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MORN vs SCHW
Which Stock Would AI Choose? Morningstar (MORN) vs. The Charles Schwab Corporation (SCHW) Stock Comparison
Key Takeaways
- MORN delivered 9.6% revenue growth in Q2 2026 with operating margin expansion, supported by its data platforms and AI initiatives, while its stock has faced pressure year-to-date.
- SCHW reported record Q2 2026 revenue of $7.1 billion (up 21%) and core net new assets of $119.8 billion, driving client assets to $13.08 trillion amid strong trading activity.
- Both companies operate in the financials sector with exposure to capital markets, but SCHW benefits from scale in brokerage and wealth management, whereas MORN focuses on investment research, data, and analytics.
- Recent market activity shows SCHW maintaining more stable asset-gathering momentum, while MORN emphasizes AI integration and private-market intelligence.
- Relative performance reflects contrasting drivers: MORN tied to information services demand and SCHW to client engagement and interest-rate-sensitive revenues.
- Sector sentiment remains positive for both amid broader market volatility, with emphasis on technological adaptation and client asset growth.
Introduction
This comparison examines MORN and SCHW, two financials-sector companies with distinct business models in investment research and brokerage services. Traders and investors seeking to understand relative performance, growth drivers, and market positioning in the current environment may find this analysis relevant. The focus remains on verifiable developments from recent weeks and broader quarterly trends to provide objective context for portfolio considerations without forward-looking speculation.
MORN Overview and Recent Performance
MORN, Morningstar, Inc., provides independent investment research, data, and analytics through platforms such as Morningstar Direct and PitchBook. In recent market activity, the company reported Q2 2026 revenue of $663.2 million, a 9.6% increase year-over-year, alongside adjusted operating income growth and margin expansion to 24.2%. Key influences included contributions from the Direct Platform, PitchBook, and acquisitions, as well as investments in AI capabilities. Stock behavior reflected broader pressures, with shares trading near $204 amid year-to-date declines, though recent weeks showed some stabilization tied to dividend announcements and AI-related partnerships.
SCHW Overview and Recent Performance
SCHW, The Charles Schwab Corporation, operates a leading brokerage and wealth management platform serving millions of clients. Recent quarterly results highlighted record performance, with Q2 2026 net revenues reaching $7.1 billion (up 21% year-over-year) and adjusted earnings per share rising 42%. Core net new assets totaled $119.8 billion, supporting total client assets of $13.08 trillion. Influences on performance included elevated trading volumes, asset gathering, and net interest income stability. In recent weeks, the stock around $105 exhibited modest fluctuations amid monthly activity reports and partnerships expanding AI tools for advisors.
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Head-to-Head Comparison
MORN and SCHW differ in scale and revenue drivers: MORN derives income primarily from subscription-based research and data services with exposure to asset management trends, while SCHW generates revenue from commissions, net interest income, and asset-based fees tied to client assets under management. Recent momentum favors SCHW through robust net new assets and trading activity, contrasting MORN’s steadier but smaller-scale growth in its platforms. Risk factors include interest-rate sensitivity for SCHW and competition in data analytics for MORN. Both maintain sector exposure to capital markets, yet SCHW offers broader client engagement while MORN emphasizes specialized intelligence and AI enhancements. Market sentiment reflects these trade-offs, with SCHW showing resilience in asset flows and MORN advancing technological positioning.
Tickeron AI Verdict
Based on observable factors such as trend consistency in client asset growth, earnings momentum, and relative positioning within capital markets, Tickeron’s AI would currently assign a higher probabilistic preference to SCHW over MORN. Stronger recent quarterly results and sustained asset-gathering trends provide a more stable foundation amid prevailing market conditions, though both equities warrant monitoring for shifts in sector dynamics.
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 Hold and SCHW is a StrongBuy.
MORN | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 78 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 66 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 60 | |
SMR RATING 1..100 | 31 | 5 | |
PRICE GROWTH RATING 1..100 | 53 | 55 | |
P/E GROWTH RATING 1..100 | 72 | 78 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (66) in the Financial Publishing Or Services industry is in the same range as SCHW (86) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to 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 (5) in the Investment Banks Or Brokers industry is in the same range as MORN (31) in the Financial Publishing Or Services industry. This means that SCHW’s stock grew similarly to MORN’s over the last 12 months.
MORN's Price Growth Rating (53) in the Financial Publishing Or Services industry is in the same range as SCHW (55) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to SCHW’s over the last 12 months.
MORN's P/E Growth Rating (72) in the Financial Publishing Or Services industry is in the same range as SCHW (78) in the Investment Banks Or Brokers industry. This means that MORN’s stock grew similarly to SCHW’s over the last 12 months.
| MORN | SCHW | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 69% | 1 day ago 76% |
| Stochastic ODDS (%) | 1 day ago 57% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 64% | 1 day ago 56% |
| MACD ODDS (%) | 3 days ago 47% | 5 days ago 62% |
| TrendWeek ODDS (%) | 1 day ago 59% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 61% |
| Advances ODDS (%) | 2 days ago 56% | 12 days ago 58% |
| Declines ODDS (%) | 4 days ago 61% | 5 days ago 58% |
| BollingerBands ODDS (%) | 1 day ago 59% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 64% | 1 day ago 60% |
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 overvalued. 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 1 FA rating(s) are green while SCHW’s FA Score has 1 green FA rating(s).
- MORN’s FA Score: 1 green, 4 red.
- SCHW’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.
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, 7 bearish.
- SCHW’s TA Score: 4 bullish, 6 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а -6.10% price change this week, while SCHW (@Investment Banks/Brokers) price change was -2.35% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -3.00%. For the same industry, the average monthly price growth was -5.34%, and the average quarterly price growth was +0.37%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.83%. For the same industry, the average monthly price growth was -1.27%, and the average quarterly price growth was +9.74%.
Reported Earning Dates
MORN is expected to report earnings on Oct 28, 2026.
SCHW is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Financial Publishing/Services (-3.00% 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 (-4.83% 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.
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MORN and
Correlation & Price change
A.I.dvisor indicates that over the last year, MORN has been loosely correlated with JEF. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if MORN jumps, then JEF could also see price increases.
| Ticker / NAME | Correlation To MORN | 1D Price Change % | ||
|---|---|---|---|---|
| MORN | 100% | -3.75% | ||
| JEF - MORN | 64% Loosely correlated | +1.59% | ||
| SF - MORN | 63% Loosely correlated | -0.09% | ||
| PIPR - MORN | 63% Loosely correlated | -0.64% | ||
| SPGI - MORN | 63% Loosely correlated | -0.49% | ||
| GS - MORN | 62% Loosely correlated | +0.66% | ||
More | ||||
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% | -1.70% | ||
| RJF - SCHW | 72% Closely correlated | -0.97% | ||
| LPLA - SCHW | 68% Closely correlated | +1.37% | ||
| NDAQ - SCHW | 62% Loosely correlated | -1.46% | ||
| MORN - SCHW | 57% Loosely correlated | -3.75% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.49% | ||
More | ||||