MORN vs VALU
MORN: Morningstar provides investment research, data analytics, and advisory software to asset managers, wealth advisors, and private equity professionals globally. 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 | MORN | VALU | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $166.83 | $37.42 | |
| Market cap as of 2026-07-23 | $6.3B | $356M | |
| P/E as of 2026-07-23 | 15.71 | 16.19 | MORN lower |
| PEG as of 2026-07-23 | 1.66 | 6.89 | MORN lower |
| Net margin as of 2026-07-23 | +16.1% | +65.0% | VALU higher |
| Gross margin as of 2026-07-23 | +61.7% | +82.2% | VALU higher |
| Operating margin as of 2026-07-23 | +22.7% | +14.3% | MORN higher |
| ROE as of 2026-07-23 | +30.0% | +21.2% | MORN higher |
| ROA as of 2026-07-23 | +10.9% | +14.9% | VALU higher |
| Debt / equity as of 2026-07-23 | 1.68 | 0.00 | VALU lower |
| Revenue growth (YoY) as of 2026-07-23 | +8.4% | -5.2% | MORN higher |
| Revenue CAGR (3y) SEC XBRL | +9.3% | +1.6% | MORN higher |
| Dividend yield as of 2026-07-23 | +1.2% | +3.6% | VALU higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | MORN higher |
| Beta as of 2026-07-23 | 1.01 | 1.01 | |
| 1-year return as of 2026-07-22 close | -39.8% | -0.5% | VALU 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.