GS-P-C vs MORN

Comparison between Goldman Sachs Group Inc (GS-P-C, Company) and Morningstar Inc (MORN, Company).

5-Year PerformanceGS-P-C has outperformed MORN, delivering a return of +1.0% compared to -8.1%

GS-P-C vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GS-P-C(COMPANY)	MORN(COMPANY)
Market Cap	$5.83B	$5.84B
Max Drawdown	32.55%	67.92%
Sharpe Ratio	-0.51	-1.80
5Y Beta	0.18	0.70
Industry	N/A	Financial Data & Stock Exchanges
P/E Ratio	0.35	15.32
Forward P/E	N/A	16.29
PEG Ratio	0.01	1.31
Dividend Yield	N/A	1.10%
5Y Dividends CAGR	9.67%	14.25%
5Y EPS CAGR	15.67%	10.99%
Debt to Equity	0.00%	169.92%
Free Cash Flow Yield	N/A	7.48%

Market Cap

GS-P-C

$5.83B

Winner

MORN

$5.84B

Max Drawdown

Winner

GS-P-C

32.55%

MORN

67.92%

Sharpe Ratio

Winner

GS-P-C

-0.51

MORN

-1.80

5Y Beta

Winner

GS-P-C

0.18

MORN

0.70

Industry

GS-P-C

N/A

MORN

Financial Data & Stock Exchanges

P/E Ratio

Winner

GS-P-C

0.35

MORN

15.32

Forward P/E

GS-P-C

N/A

MORN

16.29

PEG Ratio

Winner

GS-P-C

0.01

MORN

1.31

Dividend Yield

GS-P-C

N/A

MORN

1.10%

5Y Dividends CAGR

GS-P-C

9.67%

Winner

MORN

14.25%

5Y EPS CAGR

Winner

GS-P-C

15.67%

MORN

10.99%

Debt to Equity

Winner

GS-P-C

0.00%

MORN

169.92%

Free Cash Flow Yield

GS-P-C

N/A

MORN

7.48%

GS-P-C vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	GS-P-C	MORN
1 month	+0.61%	-13.21%
3 months	+2.44%	-15.89%
6 months	+2.79%	-26.06%
1 year	-1.01%	-48.79%
5 years(CAGR)	+0.96%	-8.12%
10 years(CAGR)	+4.71%	+7.42%
Max(CAGR)	+4.85%	+10.75%

Winner

GS-P-C

+0.61%

MORN

-13.21%

Winner

GS-P-C

+2.44%

MORN

-15.89%

Winner

GS-P-C

+2.79%

MORN

-26.06%

Winner

GS-P-C

-1.01%

MORN

-48.79%

5Y(CAGR)

Winner

GS-P-C

+0.96%

MORN

-8.12%

10Y(CAGR)

GS-P-C

+4.71%

Winner

MORN

+7.42%

Max(CAGR)

GS-P-C

+4.85%

Winner

MORN

+10.75%

GS-P-C vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	GS-P-C	MORN
2026	+1.15%	-26.75%
2025	-11.84%	-34.19%
2024	+17.40%	+21.97%
2023	+21.38%	+32.17%
2022	-18.32%	-35.18%
2021	+6.34%	+48.27%
2020	+13.51%	+54.23%
2019	+28.11%	+40.51%
2018	-14.85%	+14.36%
2017	+8.95%	+32.26%
2016	+8.92%	-6.83%
2015	+10.60%	+24.65%
2014	-2.34%	-16.52%
2013	N/A	+23.36%
2012	N/A	+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%

GS-P-C vs MORN Drawdown Comparison

The maximum drawdown for GS-P-C was -31.19%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

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

The current GS-P-C drawdown is -13.38%. The current MORN drawdown is -56.65%.

Rank	GS-P-C	MORN
#1	-31.19% Feb 14, 2020 - Aug 19, 2020	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-29.85% Sep 4, 2018 - Jan 3, 2020	-56.69% Dec 12, 2024 - Feb 12, 2026
#3	-25.52% Nov 3, 2021 - Jan 26, 2024	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-17.25% Feb 25, 2025 - Mar 31, 2026	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-12.14% Oct 10, 2016 - May 4, 2017	-28.34% May 19, 2006 - Nov 20, 2006
#6	-7.55% Apr 23, 2015 - Oct 28, 2015	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-7.39% Nov 11, 2015 - Apr 21, 2016	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-7.07% Oct 27, 2017 - Mar 16, 2018	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-5.61% Jun 26, 2024 - Oct 17, 2024	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-5.56% Sep 17, 2020 - Oct 6, 2020	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-4.98% Dec 11, 2024 - Feb 25, 2025	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-4.97% Sep 22, 2014 - Feb 9, 2015	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-4.26% Jan 29, 2021 - Apr 5, 2021	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-4.00% Mar 16, 2018 - Jun 15, 2018	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-3.78% Oct 31, 2024 - Nov 29, 2024	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between GS-P-C and MORN is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2010 - 2026)

GS-P-C vs MORN dividend yield comparison.

Year	GS-P-C	MORN
2026	3.05%	0.65%
2025	6.73%	0.84%
2024	6.63%	0.48%
2023	6.73%	0.52%
2022	5.17%	0.66%
2021	4.00%	0.28%
2020	4.02%	0.65%
2019	4.41%	0.74%
2018	5.59%	0.91%
2017	4.46%	0.95%
2016	4.67%	1.20%
2015	4.83%	0.95%
2014	1.26%	1.05%
2013	0.00%	0.48%
2012	0.00%	0.84%
2011	0.00%	0.25%
2010	0.00%	0.09%