MORNMorningstar
+0.8% today · +15.5% over a year
5/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 48% of the instruments we score
Quality, Dividend safety: among the best of its peers; priced higher than most peers (P/E 20.5). Dividend yield 0.81%.
Morningstar (MORN) valuation against sector peers: P/E 20.5 (sector median 12.7), P/B 8.9, EV/EBIT 16.0, free-cash-flow yield 5.4%, P/S 3.5.
Ratios vs sector
Medians of Financials companies in the same region (stocks and REITs).
| Metric | MORN | Sector median | vs median |
|---|---|---|---|
| P/E | 20.5 | 12.7 · n=299 | 62% above |
| P/B | 8.9 | 1.6 · n=320 | 462% above |
| P/S | 3.5 | 2.7 · n=312 | 27% above |
| EV/EBIT | 16.0 | 17.2 · n=71 | 7% below |
| Free-cash-flow yield | 5.4% | 8.5% · n=223 | 36% below |
| Dividend yield | 0.81% | 1.84% · n=351 | 56% below |
| Return on equity | 35.1% | 12.4% · n=333 | 182% above |
| Return on invested capital | 23.6% | 15.2% · n=80 | 55% above |
| Gross margin | 63.1% | 60.4% · n=39 | near the median |
| Net debt / EBITDA | 1.36 | 0.61 · n=71 | 122% above |
Value factor: 17 of 100 within the peer group. Full score breakdown →
Sector peers
The largest companies of the same sector and region.
| JPMJPMorgan | 14.1 | 2.4 | — | — | 1.8% | 6/10 |
|---|---|---|---|---|---|---|
| MAMastercard | 33.9 | 85.1 | 27.7 | 2.8% | 0.5% | 8/10 |
| BACBank of America Corp | 11.3 | 1.2 | — | — | 2.3% | 6/10 |
| MSMorgan Stanley | 14.7 | 2.5 | — | — | 2.3% | 3/10 |
| GSGoldman Sachs | 12.3 | 2.4 | — | −15.3% | 2.0% | 3/10 |
| WFCWells Fargo & Company | 11.7 | 1.6 | — | — | 2.7% | 4/10 |
| AXPAmerican Express | 17.8 | 6.1 | — | 6.4% | 1.1% | 3/10 |
| CCitigroup | 16.4 | 1.1 | — | −34.8% | 2.1% | 3/10 |
| BLKBlackRock | 25.9 | 3.2 | 20.3 | 2.5% | 1.8% | 4/10 |
| SCHWThe Charles Schwab Corporation | 15.6 | 3.5 | — | 7.3% | 1.3% | 5/10 |
Fiscal-year history
From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.
Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Sep 2026 · filed 28 Oct 2026
Withdraw from contract here · EU consumers: 14 days to withdraw from a purchase.