MORN vs. BEN, CG, HLI, NYT, IVZ, LM, SSTK, SCHL, DJCO, and MKTW
Should you be buying Morningstar stock or one of its competitors? The main competitors of Morningstar include Franklin Resources (BEN), The Carlyle Group (CG), Houlihan Lokey (HLI), New York Times (NYT), Invesco (IVZ), Legg Mason (LM), Shutterstock (SSTK), Scholastic (SCHL), Daily Journal (DJCO), and MarketWise (MKTW).
Franklin Resources (NYSE:BEN) and Morningstar (NASDAQ:MORN) are both large-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, earnings, profitability, analyst recommendations, risk, media sentiment, institutional ownership, community ranking and valuation.
In the previous week, Morningstar had 11 more articles in the media than Franklin Resources. MarketBeat recorded 18 mentions for Morningstar and 7 mentions for Franklin Resources. Morningstar's average media sentiment score of 1.03 beat Franklin Resources' score of 0.73 indicating that Franklin Resources is being referred to more favorably in the media.
Franklin Resources received 164 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.52% of users gave Morningstar an outperform vote while only 40.78% of users gave Franklin Resources an outperform vote.
Franklin Resources presently has a consensus price target of $26.00, indicating a potential upside of 10.17%. Morningstar has a consensus price target of $320.00, indicating a potential upside of 11.01%. Given Franklin Resources' stronger consensus rating and higher probable upside, analysts clearly believe Morningstar is more favorable than Franklin Resources.
47.6% of Franklin Resources shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 24.1% of Franklin Resources shares are owned by insiders. Comparatively, 39.9% of Morningstar shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.3%. Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.6%. Franklin Resources pays out 70.9% of its earnings in the form of a dividend. Morningstar pays out 32.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Franklin Resources has raised its dividend for 1 consecutive years and Morningstar has raised its dividend for 15 consecutive years.
Franklin Resources has a beta of 1.44, meaning that its share price is 44% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500.
Franklin Resources has a net margin of 11.09% compared to Franklin Resources' net margin of 10.13%. Franklin Resources' return on equity of 21.79% beat Morningstar's return on equity.
Franklin Resources has higher revenue and earnings than Morningstar. Franklin Resources is trading at a lower price-to-earnings ratio than Morningstar, indicating that it is currently the more affordable of the two stocks.
Summary
Morningstar beats Franklin Resources on 14 of the 21 factors compared between the two stocks.
Get Morningstar News Delivered to You Automatically
Sign up to receive the latest news and ratings for MORN and its competitors with MarketBeat's FREE daily newsletter.
This chart shows the number of new MarketBeat users adding MORN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart
Morningstar Competitors List
Related Companies and Tools