cust.co / Compare / Riskified vs Morningstar

Riskified vs Morningstar - NRR head-to-head

Side-by-side Net Revenue Retention comparison sourced from SEC filings and earnings releases. Both compete in Fintech SaaS. Both at Public stage.

Riskified leads by +4pp on latest NRR (105% vs 101%).

NRR over time

91%101%112%122%132% FY2024-Q4FY-2024FY2025-Q1FY2025-Q4FY-2025FY-2021 NRR Riskified Morningstar Riskified - FY2024-Q4: 96% Riskified - FY-2024: 96% Riskified - FY2025-Q1: 100% Riskified - FY2025-Q4: 105% Riskified - FY-2025: 105% Morningstar - FY-2025: 101% Morningstar - FY-2021: 127%

Morningstar hit a higher all-time peak (127% in FY-2021).

Stat-by-stat

Metric Riskified Morningstar
Latest NRR 105% 101%
All-time peak NRR 105% 127%
All-time low NRR 96% 101%
QoQ change +0pp -26pp
YoY change +9pp -
3-year change - -
Disclosures tracked 5 2

Customer cohorts

MetricRiskifiedMorningstar
Total customers - 100,000
Over $100K ARR - -
Over $1M ARR - -
Top-10 concentration - -
Average ACV - -
US revenue mix 54% 71.8%

Commercial structure

MetricRiskifiedMorningstar
Total RPO - $1.5B
Current RPO (12mo) - $1.1B
Multi-year contracts 50% -
Avg contract length 24 mo -
Subscription rev mix - 70.3%
New customers added - 3,100

Post-sales motion

MetricRiskifiedMorningstar
CS team size - 900
Customers per CSM - -
Pricing model hybrid subscription
Renewal cadence multi-year annual
CSM coverage model - hybrid
Top customer exec - Danny Dunn

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