MORN vs. META
Compare and contrast key facts about Morningstar, Inc. (MORN) and Meta Platforms, Inc. (META).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MORN or META.
Correlation
The correlation between MORN and META is 0.55, 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. META - Performance Comparison
Key characteristics
MORN:
0.15
META:
0.75
MORN:
0.33
META:
1.32
MORN:
1.04
META:
1.17
MORN:
0.09
META:
0.85
MORN:
0.26
META:
2.66
MORN:
9.82%
META:
10.86%
MORN:
25.11%
META:
36.15%
MORN:
-67.92%
META:
-76.74%
MORN:
-14.74%
META:
-18.75%
Fundamentals
MORN:
$12.62B
META:
$1.51T
MORN:
$8.91
META:
$25.55
MORN:
33.13
META:
23.37
MORN:
0.00
META:
1.99
MORN:
5.46
META:
8.84
MORN:
7.79
META:
8.18
MORN:
$2.31B
META:
$170.36B
MORN:
$1.35B
META:
$139.27B
MORN:
$739.30M
META:
$86.47B
Returns By Period
In the year-to-date period, MORN achieves a -9.17% return, which is significantly lower than META's 2.23% return. Over the past 10 years, MORN has underperformed META with an annualized return of 16.02%, while META has yielded a comparatively higher 22.71% annualized return.
MORN
-9.17%
19.46%
-10.89%
3.63%
17.09%
16.02%
META
2.23%
17.15%
1.24%
27.00%
23.20%
22.71%
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Risk-Adjusted Performance
MORN vs. META — Risk-Adjusted Performance Rank
MORN
META
MORN vs. META - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morningstar, Inc. (MORN) and Meta Platforms, Inc. (META). 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. META - Dividend Comparison
MORN's dividend yield for the trailing twelve months is around 0.56%, more than META's 0.34% 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% |
META Meta Platforms, Inc. | 0.34% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MORN vs. META - Drawdown Comparison
The maximum MORN drawdown since its inception was -67.92%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for MORN and META. For additional features, visit the drawdowns tool.
Volatility
MORN vs. META - Volatility Comparison
The current volatility for Morningstar, Inc. (MORN) is 12.25%, while Meta Platforms, Inc. (META) has a volatility of 18.98%. This indicates that MORN experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MORN vs. META - Financials Comparison
This section allows you to compare key financial metrics between Morningstar, Inc. and Meta Platforms, 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. META - 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%.
META - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Meta Platforms, Inc. reported a gross profit of 34.74B and revenue of 42.31B. Therefore, the gross margin over that period was 82.1%.
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%.
META - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Meta Platforms, Inc. reported an operating income of 17.56B and revenue of 42.31B, resulting in an operating margin of 41.5%.
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%.
META - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Meta Platforms, Inc. reported a net income of 16.64B and revenue of 42.31B, resulting in a net margin of 39.3%.