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MORN vs SCHW
Which Stock Would AI Choose? Morningstar (MORN) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- MORN has delivered stronger year-to-date and one-year total returns compared to the S&P 500, while SCHW has shown more modest gains amid sector rotation.
- SCHW benefits from anticipated robust Q2 2026 earnings, with analysts projecting a 33% year-over-year EPS increase ahead of its July 21 report.
- Business models differ markedly: MORN focuses on investment research, data, and analytics services, whereas SCHW operates a major brokerage and wealth-management platform with significant client assets.
- MORN trades at a lower trailing P/E ratio of 17.64 versus SCHW’s 20.19, reflecting contrasting valuation profiles in the financial services sector.
- Recent market activity highlights SCHW’s 8.8% share price increase over the past month alongside client referral and hiring priorities, while MORN maintains steady positioning in research and ratings.
- Risk factors include interest-rate sensitivity for SCHW and competition in data services for MORN, with both stocks exhibiting distinct beta profiles.
Introduction
This comparison examines MORN and SCHW, two established players in the financial services industry with complementary yet distinct roles. Morningstar provides independent investment research, data analytics, and credit ratings, while Charles Schwab delivers brokerage, banking, and wealth-management services to retail and institutional clients. The analysis focuses on recent performance trends, business drivers, and market positioning to assist investors and traders evaluating relative opportunities in the current environment. Professionals monitoring sector rotation, earnings momentum, or research-tool demand may find the side-by-side assessment particularly relevant for portfolio construction or tactical allocation decisions.
MORN Overview and Recent Performance
Morningstar, Inc. operates as a provider of investment research, data platforms, credit ratings, and advisory tools across global markets. Its segments include Morningstar Direct, PitchBook for private-market data, and credit analytics services. In recent market activity, the stock has posted a year-to-date total return of 19.97% and a one-year return of 40.13%, outpacing the S&P 500 benchmark. As of the July 17, 2026 close, shares traded near $172.48 with a market capitalization of approximately $6.56 billion. Performance has been supported by steady demand for independent research and analytics amid ongoing market volatility, though the company faces typical sector competition in data services. Earnings are scheduled for late July, providing an upcoming catalyst for further assessment.
SCHW Overview and Recent Performance
The Charles Schwab Corporation functions as a leading brokerage and wealth-management firm offering securities trading, banking products, asset management, and advisory services through its Investor Services and Advisor Services segments. Recent market activity shows an 8.8% share price increase over the past month, with shares closing at $101.56 on July 17, 2026, and a market capitalization of about $176.63 billion. Analysts anticipate strong Q2 2026 results, including expected EPS of $1.52—a 33% year-over-year rise—ahead of the July 21 earnings release. The company has emphasized client referrals and hiring initiatives in 2026. Year-to-date total return stands at 2.36% and one-year return at 10.47%, reflecting a more measured trajectory relative to broader equity benchmarks during the period.
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Head-to-Head Comparison
MORN and SCHW operate in overlapping yet differentiated areas of financial services. MORN centers on research, data, and ratings with recurring revenue from subscriptions and platforms, offering exposure to investment-decision support demand. SCHW emphasizes transaction volume, client assets under management, and net interest income, making it more sensitive to interest-rate cycles and trading activity. Recent momentum favors MORN on a relative-return basis, while SCHW carries a near-term earnings catalyst. Risk profiles differ: SCHW exhibits lower beta at 0.76 compared with MORN’s 1.01, suggesting varying sensitivity to market movements. Sector exposure for both remains within financials, yet trade-offs include valuation multiples and growth drivers tied to either research adoption or brokerage client flows.
Tickeron AI Verdict
Based on observable factors including relative performance consistency over recent weeks, earnings catalysts, and sector positioning, Tickeron’s AI would currently assign a modest probabilistic edge to MORN for its stronger benchmark outperformance and stable research-driven business model. SCHW presents compelling momentum from anticipated results, yet the broader return profile and valuation considerations tilt the current assessment slightly toward MORN under prevailing conditions. This evaluation remains probabilistic and subject to ongoing market developments.
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.
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 SCHW 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 whileSCHW’s FA Score has 2 green FA rating(s).
- MORN’s FA Score: 2 green, 3 red.
- SCHW’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 SCHW’s TA Score has 4 bullish TA indicator(s).
- MORN’s TA Score: 4 bullish, 6 bearish.
- SCHW’s TA Score: 4 bullish, 6 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а -2.80% price change this week, while SCHW (@Investment Banks/Brokers) price change was -1.13% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -1.26%. For the same industry, the average monthly price growth was +3.77%, and the average quarterly price growth was -12.91%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +2.23%. For the same industry, the average monthly price growth was -6.53%, and the average quarterly price growth was -16.17%.
Reported Earning Dates
MORN is expected to report earnings on Jul 29, 2026.
SCHW is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Financial Publishing/Services (-1.26% 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.
@Investment Banks/Brokers (+2.23% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| MORN | SCHW | MORN / SCHW | |
| Capitalization | 6.3B | 174B | 4% |
| EBITDA | 773M | N/A | - |
| Gain YTD | -23.116 | 0.748 | -3,090% |
| P/E Ratio | 16.93 | 19.87 | 85% |
| Revenue | 2.51B | 24.8B | 10% |
| Total Cash | N/A | N/A | - |
| Total Debt | 1.91B | 33.1B | 6% |
MORN | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 7 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 23 Undervalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 60 | |
SMR RATING 1..100 | 33 | 7 | |
PRICE GROWTH RATING 1..100 | 60 | 27 | |
P/E GROWTH RATING 1..100 | 93 | 75 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (23) in the Financial Publishing Or Services industry is somewhat better than the same rating for SCHW (84) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew somewhat faster than SCHW’s over the last 12 months.
SCHW's Profit vs Risk Rating (60) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (100) in the Financial Publishing Or Services industry. This means that SCHW’s stock grew somewhat faster than MORN’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is in the same range as MORN (33) in the Financial Publishing Or Services industry. This means that SCHW’s stock grew similarly to MORN’s over the last 12 months.
SCHW's Price Growth Rating (27) in the Investment Banks Or Brokers industry is somewhat better than the same rating for MORN (60) in the Financial Publishing Or Services industry. This means that SCHW’s stock grew somewhat faster than MORN’s over the last 12 months.
SCHW's P/E Growth Rating (75) in the Investment Banks Or Brokers industry is in the same range as MORN (93) in the Financial Publishing Or Services industry. This means that SCHW’s stock grew similarly to MORN’s over the last 12 months.
| MORN | SCHW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 49% | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 62% |
| Momentum ODDS (%) | 1 day ago 62% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 54% | 1 day ago 54% |
| TrendWeek ODDS (%) | 1 day ago 58% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 53% | 1 day ago 61% |
| Advances ODDS (%) | 10 days ago 55% | 7 days ago 57% |
| Declines ODDS (%) | 1 day ago 61% | 9 days ago 59% |
| BollingerBands ODDS (%) | 1 day ago 53% | 1 day ago 51% |
| Aroon ODDS (%) | 1 day ago 68% | 1 day ago 54% |
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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% | -3.53% | ||
| FDS - MORN | 75% Closely correlated | -3.46% | ||
| JEF - MORN | 64% Loosely correlated | +2.83% | ||
| SF - MORN | 63% Loosely correlated | +0.18% | ||
| PIPR - MORN | 63% Loosely correlated | +1.43% | ||
| GS - MORN | 62% Loosely correlated | +2.89% | ||
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -2.52% | ||
| RJF - SCHW | 72% Closely correlated | -0.23% | ||
| LPLA - SCHW | 69% Closely correlated | +0.08% | ||
| NDAQ - SCHW | 62% Loosely correlated | -1.77% | ||
| MORN - SCHW | 57% Loosely correlated | -3.53% | ||
| SPGI - SCHW | 56% Loosely correlated | -3.81% | ||
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