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 0.54, 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. MCO - Performance Comparison
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Key characteristics
MORN:
0.17
MCO:
0.86
MORN:
0.48
MCO:
1.35
MORN:
1.06
MCO:
1.19
MORN:
0.18
MCO:
0.97
MORN:
0.52
MCO:
3.26
MORN:
9.90%
MCO:
7.35%
MORN:
25.15%
MCO:
26.39%
MORN:
-67.92%
MCO:
-78.72%
MORN:
-13.52%
MCO:
-7.49%
Fundamentals
MORN:
$13.07B
MCO:
$87.64B
MORN:
$8.92
MCO:
$11.56
MORN:
34.68
MCO:
42.13
MORN:
0.00
MCO:
2.60
MORN:
5.65
MCO:
12.13
MORN:
8.12
MCO:
22.89
MORN:
$2.31B
MCO:
$7.23B
MORN:
$1.35B
MCO:
$5.04B
MORN:
$739.30M
MCO:
$2.91B
Returns By Period
In the year-to-date period, MORN achieves a -7.87% return, which is significantly lower than MCO's 3.09% return. Over the past 10 years, MORN has underperformed MCO with an annualized return of 15.94%, while MCO has yielded a comparatively higher 17.30% annualized return.
MORN
-7.87%
13.17%
-10.99%
4.26%
17.15%
15.94%
MCO
3.09%
13.68%
2.17%
22.58%
15.52%
17.30%
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Risk-Adjusted Performance
MORN vs. MCO — Risk-Adjusted Performance Rank
MORN
MCO
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.
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Dividends
MORN vs. MCO - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 0.56%, less than MCO's 0.72% 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% |
MCO Moody's Corporation | 0.72% | 0.72% | 0.79% | 1.00% | 0.63% | 0.77% | 0.84% | 1.26% | 1.03% | 1.57% | 1.36% | 1.17% |
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.
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Volatility
MORN vs. MCO - Volatility Comparison
Morningstar, Inc. (MORN) has a higher volatility of 8.54% compared to Moody's Corporation (MCO) at 7.62%. This indicates that MORN's price experiences larger fluctuations and is considered to be riskier than MCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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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
MORN vs. MCO - 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%.
MCO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a gross profit of 1.43B and revenue of 1.92B. Therefore, the gross margin over that period was 74.5%.
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%.
MCO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported an operating income of 846.00M and revenue of 1.92B, resulting in an operating margin of 44.0%.
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%.
MCO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Moody's Corporation reported a net income of 625.00M and revenue of 1.92B, resulting in a net margin of 32.5%.