WallStSmart

CME Group Inc (CME)vsMorningstar Inc (MORN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CME Group Inc generates 163% more annual revenue ($6.76B vs $2.57B). CME leads profitability with a 63.4% profit margin vs 16.4%. MORN appears more attractively valued with a PEG of 2.31. MORN earns a higher WallStSmart Score of 65/100 (B-).

CME

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 4.3Quality: 4.5
Piotroski: 1/9Altman Z: -0.67

MORN

Strong Buy

65

out of 100

Grade: B-

Growth: 7.3Profit: 8.5Value: 5.0Quality: 5.5
Piotroski: 4/9Altman Z: 2.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CME4 strengths · Avg: 9.5/10
Profit MarginProfitability
63.4%10/10

Keeps 63 of every $100 in revenue as profit

Operating MarginProfitability
65.0%10/10

Strong operational efficiency at 65.0%

Market CapQuality
$99.08B9/10

Large-cap with strong market position

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

MORN3 strengths · Avg: 8.7/10
Return on EquityProfitability
39.5%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
24.2%8/10

Strong operational efficiency at 24.2%

EPS GrowthGrowth
35.4%8/10

Earnings expanding 35.4% YoY

Areas to Watch

CME4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.8%4/10

0.8% revenue growth

EPS GrowthGrowth
2.5%4/10

2.5% earnings growth

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
4.782/10

Expensive relative to growth rate

MORN2 concerns · Avg: 3.5/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Debt/EquityHealth
1.863/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CME

The strongest argument for CME centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 63.4% and operating margin at 65.0%.

Bull Case : MORN

The strongest argument for MORN centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.2%.

Bear Case : CME

The primary concerns for CME are Revenue Growth, EPS Growth, Piotroski F-Score.

Bear Case : MORN

The primary concerns for MORN are PEG Ratio, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.

Key Dynamics to Monitor

CME profiles as a value stock while MORN is a mature play — different risk/reward profiles.

MORN carries more volatility with a beta of 1.00 — expect wider price swings.

MORN is growing revenue faster at 9.6% — sustainability is the question.

CME generates stronger free cash flow (924M), providing more financial flexibility.

Bottom Line

MORN scores higher overall (65/100 vs 55/100), backed by strong 16.4% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CME Group Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

CME Group Inc. (Chicago Mercantile Exchange, Chicago Board of Trade, New York Mercantile Exchange, The Commodity Exchange) is an American global markets company. It is the world's largest financial derivatives exchange, and trades in asset classes that include agricultural products, currencies, energy, interest rates, metals, stock indexes and cryptocurrencies futures.

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Morningstar Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

Morningstar, Inc. offers independent investment research services in North America, Europe, Australia, and Asia. The company is headquartered in Chicago, Illinois.

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