MORN vs. BLK
Compare and contrast key facts about Morningstar, Inc. (MORN) and BlackRock, Inc. (BLK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MORN or BLK.
Correlation
The correlation between MORN and BLK 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
MORN vs. BLK - Performance Comparison
Key characteristics
MORN:
0.15
BLK:
0.86
MORN:
0.33
BLK:
1.33
MORN:
1.04
BLK:
1.19
MORN:
0.09
BLK:
0.95
MORN:
0.26
BLK:
3.08
MORN:
9.82%
BLK:
7.36%
MORN:
25.11%
BLK:
25.85%
MORN:
-67.92%
BLK:
-60.36%
MORN:
-14.74%
BLK:
-13.18%
Fundamentals
MORN:
$12.62B
BLK:
$142.70B
MORN:
$8.91
BLK:
$41.15
MORN:
33.13
BLK:
22.37
MORN:
0.00
BLK:
1.98
MORN:
5.46
BLK:
6.81
MORN:
7.79
BLK:
3.03
MORN:
$2.31B
BLK:
$21.30B
MORN:
$1.35B
BLK:
$14.60B
MORN:
$739.30M
BLK:
$8.00B
Returns By Period
The year-to-date returns for both investments are quite close, with MORN having a -9.17% return and BLK slightly higher at -8.92%. Over the past 10 years, MORN has outperformed BLK with an annualized return of 16.02%, while BLK has yielded a comparatively lower 12.55% annualized return.
MORN
-9.17%
19.46%
-10.89%
3.63%
17.09%
16.02%
BLK
-8.92%
13.84%
-9.43%
22.07%
16.11%
12.55%
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Risk-Adjusted Performance
MORN vs. BLK — Risk-Adjusted Performance Rank
MORN
BLK
MORN vs. BLK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar, Inc. (MORN) and BlackRock, Inc. (BLK). 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
MORN vs. BLK - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 0.56%, less than BLK's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BLK BlackRock, Inc. | 2.21% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
Drawdowns
MORN vs. BLK - Drawdown Comparison
The maximum MORN drawdown since its inception was -67.92%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for MORN and BLK. For additional features, visit the drawdowns tool.
Volatility
MORN vs. BLK - Volatility Comparison
Morningstar, Inc. (MORN) and BlackRock, Inc. (BLK) have volatilities of 12.25% and 12.60%, 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.
Financials
MORN vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Morningstar, Inc. and BlackRock, 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
MORN vs. BLK - Profitability Comparison
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%.
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a gross profit of 3.42B and revenue of 5.28B. Therefore, the gross margin over that period was 64.8%.
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%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported an operating income of 1.70B and revenue of 5.28B, resulting in an operating margin of 32.2%.
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%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BlackRock, Inc. reported a net income of 1.77B and revenue of 5.28B, resulting in a net margin of 33.6%.