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).
Morningstar (NASDAQ:MORN) and Franklin Resources (NYSE:BEN) are both large-cap business services companies, but which is the better business? We will compare the two companies based on the strength of their profitability, risk, community ranking, institutional ownership, media sentiment, earnings, valuation, dividends and analyst recommendations.
Morningstar currently has a consensus target price of $320.00, suggesting a potential upside of 12.34%. Franklin Resources has a consensus target price of $26.00, suggesting a potential upside of 10.78%. Given Morningstar's stronger consensus rating and higher probable upside, analysts plainly believe Morningstar is more favorable than Franklin Resources.
57.0% of Morningstar shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 39.9% of Morningstar shares are held by insiders. Comparatively, 24.1% of Franklin Resources shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.6%. Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.3%. Morningstar pays out 32.7% of its earnings in the form of a dividend. Franklin Resources pays out 70.9% 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 a net margin of 11.09% compared to Morningstar's net margin of 10.13%. Morningstar's return on equity of 21.79% beat Franklin Resources' return on equity.
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.
Morningstar has a beta of 1.15, indicating that its stock price is 15% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500.
In the previous week, Morningstar had 12 more articles in the media than Franklin Resources. MarketBeat recorded 18 mentions for Morningstar and 6 mentions for Franklin Resources. Morningstar's average media sentiment score of 0.66 beat Franklin Resources' score of 0.44 indicating that Morningstar is being referred to more favorably in the media.
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 20 factors compared between the two stocks.
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.
This 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.
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