MORN vs ACA

Comparison between Morningstar Inc (MORN, Company) and Arcosa Inc (ACA, Company).

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

5-Year PerformanceACA has outperformed MORN, delivering a return of +15.0% compared to -4.9%

MORN vs ACA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	ACA(COMPANY)
Market Cap	$6.32B	$6.32B
Max Drawdown	67.92%	36.79%
Sharpe Ratio	-1.65	0.99
5Y Beta	0.74	1.25
Industry	Financial Data & Stock Exchanges	Engineering & Construction
P/E Ratio	16.57	32.50
Forward P/E	16.29	34.25
PEG Ratio	1.42	0.80
Dividend Yield	1.15%	0.15%
5Y Dividends CAGR	14.25%	4.56%
5Y EPS CAGR	10.99%	17.48%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.92%	3.78%
P/S Ratio	2.52	2.18
P/B Ratio	6.60	2.40

Market Cap

Winner

MORN

$6.32B

ACA

$6.32B

Max Drawdown

MORN

67.92%

Winner

ACA

36.79%

Sharpe Ratio

MORN

-1.65

Winner

ACA

0.99

5Y Beta

Winner

MORN

0.74

ACA

1.25

Industry

MORN

Financial Data & Stock Exchanges

ACA

Engineering & Construction

P/E Ratio

Winner

MORN

16.57

ACA

32.50

Forward P/E

Winner

MORN

16.29

ACA

34.25

PEG Ratio

MORN

1.42

Winner

ACA

0.80

Dividend Yield

Winner

MORN

1.15%

ACA

0.15%

5Y Dividends CAGR

Winner

MORN

14.25%

ACA

4.56%

5Y EPS CAGR

MORN

10.99%

Winner

ACA

17.48%

Debt to Equity

MORN

169.92%

Winner

ACA

0.00%

Free Cash Flow Yield

Winner

MORN

6.92%

ACA

3.78%

P/S Ratio

MORN

2.52

Winner

ACA

2.18

P/B Ratio

MORN

6.60

Winner

ACA

2.40

MORN vs ACA - Historical Returns

Returns include dividend reinvestment.

Period	MORN	ACA
1 month	-3.91%	+6.57%
3 months	+9.11%	-0.83%
6 months	-15.18%	+24.00%
1 year	-42.50%	+39.13%
5 years(CAGR)	-4.89%	+15.05%
10 years(CAGR)	+8.85%	N/A
Max(CAGR)	+11.54%	+26.70%

MORN

-3.91%

Winner

ACA

+6.57%

Winner

MORN

+9.11%

ACA

-0.83%

MORN

-15.18%

Winner

ACA

+24.00%

MORN

-42.50%

Winner

ACA

+39.13%

5Y(CAGR)

MORN

-4.89%

Winner

ACA

+15.05%

10Y(CAGR)

MORN

+8.85%

ACA

N/A

Max(CAGR)

MORN

+11.54%

Winner

ACA

+26.70%

MORN vs ACA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	ACA
2026	-15.61%	+14.34%
2025	-34.19%	+10.24%
2024	+21.97%	+18.21%
2023	+32.17%	+53.48%
2022	-35.18%	+1.86%
2021	+48.27%	-1.87%
2020	+54.23%	+20.46%
2019	+40.51%	+58.63%
2018	+14.36%	+31.86%
2017	+32.26%	N/A
2016	-6.83%	N/A
2015	+24.65%	N/A
2014	-16.52%	N/A
2013	+23.36%	N/A
2012	+6.51%	N/A
2011	+11.00%	N/A
2010	+9.95%	N/A
2009	+30.79%	N/A
2008	-53.19%	N/A
2007	+72.97%	N/A
2006	+30.96%	N/A
2005	+72.77%	N/A

MORN vs ACA Drawdown Comparison

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

The maximum drawdown for ACA was -36.79%, occurring on Mar 18, 2020. Recovery took 140 trading sessions.

The current MORN drawdown is -50.06%. The current ACA drawdown is -7.15%.

Rank	MORN	ACA
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-36.79% Feb 13, 2020 - Sep 2, 2020
#2	-56.69% Dec 12, 2024 - Feb 12, 2026	-36.64% Nov 25, 2024 - Dec 11, 2025
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-35.78% Feb 24, 2021 - May 1, 2023
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-29.79% Nov 8, 2018 - Feb 28, 2019
#5	-28.34% May 19, 2006 - Nov 20, 2006	-21.45% Feb 10, 2026 - May 5, 2026
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-19.74% Jun 10, 2019 - Nov 4, 2019
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-17.91% Jul 31, 2024 - Sep 19, 2024
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-17.55% Mar 4, 2019 - May 3, 2019
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-17.29% Sep 1, 2023 - Dec 13, 2023
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-12.83% Jan 14, 2021 - Feb 12, 2021
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-11.83% Mar 27, 2024 - May 6, 2024
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-10.59% Sep 4, 2020 - Oct 12, 2020
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-9.91% May 6, 2019 - Jun 7, 2019
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-9.50% May 15, 2024 - Jul 16, 2024
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-8.67% Dec 27, 2023 - Feb 12, 2024

Correlation

Correlation between MORN and ACA is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (2010 - 2026)

MORN vs ACA dividend yield comparison.

Year	MORN	ACA
2026	0.56%	0.08%
2025	0.84%	0.19%
2024	0.48%	0.21%
2023	0.52%	0.24%
2022	0.66%	0.37%
2021	0.28%	0.38%
2020	0.65%	0.36%
2019	0.74%	0.45%
2018	0.91%	0.00%
2017	0.95%	0.00%
2016	1.20%	0.00%
2015	0.95%	0.00%
2014	1.05%	0.00%
2013	0.48%	0.00%
2012	0.84%	0.00%
2011	0.25%	0.00%
2010	0.09%	0.00%