Financial Comparison: Cohen & Steers (CNS) and Morningstar (MORN)
Cohen & Steers (NASDAQ: MORN) and Morningstar (NASDAQ:MORN) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, valuation, profitability and analyst recommendations.
Earnings and Valuation
This table compares Cohen & Steers and Morningstar’s top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Cohen & Steers||$378.19 million||5.18||$91.93 million||$2.07||20.25|
|Morningstar||$911.70 million||6.49||$136.90 million||N/A||N/A|
Cohen & Steers pays an annual dividend of $1.32 per share and has a dividend yield of 3.1%. Morningstar pays an annual dividend of $1.00 per share and has a dividend yield of 0.7%. Cohen & Steers pays out 63.8% of its earnings in the form of a dividend. Cohen & Steers has raised its dividend for 6 consecutive years and Morningstar has raised its dividend for 6 consecutive years.
Insider & Institutional Ownership
49.2% of Cohen & Steers shares are held by institutional investors. Comparatively, 39.6% of Morningstar shares are held by institutional investors. 52.9% of Cohen & Steers shares are held by insiders. Comparatively, 57.5% of Morningstar shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
This table compares Cohen & Steers and Morningstar’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Cohen & Steers||26.79%||37.09%||25.35%|
This is a breakdown of recent recommendations for Cohen & Steers and Morningstar, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Cohen & Steers||2||1||1||0||1.75|
Cohen & Steers currently has a consensus target price of $42.25, suggesting a potential upside of 0.79%. Given Cohen & Steers’ higher possible upside, equities analysts plainly believe Cohen & Steers is more favorable than Morningstar.
Risk & Volatility
Cohen & Steers has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 0.79, indicating that its stock price is 21% less volatile than the S&P 500.
Cohen & Steers beats Morningstar on 8 of the 14 factors compared between the two stocks.
Cohen & Steers Company Profile
Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It manages separate client-focused equity, fixed income, multi-asset, and commodity portfolios through its subsidiaries. The firm launches and manages equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. Through its subsidiaries, it also launches and manages hedge funds. The firm invests in public equity, fixed income, and commodity markets across the globe through its subsidiaries. Through its subsidiaries, it invests in companies operating in the real estate sector, including real estate investment trusts, infrastructure sector, and natural energy resources sector for its equity and fixed income investments. The firm also invests in preferred securities for its fixed income investments through its subsidiaries. Cohen & Steers, Inc. was founded in 1986 and is based in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.
Morningstar Company Profile
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. It offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including pricing and commodity data; Morningstar Direct, an institutional investment research platform; investment management solutions, which include Morningstar Managed Portfolios, the strategist models on third-party managed account platforms, as well as services for institutional asset management, asset allocation, and manager selection; institutional asset management services for asset management firms, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a Web-based investment planning system; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings and analysis for structured credits, as well as operational risk assessment services; Morningstar Indexes, a set of investment indexes; workplace solutions, such as retirement advice and managed accounts, fiduciary services, and custom models; a mobile application, excel plug-in, data feeds, and data solutions; equity and manager research, and credit rating services; and institutional asset management, asset allocation, and manager selection services. The company was founded in 1984 and is headquartered in Chicago, Illinois.
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