COMP <GO>
MORN vs V // RETURN ON INVESTED CAPITAL (ROIC)
Morningstar Inc. (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: MORN 4
— V 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $238.73 (+5.54%) • MKT CAP: $8.86B
roic
22.90%
LAST: $425.51 (+2.88%) • MKT CAP: $760.28B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 22.90% | 32.30% | -9.40 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 28.9x | -15.30 | MORN | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 2.90% | +2.46 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 60.00% | -38.50 | V | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 50.10% | -33.30 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 11.30% | -3.80 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.63% | +0.30 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.0 | 74.2 | -2.20 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.06 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 34.0x | -15.30 | MORN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.86B | $760.28B | -$751.42B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | V REV | MORN GROSS % | V GROSS % | MORN FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $40.00B | 61.0% | — | $442.6M | $21.26B |
| FY 2024 | $2.28B | $35.93B | 60.6% | — | $448.9M | $18.33B |
| FY 2023 | $2.04B | $32.65B | — | — | $224.7M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
V // BETA 1.06