MORN PEER ANALYSIS

Morningstar Inc — metric-by-metric comparison with peers and the industry median

MORNMorningstar Inc

🇺🇸 USA · NASDAQ · Financial Services · Financial Data & Stock Exchanges

Value it Duel

Overall Profile & Returns

· Financial Data & Stock Exchanges

Position Within Industry

0 = weak quartile, 100 = strong quartile

MORNIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	MORN	ASX	X	ENX	DB1	LSEG	Ind. Median
P/E	16.10●	20.20	25.35	22.99	22.64	37.02	22.53
P/B	6.37	2.70	0.28●	3.26	4.43	2.34	3.26
EV/EBITDA	10.16	9.43	6.09●	13.77	—	12.12	14.02
P/S	—	—	—	—	—	—	—

Financial Health
Metric	MORN	ASX	X	ENX	DB1	LSEG	Ind. Median
Current Ratio	1.03	1.20	2.35	6.03	1.01	229.64●	1.20
Debt/Equity	187.2%	293.1%	44.1%●	72.2%	—	59.2%	59.2%
NetDebt/EBITDA	1.78	-0.75●	3.35	1.10	—	1.74	1.44

Profitability
Metric	MORN	ASX	X	ENX	DB1	LSEG	Ind. Median
Net Margin	16.1%	34.8%	16.5%	35.5%●	27.1%	13.4%	25.8%
ROE	30.7%●	13.6%	2.0%	15.0%	19.0%	5.8%	15.8%
ROA	10.6%●	3.2%	0.2%	0.2%	0.7%	0.2%	6.1%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	MORN	ASX	X	ENX	DB1	LSEG	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	4.8%	7.3%	19.3%	3.9%	-16.9%	82.3%●	17.0%
Div. Yield	1.2%	4.1%	1.9%	5.7%●	1.7%	1.7%	1.6%
Payout	19.2%	77.7%	158.3%	131.3%	71.4%	57.5%	37.4%

Valuation
Metric	MORN	FDS	TRU	CBOE	COIN	MSCI	Ind. Median
P/E	16.10●	16.23	21.18	22.53	52.70	33.61	22.53
P/B	6.37	4.52	3.14	5.18	3.13	-15.99●	3.26
EV/EBITDA	10.16●	11.61	11.64	14.27	31.19	25.32	14.02
P/S	—	—	—	—	—	—	—

Financial Health
Metric	MORN	FDS	TRU	CBOE	COIN	MSCI	Ind. Median
Current Ratio	1.03	0.68	1.93	4.13●	2.14	0.86	1.20
Debt/Equity	187.2%	77.3%	119.6%	29.0%	59.1%	-236.9%●	59.2%
NetDebt/EBITDA	1.78	1.41	2.90	-0.32	-2.15●	3.10	1.44

Profitability
Metric	MORN	FDS	TRU	CBOE	COIN	MSCI	Ind. Median
Net Margin	16.1%	23.2%	14.9%	25.8%	13.8%	40.7%●	25.8%
ROE	30.7%●	27.0%	15.4%	25.1%	6.7%	—	15.8%
ROA	10.6%	13.3%	6.1%	12.5%	3.2%	24.2%●	6.1%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	MORN	FDS	TRU	CBOE	COIN	MSCI	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	4.8%	6.2%	91.8%●	53.2%	-45.5%	15.6%	17.0%
Div. Yield	1.2%	1.8%●	0.5%	1.1%	—	1.3%	1.6%
Payout	19.2%	0.8%	20.7%	23.8%	—	42.7%	37.4%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 8, 26. This content is for informational purposes only and is not investment advice.