More stocks to consider
Alternative stocks to Morningstar (NasdaqGS:MORN)
These are the alternatives to Morningstar that fall within the same industry, Financial Exchanges & Data, or region, USA.
How to read the ranks
For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".
Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".
Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.
Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.
(NEW) Sentiment - quantifies professional analyst ratings and holdings as well as market pulse. Green = positive sentiment; red = skepticism (Only available to Premium Subscribers).
(NEW) 360° View - the ultimate rating with all financial and non-financial indicators.
See Morningstar Performance
Morningstar stock research in summary
morningstar.com
Morningstar shares have a market-typical stock price level. They are good value, show above average growth and are safely financed. We recommend evaluating whether the future of the company Morningstar is typical for this industry which the market average price level of the shares suggests. If you believe that the future of the company is above average, that could be an argument for buying the shares and vice versa.
Latest Obermatt Ranks
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| Country |
USA |
| Industry |
Financial Exchanges & Data |
| Index |
|
| Size class |
Large |
Large companies - similar industry as Morningstar
| Similar Stocks |
 VALUEVVV
|
 GROWTHVV
|
 SAFETYVV
|
 COMBINED
|
|
1. Invesco (XL, US) Asset Management & Custody
|
|
1. Invesco (XL, US) Asset Management & Custody
|
100
|
|
3
|
|
91
|
|
84
|
|
|
2. CME Group (XL, US) Financial Exchanges & Data
|
|
2. CME Group (XL, US) Financial Exchanges & Data
|
28
|
|
53
|
|
100
|
|
77
|
|
|
3. BlackRock (XXL, US) Asset Management & Custody
|
|
3. BlackRock (XXL, US) Asset Management & Custody
|
38
|
|
41
|
|
94
|
|
77
|
|
|
4. Franklin Resources (XL, US) Asset Management & Custody
|
|
4. Franklin Resources (XL, US) Asset Management & Custody
|
95
|
|
1
|
|
77
|
|
75
|
|
|
5. Stifel Financial (XL, US) Investment Banking & Brokerage
|
|
5. Stifel Financial (XL, US) Investment Banking & Brokerage
|
77
|
|
35
|
|
51
|
|
67
|
|
|
6. Nasdaq (XL, US) Financial Exchanges & Data
|
|
6. Nasdaq (XL, US) Financial Exchanges & Data
|
42
|
|
79
|
|
40
|
|
67
|
|
|
7. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
|
7. Interactive Brokers (XL, US) Investment Banking & Brokerage
|
5
|
|
83
|
|
72
|
|
56
|
|
|
8. Raymond James Financial (XXL, US) Investment Banking & Brokerage
|
|
8. Raymond James Financial (XXL, US) Investment Banking & Brokerage
|
55
|
|
41
|
|
52
|
|
54
|
|
|
9. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
|
9. Intercontinental Exchange (XL, US) Financial Exchanges & Data
|
34
|
|
47
|
|
69
|
|
53
|
|
|
10. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
|
10. INTL FCStone (XXL, US) Investment Banking & Brokerage
|
57
|
|
59
|
|
35
|
|
53
|
|
June 12, 2025
Why popular stocks have low ratings
It’s easier said than done. When your stock drops, it’s easy to want to sell it and find a better performer. Think twice, or even three times, before trading. Those fees (especially the hidden ones) can eat up your gains.
Large companies - similar region as Morningstar
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Lithia Motors (XXL, US) Automotive Retail
|
|
1. Lithia Motors (XXL, US) Automotive Retail
|
100
|
|
91
|
|
67
|
|
100
|
|
|
2. Jones Lang LaSalle (XXL, US) Real Estate Services
|
|
2. Jones Lang LaSalle (XXL, US) Real Estate Services
|
68
|
|
84
|
|
94
|
|
100
|
|
|
3. Cheesecake Factory (XL, US) Restaurants
|
|
3. Cheesecake Factory (XL, US) Restaurants
|
75
|
|
87
|
|
90
|
|
100
|
|
|
4. Plains GP Holdings (XXL, US) Oil & Gas Transportation
|
|
4. Plains GP Holdings (XXL, US) Oil & Gas Transportation
|
87
|
|
91
|
|
67
|
|
100
|
|
|
5. Nexteer Automotive Group (XL, US) Auto Parts & Equipment
|
|
5. Nexteer Automotive Group (XL, US) Auto Parts & Equipment
|
75
|
|
90
|
|
98
|
|
100
|
|
|
6. PriceSmart (XL, US) Hypermarkets, Super Centers
|
|
6. PriceSmart (XL, US) Hypermarkets, Super Centers
|
81
|
|
63
|
|
91
|
|
100
|
|
|
7. Fluor (XXL, US) Construction & Engineering
|
|
7. Fluor (XXL, US) Construction & Engineering
|
81
|
|
69
|
|
98
|
|
100
|
|
|
8. Synchrony Financial (XXL, US) Consumer Finance
|
|
8. Synchrony Financial (XXL, US) Consumer Finance
|
87
|
|
69
|
|
94
|
|
100
|
|
|
9. ScanSource (XL, US) Technology Distributors
|
|
9. ScanSource (XL, US) Technology Distributors
|
80
|
|
45
|
|
95
|
|
100
|
|
|
10. Micron (XXL, US) Semiconductors
|
|
10. Micron (XXL, US) Semiconductors
|
96
|
|
80
|
|
59
|
|
100
|
|
June 12, 2025
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Mid sized companies - similar industry as Morningstar
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Perella Weinberg (M, US) Investment Banking & Brokerage
|
|
1. Perella Weinberg (M, US) Investment Banking & Brokerage
|
81
|
|
79
|
|
58
|
|
100
|
|
|
2. Federated Investors (L, US) Asset Management & Custody
|
|
2. Federated Investors (L, US) Asset Management & Custody
|
83
|
|
87
|
|
89
|
|
100
|
|
|
3. Houlihan Lokey (L, US) Investment Banking & Brokerage
|
|
3. Houlihan Lokey (L, US) Investment Banking & Brokerage
|
20
|
|
91
|
|
98
|
|
96
|
|
|
4. Tradeweb Markets (L, US) Financial Exchanges & Data
|
|
4. Tradeweb Markets (L, US) Financial Exchanges & Data
|
53
|
|
65
|
|
89
|
|
91
|
|
|
5. Piper Jaffray (L, US) Investment Banking & Brokerage
|
|
5. Piper Jaffray (L, US) Investment Banking & Brokerage
|
41
|
|
77
|
|
91
|
|
89
|
|
|
6. The Carlyle Group (L, US) Asset Management & Custody
|
|
6. The Carlyle Group (L, US) Asset Management & Custody
|
65
|
|
83
|
|
52
|
|
87
|
|
|
7. BGC (L, US) Investment Banking & Brokerage
|
|
7. BGC (L, US) Investment Banking & Brokerage
|
68
|
|
73
|
|
31
|
|
77
|
|
|
8. SEI Investments (L, US) Asset Management & Custody
|
|
8. SEI Investments (L, US) Asset Management & Custody
|
38
|
|
35
|
|
94
|
|
74
|
|
|
9. Victory Capitals (L, US) Asset Management & Custody
|
|
9. Victory Capitals (L, US) Asset Management & Custody
|
59
|
|
99
|
|
11
|
|
70
|
|
|
10. StepStone Group (M, US) Asset Management & Custody
|
|
10. StepStone Group (M, US) Asset Management & Custody
|
20
|
|
75
|
|
65
|
|
63
|
|
June 12, 2025
Mid sized companies - similar region as Morningstar
| Similar Stocks |
VALUEVVV
|
GROWTHVV
|
SAFETYVV
|
COMBINED
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
|
1. Cal-Maine Foods (L, US) Packaged Foods & Meats
|
70
|
|
85
|
|
100
|
|
100
|
|
|
2. Envista Holdings (L, US) Health Care Equipment
|
|
2. Envista Holdings (L, US) Health Care Equipment
|
72
|
|
71
|
|
93
|
|
100
|
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
|
3. Federated Investors (L, US) Asset Management & Custody
|
83
|
|
87
|
|
89
|
|
100
|
|
|
4. Outbrain (L, US) Interactive Media & Services
|
|
4. Outbrain (L, US) Interactive Media & Services
|
90
|
|
48
|
|
98
|
|
100
|
|
|
5. Provident Services (M, US) Thrifts & Mortgage Finance
|
|
5. Provident Services (M, US) Thrifts & Mortgage Finance
|
81
|
|
100
|
|
75
|
|
100
|
|
|
6. Ocwen Financial (L, US) Thrifts & Mortgage Finance
|
|
6. Ocwen Financial (L, US) Thrifts & Mortgage Finance
|
95
|
|
100
|
|
85
|
|
100
|
|
|
7. Bio-Techne (L, US) Life Sciences Tools & Services
|
|
7. Bio-Techne (L, US) Life Sciences Tools & Services
|
68
|
|
50
|
|
94
|
|
100
|
|
|
8. Phibro Animal Health (L, US) Pharmaceuticals
|
|
8. Phibro Animal Health (L, US) Pharmaceuticals
|
94
|
|
82
|
|
69
|
|
100
|
|
|
9. Hooker Furniture (M, US) Home Furnishings
|
|
9. Hooker Furniture (M, US) Home Furnishings
|
92
|
|
94
|
|
64
|
|
100
|
|
|
10. ALLETE (L, US) Electric Utilities
|
|
10. ALLETE (L, US) Electric Utilities
|
73
|
|
91
|
|
82
|
|
100
|
|
June 12, 2025
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