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CWST vs MORN

Comparison between Casella Waste Systems Inc - Class A (CWST, Company) and Morningstar Inc (MORN, Company).

CWST is from the Industrials sector, while MORN is from the Financial Services sector.

5-Year PerformanceCWST has outperformed MORN, delivering a return of +8.7% compared to -6.6%

CWST vs MORN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
CWST
$6.12B
Winner
MORN
$6.44B
Max Drawdown
CWST
97.15%
Winner
MORN
67.92%
Sharpe Ratio
Winner
CWST
-0.37
MORN
-1.33
5Y Beta
Winner
CWST
0.41
MORN
0.67
Industry
CWST
Waste Management
MORN
Financial Data & Stock Exchanges
P/E Ratio
CWST
1262.86
Winner
MORN
16.87
Forward P/E
CWST
78.12
Winner
MORN
16.29
PEG Ratio
CWST
N/A
MORN
1.44
Dividend Yield
CWST
N/A
MORN
1.10%
5Y Dividends CAGR
CWST
N/A
MORN
14.12%
5Y EPS CAGR
CWST
-37.21%
Winner
MORN
10.99%
Debt to Equity
Winner
CWST
0.00%
MORN
169.92%
Free Cash Flow Yield
CWST
1.67%
Winner
MORN
6.80%

CWST vs MORN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CWST
+9.32%
MORN
-1.95%
3M
Winner
CWST
+18.11%
MORN
-5.41%
6M
Winner
CWST
-8.09%
MORN
-21.05%
1Y
Winner
CWST
-12.49%
MORN
-40.31%
5Y(CAGR)
Winner
CWST
+8.73%
MORN
-6.65%
10Y(CAGR)
Winner
CWST
+26.58%
MORN
+8.14%
Max(CAGR)
CWST
+7.56%
Winner
MORN
+11.23%

CWST vs MORN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCWSTMORN
2026-2.37%-19.09%
2025-6.01%-34.19%
2024+24.95%+21.97%
2023+8.40%+32.17%
2022-5.19%-35.18%
2021+41.17%+48.27%
2020+34.79%+54.23%
2019+65.58%+40.51%
2018+23.01%+14.36%
2017+81.26%+32.26%
2016+114.34%-6.83%
2015+45.15%+24.65%
2014-30.46%-16.52%
2013+28.60%+23.36%
2012-33.64%+6.51%
2011-11.11%+11.00%
2010+62.99%+9.95%
2009+5.24%+30.79%
2008-67.39%-53.19%
2007+3.16%+72.97%
2006-4.82%+30.96%
2005-9.36%+72.77%
2004+5.48%N/A
2003+54.86%N/A
2002-39.93%N/A
2001+99.11%N/A
2000-53.81%N/A
1999+37.31%N/A

CWST vs MORN Drawdown Comparison

The maximum drawdown for CWST was -97.15%, occurring on Mar 12, 2009. Recovery took 4491 trading sessions.

The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.

The current CWST drawdown is -19.99%. The current MORN drawdown is -52.12%.

RankCWSTMORN
#1-97.15%
Dec 29, 1999 - Nov 2, 2017
-67.92%
Dec 11, 2007 - Oct 25, 2013
#2-37.72%
May 6, 2025 - Mar 27, 2026
-59.99%
Dec 12, 2024 - Jun 25, 2026
#3-34.96%
Feb 20, 2020 - Jul 31, 2020
-49.91%
Dec 27, 2021 - Oct 14, 2024
#4-28.08%
Mar 10, 2022 - May 9, 2023
-35.42%
Feb 19, 2020 - Jul 30, 2020
#5-26.64%
Nov 29, 2018 - Feb 12, 2019
-28.34%
May 19, 2006 - Nov 20, 2006
#6-23.23%
May 15, 2023 - Mar 15, 2024
-26.97%
Nov 22, 2013 - Jul 24, 2015
#7-21.56%
Nov 17, 2021 - Mar 10, 2022
-25.71%
Aug 31, 2018 - Apr 24, 2019
#8-15.70%
Aug 28, 2019 - Nov 27, 2019
-24.04%
Aug 11, 2005 - Nov 3, 2005
#9-14.69%
Sep 10, 2018 - Nov 29, 2018
-23.03%
Apr 1, 2016 - Oct 26, 2017
#10-13.80%
Dec 18, 2020 - Mar 10, 2021
-20.92%
Nov 11, 2005 - Jan 10, 2006
#11-13.57%
Feb 26, 2018 - May 4, 2018
-13.66%
Apr 23, 2007 - Aug 2, 2007
#12-12.57%
May 4, 2018 - Jul 26, 2018
-12.90%
Apr 29, 2021 - Aug 4, 2021
#13-11.81%
Oct 15, 2020 - Dec 15, 2020
-12.53%
Aug 5, 2015 - Mar 28, 2016
#14-10.84%
Sep 2, 2020 - Oct 7, 2020
-11.85%
Feb 16, 2021 - Apr 26, 2021
#15-10.78%
Mar 26, 2019 - Apr 25, 2019
-11.46%
Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between CWST and MORN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

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