Bringing the fundamentals into focus…
Back to Morningstar, Inc.
How Morningstar, Inc. stacks up
MORN · against 54 other Financial Services companies of similar size
Profitability
82/ 100
Above the middle of the pack.
Ranked #16 of 55 · scores higher than 72% of peers
Bars: peers in each 10-point band of the profitability score8 peers with a profitability score of 80–89, including MORN · Click a bar to see the companies
Why profitability scores 82?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its return on assets and return on invested capital, which are stronger than most Financial Services peers.
- Operating margin is close to the peer norm. Operating margin: 23.5% vs peer median 23.5%
- a higher return on invested capital: stronger than 81% of peers. Return on invested capital: 21.1% vs peer median 6.3%
- a higher return on assets: stronger than 89% of peers. Return on assets: 10.7% vs peer median 2.6%
Metric by metric
Position: dot = MORN, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | MORN | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 55 reported | 21.1% | 7.1% | 74% | 33% | |
| Operating marginHigher is better · 40 reported | 23.5% | 23.2% | 51% | 33% | |
| Return on assetsHigher is better · 56 reported | 10.7% | 2.2% | 87% | 33% | |
| Return on equityHigher is better · 56 reported | 32.0% | 13.0% | 96% | Context only | |
| Gross marginHigher is better · 65 reported | 62.2% | 60.8% | 53% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around MORN| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 2 | 21.7B SGD (≈$16.5B) | 99 | 61 | |
| 3 | 5.3B GBP (≈$6.9B) | 97 | 79 | |
| 4 | 5.5B EUR (≈$6.0B) | 94 | 55 | |
| 4 | 6.7B CHF (≈$7.7B) | 94 | 54 | |
| 12 | 4.8B EUR (≈$5.2B) | 85 | 65 | |
| 12 | 11.8B USD | 85 | 51 | |
| 14 | 3.8B GBP (≈$4.9B) | 83 | 55 | |
| 14 | 7.1B USD | 83 | 68 | |
| 16 | 8.9B USD | 82 | 50 | |
| 17 | 9.8B EUR (≈$10.7B) | 75 | 56 | |
| 18 | 5.3B USD | 74 | 52 | |
| 18 | 7.8B GBP (≈$10.1B) | 74 | ||
| 20 | 9.6B USD | 73 | 73 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score