ENV vs. MORN
Compare and contrast key facts about Envestnet, Inc. (ENV) and Morningstar, Inc. (MORN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ENV or MORN.
Correlation
The correlation between ENV and MORN is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ENV vs. MORN - Performance Comparison
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Key characteristics
Fundamentals
ENV:
$3.49B
MORN:
$13.12B
ENV:
-$4.78
MORN:
$8.92
ENV:
1.22
MORN:
0.00
ENV:
2.61
MORN:
5.67
ENV:
6.64
MORN:
8.12
ENV:
$694.22M
MORN:
$2.31B
ENV:
$394.51M
MORN:
$1.35B
ENV:
$14.03M
MORN:
$739.30M
Returns By Period
ENV
N/A
N/A
N/A
N/A
N/A
N/A
N/A
MORN
-7.54%
12.00%
-7.03%
5.07%
9.04%
17.55%
15.88%
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Risk-Adjusted Performance
ENV vs. MORN — Risk-Adjusted Performance Rank
ENV
MORN
ENV vs. MORN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) and Morningstar, Inc. (MORN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
ENV vs. MORN - Dividend Comparison
ENV has not paid dividends to shareholders, while MORN's dividend yield for the trailing twelve months is around 0.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ENV Envestnet, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MORN Morningstar, Inc. | 0.55% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% |
Drawdowns
ENV vs. MORN - Drawdown Comparison
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Volatility
ENV vs. MORN - Volatility Comparison
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Financials
ENV vs. MORN - Financials Comparison
This section allows you to compare key financial metrics between Envestnet, Inc. and Morningstar, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities