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MORN vs SPGI
Which Stock Would AI Choose? Morningstar, Inc. (MORN) vs. S&P Global Inc. (SPGI) Stock Comparison
Key Takeaways
- MORN trades at a lower P/E ratio (price-to-earnings, 19.87) compared to SPGI (29.75), suggesting relative value in the smaller-cap stock.
- Recent market activity shows both stocks gaining over the past month, with MORN up approximately 7% and SPGI up around 4.6%.
- SPGI's market capitalization exceeds $130 billion, dwarfing MORN's $6.8 billion, reflecting broader scale and diversification.
- Year-to-date in 2026, both have posted gains around 16-18%, amid recoveries from prior peaks.
- Recent product launches, such as MORN's indices and SPGI's AI enhancements, signal innovation in financial data services.
Introduction
Both MORN and SPGI operate in the financial information and analytics sector, providing essential data, research, and tools to investors and institutions. This comparison is relevant for traders seeking short-term momentum plays and long-term investors evaluating growth in data-driven markets. With recent recoveries and product innovations, these stocks offer insights into sector resilience amid economic shifts and technological advancements like AI integration. Understanding their relative performance, valuations, and catalysts helps in assessing market positioning.
MORN Overview and Recent Performance
Morningstar, Inc. (MORN) is a leading provider of independent investment research, data, and software solutions, including ratings, analytics platforms like Morningstar Direct, and tools for portfolio management. In recent weeks, the stock has shown resilience, climbing about 7% over the past month despite broader yearly declines from its 52-week high of $316.71. Year-to-date gains stand at approximately 18%, reflecting recovery momentum. Key influences include the fourth-quarter and full-year 2025 earnings release, introduction of the Europe Modern Market 50 Index, and new features in PitchBook LCD like the Default Predictor tool. These developments have bolstered sentiment by highlighting platform growth and innovation in data services.
SPGI Overview and Recent Performance
S&P Global Inc. (SPGI) delivers benchmarks, credit ratings, indices like the S&P 500, and analytics across finance, energy, and commodities. Recent market activity has seen the stock rise around 4.6% in the past month, following a year-to-date increase of about 16% from its 52-week low near $382. Trading near $435, it remains below its high of $579. Sentiment has been shaped by fourth-quarter 2025 results that met revenue expectations but included a cautious 2026 outlook, alongside AI enhancements in Capital IQ Pro and energy data partnerships. These factors underscore ongoing diversification and adaptation to market demands.
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Head-to-Head Comparison
In business models, MORN emphasizes investment research tools and data platforms, while SPGI offers broader exposure through ratings, indices, and commodity analytics, enabling greater revenue diversification. Growth drivers differ: MORN benefits from platform subscriptions like Morningstar Direct, whereas SPGI leverages index licensing and AI workflows. Recent momentum favors MORN's sharper monthly uptick, but SPGI shows steadier YTD performance. Risk factors include sector sensitivity to interest rates for both, with SPGI facing AI disruption concerns. Market sentiment tilts toward SPGI's scale, though MORN's lower valuation presents trade-offs for value-oriented investors.
Tickeron AI Verdict
Tickeron’s AI currently leans toward SPGI due to its superior market cap, diversified revenue streams, and consistent catalysts like energy partnerships and index reviews, positioning it better for sustained trends despite valuation premiums. MORN offers value appeal with recent outperformance, but SPGI exhibits greater stability in the current environment.
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 SPGI 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 1 FA rating(s) are green whileSPGI’s FA Score has 0 green FA rating(s).
- MORN’s FA Score: 1 green, 4 red.
- SPGI’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while SPGI’s TA Score has 4 bullish TA indicator(s).
- MORN’s TA Score: 3 bullish, 7 bearish.
- SPGI’s TA Score: 4 bullish, 6 bearish.
Price Growth
MORN (@Financial Publishing/Services) experienced а -5.67% price change this week, while SPGI (@Financial Publishing/Services) price change was -1.30% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +1.54%. For the same industry, the average monthly price growth was -0.99%, and the average quarterly price growth was -16.69%.
Reported Earning Dates
MORN is expected to report earnings on Jul 29, 2026.
SPGI is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Financial Publishing/Services (+1.54% 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 | SPGI | MORN / SPGI | |
| Capitalization | 6.66B | 124B | 5% |
| EBITDA | 773M | 8.14B | 9% |
| Gain YTD | -18.944 | -19.466 | 97% |
| P/E Ratio | 17.92 | 26.50 | 68% |
| Revenue | 2.51B | 15.7B | 16% |
| Total Cash | 532M | 1.81B | 29% |
| Total Debt | 1.91B | 13.8B | 14% |
MORN | SPGI | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 10 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 36 Fair valued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 78 | |
SMR RATING 1..100 | 33 | 58 | |
PRICE GROWTH RATING 1..100 | 62 | 59 | |
P/E GROWTH RATING 1..100 | 92 | 84 | |
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.
MORN's Valuation (36) in the Financial Publishing Or Services industry is in the same range as SPGI (68). This means that MORN’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's Profit vs Risk Rating (78) in the Financial Publishing Or Services industry is in the same range as MORN (100). This means that SPGI’s stock grew similarly to MORN’s over the last 12 months.
MORN's SMR Rating (33) in the Financial Publishing Or Services industry is in the same range as SPGI (58). This means that MORN’s stock grew similarly to SPGI’s over the last 12 months.
SPGI's Price Growth Rating (59) in the Financial Publishing Or Services industry is in the same range as MORN (62). This means that SPGI’s stock grew similarly to MORN’s over the last 12 months.
SPGI's P/E Growth Rating (84) in the Financial Publishing Or Services industry is in the same range as MORN (92). This means that SPGI’s stock grew similarly to MORN’s over the last 12 months.
| MORN | SPGI | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 58% | 3 days ago 55% |
| Stochastic ODDS (%) | 3 days ago 60% | 3 days ago 47% |
| Momentum ODDS (%) | 3 days ago 64% | 3 days ago 45% |
| MACD ODDS (%) | 3 days ago 57% | 3 days ago 60% |
| TrendWeek ODDS (%) | 3 days ago 58% | 3 days ago 51% |
| TrendMonth ODDS (%) | 3 days ago 59% | 3 days ago 50% |
| Advances ODDS (%) | 5 days ago 55% | 5 days ago 54% |
| Declines ODDS (%) | 3 days ago 60% | 12 days ago 52% |
| BollingerBands ODDS (%) | 3 days ago 57% | 3 days ago 63% |
| Aroon ODDS (%) | 3 days ago 68% | 3 days ago 45% |
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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% | -1.09% | ||
| MCO - MORN | 74% Closely correlated | +1.36% | ||
| FDS - MORN | 73% Closely correlated | +1.91% | ||
| JEF - MORN | 64% Loosely correlated | +3.35% | ||
| SF - MORN | 63% Loosely correlated | +1.76% | ||
| SPGI - MORN | 63% Loosely correlated | +1.35% | ||
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