MORN vs. MSCI
Compare and contrast key facts about Morningstar, Inc. (MORN) and MSCI Inc. (MSCI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MORN or MSCI.
Correlation
The correlation between MORN and MSCI is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MORN vs. MSCI - Performance Comparison
Key characteristics
MORN:
0.15
MSCI:
0.80
MORN:
0.33
MSCI:
1.16
MORN:
1.04
MSCI:
1.16
MORN:
0.09
MSCI:
0.65
MORN:
0.26
MSCI:
2.65
MORN:
9.82%
MSCI:
7.08%
MORN:
25.11%
MSCI:
25.06%
MORN:
-67.92%
MSCI:
-69.06%
MORN:
-14.74%
MSCI:
-14.40%
Fundamentals
MORN:
$12.62B
MSCI:
$42.59B
MORN:
$8.91
MSCI:
$14.56
MORN:
33.13
MSCI:
37.80
MORN:
0.00
MSCI:
2.74
MORN:
5.46
MSCI:
14.57
MORN:
7.79
MSCI:
0.00
MORN:
$2.31B
MSCI:
$2.92B
MORN:
$1.35B
MSCI:
$2.35B
MORN:
$739.30M
MSCI:
$1.79B
Returns By Period
In the year-to-date period, MORN achieves a -9.17% return, which is significantly lower than MSCI's -6.71% return. Over the past 10 years, MORN has underperformed MSCI with an annualized return of 16.02%, while MSCI has yielded a comparatively higher 26.04% annualized return.
MORN
-9.17%
19.46%
-10.89%
3.63%
17.09%
16.02%
MSCI
-6.71%
10.06%
-2.51%
19.95%
11.95%
26.04%
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Risk-Adjusted Performance
MORN vs. MSCI — Risk-Adjusted Performance Rank
MORN
MSCI
MORN vs. MSCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar, Inc. (MORN) and MSCI Inc. (MSCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MORN vs. MSCI - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 0.56%, less than MSCI's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORN Morningstar, Inc. | 0.56% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% |
MSCI MSCI Inc. | 1.18% | 1.07% | 0.98% | 0.98% | 0.59% | 0.65% | 0.98% | 1.30% | 1.04% | 1.27% | 1.11% | 0.38% |
Drawdowns
MORN vs. MSCI - Drawdown Comparison
The maximum MORN drawdown since its inception was -67.92%, roughly equal to the maximum MSCI drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for MORN and MSCI. For additional features, visit the drawdowns tool.
Volatility
MORN vs. MSCI - Volatility Comparison
Morningstar, Inc. (MORN) has a higher volatility of 12.25% compared to MSCI Inc. (MSCI) at 10.87%. This indicates that MORN's price experiences larger fluctuations and is considered to be riskier than MSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MORN vs. MSCI - Financials Comparison
This section allows you to compare key financial metrics between Morningstar, Inc. and MSCI Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MORN vs. MSCI - Profitability Comparison
MORN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported a gross profit of 350.50M and revenue of 581.90M. Therefore, the gross margin over that period was 60.2%.
MSCI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a gross profit of 609.04M and revenue of 745.83M. Therefore, the gross margin over that period was 81.7%.
MORN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported an operating income of 114.10M and revenue of 581.90M, resulting in an operating margin of 19.6%.
MSCI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported an operating income of 377.02M and revenue of 745.83M, resulting in an operating margin of 50.6%.
MORN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported a net income of 78.50M and revenue of 581.90M, resulting in a net margin of 13.5%.
MSCI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, MSCI Inc. reported a net income of 288.60M and revenue of 745.83M, resulting in a net margin of 38.7%.