Morningstar [MORN] vs S&P Global [SPGI] Detailed Stock Comparison
Morningstar
NASDAQ
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S&P Global
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Morningstar wins in 10 metrics, S&P Global wins in 10 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | Morningstar | S&P Global | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 24.08 | 36.88 | Morningstar |
| Price-to-Book Ratio | 5.91 | 4.39 | S&P Global |
| Debt-to-Equity Ratio | 64.05 | 31.65 | S&P Global |
| PEG Ratio | 0.78 | 4.41 | Morningstar |
| EV/EBITDA | 18.13 | 22.21 | Morningstar |
| Profit Margin (TTM) | 17.22% | 27.29% | S&P Global |
| Operating Margin (TTM) | 20.54% | 42.69% | S&P Global |
| EBITDA Margin (TTM) | 20.54% | 42.69% | S&P Global |
| Return on Equity | 26.51% | 11.29% | Morningstar |
| Return on Assets (TTM) | 8.14% | 6.26% | Morningstar |
| Free Cash Flow (TTM) | $448.90M | $5.57B | S&P Global |
| Dividend Yield | 0.95% | 0.55% | Morningstar |
| 1-Year Return | -34.24% | -8.36% | S&P Global |
| Price-to-Sales Ratio (TTM) | 4.06 | 9.97 | Morningstar |
| Enterprise Value | $10.03B | $161.22B | S&P Global |
| EV/Revenue Ratio | 4.27 | 10.97 | Morningstar |
| Gross Profit Margin (TTM) | 61.89% | 70.20% | S&P Global |
| Revenue per Share (TTM) | $55 | $48 | Morningstar |
| Earnings per Share (Diluted) | $9.39 | $13.01 | S&P Global |
| Beta (Stock Volatility) | 1.00 | 1.19 | Morningstar |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Morningstar vs S&P Global Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Morningstar | -1.10% | -4.48% | -13.23% | -26.65% | -13.27% | -32.72% |
| S&P Global | -0.30% | -2.64% | -12.37% | -9.78% | 9.14% | -3.46% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Morningstar | -34.24% | 4.78% | 21.25% | 169.63% | 369.52% | 730.41% |
| S&P Global | -8.36% | 66.89% | 37.39% | 416.30% | 1,245.95% | 928.05% |
News Based Sentiment: Morningstar vs S&P Global
Morningstar
News based Sentiment: MIXED
October was a month of contrasts for Morningstar, featuring a significant acquisition that strengthens its long-term position alongside concerning stock performance and insider selling. The upcoming earnings report will be crucial in determining the overall trajectory of the company and its investment appeal.
S&P Global
News based Sentiment: POSITIVE
October saw S&P Global receive positive analyst attention, expand its business through acquisition, and launch a new ESG platform, while also navigating a projected revenue decrease and experiencing mixed credit rating activity across different entities. The overall narrative suggests a company focused on strategic growth and profitability despite some headwinds.
Performance & Financial Health Analysis: Morningstar vs S&P Global
| Metric | MORN | SPGI |
|---|---|---|
| Market Information | ||
| Market Cap | $9.87B | $149.43B |
| Market Cap Category | Mid cap | Large cap |
| 10 Day Avg. Volume | 564,450 | 1,859,170 |
| 90 Day Avg. Volume | 459,747 | 1,470,140 |
| Last Close | $223.63 | $478.35 |
| 52 Week Range | $221.02 - $365.00 | $427.14 - $579.05 |
| % from 52W High | -38.73% | -17.39% |
| All-Time High | $365.00 (Dec 16, 2024) | $579.05 (Aug 14, 2025) |
| % from All-Time High | -38.73% | -17.39% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.06% | 0.06% |
| Quarterly Earnings Growth | 0.29% | 0.06% |
| Financial Health | ||
| Profit Margin (TTM) | 0.17% | 0.27% |
| Operating Margin (TTM) | 0.21% | 0.43% |
| Return on Equity (TTM) | 0.27% | 0.11% |
| Debt to Equity (MRQ) | 64.05 | 31.65 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $38.28 | $109.37 |
| Cash per Share (MRQ) | $12.84 | $6.05 |
| Operating Cash Flow (TTM) | $535.30M | $5.58B |
| Levered Free Cash Flow (TTM) | $438.26M | $4.93B |
| Dividends | ||
| Last 12-Month Dividend Yield | 0.95% | 0.55% |
| Last 12-Month Dividend | $2.25 | $2.78 |
Valuation & Enterprise Metrics Analysis: Morningstar vs S&P Global
| Metric | MORN | SPGI |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 24.08 | 36.88 |
| Forward P/E | 25.04 | 28.54 |
| PEG Ratio | 0.78 | 4.41 |
| Price to Sales (TTM) | 4.06 | 9.97 |
| Price to Book (MRQ) | 5.91 | 4.39 |
| Market Capitalization | ||
| Market Capitalization | $9.87B | $149.43B |
| Enterprise Value | $10.03B | $161.22B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 4.27 | 10.97 |
| Enterprise to EBITDA | 18.13 | 22.21 |
| Risk & Other Metrics | ||
| Beta | 1.00 | 1.19 |
| Book Value per Share (MRQ) | $38.28 | $109.37 |
Financial Statements Comparison: Morningstar vs S&P Global
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | MORN | SPGI |
|---|---|---|
| Revenue/Sales | $581.90M | $3.78B |
| Cost of Goods Sold | $231.40M | $1.15B |
| Gross Profit | $350.50M | $2.62B |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $114.10M | $1.57B |
| EBITDA | $164.40M | $1.88B |
| Pre-Tax Income | $108.50M | $1.50B |
| Income Tax | $27.40M | $325.00M |
| Net Income (Profit) | $78.50M | $1.17B |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | MORN | SPGI |
|---|---|---|
| Cash & Equivalents | $511.50M | $1.47B |
| Total Current Assets | $1.01B | $5.34B |
| Total Current Liabilities | $912.30M | $5.92B |
| Long-Term Debt | $965.40M | $11.91B |
| Total Shareholders Equity | $1.61B | $37.73B |
| Retained Earnings | $1.97B | $21.80B |
| Property, Plant & Equipment | $1.22B | $1.50B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | MORN | SPGI |
|---|---|---|
| Operating Cash Flow | $85.70M | $708.00M |
| Capital Expenditures | N/A | N/A |
| Free Cash Flow | $58.80M | $910.00M |
| Debt Repayment | $-40.00M | $-4.00M |
| Common Stock Repurchase | $-109.60M | $-650.00M |
Short Interest & Institutional Ownership Analysis
| Metric | MORN | SPGI |
|---|---|---|
| Shares Short | 1.07M | 3.34M |
| Short Ratio | 2.96 | 3.21 |
| Short % of Float | 0.04% | 0.01% |
| Average Daily Volume (10 Day) | 564,450 | 1,859,170 |
| Average Daily Volume (90 Day) | 459,747 | 1,470,140 |
| Shares Outstanding | 42.87M | 307.80M |
| Float Shares | 24.70M | 304.63M |
| % Held by Insiders | 0.42% | 0.00% |
| % Held by Institutions | 0.62% | 0.90% |
Dividend Analysis & Yield Comparison: Morningstar vs S&P Global
| Metric | MORN | SPGI |
|---|---|---|
| Last 12-Month Dividend | $2.25 | $2.78 |
| Last 12-Month Dividend Yield | 0.95% | 0.55% |
| 3-Year Avg Annual Dividend | $1.79 | $3.00 |
| 3-Year Avg Dividend Yield | 0.16% | 0.21% |
| 3-Year Total Dividends | $5.36 | $9.00 |
| Ex-Dividend Date | Oct 03, 2025 | Feb 26, 2025 |