MORN vs. MCO
Compare and contrast key facts about Morningstar, Inc. (MORN) and Moody's Corporation (MCO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MORN or MCO.
Correlation
The correlation between MORN and MCO 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
MORN vs. MCO - Performance Comparison
Key characteristics
MORN:
0.96
MCO:
0.97
MORN:
1.59
MCO:
1.28
MORN:
1.19
MCO:
1.19
MORN:
1.01
MCO:
2.02
MORN:
4.71
MCO:
5.14
MORN:
4.39%
MCO:
3.75%
MORN:
21.61%
MCO:
19.91%
MORN:
-67.92%
MCO:
-78.72%
MORN:
-5.81%
MCO:
-7.74%
Fundamentals
MORN:
$15.03B
MCO:
$88.01B
MORN:
$7.57
MCO:
$10.93
MORN:
46.31
MCO:
44.43
MORN:
0.00
MCO:
2.51
MORN:
$2.23B
MCO:
$6.90B
MORN:
$1.21B
MCO:
$4.61B
MORN:
$650.10M
MCO:
$3.30B
Returns By Period
The year-to-date returns for both investments are quite close, with MORN having a 18.71% return and MCO slightly higher at 19.26%. Both investments have delivered pretty close results over the past 10 years, with MORN having a 18.84% annualized return and MCO not far behind at 17.99%.
MORN
18.71%
0.91%
17.46%
21.87%
17.84%
18.84%
MCO
19.26%
-1.25%
9.71%
21.79%
15.19%
17.99%
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Risk-Adjusted Performance
MORN vs. MCO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar, Inc. (MORN) and Moody's Corporation (MCO). 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. MCO - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 0.48%, less than MCO's 0.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
MORN vs. MCO - Drawdown Comparison
The maximum MORN drawdown since its inception was -67.92%, smaller than the maximum MCO drawdown of -78.72%. Use the drawdown chart below to compare losses from any high point for MORN and MCO. For additional features, visit the drawdowns tool.
Volatility
MORN vs. MCO - Volatility Comparison
The current volatility for Morningstar, Inc. (MORN) is 5.64%, while Moody's Corporation (MCO) has a volatility of 5.94%. This indicates that MORN experiences smaller price fluctuations and is considered to be less risky than MCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MORN vs. MCO - Financials Comparison
This section allows you to compare key financial metrics between Morningstar, Inc. and Moody's Corporation. 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