Morningstar (MORN) and S&P Global (SPGI) are two prominent names in the financial information economy, yet they operate at very different scales and with distinct growth engines. This stock comparison is relevant for investors evaluating how a mid-cap, research-centric franchise stacks up against a large-cap ratings and indices powerhouse in the current market environment. Traders tracking relative performance and market positioning, as well as longer-term investors weighing quality and valuation, may find the contrast instructive, particularly with both companies reporting quarterly results in close succession.
Morningstar, Inc. (MORN) is a Chicago-based provider of independent investment research, data, index products, and credit ratings, serving individuals, advisors, and institutions. In recent weeks, the stock has staged a notable recovery as concerns over artificial-intelligence disruption have yet to materialize in reported results. The company's most recent quarter showed EPS of $3.10, roughly 9.9% above consensus, on revenue of about $663 million, up 9.6% year over year. Analysts have responded constructively, with at least one firm raising its price target while maintaining an Outperform rating. Revenue growth remains steady in the high single digits, and the business continues to expand its license-based research and ratings franchise, supporting a gradually improving sentiment backdrop.
S&P Global Inc. (SPGI) is a global leader in credit ratings, market indices, and financial market intelligence. Its most recent quarter reflected revenue of about $3.68 billion, up 10.9% year over year, though the result missed expectations and was accompanied by softer earnings before interest, taxes, depreciation, and amortization (EBITDA). Heading into its next report, consensus expectations have been reset lower, and analysts note that rated debt issuance — particularly leveraged finance — has faced tough comparisons after a strong prior-year period. Even so, multiple sell-side firms have reaffirmed Buy ratings with price targets above current levels, and the stock has rebounded in recent market activity after a challenging start to the year.
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The clearest contrast between the two is scale and business mix. SPGI generates roughly $16 billion in trailing revenue with an operating margin near 45%, driven by credit ratings and index licensing that are sensitive to capital-markets activity. MORN is a roughly $2.6 billion revenue business with more subscription-like, recurring research income, giving it a steadier but slower-growth profile. On valuation, MORN trades at a lower forward price-to-earnings (P/E) multiple, while SPGI commands a premium reflecting its scale and margins. Risk profiles differ as well: SPGI faces cyclicality in debt issuance, while MORN carries higher relative leverage. Recent momentum has favored MORN, whereas SPGI is rebounding into earnings with estimates already reset lower.
Based on observable factors, Tickeron's AI would likely assign a slight current edge to MORN, reflecting its steadier earnings-beat cadence, upward analyst revisions, and more consistent recent trend relative to its own trading range. SPGI retains advantages in scale, margin quality, and breadth of institutional coverage, and its recovery into earnings suggests improving momentum. The AI's stance is best understood as probabilistic: it leans toward the name showing clearer trend consistency and positive catalyst momentum in the near term, while recognizing that SPGI offers a deeper, more diversified franchise over longer horizons.
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MORN moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend. In 30 of 41 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
The Momentum Indicator moved above the 0 level on October 06, 2026. You may want to consider a long position or call options on MORN as a result. In 50 of 86 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 58%.
The Moving Average Convergence Divergence (MACD) for MORN just turned positive on October 07, 2026. Looking at past instances where MORN's MACD turned positive, the stock continued to rise in 31 of 45 cases over the following month. The odds of a continued upward trend are 69%.
The 10-day moving average for MORN crossed bullishly above the 50-day moving average on October 19, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 12 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Following a +0.95% 3-day Advance, the price is estimated to grow further. Considering data from situations where MORN advanced for three days, in 170 of 307 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 71 of 177 cases where MORN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 40%.
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 7 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MORN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 63%.
MORN broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Tickeron SMR rating for this company is 31 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 37 (best 1 - 100 worst), indicating fairly steady price growth. MORN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 46 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 52 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 74 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (8.946) is normal, around the industry mean (4.143). P/E Ratio (23.077) is within average values for comparable stocks, (19.659). Projected Growth (PEG Ratio) (0.770) is also within normal values, averaging (1.780). Dividend Yield (0.008) settles around the average of (0.017) among similar stocks. MORN's P/S Ratio (3.171) is slightly lower than the industry average of (7.166).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. MORN’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 70, placing this stock worse than average.
SPGI moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend. In 24 of 36 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 67%.
The Momentum Indicator moved above the 0 level on October 09, 2026. You may want to consider a long position or call options on SPGI as a result. In 50 of 82 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for SPGI just turned positive on October 08, 2026. Looking at past instances where SPGI's MACD turned positive, the stock continued to rise in 22 of 39 cases over the following month. The odds of a continued upward trend are 56%.
The 10-day moving average for SPGI crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 14 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 43%.
The 50-day moving average for SPGI moved above the 200-day moving average on October 22, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +1.19% 3-day Advance, the price is estimated to grow further. Considering data from situations where SPGI advanced for three days, in 193 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 147 of 300 cases where SPGI Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 49%.
The 10-day RSI Indicator for SPGI moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In 26 of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at 63%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 34 of 58 cases where SPGI's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 59%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SPGI declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
SPGI broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Tickeron Price Growth Rating for this company is 19 (best 1 - 100 worst), indicating outstanding price growth. SPGI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 56 (best 1 - 100 worst), indicating slightly weaker than average sales and a marginally profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 67 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SPGI’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 70, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 72 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.378) is normal, around the industry mean (4.143). P/E Ratio (28.455) is within average values for comparable stocks, (19.659). Projected Growth (PEG Ratio) (1.893) is also within normal values, averaging (1.780). Dividend Yield (0.008) settles around the average of (0.017) among similar stocks. P/S Ratio (7.570) is also within normal values, averaging (7.166).
MORN | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 26 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 74 Overvalued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 67 | |
SMR RATING 1..100 | 31 | 56 | |
PRICE GROWTH RATING 1..100 | 37 | 19 | |
P/E GROWTH RATING 1..100 | 52 | 72 | |
SEASONALITY SCORE 1..100 | 46 | 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 (74) in the Financial Publishing Or Services industry is in the same range as SPGI (92). This means that MORN’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (67) in the Financial Publishing Or Services industry is somewhat better than the same rating for MORN (100). This means that SPGI’s stock grew somewhat faster than MORN’s over the last 12 months.
MORN's SMR Rating (31) in the Financial Publishing Or Services industry is in the same range as SPGI (56). This means that MORN’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's Price Growth Rating (19) in the Financial Publishing Or Services industry is in the same range as MORN (37). This means that SPGI’s stock grew similarly to MORN’s over the last 12 months.
MORN's P/E Growth Rating (52) in the Financial Publishing Or Services industry is in the same range as SPGI (72). This means that MORN’s stock grew similarly to SPGI’s over the last 12 months.
| MORN | SPGI | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 64% | 2 days ago 59% |
| Momentum ODDS (%) | 7 days ago 58% | 2 days ago 61% |
| MACD ODDS (%) | 6 days ago 69% | 3 days ago 56% |
| TrendWeek ODDS (%) | 2 days ago 53% | 2 days ago 57% |
| TrendMonth ODDS (%) | 2 days ago 51% | 2 days ago 52% |
| Advances ODDS (%) | 2 days ago 55% | 2 days ago 55% |
| Declines ODDS (%) | 15 days ago 63% | 6 days ago 55% |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 57% |
| Aroon ODDS (%) | 2 days ago 40% | 2 days ago 49% |
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 SPGI’s FA Score has 1 green FA rating(s).
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 6 TA indicator(s) are bullish while SPGI’s TA Score has 7 bullish TA indicator(s).
MORN (@Financial Publishing/Services) experienced а +4.12% price change this week, while SPGI (@Financial Publishing/Services) price change was +1.58% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -0.54%. For the same industry, the average monthly price growth was +8.53%, and the average quarterly price growth was +15.58%.
MORN is expected to report earnings on Feb 25, 2027.
SPGI is expected to report earnings on Feb 09, 2027.
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.
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% | +0.13% | ||
| JEF - MORN | 64% Loosely correlated | -2.69% | ||
| SF - MORN | 63% Loosely correlated | -0.12% | ||
| PIPR - MORN | 63% Loosely correlated | -1.32% | ||
| GS - MORN | 62% Loosely correlated | +0.44% | ||
| SPGI - MORN | 62% Loosely correlated | +0.49% | ||
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A.I.dvisor indicates that over the last year, SPGI has been closely correlated with MCO. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPGI jumps, then MCO could also see price increases.
| Ticker / NAME | Correlation To SPGI | 1D Price Change % | ||
|---|---|---|---|---|
| SPGI | 100% | +0.49% | ||
| MCO - SPGI | 88% Closely correlated | -0.07% | ||
| MSCI - SPGI | 71% Closely correlated | +1.61% | ||
| NDAQ - SPGI | 66% Closely correlated | +1.40% | ||
| TRU - SPGI | 63% Loosely correlated | -1.32% | ||
| MORN - SPGI | 62% Loosely correlated | +0.13% | ||
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