MORN vs. EVR
MORN (Morningstar, Inc.) and EVR (Evercore Inc.) are both stocks. Both are in the Financial Services sector — MORN in Financial Data & Stock Exchanges, EVR in Capital Markets. Over the past 10 years, MORN returned 9.12%/yr vs 23.72%/yr for EVR. At a 0.40 correlation, their price movements are largely independent.
Performance
MORN vs. EVR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MORN achieves a -16.03% return, which is significantly lower than EVR's 0.49% return. Over the past 10 years, MORN has underperformed EVR with an annualized return of 9.12%, while EVR has yielded a comparatively higher 23.72% annualized return.
MORN
- 1D
- -2.29%
- 1M
- 2.72%
- YTD
- -16.03%
- 6M
- -15.94%
- 1Y
- -41.38%
- 3Y*
- -3.23%
- 5Y*
- -4.16%
- 10Y*
- 9.12%
EVR
- 1D
- 0.21%
- 1M
- -0.05%
- YTD
- 0.49%
- 6M
- 3.66%
- 1Y
- 40.00%
- 3Y*
- 43.37%
- 5Y*
- 21.57%
- 10Y*
- 23.72%
MORN vs. EVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MORN Morningstar, Inc. | -16.03% | -35.05% | 18.29% | 33.10% | -36.31% | 48.23% | 54.54% | 38.93% | 14.34% | 33.38% |
EVR Evercore Inc. | 0.49% | 24.25% | 64.35% | 60.59% | -17.60% | 26.29% | 51.68% | 7.39% | -18.93% | 33.42% |
Correlation
The correlation between MORN and EVR is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Aug 15, 2006 | 0.40 |
The correlation between MORN and EVR shifts across timeframes, from 0.26 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MORN:
$7.13B
EVR:
$14.24B
MORN:
$9.74
EVR:
$17.52
MORN:
18.63
EVR:
19.42
MORN:
0.37
EVR:
3.38
MORN:
2.99
EVR:
3.17
MORN:
7.00
EVR:
7.99
MORN:
$2.51B
EVR:
$4.58B
MORN:
$1.55B
EVR:
$4.53B
MORN:
$743.90M
EVR:
$1.04B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MORN vs. EVR — Risk / Return Rank
MORN
EVR
MORN vs. EVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar, Inc. (MORN) and Evercore Inc. (EVR). 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.
| MORN | EVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.38 | ||
| Omega ratioGain probability vs. loss probability | 0.78 | 1.21 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.82 | 1.34 | -2.16 |
| Martin ratioReturn relative to average drawdown | -1.27 | 3.40 | -4.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MORN | EVR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.21 | 1.14 | -2.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.61 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.65 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.40 | -0.01 |
Drawdowns
MORN vs. EVR - Drawdown Comparison
The maximum MORN drawdown since its inception was -67.92%, smaller than the maximum EVR drawdown of -81.49%. Use the drawdown chart below to compare losses from any high point for MORN and EVR.
Loading charts...
Drawdown Indicators
| MORN | EVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.92% | -81.49% | +13.57% |
Max Drawdown (1Y)Largest decline over 1 year | -50.65% | -30.08% | -20.57% |
Max Drawdown (3Y)Largest decline over 3 years | -56.70% | -47.86% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -56.70% | -49.61% | -7.09% |
Max Drawdown (10Y)Largest decline over 10 years | -56.70% | -67.42% | +10.72% |
Current DrawdownCurrent decline from peak | -48.81% | -10.76% | -38.05% |
Average DrawdownAverage peak-to-trough decline | -18.34% | -20.85% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 32.64% | 11.79% | +20.85% |
Volatility
MORN vs. EVR - Volatility Comparison
Morningstar, Inc. (MORN) has a higher volatility of 13.81% compared to Evercore Inc. (EVR) at 8.90%. This indicates that MORN's price experiences larger fluctuations and is considered to be riskier than EVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MORN | EVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.81% | 8.90% | +4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 30.59% | 26.86% | +3.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.33% | 35.23% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.68% | 35.68% | -5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.75% | 36.85% | -9.10% |
Dividends
MORN vs. EVR - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 1.05%, more than EVR's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVR Evercore Inc. | 1.00% | 0.98% | 1.14% | 1.75% | 2.60% | 1.95% | 2.14% | 3.00% | 2.66% | 1.58% | 1.85% | 2.13% |
MORN Morningstar, Inc. | 1.05% | 0.84% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% |
Financials
MORN vs. EVR - Financials Comparison
This section allows you to compare key financial metrics between Morningstar, Inc. and Evercore 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. EVR - Profitability Comparison
MORN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Morningstar, Inc. reported a gross profit of 405.90M and revenue of 644.80M. Therefore, the gross margin over that period was 63.0%.
EVR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a gross profit of 1.37B and revenue of 1.40B. Therefore, the gross margin over that period was 98.0%.
MORN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Morningstar, Inc. reported an operating income of 900.00K and revenue of 644.80M, resulting in an operating margin of 0.1%.
EVR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported an operating income of 341.42M and revenue of 1.40B, resulting in an operating margin of 24.4%.
MORN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Morningstar, Inc. reported a net income of 107.10M and revenue of 644.80M, resulting in a net margin of 16.6%.
EVR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Evercore Inc. reported a net income of 301.24M and revenue of 1.40B, resulting in a net margin of 21.5%.
Frequently Asked Questions
MORN and EVR have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MORN has higher volatility (13.81%) compared to EVR (8.90%). In terms of maximum drawdown, MORN dropped -67.92% vs EVR's -81.49%.
EVR currently has the higher Sharpe Ratio (1.14 vs -1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for MORN and EVR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer