Morningstar vs Price T Rowe
MORN and TROW side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How MORN and TROW compare
Price T Rowe is the larger company, worth 2.6 times as much as Morningstar ($22.2B against $8.5B).
Morningstar grew revenue faster over the last twelve months (9.3% versus 6.9% for Price T Rowe).
Both pay dividends: Morningstar yields 0.88% and Price T Rowe 5.0%.
Price T Rowe scores higher on the StockData Score (23 against 12 for Morningstar), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | MORN | TROW |
|---|---|---|
| Size and price | ||
| Market cap | $8.5B | $22.2B |
| Share price | $226.19 | $103.90 |
| Change, 1 year | 8.3% | 0.38% |
| Change, 5 years | −27.7% | −53.0% |
| Beta (5Y) | 1.01 | 1.38 |
| Employees | 11K | 7,773 |
| StockData Score | ||
| Total score | 12 | 23 (better) |
| Valuation score | 3 | 6 (better) |
| Growth score | 3 (better) | 2 |
| Performance score | 0 | 4 (better) |
| Health score | 3 | 5 (better) |
| Dividend score | 3 | 6 (better) |
| Valuation | ||
| P/E | – | 10.5× |
| P/S | 3.3× | 2.9× (better) |
| P/B | – | 1.9× |
| EV/EBITDA | 12.1× | 7.5× (better) |
| P/FCF | 17.1× | 13.9× (better) |
| PEG | – | 0.93 |
| FCF yield | 5.9% | 7.2% (better) |
| Fair value | $286.32 | $149.15 |
| Margin of safety | 21.0% | 30.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 9.3% (better) | 6.9% |
| Revenue growth, 5Y average | 12.0% (better) | 3.3% |
| Net income growth (TTM) | – | 5.1% |
| EPS growth (TTM) | – | 7.7% |
| EPS growth, 5Y average | 11.4% (better) | −1.5% |
| Profitability | ||
| Gross margin | 62.2% | – |
| Operating margin | 23.5% | 32.0% (better) |
| Net margin | – | 28.4% |
| FCF margin | 19.4% | 20.7% (better) |
| Return on equity | – | 19.7% |
| Return on invested capital | – | 25.4% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Net debt / EBITDA | 1.50 | – |
| Current ratio | 1.06 | – |
| Altman Z-score | 3.76 | 4.74 (better) |
| Piotroski F-score | – | 4 |
| Dividends and buybacks | ||
| Dividend yield | 0.88% | 5.0% (better) |
| Payout ratio | – | 52.2% |
| Years of dividend growth | 12 (better) | 9 |
| Dividend growth, 5Y average | 8.7% (better) | 7.1% |
| Buyback yield | 11.4% (better) | 2.9% |
| Shareholder yield | 12.3% (better) | 7.9% |
| Ownership | ||
| Held by institutions | 64.6% | 89.3% |
| Held by insiders | 50.1% | 0.80% |
| Insider net buying, 12 months | −$76.1M | −$1.9M (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 7.6% | 12.7% |
Go deeper
- MORN stock overview
- MORN income statement
- MORN valuation and score
- TROW stock overview
- TROW income statement
- TROW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.