MORN vs AXTA

Comparison between Morningstar Inc (MORN, Company) and Axalta Coating Systems Ltd (AXTA, Company).

MORN is from the Financial Services sector, while AXTA is from the Basic Materials sector.

5-Year PerformanceAXTA has outperformed MORN, delivering a return of +3.7% compared to -4.6%

MORN vs AXTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	AXTA(COMPANY)
Market Cap	$7.45B	$7.44B
Max Drawdown	67.92%	63.60%
Sharpe Ratio	-0.88	0.75
5Y Beta	0.65	1.06
Industry	Financial Data & Stock Exchanges	Specialty Chemicals
P/E Ratio	18.41	18.46
Forward P/E	16.29	13.40
PEG Ratio	1.32	0.68
Dividend Yield	0.98%	N/A
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	14.04%	16.92%
Debt to Equity	169.12%	0.83%
Free Cash Flow Yield	6.68%	6.56%
P/S Ratio	3.01	1.45
P/B Ratio	7.25	3.08

Market Cap

Winner

MORN

$7.45B

AXTA

$7.44B

Max Drawdown

MORN

67.92%

Winner

AXTA

63.60%

Sharpe Ratio

MORN

-0.88

Winner

AXTA

0.75

5Y Beta

Winner

MORN

0.65

AXTA

1.06

Industry

MORN

Financial Data & Stock Exchanges

AXTA

Specialty Chemicals

P/E Ratio

Winner

MORN

18.41

AXTA

18.46

Forward P/E

MORN

16.29

Winner

AXTA

13.40

PEG Ratio

MORN

1.32

Winner

AXTA

0.68

Dividend Yield

MORN

0.98%

AXTA

N/A

5Y Dividends CAGR

MORN

14.12%

AXTA

N/A

5Y EPS CAGR

MORN

14.04%

Winner

AXTA

16.92%

Debt to Equity

MORN

169.12%

Winner

AXTA

0.83%

Free Cash Flow Yield

Winner

MORN

6.68%

AXTA

6.56%

P/S Ratio

MORN

3.01

Winner

AXTA

1.45

P/B Ratio

MORN

7.25

Winner

AXTA

3.08

MORN vs AXTA - Historical Returns

Returns include dividend reinvestment.

Period	MORN	AXTA
1 month	+24.15%	+5.29%
3 months	+14.82%	+26.69%
6 months	-3.87%	+7.30%
1 year	-31.35%	+25.67%
5 years(CAGR)	-4.58%	+3.66%
10 years(CAGR)	+9.46%	+2.35%
Max(CAGR)	+11.90%	+4.82%

Winner

MORN

+24.15%

AXTA

+5.29%

MORN

+14.82%

Winner

AXTA

+26.69%

MORN

-3.87%

Winner

AXTA

+7.30%

MORN

-31.35%

Winner

AXTA

+25.67%

5Y(CAGR)

MORN

-4.58%

Winner

AXTA

+3.66%

10Y(CAGR)

Winner

MORN

+9.46%

AXTA

+2.35%

Max(CAGR)

Winner

MORN

+11.90%

AXTA

+4.82%

MORN vs AXTA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	AXTA
2026	-7.68%	+9.18%
2025	-34.19%	-3.72%
2024	+21.97%	+2.21%
2023	+32.17%	+32.54%
2022	-35.18%	-22.42%
2021	+48.27%	+17.45%
2020	+54.23%	-6.85%
2019	+40.51%	+28.70%
2018	+14.36%	-26.90%
2017	+32.26%	+17.03%
2016	-6.83%	+5.26%
2015	+24.65%	+1.56%
2014	-16.52%	+25.40%
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 AXTA Drawdown Comparison

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

The maximum drawdown for AXTA was -63.60%, occurring on Mar 23, 2020. Recovery took 1740 trading sessions.

The current MORN drawdown is -45.37%. The current AXTA drawdown is -12.74%.

Rank	MORN	AXTA
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-63.60% Nov 29, 2017 - Oct 30, 2024
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-42.12% Jun 22, 2015 - Nov 29, 2017
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-38.39% Nov 25, 2024 - Mar 20, 2026
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-9.85% Jan 6, 2015 - Feb 23, 2015
#5	-28.34% May 19, 2006 - Nov 20, 2006	-6.84% Mar 16, 2015 - Apr 7, 2015
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-5.21% Dec 22, 2014 - Jan 6, 2015
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-4.59% Apr 13, 2015 - May 6, 2015
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-4.53% Nov 14, 2024 - Nov 25, 2024
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-3.94% Feb 27, 2015 - Mar 12, 2015
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-2.89% May 20, 2015 - Jun 1, 2015
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-2.02% Nov 17, 2014 - Nov 21, 2014
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-1.83% Dec 3, 2014 - Dec 11, 2014
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-1.65% May 8, 2015 - May 13, 2015
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-1.47% Nov 11, 2024 - Nov 13, 2024
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-1.38% Jun 1, 2015 - Jun 3, 2015