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 0.48, 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
Key characteristics
MCO:
0.97
MORN:
0.96
MCO:
1.28
MORN:
1.59
MCO:
1.19
MORN:
1.19
MCO:
2.02
MORN:
1.01
MCO:
5.14
MORN:
4.71
MCO:
3.75%
MORN:
4.39%
MCO:
19.91%
MORN:
21.61%
MCO:
-78.72%
MORN:
-67.92%
MCO:
-7.74%
MORN:
-5.81%
Fundamentals
MCO:
$88.01B
MORN:
$15.03B
MCO:
$10.93
MORN:
$7.57
MCO:
44.43
MORN:
46.31
MCO:
2.51
MORN:
0.00
MCO:
$6.90B
MORN:
$2.23B
MCO:
$4.61B
MORN:
$1.21B
MCO:
$3.30B
MORN:
$650.10M
Returns By Period
The year-to-date returns for both stocks are quite close, with MCO having a 19.26% return and MORN slightly lower at 18.71%. Both investments have delivered pretty close results over the past 10 years, with MCO having a 17.99% annualized return and MORN not far ahead at 18.84%.
MCO
19.26%
-1.25%
9.71%
21.79%
15.19%
17.99%
MORN
18.71%
0.91%
17.46%
21.87%
17.84%
18.84%
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Risk-Adjusted Performance
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.
Dividends
MCO vs. MORN - Dividend Comparison
MCO's dividend yield for the trailing twelve months is around 0.74%, more than MORN's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCO Moody's Corporation | 0.74% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% | 1.15% |
MORN Morningstar, Inc. | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% | 1.05% | 0.48% |
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.
Volatility
MCO vs. MORN - Volatility Comparison
Moody's Corporation (MCO) has a higher volatility of 5.94% compared to Morningstar, Inc. (MORN) at 5.64%. This indicates that MCO's price experiences larger fluctuations and is considered to be riskier than MORN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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