FDS vs MORN
FDS: FactSet provides essential financial data, analytics, and software to global investment professionals to help them navigate complex markets and make informed decisions. MORN: Morningstar provides investment research, data analytics, and advisory software to asset managers, wealth advisors, and private equity professionals globally.
Side-by-side fundamentals
| Metric | FDS | MORN | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $245.21 | $166.83 | |
| Market cap as of 2026-07-23 | $8.9B | $6.3B | |
| P/E as of 2026-07-23 | 15.64 | 15.71 | FDS lower |
| PEG as of 2026-07-23 | 2.65 | 1.66 | MORN lower |
| Net margin as of 2026-07-23 | +23.2% | +16.1% | FDS higher |
| Gross margin as of 2026-07-23 | +51.4% | +61.7% | MORN higher |
| Operating margin as of 2026-07-23 | +29.6% | +22.7% | FDS higher |
| ROE as of 2026-07-23 | +26.6% | +30.0% | MORN higher |
| ROA as of 2026-07-23 | +13.4% | +10.9% | FDS higher |
| Debt / equity as of 2026-07-23 | 0.68 | 1.68 | FDS lower |
| Revenue growth (YoY) as of 2026-07-23 | +6.6% | +8.4% | MORN higher |
| Revenue CAGR (3y) SEC XBRL | +8.0% | +9.3% | MORN higher |
| Dividend yield as of 2026-07-23 | +1.9% | +1.2% | FDS higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.70 | 1.01 | |
| 1-year return as of 2026-07-22 close | -41.6% | -39.8% | MORN higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.