` Comparison: MORN, MCO - Alpha Spread

MORN
vs
MCO

Over the past 12 months, MORN has underperformed MCO, delivering a return of -40% compared to the MCO's +0% growth.

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MORN
MCO
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Valuation Comparison

MORN Intrinsic Value
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MCO Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Morningstar Inc
NASDAQ:MORN
210.71 USD
Moody's Corp
NYSE:MCO
487.5 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
MORN, MCO

MORN
MCO
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Morningstar Inc
Revenue
Moody's Corp
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
MORN, MCO

MORN
MCO
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Morningstar Inc
NASDAQ:MORN
Moody's Corp
NYSE:MCO
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What is Free Cash Flow?

Gross Margin

MORN
60.9%
MCO
73.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

Operating Margin

MORN
19.7%
MCO
43.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

Net Margin

MORN
15.7%
MCO
29.9%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

FCF Margin

MORN
16.5%
MCO
32%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

ROE

MORN
24.4%
MCO
57.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

ROA

MORN
10.6%
MCO
14.4%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

ROIC

MORN
12.4%
MCO
20.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

ROCE

MORN
17.8%
MCO
25.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Morningstar Inc
Moody's Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
MORN, MCO

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Performance Gap
MORN, MCO

Performance Gap Between MORN and MCO
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Performance By Year
MORN, MCO

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MORN
MCO
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