LW vs MORN

Comparison between Lamb Weston Holdings Inc (LW, Company) and Morningstar Inc (MORN, Company).

LW is from the Consumer Defensive sector, while MORN is from the Financial Services sector.

5-Year PerformanceLW has outperformed MORN, delivering a return of -2.5% compared to -4.6%

LW vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LW(COMPANY)	MORN(COMPANY)
Market Cap	$7.50B	$7.45B
Max Drawdown	66.57%	67.92%
Sharpe Ratio	-0.04	-0.88
5Y Beta	0.45	0.65
Industry	Packaged Foods	Financial Data & Stock Exchanges
P/E Ratio	25.90	18.41
Forward P/E	16.26	16.29
PEG Ratio	1.24	1.32
Dividend Yield	2.75%	0.98%
5Y Dividends CAGR	10.03%	14.12%
5Y EPS CAGR	-9.99%	14.04%
Debt to Equity	215.06%	169.12%
Free Cash Flow Yield	7.20%	6.68%
P/S Ratio	1.12	3.01
P/B Ratio	4.12	7.25

Market Cap

Winner

$7.50B

MORN

$7.45B

Max Drawdown

Winner

66.57%

MORN

67.92%

Sharpe Ratio

Winner

-0.04

MORN

-0.88

5Y Beta

Winner

0.45

MORN

0.65

Industry

Packaged Foods

MORN

Financial Data & Stock Exchanges

P/E Ratio

25.90

Winner

MORN

18.41

Forward P/E

Winner

16.26

MORN

16.29

PEG Ratio

Winner

1.24

MORN

1.32

Dividend Yield

Winner

2.75%

MORN

0.98%

5Y Dividends CAGR

10.03%

Winner

MORN

14.12%

5Y EPS CAGR

-9.99%

Winner

MORN

14.04%

Debt to Equity

215.06%

Winner

MORN

169.12%

Free Cash Flow Yield

Winner

7.20%

MORN

6.68%

P/S Ratio

Winner

1.12

MORN

3.01

P/B Ratio

Winner

4.12

MORN

7.25

LW vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	LW	MORN
1 month	+24.02%	+24.15%
3 months	+24.07%	+14.82%
6 months	+17.65%	-3.87%
1 year	-6.01%	-31.35%
5 years(CAGR)	-2.50%	-4.58%
10 years(CAGR)	+7.72%	+9.46%
Max(CAGR)	+7.72%	+11.90%

+24.02%

Winner

MORN

+24.15%

Winner

+24.07%

MORN

+14.82%

Winner

+17.65%

MORN

-3.87%

Winner

-6.01%

MORN

-31.35%

5Y(CAGR)

Winner

-2.50%

MORN

-4.58%

10Y(CAGR)

+7.72%

Winner

MORN

+9.46%

Max(CAGR)

+7.72%

Winner

MORN

+11.90%

LW vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	LW	MORN
2026	+28.83%	-7.68%
2025	-34.91%	-34.19%
2024	-36.11%	+21.97%
2023	+25.27%	+32.17%
2022	+41.71%	-35.18%
2021	-15.08%	+48.27%
2020	-5.08%	+54.23%
2019	+18.12%	+40.51%
2018	+34.39%	+14.36%
2017	+53.23%	+32.26%
2016	+24.79%	-6.83%
2015	N/A	+24.65%
2014	N/A	-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%

LW vs MORN Drawdown Comparison

The maximum drawdown for LW was -64.56%, occurring on Apr 1, 2026. This drawdown has not yet recovered.

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

The current LW drawdown is -50.24%. The current MORN drawdown is -45.37%.

Rank	LW	MORN
#1	-64.56% Jul 3, 2023 - Apr 1, 2026	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-53.05% Feb 18, 2020 - Jan 5, 2023	-59.99% Dec 12, 2024 - Jun 25, 2026
#3	-28.84% Nov 13, 2018 - Nov 15, 2019	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-10.99% Jan 23, 2018 - Apr 5, 2018	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-10.11% Aug 6, 2018 - Oct 4, 2018	-28.34% May 19, 2006 - Nov 20, 2006
#6	-9.79% Jun 2, 2017 - Oct 2, 2017	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-6.40% Dec 12, 2016 - Dec 23, 2016	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-6.29% May 10, 2018 - Jun 25, 2018	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-5.86% Mar 2, 2023 - Mar 29, 2023	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-4.84% May 19, 2023 - Jun 13, 2023	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-4.77% Apr 6, 2017 - May 16, 2017	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-4.35% Jan 17, 2023 - Feb 15, 2023	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-3.68% Apr 27, 2018 - May 8, 2018	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-3.54% Jul 13, 2018 - Aug 3, 2018	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-3.52% Dec 30, 2016 - Feb 1, 2017	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between LW and MORN is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2010 - 2026)

LW vs MORN dividend yield comparison.

Year	LW	MORN
2026	1.42%	0.78%
2025	3.53%	0.84%
2024	2.15%	0.48%
2023	1.04%	0.52%
2022	1.10%	0.66%
2021	1.48%	0.28%
2020	1.17%	0.65%
2019	0.93%	0.74%
2018	1.04%	0.91%
2017	1.33%	0.95%
2016	0.00%	1.20%
2015	0.00%	0.95%
2014	0.00%	1.05%
2013	0.00%	0.48%
2012	0.00%	0.84%
2011	0.00%	0.25%
2010	0.00%	0.09%