MORN-14.31%18.0%
FDS-8.36%16.0%
LSEG.LSE-11.48%14.0%
MCO-12.61%13.0%
SPGI-20.24%13.0%
MSCI-5.43%12.0%
MKTW+40.64%6.0%
VALU+4.92%5.0%
PAAI-5.51%3.0%
As of Oct 2, 2026, 9:55 PM ET
Brokerages & Exchanges '26: Financial Research Constituents
Morningstar, Inc.MORN | 18.0% | -4.01% | -4.83% | -11.44% | -2.83% | -14.31% | 1.45% | -38.00% | -17.53% | -41.54% | -27.79% | $6.89B |
FactSet Research Systems Inc.FDS | 16.0% | -4.18% | -3.80% | -13.12% | -4.21% | -8.36% | 22.65% | -41.13% | -5.66% | -41.80% | -30.39% | $9.46B |
London Stock Exchange Group plcLSEG.LSE | 14.0% | -0.37% | -1.87% | -7.80% | -0.37% | -11.48% | -10.66% | -29.29% | -7.78% | -20.33% | 11.68% | $52.16B |
Moody's CorporationMCO | 13.0% | -1.33% | -4.87% | -8.90% | -0.21% | -12.61% | -6.33% | -5.20% | -7.42% | -5.27% | 26.63% | $76.44B |
S&P Global Inc.SPGI | 13.0% | -0.49% | -2.47% | -9.08% | 1.12% | -20.24% | -5.89% | -18.45% | -12.38% | -19.56% | -0.79% | $113.87B |
MSCI Inc.MSCI | 12.0% | -1.73% | -1.15% | -3.22% | -0.52% | -5.43% | -5.12% | -5.80% | -3.25% | -8.37% | -8.96% | $38.96B |
MarketWise, Inc.MKTW | 6.0% | 1.28% | 9.53% | 11.74% | 0.45% | 40.64% | 50.67% | 118.37% | 33.40% | 101.87% | -82.72% | $53.1M |
Value Line, Inc.VALU | 5.0% | 2.26% | 2.30% | 3.94% | -0.04% | 4.92% | 8.82% | 3.22% | 4.28% | -1.61% | 32.39% | $380.2M |
Paradium.AI, Inc.PAAI | 3.0% | -8.66% | -7.69% | 26.32% | -5.51% | -5.51% | -5.51% | -5.51% | -5.51% | — | — | $55.2M |
| Theme return | — | -1.96% | -2.38% | -8.24% | -2.03% | -7.11% | 3.98% | -16.26% | -4.38% | -15.21% | 3.62% | — |
| Average | 11.1% | -1.91% | -1.65% | -1.28% | -1.35% | -3.60% | 5.56% | -2.42% | -2.43% | -4.58% | -9.99% | $33.14B |
| Median | 13.0% | -1.33% | -2.47% | -7.80% | -0.37% | -8.36% | -5.12% | -5.80% | -5.66% | -13.97% | -4.87% | $9.46B |
| Std Dev | 4.9% | 3.12% | 4.75% | 12.32% | 2.15% | 16.98% | 18.64% | 45.21% | 13.86% | 42.69% | 34.85% | $38.44B |
| Min | 3.0% | -8.66% | -7.69% | -13.12% | -5.51% | -20.24% | -10.66% | -41.13% | -17.53% | -41.80% | -82.72% | $53.1M |
| Max | 18.0% | 2.26% | 9.53% | 26.32% | 1.12% | 40.64% | 50.67% | 118.37% | 33.40% | 101.87% | 32.39% | $113.87B |
| % Positive Tickers | 22.22% | 22.22% | 33.33% | 22.22% | 22.22% | 44.44% | 22.22% | 22.22% | 12.50% | 37.50% |
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