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MCO vs MORN
Which Stock Would AI Choose? Moody's Corporation (MCO) vs. Morningstar, Inc. (MORN) Stock Comparison
Key Takeaways
- Moody's Corporation (MCO) holds a dominant market position with an $80 billion market cap, dwarfing Morningstar, Inc.'s (MORN) $7.4 billion capitalization.
- MCO has outperformed year-to-date (YTD) with +12% gains, while MORN lags at -14%.
- MCO exhibits superior profitability, boasting a 32% profit margin and 62% return on equity (ROE, a measure of how effectively a company uses shareholders' equity to generate profits), compared to MORN's 15% margin and 26% ROE.
- Valuation contrasts show MORN trading at a lower trailing price-to-earnings (P/E, stock price divided by earnings per share) ratio of 21 versus MCO's 33, suggesting relative value in MORN.
- Recent quarterly revenue growth stands at 13% for MCO against 8.5% for MORN, highlighting MCO's momentum.
Introduction
Moody's Corporation (MCO) and Morningstar, Inc. (MORN) are key players in the financial data and services sector, providing critical analytics, ratings, and research tools to investors and institutions. This stock comparison analyzes their business models, recent performance, and market positioning amid evolving economic conditions and interest rate dynamics. Traders seeking exposure to financial information providers, as well as long-term investors evaluating growth in data-driven finance, will find value in understanding their relative strengths, valuations, and sentiment shifts. Both stocks offer insights into sector trends like rising demand for credit assessments and investment research.
MCO Overview and Recent Performance
Moody's Corporation (MCO) is a leading global credit ratings, research, and risk analysis firm operating in the financial services sector. Its core businesses include Moody's Ratings and Moody's Analytics, serving issuers, investors, and regulators worldwide. In recent market activity, MCO has displayed resilience, with shares advancing around 12% YTD and trading near $448 within a 52-week range of $402-$547. Key influences include robust quarterly revenue growth of 13% year-over-year and earnings expansion of 54%, driven by heightened demand for ratings amid economic uncertainty. Sentiment has been tempered by outlooks on sectors like business development companies (BDCs), yet strong fundamentals—such as a 32% profit margin and $80 billion market cap—bolster investor confidence.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) delivers independent investment research, data, and software solutions, primarily through its Morningstar Research Services and PitchBook segments, also in the financial data industry. Recent weeks have seen MORN underperform, down approximately 14% YTD and trading around $186 in a wide 52-week range of $149-$317. Factors include softer quarterly earnings growth of -1.5%, though revenue rose 8.5% year-over-year. Strategic moves, such as exiting the ByAllAccounts unit to refocus on core data and preparing index adjustments for events like potential SpaceX IPOs, have shaped sentiment. With a $7.4 billion market cap and 15% profit margins, MORN maintains steady operations despite share price volatility.
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Head-to-Head Comparison
Both MCO and MORN thrive in financial data but diverge in scale and focus: MCO's ratings dominance drives global issuance fees, while MORN emphasizes retail-oriented research and data subscriptions. Growth drivers favor MCO, with faster revenue expansion and superior ROE, versus MORN's steadier but slower asset management ties. Recent momentum tilts to MCO's positive YTD gains amid sector outlooks, contrasting MORN's declines. Risk profiles show MCO with higher beta (1.45) and debt/equity (177%), while MORN offers lower volatility (beta 1.11). Market sentiment prices MCO at a premium for stability, but MORN appeals for value in relative performance trade-offs.
Tickeron AI Verdict
Tickeron's AI currently favors MCO over MORN, based on stronger trend consistency, higher growth rates, and positive relative positioning in recent market activity. Observable catalysts like robust profitability and momentum suggest a higher probability of outperformance for MCO in the near term, though MORN's attractive valuation could shift dynamics with improved earnings.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MCO is a StrongBuy and MORN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MCO’s FA Score shows that 1 FA rating(s) are green whileMORN’s FA Score has 1 green FA rating(s).
- MCO’s FA Score: 1 green, 4 red.
- MORN’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MCO’s TA Score shows that 5 TA indicator(s) are bullish while MORN’s TA Score has 5 bullish TA indicator(s).
- MCO’s TA Score: 5 bullish, 4 bearish.
- MORN’s TA Score: 5 bullish, 5 bearish.
Price Growth
MCO (@Financial Publishing/Services) experienced а -0.42% price change this week, while MORN (@Financial Publishing/Services) price change was +2.05% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -4.17%. For the same industry, the average monthly price growth was -3.66%, and the average quarterly price growth was -16.19%.
Reported Earning Dates
MCO is expected to report earnings on Jul 28, 2026.
MORN is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Financial Publishing/Services (-4.17% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
| MCO | MORN | MCO / MORN | |
| Capitalization | 78.8B | 7.06B | 1,116% |
| EBITDA | 3.96B | 773M | 512% |
| Gain YTD | -11.245 | -14.068 | 80% |
| P/E Ratio | 32.38 | 18.99 | 170% |
| Revenue | 7.87B | 2.51B | 314% |
| Total Cash | 1.51B | 532M | 284% |
| Total Debt | 7.31B | 1.91B | 384% |
MCO | MORN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 85 Overvalued | 39 Fair valued | |
PROFIT vs RISK RATING 1..100 | 54 | 100 | |
SMR RATING 1..100 | 15 | 33 | |
PRICE GROWTH RATING 1..100 | 58 | 58 | |
P/E GROWTH RATING 1..100 | 75 | 91 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
MORN's Valuation (39) in the Financial Publishing Or Services industry is somewhat better than the same rating for MCO (85). This means that MORN’s stock grew somewhat faster than MCO’s over the last 12 months.
MCO's Profit vs Risk Rating (54) in the Financial Publishing Or Services industry is somewhat better than the same rating for MORN (100). This means that MCO’s stock grew somewhat faster than MORN’s over the last 12 months.
MCO's SMR Rating (15) in the Financial Publishing Or Services industry is in the same range as MORN (33). This means that MCO’s stock grew similarly to MORN’s over the last 12 months.
MCO's Price Growth Rating (58) in the Financial Publishing Or Services industry is in the same range as MORN (58). This means that MCO’s stock grew similarly to MORN’s over the last 12 months.
MCO's P/E Growth Rating (75) in the Financial Publishing Or Services industry is in the same range as MORN (91). This means that MCO’s stock grew similarly to MORN’s over the last 12 months.
| MCO | MORN | |
|---|---|---|
| RSI ODDS (%) | N/A | 4 days ago 52% |
| Stochastic ODDS (%) | 4 days ago 53% | 4 days ago 64% |
| Momentum ODDS (%) | 4 days ago 61% | 4 days ago 51% |
| MACD ODDS (%) | 4 days ago 60% | 4 days ago 47% |
| TrendWeek ODDS (%) | 4 days ago 52% | 4 days ago 54% |
| TrendMonth ODDS (%) | 4 days ago 55% | 4 days ago 56% |
| Advances ODDS (%) | 4 days ago 60% | 4 days ago 55% |
| Declines ODDS (%) | 6 days ago 52% | 6 days ago 60% |
| BollingerBands ODDS (%) | 4 days ago 49% | 4 days ago 55% |
| Aroon ODDS (%) | 4 days ago 60% | 4 days ago 67% |
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MCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, MCO has been closely correlated with SPGI. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if MCO jumps, then SPGI could also see price increases.
| Ticker / NAME | Correlation To MCO | 1D Price Change % | ||
|---|---|---|---|---|
| MCO | 100% | +0.49% | ||
| SPGI - MCO | 87% Closely correlated | +1.03% | ||
| JEF - MCO | 66% Closely correlated | +0.81% | ||
| NDAQ - MCO | 66% Closely correlated | -1.32% | ||
| MSCI - MCO | 66% Loosely correlated | -0.55% | ||
| SF - MCO | 66% Loosely correlated | -0.98% | ||
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MORN and
Correlation & Price change
A.I.dvisor indicates that over the last year, MORN has been closely correlated with MCO. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if MORN jumps, then MCO could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | +1.01% | ||
| MCO - MORN | 74% Closely correlated | +0.49% | ||
| FDS - MORN | 73% Closely correlated | +0.24% | ||
| JEF - MORN | 64% Loosely correlated | +0.81% | ||
| SF - MORN | 63% Loosely correlated | -0.98% | ||
| PIPR - MORN | 63% Loosely correlated | -0.51% | ||
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