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) | 27.60 | 42.37 | Morningstar |
| Price-to-Book Ratio | 6.78 | 5.04 | S&P Global |
| Debt-to-Equity Ratio | 64.05 | 31.65 | S&P Global |
| PEG Ratio | 0.89 | 5.07 | Morningstar |
| EV/EBITDA | 20.75 | 25.21 | 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 | 0.71% | 0.55% | Morningstar |
| 1-Year Return | -17.58% | 10.36% | S&P Global |
| Price-to-Sales Ratio (TTM) | 4.66 | 11.45 | Morningstar |
| Enterprise Value | $11.47B | $183.02B | S&P Global |
| EV/Revenue Ratio | 4.89 | 12.45 | Morningstar |
| Gross Profit Margin (TTM) | 61.89% | 70.20% | S&P Global |
| Revenue per Share (TTM) | $55 | $48 | Morningstar |
| Earnings per Share (Diluted) | $9.40 | $13.01 | S&P Global |
| Beta (Stock Volatility) | 0.96 | 1.19 | Morningstar |
Performance
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 | -1.38% | -0.16% | -8.53% | -15.42% | -19.81% | -22.18% |
| S&P Global | -0.82% | -2.08% | 5.81% | 8.26% | 3.57% | 11.49% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Morningstar | -17.58% | 11.66% | 59.92% | 221.13% | 525.11% | 779.53% |
| S&P Global | 10.36% | 51.74% | 50.60% | 455.50% | 1,848.64% | 1,054.28% |
Performance & Financial Health Analysis: Morningstar vs S&P Global
| Metric | MORN | SPGI |
|---|---|---|
| Market Information | ||
| Market Cap | $10.94B | $168.28B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 228,353 | 1,049,030 |
| 90 Day Avg. Volume | 313,001 | 1,085,040 |
| Last Close | $258.67 | $552.44 |
| 52 Week Range | $250.34 - $365.00 | $427.14 - $579.05 |
| % from 52W High | -29.13% | -4.60% |
| All-Time High | $365.00 (Dec 16, 2024) | $579.05 (Aug 14, 2025) |
| % from All-Time High | -29.13% | -4.60% |
| 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 | 0.71% | 0.55% |
| Last 12-Month Dividend | $2.20 | $2.78 |
Valuation & Enterprise Metrics Analysis: Morningstar vs S&P Global
| Metric | MORN | SPGI |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 27.60 | 42.37 |
| Forward P/E | 28.73 | 32.79 |
| PEG Ratio | 0.89 | 5.07 |
| Price to Sales (TTM) | 4.66 | 11.45 |
| Price to Book (MRQ) | 6.78 | 5.04 |
| Market Capitalization | ||
| Market Capitalization | $10.94B | $168.28B |
| Enterprise Value | $11.47B | $183.02B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 4.89 | 12.45 |
| Enterprise to EBITDA | 20.75 | 25.21 |
| Risk & Other Metrics | ||
| Beta | 0.96 | 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 | 513,657 | 2.97M |
| Short Ratio | 1.59 | 2.91 |
| Short % of Float | 0.02% | 0.01% |
| Average Daily Volume (10 Day) | 228,353 | 1,049,030 |
| Average Daily Volume (90 Day) | 313,001 | 1,085,040 |
| Shares Outstanding | 42.87M | 307.80M |
| Float Shares | 24.65M | 304.63M |
| % Held by Insiders | 0.45% | 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 | $2.20 | $2.78 |
| Last 12-Month Dividend Yield | 0.71% | 0.55% |
| 3-Year Avg Annual Dividend | $1.75 | $3.00 |
| 3-Year Avg Dividend Yield | 0.15% | 0.21% |
| 3-Year Total Dividends | $5.26 | $9.00 |
| Ex-Dividend Date | Jul 11, 2025 | Feb 26, 2025 |