MCO vs. MORN

In the year-to-date period, MCO achieves a 21.94% return, which is significantly higher than MORN's 18.58% return. Both investments have delivered pretty close results over the past 10 years, with MCO having a 17.85% annualized return and MORN not far ahead at 18.36%.

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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.

The current MCO Sharpe Ratio is 1.86, which is higher than the MORN Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of MCO and MORN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MCO's dividend yield for the trailing twelve months is around 0.70%, more than MORN's 0.48% yield.

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.

Moody's Corporation (MCO) and Morningstar, Inc. (MORN) have volatilities of 5.77% and 5.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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.