capitalization
Market Capitalization i$7.03B$8.46B
Enterprise Value i$8.17B$10.11B
Enterprise Value Metrics
Enterprise to Revenue i3.344.21
Enterprise to EBITDA i13.7711.11
Risk & Other Metrics
Beta i1.110.72
Book Value per Share (MRQ) i$30.75$58.11

Financial Statements Comparison: Morningstar Inc. vs FactSet Research Systems Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricMORN (2025)FDS (2025)
Revenue/Sales i2.45B2.32B
Cost of Goods Sold i952.90M1.10B
COGS % of Revenue i39.0%47.3%
Gross Profit i1.49B1.22B
Gross Margin i61.0%52.7%
Research & Development iN/AN/A
Operating Income (EBIT) i503.90M748.30M
Operating Margin i20.6%32.2%
EBITDA i706.20M965.96M
EBITDA Margin i28.9%41.6%
Pre-Tax Income i499.00M720.96M
Pre-Tax Income % of Revenue i20.4%31.1%
Income Tax i121.50M123.92M
Income Tax % of Revenue i5.0%5.3%
Net Income (Profit) i374.20M597.04M
Profit Margin i15.3%25.7%

Balance Sheet & Liquidity Metrics

MetricMORN (2025)FDS (2025)
Cash & Equivalents i474.50M337.65M
Total Current Assets i1.04B729.76M
Total Current Assets % of Revenue i42.4%31.4%
Total Current Liabilities i1.05B521.31M
Total Current Liabilities % of Revenue i43.1%22.5%
Long-Term Debt i1.22B1.53B
Long-Term Debt % of Revenue i49.9%65.7%
Total Shareholders Equity i1.22B2.19B
Retained Earnings i2.21B2.32B
Retained Earnings % of Revenue i90.2%100.1%
Property, Plant & Equipment i159.00M121.78M

Cash Flow Statement Comparison

MetricMORN (2025)FDS (2025)
Operating Cash Flow i602.90M714.93M
Operating Cash Flow % of Revenue i24.7%30.8%
Capital Expenditures iN/A-108.81M
Free Cash Flow i442.60M617.45M
FCF Margin i18.1%26.6%
Debt Repayment i-800.00M-805.00M
Common Stock Repurchase i-787.00M-300.46M

Short Interest & Institutional Ownership Analysis

MetricMORNFDS
Shares Short i1.37M3.55M
Short Ratio i2.813.60
Short % of Float i5.84%11.17%
Shares Outstanding i39.74M36.64M
Float Shares i20.45M36.29M
% Held by Insiders i48.87%0.46%
% Held by Institutions i64.20%104.58%
% Held by Public i-13.07%-5.04%

Dividend Analysis & Yield Comparison: Morningstar Inc. vs FactSet Research Systems Inc.

MetricMORNFDS
Last 12-Month Dividend i$2.38$4.40
Last 12-Month Dividend Yield i1.29%2.03%
3-Year Avg Annual Dividend i$1.87$4.16
3-Year Avg Dividend Yield i0.17%0.28%
3-Year Total Dividends i$5.62$12.48
Ex-Dividend DateApr 02, 2026Feb 27, 2026