MORN vs VALU
MORN: A leading provider of independent investment research and financial data, empowering investors and financial professionals with analytics and investment management tools. VALU: Value Line is a legacy provider of proprietary investment research, financial data, and analytical rankings for individual and institutional investors.
Side-by-side fundamentals
| Metric | MORN | VALU | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $202.74 | $43.50 | |
| Market cap | $7.6B | $408M | |
| P/E as of 2026-10-08 | 19.26 | 18.91 | VALU lower |
| Net margin FY2025, SEC XBRL | +15.3% | n/a | |
| Operating margin FY2025, SEC XBRL | +21.5% | n/a | |
| ROE | +30.6% | +20.0% | MORN higher |
| ROA | +10.4% | +14.2% | VALU higher |
| Debt / equity as of 2026-09-03 | 1.67 | 0.00 | VALU lower |
| Revenue growth (YoY) as of 2026-09-03 | +9.3% | -4.7% | MORN higher |
| Revenue CAGR (3y) SEC XBRL | +9.3% | +1.6% | MORN higher |
| Dividend yield as of 2026-09-03 | +1.0% | +3.4% | VALU higher |
| Dividend streak (yrs) SEC XBRL | 16 | 1 | MORN higher |
| Beta as of 2026-09-03 | 0.70 | 0.63 | |
| 1-year return as of 2026-10-08 close | -11.2% | +10.2% | VALU higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.