EXP vs MORN
Comparison between Eagle Materials Inc (EXP, Company) and Morningstar Inc (MORN, Company).
EXP is from the Basic Materials sector, while MORN is from the Financial Services sector.
5-Year PerformanceEXP has outperformed MORN, delivering a return of +9.0% compared to -6.6%
EXP vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EXP vs MORN - Historical Returns
Returns include dividend reinvestment.
EXP vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | EXP | MORN |
|---|---|---|
| 2026 | -2.12% | -19.09% |
| 2025 | -14.96% | -34.19% |
| 2024 | +23.57% | +21.97% |
| 2023 | +51.29% | +32.17% |
| 2022 | -18.86% | -35.18% |
| 2021 | +67.88% | +48.27% |
| 2020 | +11.29% | +54.23% |
| 2019 | +47.49% | +40.51% |
| 2018 | -47.63% | +14.36% |
| 2017 | +13.63% | +32.26% |
| 2016 | +61.38% | -6.83% |
| 2015 | -21.14% | +24.65% |
| 2014 | +1.14% | -16.52% |
| 2013 | +24.99% | +23.36% |
| 2012 | +125.91% | +6.51% |
| 2011 | -10.59% | +11.00% |
| 2010 | +11.07% | +9.95% |
| 2009 | +41.50% | +30.79% |
| 2008 | -47.09% | -53.19% |
| 2007 | -17.23% | +72.97% |
| 2006 | +6.35% | +30.96% |
| 2005 | +46.53% | +72.77% |
| 2004 | +61.91% | N/A |
| 2003 | +70.58% | N/A |
| 2002 | +10.45% | N/A |
| 2001 | +17.60% | N/A |
| 2000 | -25.25% | N/A |
| 1999 | +9.27% | N/A |
EXP vs MORN Drawdown Comparison
The maximum drawdown for EXP was -79.50%, occurring on Oct 28, 2008. Recovery took 1705 trading sessions.
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current EXP drawdown is -33.99%. The current MORN drawdown is -52.12%.
| Rank | EXP | MORN |
|---|---|---|
| #1 | -79.50% Apr 18, 2006 - Jan 25, 2013 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -63.78% Jan 26, 2018 - Feb 12, 2021 | -59.99% Dec 12, 2024 - Jun 25, 2026 |
| #3 | -54.91% Sep 18, 2014 - Jan 24, 2017 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -44.73% Nov 25, 2024 - Mar 20, 2026 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -42.79% Dec 31, 1999 - Mar 28, 2002 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -38.14% Dec 29, 2021 - May 19, 2023 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -29.38% May 7, 2002 - Jul 29, 2003 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -24.09% Sep 1, 2023 - Dec 14, 2023 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -22.39% May 15, 2024 - Sep 16, 2024 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -19.57% Feb 22, 2017 - Oct 12, 2017 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -17.85% Oct 3, 2005 - Dec 14, 2005 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -17.01% May 17, 2013 - Nov 4, 2013 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -16.49% Sep 2, 2021 - Nov 8, 2021 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -13.94% Jun 8, 2021 - Aug 11, 2021 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -13.76% Mar 8, 2013 - May 8, 2013 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between EXP and MORN is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
EXP vs MORN dividend yield comparison.
| Year | EXP | MORN |
|---|---|---|
| 2026 | 0.24% | 0.89% |
| 2025 | 0.48% | 0.84% |
| 2024 | 0.41% | 0.48% |
| 2023 | 0.49% | 0.52% |
| 2022 | 0.75% | 0.66% |
| 2021 | 0.45% | 0.28% |
| 2020 | 0.10% | 0.65% |
| 2019 | 0.44% | 0.74% |
| 2018 | 0.66% | 0.91% |
| 2017 | 0.35% | 0.95% |
| 2016 | 0.41% | 1.20% |
| 2015 | 0.66% | 0.95% |
| 2014 | 0.53% | 1.05% |
| 2013 | 0.52% | 0.48% |
| 2012 | 0.68% | 0.84% |
| 2011 | 1.56% | 0.25% |
| 2010 | 1.42% | 0.09% |
| 2009 | 1.54% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 2.18% | 0.00% |
| 2006 | 1.62% | 0.00% |
| 2005 | 0.98% | 0.00% |
| 2004 | 8.34% | 0.00% |
| 2003 | 0.33% | 0.00% |
| 2002 | 0.57% | 0.00% |
| 2001 | 0.63% | 0.00% |
| 2000 | 0.92% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks