BOK Financial Corporation (BOKF) vs Morningstar, Inc. (MORN)

A side-by-side comparison of BOK Financial Corporation and Morningstar, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — BOKF vs MORN

growth of $100 · dividends reinvested · last 10y
BOKF +135.9% (+9.0%/yr)MORN +165.8% (+10.3%/yr)MORN compounded faster over this window
100200300400500Start $10020182020202220242026$236$266
BOKF MORN

BOKF vs MORN: by the numbers

  • •BOKF is the larger company ($7.80B vs $7.35B market cap).
  • •BOKF trades at the lower trailing earnings multiple (12.05 vs 18.56 P/E), one valuation lens rather than an overall verdict.
  • •BOKF converts more revenue to profit (19.19% vs 16.43% net margin).
  • •BOKF grew revenue faster over the past five years (12.14% vs 10.67% CAGR).
  • •BOKF pays the higher dividend yield (1.97% vs 1.01%).

Metrics side by side

Valuation

MetricBOKFMORN
P/E ratio12.0518.56
Forward P/E12.1315.92
PEG ratio1.471.63
P/S ratio2.302.87
P/B ratio1.287.18

Profitability

MetricBOKFMORN
Gross marginN/A62.24%
Operating margin23.41%23.53%
Net margin19.19%16.43%
ROE10.69%41.18%

BOK Financial Corporation: Gross margin is not shown for a lender or insurer: its revenue is interest, premiums and fees rather than the sale of goods, so there is no cost of goods sold to measure it against.

Dividends

MetricBOKFMORN
Dividend yield1.97%1.01%
Payout ratio23.66%18.51%

Growth (annualized)

MetricBOKFMORN
Revenue CAGR (5Y)12.14%10.67%
EPS CAGR (5Y)8.20%11.34%
Total return CAGR (5Y)9.22%-5.69%

Frequently asked

Which has the lower trailing P/E, BOKF or MORN?
BOKF has the lower trailing P/E: BOKF trades at 12.05 and MORN at 18.56. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, BOKF or MORN?
Over the past five years, BOKF grew revenue faster — BOKF at a 12.14% CAGR versus MORN at 10.67%.
Does BOKF or MORN pay a bigger dividend?
BOKF yields 1.97% and MORN yields 1.01% based on trailing dividends and the latest price.
Is BOKF or MORN more profitable?
BOKF runs the higher net margin — BOKF at 19.19% versus MORN at 16.43%.
How have BOKF and MORN total returns compared?
Over the past 10 years, BOKF delivered 8.64% and MORN delivered 10.20% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.