Morningstar [MORN] vs S&P Global [SPGI] Detailed Stock Comparison

Morningstar Inc.

NASDAQ
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S&P Global Inc.

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Morningstar Inc. wins in 9 metrics, S&P Global Inc. wins in 12 metrics, with 0 ties. S&P Global Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Morningstar Inc. S&P Global Inc. Better
P/E Ratio (TTM) 21.10 29.75 Morningstar Inc.
Price-to-Book Ratio 6.09 4.19 S&P Global Inc.
Debt-to-Equity Ratio 103.21 37.91 S&P Global Inc.
PEG Ratio 4.78 0.93 S&P Global Inc.
EV/EBITDA 13.77 19.29 Morningstar Inc.
Profit Margin (TTM) 15.30% 29.15% S&P Global Inc.
Operating Margin (TTM) 21.71% 38.25% S&P Global Inc.
EBITDA Margin (TTM) 21.71% 38.25% S&P Global Inc.
Return on Equity 26.35% 13.09% Morningstar Inc.
Return on Assets (TTM) 8.86% 6.66% Morningstar Inc.
Free Cash Flow (TTM) $442.60M $5.46B S&P Global Inc.
Dividend Yield 1.29% 0.88% Morningstar Inc.
1-Year Return -41.42% -16.47% S&P Global Inc.
Price-to-Sales Ratio (TTM) 3.03 8.51 Morningstar Inc.
Enterprise Value $8.17B $147.44B S&P Global Inc.
EV/Revenue Ratio 3.34 9.61 Morningstar Inc.
Gross Profit Margin (TTM) 61.13% 70.12% S&P Global Inc.
Revenue per Share (TTM) $58 $50 Morningstar Inc.
Earnings per Share (Diluted) $8.88 $14.68 S&P Global Inc.
Beta (Stock Volatility) 1.11 1.20 Morningstar Inc.
Short % of Float 5.84% 1.02% S&P Global Inc.

Morningstar Inc. vs S&P Global Inc. Stock Performance Analysis

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MORN
SPGI

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Morningstar Inc.-1.19%-4.62%1.82%-5.22%-17.83%-17.72%
S&P Global Inc.1.23%1.67%5.19%-0.59%-15.12%-17.28%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Morningstar Inc.-41.42%-14.95%-27.74%115.68%198.04%361.71%
S&P Global Inc.-16.47%6.00%7.22%292.46%957.59%699.29%

Performance & Financial Health Analysis: Morningstar Inc. vs S&P Global Inc.

MetricMORNSPGI
Market Information
Market Cap i$7.03B$130.51B
Market Cap CategoryMid capLarge cap
10 Day Avg. Volume i437,4061,721,110
90 Day Avg. Volume i472,1851,870,297
Last Close$173.13$424.07
52 Week Range$149.08 - $316.71$381.61 - $579.05
% from 52W High-45.33%-26.76%
All-Time High$365.00 (Dec 16, 2024)$579.05 (Aug 14, 2025)
% from All-Time High-52.57%-26.76%
Growth Metrics
Quarterly Revenue Growth0.09%0.09%
Quarterly Earnings Growth-0.02%0.29%
Financial Health
Profit Margin (TTM) i0.15%0.29%
Operating Margin (TTM) i0.22%0.38%
Return on Equity (TTM) i0.26%0.13%
Debt to Equity (MRQ) i103.2137.91
Cash & Liquidity
Book Value per Share (MRQ)$30.75$104.17
Cash per Share (MRQ)$13.36$6.03
Operating Cash Flow (TTM) i$589.70M$5.65B
Levered Free Cash Flow (TTM) i$446.38M$4.88B
Dividends
Last 12-Month Dividend Yield i1.29%0.88%
Last 12-Month Dividend i$2.38$3.85

Valuation & Enterprise Metrics Analysis: Morningstar Inc. vs S&P Global Inc.

MetricMORN (Apr 24, 2026)SPGI (Apr 26, 2026)
Price Ratios
P/E Ratio (TTM) i21.1029.75
Forward P/E i14.4519.78
PEG Ratio i4.780.93
Price to Sales (TTM) i3.038.51
Price to Book (MRQ) i6.094.19
Market Capitalization
Market Capitalization i$7.03B$130.51B
Enterprise Value i$8.17B$147.44B
Enterprise Value Metrics
Enterprise to Revenue i3.349.61
Enterprise to EBITDA i13.7719.29
Risk & Other Metrics
Beta i1.111.20
Book Value per Share (MRQ) i$30.75$104.17

Financial Statements Comparison: Morningstar Inc. vs S&P Global 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)SPGI (2025)
Revenue/Sales i2.45B15.34B
Cost of Goods Sold i952.90M4.56B
COGS % of Revenue i39.0%29.8%
Gross Profit i1.49B10.77B
Gross Margin i61.0%70.2%
Research & Development iN/AN/A
Operating Income (EBIT) i503.90M6.18B
Operating Margin i20.6%40.3%
EBITDA i706.20M7.41B
EBITDA Margin i28.9%48.3%
Pre-Tax Income i499.00M6.23B
Pre-Tax Income % of Revenue i20.4%40.6%
Income Tax i121.50M1.41B
Income Tax % of Revenue i5.0%9.2%
Net Income (Profit) i374.20M4.82B
Profit Margin i15.3%31.4%

Balance Sheet & Liquidity Metrics

MetricMORN (2025)SPGI (2025)
Cash & Equivalents i474.50M1.75B
Total Current Assets i1.04B6.30B
Total Current Assets % of Revenue i42.4%41.1%
Total Current Liabilities i1.05B7.64B
Total Current Liabilities % of Revenue i43.1%49.8%
Long-Term Debt i1.22B12.86B
Long-Term Debt % of Revenue i49.9%83.9%
Total Shareholders Equity i1.22B36.15B
Retained Earnings i2.21B23.67B
Retained Earnings % of Revenue i90.2%154.3%
Property, Plant & Equipment i159.00M857.00M

Cash Flow Statement Comparison

MetricMORN (2025)SPGI (2025)
Operating Cash Flow i602.90M5.75B
Operating Cash Flow % of Revenue i24.7%37.5%
Capital Expenditures iN/AN/A
Free Cash Flow i442.60M5.46B
FCF Margin i18.1%35.6%
Debt Repayment i-800.00M-4.00M
Common Stock Repurchase i-787.00M-5.00B

Short Interest & Institutional Ownership Analysis

MetricMORNSPGI
Shares Short i1.37M3.03M
Short Ratio i2.811.53
Short % of Float i5.84%1.02%
Shares Outstanding i39.74M298.80M
Float Shares i20.45M298.09M
% Held by Insiders i48.87%0.33%
% Held by Institutions i64.20%89.24%
% Held by Public i-13.07%10.43%

Dividend Analysis & Yield Comparison: Morningstar Inc. vs S&P Global Inc.

MetricMORNSPGI
Last 12-Month Dividend i$2.38$3.85
Last 12-Month Dividend Yield i1.29%0.88%
3-Year Avg Annual Dividend i$1.87$3.72
3-Year Avg Dividend Yield i0.17%0.20%
3-Year Total Dividends i$5.62$11.15
Ex-Dividend DateApr 02, 2026Feb 25, 2026