NWS vs. MORN
NWS (News Corporation) and MORN (Morningstar, Inc.) are both stocks. NWS operates in Broadcasting (Communication Services), while MORN operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, NWS returned 10.31%/yr vs 9.55%/yr for MORN. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
NWS vs. MORN - Performance Comparison
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Returns By Period
In the year-to-date period, NWS achieves a 5.92% return, which is significantly higher than MORN's -10.65% return. Over the past 10 years, NWS has outperformed MORN with an annualized return of 10.31%, while MORN has yielded a comparatively lower 9.55% annualized return.
NWS
- 1D
- -1.67%
- 1M
- 3.65%
- 6M
- 0.92%
- YTD
- 5.92%
- 1Y
- -5.32%
- 3Y*
- 16.68%
- 5Y*
- 6.79%
- 10Y*
- 10.31%
- ALL TIME*
- 6.70%
MORN
- 1D
- -0.28%
- 1M
- 16.40%
- 6M
- -4.14%
- YTD
- -10.65%
- 1Y
- -28.58%
- 3Y*
- -4.77%
- 5Y*
- -4.64%
- 10Y*
- 9.55%
- ALL TIME*
- 12.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $94.92M | $79.11M | $85.14M | |
| $29.97M | $35.22M | $47.61M |
NWS vs. MORN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NWS News Corporation | 5.92% | -2.01% | 19.18% | 41.02% | -17.20% | 27.73% | 24.46% | 27.44% | -29.47% | 42.83% |
MORN Morningstar, Inc. | -10.65% | -35.05% | 18.29% | 33.10% | -36.31% | 48.23% | 54.54% | 38.93% | 14.34% | 33.38% |
Correlation
The correlation between NWS and MORN is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.39 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.45 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2013 | 0.37 |
Fundamentals
NWS:
$17.12B
MORN:
$7.22B
NWS:
$1.84
MORN:
$10.49
NWS:
16.95
MORN:
18.35
NWS:
0.40
MORN:
0.36
NWS:
2.02
MORN:
3.01
NWS:
2.05
MORN:
7.17
NWS:
$8.80B
MORN:
$2.57B
NWS:
$1.23B
MORN:
$1.60B
NWS:
$826.00M
MORN:
$780.50M
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Return for Risk
NWS vs. MORN — Risk / Return Rank
NWS
MORN
NWS vs. MORN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for News Corporation (NWS) and Morningstar, Inc. (MORN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NWS | MORN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.82 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.88 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | -0.63 | +0.41 |
| Martin ratioReturn relative to average drawdown | -0.39 | -1.05 | +0.66 |
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Drawdowns
NWS vs. MORN - Drawdown Comparison
The maximum NWS drawdown since its inception was -51.84%, smaller than the maximum MORN drawdown of -67.92%. Use the drawdown chart below to compare losses from any high point for NWS and MORN.
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Drawdown Indicators
| NWS | MORN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.84% | -67.92% | +16.08% |
Max Drawdown (1Y)Largest decline over 1 year | -26.84% | -47.55% | +20.71% |
Max Drawdown (3Y)Largest decline over 3 years | -26.84% | -60.00% | +33.16% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -60.00% | +23.10% |
Max Drawdown (10Y)Largest decline over 10 years | -51.84% | -60.00% | +8.16% |
Current DrawdownCurrent decline from peak | -10.49% | -45.53% | +35.04% |
Average DrawdownAverage peak-to-trough decline | -16.18% | -18.57% | +2.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.07% | 29.23% | -14.16% |
Volatility
NWS vs. MORN - Volatility Comparison
The current volatility for News Corporation (NWS) is 10.01%, while Morningstar, Inc. (MORN) has a volatility of 12.65%. This indicates that NWS experiences smaller price fluctuations and is considered to be less risky than MORN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NWS | MORN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.01% | 12.65% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.51% | 35.68% | -14.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.04% | 39.45% | -12.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.98% | 31.88% | -3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.69% | 28.42% | +1.27% |
Dividends
NWS vs. MORN - Dividend Comparison
NWS's dividend yield for the trailing twelve months is around 0.64%, less than MORN's 1.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORN Morningstar, Inc. | 1.02% | 0.84% | 0.48% | 0.52% | 0.66% | 0.28% | 0.65% | 0.74% | 0.91% | 0.95% | 1.20% | 0.95% |
NWS News Corporation | 0.64% | 0.67% | 0.66% | 0.78% | 1.08% | 0.89% | 1.13% | 1.38% | 1.73% | 1.20% | 1.69% | 0.72% |
Financials
NWS vs. MORN - Financials Comparison
This section allows you to compare key financial metrics between News Corporation and Morningstar, 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
Frequently Asked Questions
NWS and MORN have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MORN has higher volatility (12.65%) compared to NWS (10.01%). In terms of maximum drawdown, NWS dropped -51.84% vs MORN's -67.92%.
NWS currently has the higher Sharpe Ratio (-0.22 vs -0.76), 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.
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