MKTW vs VALU
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. VALU: Investment research publisher and analytics provider with diversified revenue from publication subscriptions, copyright licensing, and a significant equity stake in an investment trust.
Side-by-side fundamentals
| Metric | MKTW | VALU | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $20.22 | $37.42 | |
| Market cap as of 2026-07-23 | $327M | $356M | |
| P/E as of 2026-07-23 | 78.56 | 16.19 | VALU lower |
| PEG as of 2026-07-23 | n/a | 6.89 | |
| Net margin as of 2026-07-23 | +1.3% | +65.0% | VALU higher |
| Gross margin as of 2026-07-23 | +86.5% | +82.2% | MKTW higher |
| Operating margin as of 2026-07-23 | +13.9% | +14.3% | VALU higher |
| ROE as of 2026-07-23 | +18.0% | +21.2% | VALU higher |
| ROA as of 2026-07-23 | +2.0% | +14.9% | VALU higher |
| Debt / equity as of 2026-07-23 | n/a | 0.00 | |
| Revenue growth (YoY) as of 2026-07-23 | -16.1% | -5.2% | VALU higher |
| Revenue CAGR (3y) SEC XBRL | -13.8% | +1.6% | VALU higher |
| Dividend yield as of 2026-07-23 | +5.1% | +3.6% | MKTW higher |
| Dividend streak (yrs) SEC XBRL | 1 | 1 | Tie |
| Beta as of 2026-07-23 | 0.21 | 1.01 | |
| 1-year return as of 2026-07-22 close | +8.0% | -0.5% | 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.