FactSet Research Systems (FDS) vs Morningstar (MORN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
FactSet Research Systems (FDS) has outperformed Morningstar (MORN) over the past year, losing 0.3% versus a loss of 11.3%. Over five years, MORN leads with a -26.9% price change compared with -33.5% for FDS. FactSet Research Systems is the larger company by market cap ($9.70 billion vs $7.53 billion), about 1.3 times the size, while Morningstar is growing revenue faster (+7.5% vs +5.4%).
On valuation, FactSet Research Systems trades at a lower forward P/E (12.6x vs 14.3x for Morningstar). Morningstar pays a dividend yielding 0.97%, while FactSet Research Systems does not currently pay one. FactSet Research Systems converts more of its revenue into profit, with a net margin of 25.7% versus 15.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | FDS | MORN |
|---|---|---|
| Share price | $272.78 | $200.65 |
| Market cap | $9.70B | $7.53B |
| 1-day change | +0.28% | +2.53% |
| YTD return | -4.90% | -7.67% |
| 1-year return | -0.35% | -11.31% |
| 5-year return | -33.48% | -26.88% |
| P/E ratio (TTM) | 18.72 | 19.09 |
| Forward P/E | 12.56 | 14.33 |
| EPS (TTM) | $14.57 | $10.51 |
| Dividend yield | 1.71% | 0.97% |
| Annual dividend | $0.00 | $1.96 |
| Revenue (latest FY) | $2.32B | $2.45B |
| Revenue growth (YoY) | +5.39% | +7.49% |
| Net income (latest FY) | $597.04M | $374.20M |
| Gross margin | 52.72% | 61.03% |
| Operating margin | 32.23% | 21.53% |
| Net margin | 25.72% | 15.30% |
| 52-week high | $320.48 | $228.95 |
| 52-week low | $185.00 | $141.49 |
| Distance from 52-week high | -14.88% | -12.36% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +1.75% | +17.95% |
| Average volume | 868.78K | 340.87K |
| Shares outstanding | 35.57M | 37.51M |
| Employees | — | 10,973 |
| Sector | Technology | Finance |
| Industry | Computer Software: Programming Data Processing | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- FDS has outperformed MORN by 11.0 percentage points over the past year.
- FactSet Research Systems is more profitable, keeping 25.7 cents of every revenue dollar as net income versus 15.3 cents for Morningstar.
- The two companies sit in different sectors: FactSet Research Systems in Technology and Morningstar in Finance.
About FactSet Research Systems
FDS stock →FactSet Research Systems Inc., together with its subsidiaries, operates as a financial digital platform and enterprise solutions provider for the investment community. It offers data, products, and analytical applications; and workstations, portfolio analytics, and enterprise data solutions, as well as managed services for supporting data, performance, risk, and reporting workflows.
Technology · Computer Software: Programming Data Processing
About Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
FDS vs MORN FAQ
Which is bigger, FactSet Research Systems or Morningstar?
FactSet Research Systems (FDS) is larger, with a market capitalization of $9.70B compared with $7.53B for Morningstar (MORN).
Which stock has performed better over the past year, FDS or MORN?
FDS returned -0.35% over the past 12 months, compared with -11.31% for MORN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, FDS or MORN?
FDS has the lower trailing P/E at 18.7, versus 19.1 for MORN. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, FactSet Research Systems or Morningstar?
FactSet Research Systems has the higher yield at 1.71%, compared with 0.97% for Morningstar.
Are FactSet Research Systems and Morningstar in the same industry?
No. FactSet Research Systems is in the Technology sector, while Morningstar is in Finance.