MCO vs. MORN
Compare and contrast key facts about Moody's Corporation (MCO) and Morningstar, Inc. (MORN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCO or MORN.
Correlation
The correlation between MCO and MORN is 0.54, 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
MCO vs. MORN - Performance Comparison
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Key characteristics
MCO:
0.77
MORN:
0.15
MCO:
1.20
MORN:
0.37
MCO:
1.17
MORN:
1.05
MCO:
0.83
MORN:
0.11
MCO:
2.78
MORN:
0.33
MCO:
7.39%
MORN:
9.98%
MCO:
26.36%
MORN:
25.10%
MCO:
-78.72%
MORN:
-67.92%
MCO:
-9.01%
MORN:
-14.35%
Fundamentals
MCO:
$87.22B
MORN:
$12.99B
MCO:
$11.59
MORN:
$8.91
MCO:
41.82
MORN:
34.51
MCO:
2.68
MORN:
0.00
MCO:
12.07
MORN:
5.61
MCO:
23.57
MORN:
8.07
MCO:
$7.23B
MORN:
$2.31B
MCO:
$5.04B
MORN:
$1.35B
MCO:
$2.91B
MORN:
$739.30M
Returns By Period
In the year-to-date period, MCO achieves a 1.39% return, which is significantly higher than MORN's -8.74% return. Over the past 10 years, MCO has outperformed MORN with an annualized return of 17.09%, while MORN has yielded a comparatively lower 15.82% annualized return.
MCO
1.39%
9.45%
0.29%
20.04%
14.80%
17.09%
MORN
-8.74%
8.30%
-11.05%
3.65%
16.90%
15.82%
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Risk-Adjusted Performance
MCO vs. MORN — Risk-Adjusted Performance Rank
MCO
MORN
MCO vs. MORN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Moody's Corporation (MCO) 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
MCO vs. MORN - Dividend Comparison
MCO's dividend yield for the trailing twelve months is around 0.73%, more than MORN's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCO Moody's Corporation | 0.73% | 0.72% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% |
MORN Morningstar, Inc. | 0.56% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% |
Drawdowns
MCO vs. MORN - Drawdown Comparison
The maximum MCO drawdown since its inception was -78.72%, which is greater than MORN's maximum drawdown of -67.92%. Use the drawdown chart below to compare losses from any high point for MCO and MORN. For additional features, visit the drawdowns tool.
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Volatility
MCO vs. MORN - Volatility Comparison
The current volatility for Moody's Corporation (MCO) is 7.69%, while Morningstar, Inc. (MORN) has a volatility of 8.11%. This indicates that MCO experiences smaller price fluctuations and is considered to be less risky than MORN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MCO vs. MORN - Financials Comparison
This section allows you to compare key financial metrics between Moody's Corporation 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
MCO vs. MORN - Profitability Comparison
MCO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a gross profit of 1.43B and revenue of 1.92B. Therefore, the gross margin over that period was 74.5%.
MORN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported a gross profit of 350.50M and revenue of 581.90M. Therefore, the gross margin over that period was 60.2%.
MCO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported an operating income of 846.00M and revenue of 1.92B, resulting in an operating margin of 44.0%.
MORN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported an operating income of 114.10M and revenue of 581.90M, resulting in an operating margin of 19.6%.
MCO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a net income of 625.00M and revenue of 1.92B, resulting in a net margin of 32.5%.
MORN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Morningstar, Inc. reported a net income of 78.50M and revenue of 581.90M, resulting in a net margin of 13.5%.