MORN vs CWST

Comparison between Morningstar Inc (MORN, Company) and Casella Waste Systems Inc - Class A (CWST, Company).

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

5-Year PerformanceCWST has outperformed MORN, delivering a return of +8.7% compared to -6.6%

MORN vs CWST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	CWST(COMPANY)
Market Cap	$6.44B	$6.12B
Max Drawdown	67.92%	97.15%
Sharpe Ratio	-1.33	-0.37
5Y Beta	0.67	0.41
Industry	Financial Data & Stock Exchanges	Waste Management
P/E Ratio	16.87	1262.86
Forward P/E	16.29	78.12
PEG Ratio	1.44	N/A
Dividend Yield	1.10%	N/A
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	10.99%	-37.21%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.80%	1.67%

Market Cap

Winner

MORN

$6.44B

CWST

$6.12B

Max Drawdown

Winner

MORN

67.92%

CWST

97.15%

Sharpe Ratio

MORN

-1.33

Winner

CWST

-0.37

5Y Beta

MORN

0.67

Winner

CWST

0.41

Industry

MORN

Financial Data & Stock Exchanges

CWST

Waste Management

P/E Ratio

Winner

MORN

16.87

CWST

1262.86

Forward P/E

Winner

MORN

16.29

CWST

78.12

PEG Ratio

MORN

1.44

CWST

N/A

Dividend Yield

MORN

1.10%

CWST

N/A

5Y Dividends CAGR

MORN

14.12%

CWST

N/A

5Y EPS CAGR

Winner

MORN

10.99%

CWST

-37.21%

Debt to Equity

MORN

169.92%

Winner

CWST

0.00%

Free Cash Flow Yield

Winner

MORN

6.80%

CWST

1.67%

MORN vs CWST - Historical Returns

Returns include dividend reinvestment.

Period	MORN	CWST
1 month	-1.95%	+9.32%
3 months	-5.41%	+18.11%
6 months	-21.05%	-8.09%
1 year	-40.31%	-12.49%
5 years(CAGR)	-6.65%	+8.73%
10 years(CAGR)	+8.14%	+26.58%
Max(CAGR)	+11.23%	+7.56%

MORN

-1.95%

Winner

CWST

+9.32%

MORN

-5.41%

Winner

CWST

+18.11%

MORN

-21.05%

Winner

CWST

-8.09%

MORN

-40.31%

Winner

CWST

-12.49%

5Y(CAGR)

MORN

-6.65%

Winner

CWST

+8.73%

10Y(CAGR)

MORN

+8.14%

Winner

CWST

+26.58%

Max(CAGR)

Winner

MORN

+11.23%

CWST

+7.56%

MORN vs CWST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MORN	CWST
2026	-19.09%	-2.37%
2025	-34.19%	-6.01%
2024	+21.97%	+24.95%
2023	+32.17%	+8.40%
2022	-35.18%	-5.19%
2021	+48.27%	+41.17%
2020	+54.23%	+34.79%
2019	+40.51%	+65.58%
2018	+14.36%	+23.01%
2017	+32.26%	+81.26%
2016	-6.83%	+114.34%
2015	+24.65%	+45.15%
2014	-16.52%	-30.46%
2013	+23.36%	+28.60%
2012	+6.51%	-33.64%
2011	+11.00%	-11.11%
2010	+9.95%	+62.99%
2009	+30.79%	+5.24%
2008	-53.19%	-67.39%
2007	+72.97%	+3.16%
2006	+30.96%	-4.82%
2005	+72.77%	-9.36%
2004	N/A	+5.48%
2003	N/A	+54.86%
2002	N/A	-39.93%
2001	N/A	+99.11%
2000	N/A	-53.81%
1999	N/A	+37.31%

MORN vs CWST Drawdown Comparison

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

The maximum drawdown for CWST was -97.15%, occurring on Mar 12, 2009. Recovery took 4491 trading sessions.

The current MORN drawdown is -52.12%. The current CWST drawdown is -19.99%.

Rank	MORN	CWST
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-97.15% Dec 29, 1999 - Nov 2, 2017
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-37.72% May 6, 2025 - Mar 27, 2026
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-34.96% Feb 20, 2020 - Jul 31, 2020
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-28.08% Mar 10, 2022 - May 9, 2023
#5	-28.34% May 19, 2006 - Nov 20, 2006	-26.64% Nov 29, 2018 - Feb 12, 2019
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-23.23% May 15, 2023 - Mar 15, 2024
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-21.56% Nov 17, 2021 - Mar 10, 2022
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-15.70% Aug 28, 2019 - Nov 27, 2019
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-14.69% Sep 10, 2018 - Nov 29, 2018
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-13.80% Dec 18, 2020 - Mar 10, 2021
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-13.57% Feb 26, 2018 - May 4, 2018
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-12.57% May 4, 2018 - Jul 26, 2018
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-11.81% Oct 15, 2020 - Dec 15, 2020
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-10.84% Sep 2, 2020 - Oct 7, 2020
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-10.78% Mar 26, 2019 - Apr 25, 2019