Valuation
MORNMorningstar
StockNasdaqEstados UnidosFinancialsEU retail: available
5/10
Ratios vs sector
Medians of Financials companies in the same region (stocks and REITs).
| Metric | MORN | Sector median | vs median |
|---|---|---|---|
| P/E | 18,1 | 13,2 · n=166 | 38% above |
| P/B | 7,5 | 1,8 · n=174 | 324% above |
| P/S | 3,0 | 2,5 · n=170 | 19% above |
| EV/EBIT | 14,6 | 17,1 · n=54 | 14% below |
| Free-cash-flow yield | 6,5% | 7,3% · n=116 | 11% below |
| Dividend yield | 0,98% | 2,01% · n=186 | 51% below |
| Return on equity | 32,0% | 13,9% · n=183 | 130% above |
| Return on invested capital | 21,6% | 15,3% · n=59 | 41% above |
| Gross margin | 62,2% | 48,4% · n=24 | 29% above |
| Net debt / EBITDA | 1,48 | 0,93 · n=50 | 59% above |
Value factor: 20 of 100 within the peer group. Full score breakdown →
Sector peers
The largest companies of the same sector and region.
| Instrument | P/E | P/B | EV/EBIT | Free-cash-flow yield | Dividend yield | Smart Score |
|---|---|---|---|---|---|---|
| JPMJPMorgan | 14,0 | 2,4 | — | — | 1,8% | 8/10 |
| MAMastercard | 32,8 | 94,9 | 26,7 | 3,1% | 0,6% | 7/10 |
| BACBank of America Corp | 11,2 | 1,2 | — | — | 2,3% | 8/10 |
| MSMorgan Stanley | 14,6 | 2,5 | — | — | 2,3% | 4/10 |
| GSGoldman Sachs | 12,8 | 2,3 | — | −16,2% | 2,0% | 5/10 |
| WFCWells Fargo & Company | 11,3 | 1,5 | — | — | 2,3% | 5/10 |
| CCitigroup | 16,4 | 1,1 | — | −34,7% | 2,0% | 3/10 |
| AXPAmerican Express | 18,2 | 6,0 | — | 7,3% | 1,2% | 4/10 |
| SCHWThe Charles Schwab Corporation | 17,2 | 3,8 | — | 6,4% | 1,3% | 6/10 |
| BLKBlackRock | 24,1 | 2,9 | 19,0 | 2,1% | 2,1% | 3/10 |
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 jun. 2026 · filed 29 jul. 2026
Cancelar contrato aqui · Consumidores da UE: 14 dias para desistir de uma compra.