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MORN vs MSCI
Which Stock Would AI Choose? Morningstar, Inc. (MORN) vs. MSCI Inc. (MSCI) Stock Comparison
Key Takeaways
- Morningstar, Inc. (MORN) has delivered stronger year-to-date returns of approximately 13.74%, outpacing MSCI Inc. (MSCI)'s modest 0.79% gain in recent market activity.
- MSCI commands a significantly larger market capitalization of $41.7 billion compared to MORN's $7.4 billion, reflecting greater scale in index and analytics services.
- Both stocks recently beat earnings expectations, with MORN posting a Q4 EPS surprise and MSCI exceeding Q1 sales forecasts, bolstering investor sentiment.
- MORN trades at a lower price-to-earnings (P/E) ratio of 21 versus MSCI's 36, suggesting relative value in recent valuations.
- Over the past year, MSCI has shown more resilient performance with positive returns compared to MORN's decline.
Introduction
Morningstar, Inc. (MORN) and MSCI Inc. (MSCI) are leading providers of investment research, data analytics, and index solutions in the financial services sector. This stock comparison analyzes their business models, recent performance, and market positioning to help investors and traders evaluate relative strengths amid evolving market conditions. Professionals seeking exposure to asset management tools, ESG (environmental, social, and governance) data, or index benchmarking will find insights into growth drivers, valuation differences, and sentiment shifts particularly relevant for portfolio decisions.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) is an independent firm offering investment research, data platforms, software, and star ratings for funds and stocks, serving individual investors, advisors, and institutions. In recent market activity, MORN shares have climbed, trading around $186 with a year-to-date gain of 13.74% and a 52-week range of $149 to $317. Key influences include a strong Q4 earnings beat, with EPS of $2.71 surpassing estimates by over 14%, and revenue of $641 million. Developments such as potential index construction changes ahead of major IPOs, exiting non-core units like ByAllAccounts, and recognition in manager awards have supported positive sentiment. Analyst targets average $250, indicating upside potential despite broader share price softness over longer periods.
MSCI Overview and Recent Performance
MSCI Inc. (MSCI) specializes in equity indexes, portfolio analytics, risk management, and ESG ratings, powering benchmarks like the MSCI World Index used by trillions in assets under management (AUM). Recently, shares hovered near $567, with a year-to-date return of 0.79% within a 52-week range of $501 to $626. Performance reflects a Q1 earnings beat, with EPS of $4.55 topping forecasts and robust revenue growth, alongside anticipation for ongoing results. Sentiment has been tempered by share price softness amid growth concerns in emerging markets, though consistent beats and analyst targets around $669 signal confidence. Strategic expansions in private markets data continue to drive recurring subscription revenue.
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Head-to-Head Comparison
Both MORN and MSCI thrive on subscription-based models in financial data services, but contrasts emerge in scale and focus: MSCI dominates indexes and institutional analytics with $3.13 billion in trailing twelve-month (TTM) revenue, while MORN emphasizes retail-facing research tools at $2.45 billion TTM. Growth drivers include MSCI's ESG and private markets expansion versus MORN's software enhancements. Recent momentum favors MORN on YTD gains, but MSCI exhibits steadier long-term trends. Risk factors: MORN's smaller size amplifies volatility (beta ~1.11), while MSCI faces emerging market exposures. Sector overlap in asset management supports resilient demand, with MSCI enjoying stronger market sentiment via higher analyst conviction.
Tickeron AI Verdict
Tickeron’s AI currently favors MSCI with higher probability for near-term outperformance, driven by its dominant market position, larger revenue base, consistent earnings surprises, and benchmarking leadership amid institutional demand. While MORN offers value and recent momentum, MSCI's scale and stability provide a more reliable edge in volatile conditions.
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 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 MORN is a Buy and MSCI is a Buy.
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).
MORN’s FA Score shows that 2 FA rating(s) are green whileMSCI’s FA Score has 2 green FA rating(s).
- MORN’s FA Score: 2 green, 3 red.
- MSCI’s FA Score: 2 green, 3 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.
MORN’s TA Score shows that 4 TA indicator(s) are bullish while MSCI’s TA Score has 2 bullish TA indicator(s).
- MORN’s TA Score: 4 bullish, 6 bearish.
- MSCI’s TA Score: 2 bullish, 6 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а -11.39% price change this week, while MSCI (@Financial Publishing/Services) price change was -4.96% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -4.86%. For the same industry, the average monthly price growth was -6.55%, and the average quarterly price growth was -18.94%.
Reported Earning Dates
MORN is expected to report earnings on Jul 29, 2026.
MSCI is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Financial Publishing/Services (-4.86% 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.
| MORN | MSCI | MORN / MSCI | |
| Capitalization | 5.83B | 42.3B | 14% |
| EBITDA | 773M | 2B | 39% |
| Gain YTD | -29.033 | 2.007 | -1,447% |
| P/E Ratio | 15.69 | 33.17 | 47% |
| Revenue | 2.51B | 3.24B | 77% |
| Total Cash | 532M | 382M | 139% |
| Total Debt | 1.91B | 6.55B | 29% |
MORN | MSCI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 19 Undervalued | 6 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 69 | |
SMR RATING 1..100 | 33 | 6 | |
PRICE GROWTH RATING 1..100 | 79 | 36 | |
P/E GROWTH RATING 1..100 | 93 | 65 | |
SEASONALITY SCORE 1..100 | 85 | 90 |
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.
MSCI's Valuation (6) in the Financial Publishing Or Services industry is in the same range as MORN (19). This means that MSCI’s stock grew similarly to MORN’s over the last 12 months.
MSCI's Profit vs Risk Rating (69) in the Financial Publishing Or Services industry is in the same range as MORN (100). This means that MSCI’s stock grew similarly to MORN’s over the last 12 months.
MSCI's SMR Rating (6) in the Financial Publishing Or Services industry is in the same range as MORN (33). This means that MSCI’s stock grew similarly to MORN’s over the last 12 months.
MSCI's Price Growth Rating (36) in the Financial Publishing Or Services industry is somewhat better than the same rating for MORN (79). This means that MSCI’s stock grew somewhat faster than MORN’s over the last 12 months.
MSCI's P/E Growth Rating (65) in the Financial Publishing Or Services industry is in the same range as MORN (93). This means that MSCI’s stock grew similarly to MORN’s over the last 12 months.
| MORN | MSCI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 57% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 54% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 58% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 56% |
| Advances ODDS (%) | 14 days ago 55% | 9 days ago 61% |
| Declines ODDS (%) | 2 days ago 59% | 2 days ago 58% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 65% |
| Aroon ODDS (%) | 2 days ago 67% | N/A |
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MORN and
Correlation & Price change
A.I.dvisor indicates that over the last year, MORN has been closely correlated with FDS. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if MORN jumps, then FDS could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | -0.18% | ||
| FDS - MORN | 75% Closely correlated | -1.21% | ||
| JEF - MORN | 64% Loosely correlated | +1.14% | ||
| SF - MORN | 63% Loosely correlated | +0.37% | ||
| SPGI - MORN | 63% Loosely correlated | -0.86% | ||
| PIPR - MORN | 63% Loosely correlated | -0.04% | ||
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MSCI and
Correlation & Price change
A.I.dvisor indicates that over the last year, MSCI has been closely correlated with SPGI. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if MSCI jumps, then SPGI could also see price increases.
| Ticker / NAME | Correlation To MSCI | 1D Price Change % | ||
|---|---|---|---|---|
| MSCI | 100% | -0.06% | ||
| SPGI - MSCI | 68% Closely correlated | -0.86% | ||
| MCO - MSCI | 66% Loosely correlated | -0.74% | ||
| MORN - MSCI | 56% Loosely correlated | -0.18% | ||
| NDAQ - MSCI | 55% Loosely correlated | +0.45% | ||
| JEF - MSCI | 54% Loosely correlated | +1.14% | ||
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