MKTW vs MORN
MKTW: A multi-brand digital platform delivering independent investment research and portfolio management software to approximately 374,000 retail investors seeking institutional-quality insights at accessible prices. 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 | MKTW | MORN | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $20.22 | $166.83 | |
| Market cap as of 2026-07-23 | $327M | $6.3B | |
| P/E as of 2026-07-23 | 78.56 | 15.71 | MORN lower |
| PEG as of 2026-07-23 | n/a | 1.66 | |
| Net margin as of 2026-07-23 | +1.3% | +16.1% | MORN higher |
| Gross margin as of 2026-07-23 | +86.5% | +61.7% | MKTW higher |
| Operating margin as of 2026-07-23 | +13.9% | +22.7% | MORN higher |
| ROE as of 2026-07-23 | +18.0% | +30.0% | MORN higher |
| ROA as of 2026-07-23 | +2.0% | +10.9% | MORN higher |
| Debt / equity as of 2026-07-23 | n/a | 1.68 | |
| Revenue growth (YoY) as of 2026-07-23 | -16.1% | +8.4% | MORN higher |
| Revenue CAGR (3y) SEC XBRL | -13.8% | +9.3% | MORN higher |
| Dividend yield as of 2026-07-23 | +5.1% | +1.2% | MKTW higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | MORN higher |
| Beta as of 2026-07-23 | 0.21 | 1.01 | |
| 1-year return as of 2026-07-22 close | +8.0% | -39.8% | MKTW 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.