ENPH vs MORN

Comparison between Enphase Energy Inc (ENPH, Company) and Morningstar Inc (MORN, Company).

ENPH is from the Technology sector, while MORN is from the Financial Services sector.

5-Year PerformanceMORN has outperformed ENPH, delivering a return of -7.8% compared to -25.4%

ENPH vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ENPH(COMPANY)	MORN(COMPANY)
Market Cap	$6.17B	$6.16B
Max Drawdown	95.97%	67.92%
Sharpe Ratio	0.41	-1.57
5Y Beta	1.29	0.68
Industry	Solar	Financial Data & Stock Exchanges
P/E Ratio	45.40	16.15
Forward P/E	22.32	16.29
PEG Ratio	1.24	1.38
Dividend Yield	N/A	1.22%
5Y Dividends CAGR	N/A	14.25%
5Y EPS CAGR	6.99%	10.99%
Debt to Equity	51.94%	169.92%
Free Cash Flow Yield	2.35%	7.10%
P/S Ratio	4.41	2.46
P/B Ratio	5.60	6.05

Market Cap

Winner

ENPH

$6.17B

MORN

$6.16B

Max Drawdown

ENPH

95.97%

Winner

MORN

67.92%

Sharpe Ratio

Winner

ENPH

0.41

MORN

-1.57

5Y Beta

ENPH

1.29

Winner

MORN

0.68

Industry

ENPH

Solar

MORN

Financial Data & Stock Exchanges

P/E Ratio

ENPH

45.40

Winner

MORN

16.15

Forward P/E

ENPH

22.32

Winner

MORN

16.29

PEG Ratio

Winner

ENPH

1.24

MORN

1.38

Dividend Yield

ENPH

N/A

MORN

1.22%

5Y Dividends CAGR

ENPH

N/A

MORN

14.25%

5Y EPS CAGR

ENPH

6.99%

Winner

MORN

10.99%

Debt to Equity

Winner

ENPH

51.94%

MORN

169.92%

Free Cash Flow Yield

ENPH

2.35%

Winner

MORN

7.10%

P/S Ratio

ENPH

4.41

Winner

MORN

2.46

P/B Ratio

Winner

ENPH

5.60

MORN

6.05

ENPH vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	ENPH	MORN
1 month	-40.45%	-10.49%
3 months	+23.34%	-4.03%
6 months	+27.61%	-20.91%
1 year	+5.13%	-46.08%
5 years(CAGR)	-25.40%	-7.83%
10 years(CAGR)	+36.20%	+8.25%
Max(CAGR)	+13.22%	+11.13%

ENPH

-40.45%

Winner

MORN

-10.49%

Winner

ENPH

+23.34%

MORN

-4.03%

Winner

ENPH

+27.61%

MORN

-20.91%

Winner

ENPH

+5.13%

MORN

-46.08%

5Y(CAGR)

ENPH

-25.40%

Winner

MORN

-7.83%

10Y(CAGR)

Winner

ENPH

+36.20%

MORN

+8.25%

Max(CAGR)

Winner

ENPH

+13.22%

MORN

+11.13%

ENPH vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	ENPH	MORN
2026	+27.61%	-20.91%
2025	-55.09%	-34.19%
2024	-47.67%	+21.97%
2023	-47.83%	+32.17%
2022	+43.65%	-35.18%
2021	+6.21%	+48.27%
2020	+498.06%	+54.23%
2019	+431.10%	+40.51%
2018	+81.92%	+14.36%
2017	+129.52%	+32.26%
2016	-71.06%	-6.83%
2015	-75.30%	+24.65%
2014	+110.77%	-16.52%
2013	+67.28%	+23.36%
2012	-50.27%	+6.51%
2011	N/A	+11.00%
2010	N/A	+9.95%
2009	N/A	+30.79%
2008	N/A	-53.19%
2007	N/A	+72.97%
2006	N/A	+30.96%
2005	N/A	+72.77%

ENPH vs MORN Drawdown Comparison

The maximum drawdown for ENPH was -95.97%, occurring on May 18, 2017. Recovery took 1192 trading sessions.

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

The current ENPH drawdown is -87.18%. The current MORN drawdown is -53.20%.

Rank	ENPH	MORN
#1	-95.97% Sep 17, 2014 - Jun 13, 2019	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-92.23% Dec 2, 2022 - Nov 20, 2025	-59.99% Dec 12, 2024 - Jun 25, 2026
#3	-77.44% May 3, 2012 - May 13, 2013	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-59.40% Feb 21, 2020 - May 11, 2020	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-55.19% Nov 19, 2021 - Jul 28, 2022	-28.34% May 19, 2006 - Nov 20, 2006
#6	-49.38% May 14, 2013 - Jul 14, 2014	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-48.45% Aug 21, 2019 - Feb 4, 2020	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-46.38% Jan 7, 2021 - Oct 27, 2021	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-41.77% May 19, 2020 - Aug 4, 2020	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-25.81% Sep 14, 2022 - Dec 2, 2022	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-17.35% Sep 1, 2020 - Sep 29, 2020	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-16.45% Jul 24, 2014 - Aug 11, 2014	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-15.54% Oct 20, 2020 - Nov 5, 2020	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-13.57% Apr 2, 2012 - May 1, 2012	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-13.35% Jun 18, 2019 - Jul 3, 2019	-11.46% Aug 8, 2007 - Oct 2, 2007