MORN vs. MCO

In the year-to-date period, MORN achieves a -23.21% return, which is significantly lower than MCO's -15.76% return. Over the past 10 years, MORN has underperformed MCO with an annualized return of 14.20%, while MCO has yielded a comparatively higher 15.40% annualized return.

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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.

The current MORN Sharpe Ratio is -0.65, which is lower than the MCO Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of MORN and MCO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MORN's dividend yield for the trailing twelve months is around 0.67%, less than MCO's 0.88% yield.

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.

The current volatility for Morningstar, Inc. (MORN) is 14.35%, while Moody's Corporation (MCO) has a volatility of 16.83%. 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.

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.