COMP <GO>
MORN vs AMG // EV/EBITDA & P/E VALUATION
Morningstar Inc. (NASDAQ) VS. Affiliated Managers Group Inc. (NYSE) • 15-METRIC TALLY: MORN 5
— AMG 7
▲ EV/EBITDA & P/E VALUATION LEADER: AMG
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
valuation
13.6x
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
valuation
13.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. AMG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | AMG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 14.80% | +8.10 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 13.6x | 13.4x | +0.20 | AMG | /valuation <GO> |
| Free Cash Flow Yield | 5.36% | 9.37% | -4.01 | AMG | /fcf-yield <GO> |
| Operating Margin | 21.50% | 42.10% | -20.60 | AMG | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 34.50% | -17.70 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 1.60% | +5.90 | MORN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.01% | +0.92 | MORN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.6 | 59.5 | +2.10 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.99 | +0.07 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 13.4x | +5.30 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $10.32B | -$2.06B | AMG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | AMG REV | MORN GROSS % | AMG GROSS % | MORN FCF | AMG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $2.07B | 61.0% | — | $442.6M | $967.1M |
| FY 2024 | $2.28B | $2.04B | 60.6% | — | $448.9M | $928.7M |
| FY 2023 | $2.04B | $2.06B | — | — | $224.7M | $781.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
AMG // BETA 0.99