MORNMorningstar, Inc.vs its industry peers
A metric-by-metric comparison of Morningstar, Inc. against SIC 6282 — valuation, growth, profitability, quality and total return, with each figure's rank within the peer group. Every value is Go-computed from SEC filings and delayed prices; ranks are sorted positions within the group only — descriptive, not advice.
| Company | Market cap | P/E (TTM) | P/B | P/S | Revenue growth (YoY) | Earnings growth (YoY) | EBIT margin | ROE | ROIC | Piotroski F | 1y total return | Dividend yield |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORNThis | $8.6B#8 | 20.4x#5 | 10.1x#11 | 3.5x#9 | 7.5%#5 | 1.2%#5 | 21.5%#8 | 43.6%#3 | 19.3%#3 | — | 10.7%#3 | 0.9%#11 |
| PS | $18.6B#1 | — | 13.2x#12 | — | — | — | — | 0.0%#12 | — | — | — | — |
| BEN | $16.5B#2 | 22.1x#7 | 1.4x#5 | 1.9x#5 | 3.5%#7 | 12.9%#3 | 6.9%#11 | 4.5%#11 | 4.7%#11 | — | 49.4%#2 | 4.2%#7 |
| CG | $14.8B#3 | 43.4x#10 | 2.1x#6 | 3.1x#8 | -11.9%#11 | -20.7%#9 | 24.0%#5 | 11.2%#8 | 11.4%#7 | — | -19.3%#7 | 3.4%#8 |
| APOS | $14.8B#4 | 8.9x#2 | 0.7x#2 | 0.5x#1 | 22.7%#2 | -24.2%#12 | 14.6%#9 | 16.2%#6 | 16.7%#5 | — | 3.3%#4 | 8.1%#4 |
| KKRS | $13.6B#5 | — | 0.4x#1 | 0.7x#2 | -11.0%#10 | -22.9%#11 | 31.3%#4 | 7.6%#10 | 8.4%#10 | — | — | 4.8%#5 |
| IVZ | $12.6B#6 | — | 1.0x#4 | 2.0x#6 | 5.1%#6 | -123.2%#13 | -10.9%#12 | -1.4%#14 | -5.4%#12 | — | — | 3.0%#9 |
| AMG | $10.0B#7 | 13.6x#3 | 3.3x#8 | 4.8x#10 | 1.6%#8 | 40.1%#1 | 53.4%#1 | 23.6%#5 | 15.0%#6 | — | — | 0.0%#12 |
| VCTR | $7.1B#9 | 21.1x#6 | 3.0x#7 | 5.5x#11 | 46.2%#1 | 14.3%#2 | 36.6%#2 | 13.9%#7 | 11.0%#9 | — | — | 2.2%#10 |
| CGABL | $5.2B#10 | 15.2x#4 | 0.7x#3 | 1.1x#3 | -11.9%#11 | -20.7%#9 | 24.0%#5 | 11.2%#8 | 11.4%#7 | — | -12.9%#6 | 9.7%#2 |
| LAZ | $4.3B#11 | 24.0x#8 | 4.6x#9 | 1.4x#4 | 1.5%#9 | -15.4%#7 | 10.3%#10 | 25.0%#4 | 18.3%#4 | — | — | 4.3%#6 |
| AB | $3.3B#12 | — | — | — | — | -16.3%#8 | — | — | — | — | — | 10.8%#1 |
| AAMI | $3.2B#13 | 32.0x#9 | 79.9x#14 | 5.7x#12 | 11.5%#3 | -5.9%#6 | 23.4%#7 | 199.0%#1 | 70.8%#1 | — | 87.8%#1 | — |
| APAM | $3.1B#14 | 8.9x#1 | 6.9x#10 | 2.6x#7 | 7.6%#4 | 11.8%#4 | 33.4%#3 | 65.5%#2 | 66.7%#2 | — | -5.7%#5 | 8.3%#3 |
| LCLN | $2.7B#15 | — | 19.9x#13 | — | — | — | — | 0.0%#12 | — | — | — | — |
Peer set: US filers sharing this company's SEC industry classification (SIC 6282). SIC is coarse — conglomerates and multi-segment companies map imperfectly. Values from SEC filings + delayed prices; ranks are within-group positions only. Market cap, P/E, P/B, P/S, 1y total return and dividend yield are computed from each member's latest snapshot price when the table is built (see as-of; snapshot prices can lag) — not live. Some peers are still being computed, so this table covers part of the group and ranks are within the rows shown; it fills in shortly. This table timed out mid-build, so it covers part of the group; ranks are within the rows shown and it fills in shortly. Table built 2026-11-02.
Source: SEC XBRL filings + delayed prices · ranks are within-group positions · For reference only · Not investment advice