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

FactSet Research Systems Inc.

NYSE
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Morningstar Inc.

NASDAQ
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TLDR: Quick Comparison Summary

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

View Metrics Details

Vital Metrics Comparison

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

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

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FDS
MORN

Performance Comparison

Short-term Returns

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

Long-term Returns

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

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

MetricFDSMORN
Market Information
Market Cap i$8.46B$7.03B
Market Cap CategoryMid capMid cap
10 Day Avg. Volume i958,479437,406
90 Day Avg. Volume i1,038,266472,185
Last Close$235.86$173.13
52 Week Range$185.00 - $453.41$149.08 - $316.71
% from 52W High-47.98%-45.33%
All-Time High$499.87 (Nov 11, 2024)$365.00 (Dec 16, 2024)
% from All-Time High-52.82%-52.57%
Growth Metrics
Quarterly Revenue Growth0.07%0.09%
Quarterly Earnings Growth-0.08%-0.02%
Financial Health
Profit Margin (TTM) i0.24%0.15%
Operating Margin (TTM) i0.30%0.22%
Return on Equity (TTM) i0.28%0.26%
Debt to Equity (MRQ) i72.97103.21
Cash & Liquidity
Book Value per Share (MRQ)$58.11$30.75
Cash per Share (MRQ)$7.83$13.36
Operating Cash Flow (TTM) i$798.91M$589.70M
Levered Free Cash Flow (TTM) i$590.25M$446.38M
Dividends
Last 12-Month Dividend Yield i2.03%1.29%
Last 12-Month Dividend i$4.40$2.38

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

MetricFDS (Apr 24, 2026)MORN (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i15.6121.10
Forward P/E i12.5014.45
PEG Ratio i-2.834.78
Price to Sales (TTM) i3.753.03
Price to Book (MRQ) i4.186.09
Market Capitalization
Market Capitalization i$8.46B$7.03B
Enterprise Value i$10.11B$8.17B
Enterprise Value Metrics
Enterprise to Revenue i4.213.34
Enterprise to EBITDA i11.1113.77
Risk & Other Metrics
Beta i0.721.11
Book Value per Share (MRQ) i$58.11$30.75

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

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricFDS (2025)MORN (2025)
Revenue/Sales i2.32B2.45B
Cost of Goods Sold i1.10B952.90M
COGS % of Revenue i47.3%39.0%
Gross Profit i1.22B1.49B
Gross Margin i52.7%61.0%
Research & Development iN/AN/A
Operating Income (EBIT) i748.30M503.90M
Operating Margin i32.2%20.6%
EBITDA i965.96M706.20M
EBITDA Margin i41.6%28.9%
Pre-Tax Income i720.96M499.00M
Pre-Tax Income % of Revenue i31.1%20.4%
Income Tax i123.92M121.50M
Income Tax % of Revenue i5.3%5.0%
Net Income (Profit) i597.04M374.20M
Profit Margin i25.7%15.3%

Balance Sheet & Liquidity Metrics

MetricFDS (2025)MORN (2025)
Cash & Equivalents i337.65M474.50M
Total Current Assets i729.76M1.04B
Total Current Assets % of Revenue i31.4%42.4%
Total Current Liabilities i521.31M1.05B
Total Current Liabilities % of Revenue i22.5%43.1%
Long-Term Debt i1.53B1.22B
Long-Term Debt % of Revenue i65.7%49.9%
Total Shareholders Equity i2.19B1.22B
Retained Earnings i2.32B2.21B
Retained Earnings % of Revenue i100.1%90.2%
Property, Plant & Equipment i121.78M159.00M

Cash Flow Statement Comparison

MetricFDS (2025)MORN (2025)
Operating Cash Flow i714.93M602.90M
Operating Cash Flow % of Revenue i30.8%24.7%
Capital Expenditures i-108.81MN/A
Free Cash Flow i617.45M442.60M
FCF Margin i26.6%18.1%
Debt Repayment i-805.00M-800.00M
Common Stock Repurchase i-300.46M-787.00M

Short Interest & Institutional Ownership Analysis

MetricFDSMORN
Shares Short i3.55M1.37M
Short Ratio i3.602.81
Short % of Float i11.17%5.84%
Shares Outstanding i36.64M39.74M
Float Shares i36.29M20.45M
% Held by Insiders i0.46%48.87%
% Held by Institutions i104.58%64.20%
% Held by Public i-5.04%-13.07%

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

MetricFDSMORN
Last 12-Month Dividend i$4.40$2.38
Last 12-Month Dividend Yield i2.03%1.29%
3-Year Avg Annual Dividend i$4.16$1.87
3-Year Avg Dividend Yield i0.28%0.17%
3-Year Total Dividends i$12.48$5.62
Ex-Dividend DateFeb 27, 2026Apr 02, 2026