MORN vs DLR-P-L

Comparison between Morningstar Inc (MORN, Company) and Digital Realty Trust Inc (DLR-P-L, Company).

5-Year PerformanceDLR-P-L has outperformed MORN, delivering a return of -0.8% compared to -5.2%

MORN vs DLR-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	DLR-P-L(COMPANY)
Market Cap	$7.08B	$7.08B
Max Drawdown	67.92%	33.41%
Sharpe Ratio	-1.46	0.15
5Y Beta	0.71	0.20
Industry	Financial Data & Stock Exchanges	Other
P/E Ratio	18.55	5.03
Forward P/E	16.29	N/A
PEG Ratio	1.58	0.02
Dividend Yield	1.05%	N/A
5Y Dividends CAGR	14.25%	0.00%
5Y EPS CAGR	10.99%	16.78%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.18%	35.97%
P/S Ratio	2.80	N/A
P/B Ratio	6.89	N/A

Market Cap

MORN

$7.08B

Winner

DLR-P-L

$7.08B

Max Drawdown

MORN

67.92%

Winner

DLR-P-L

33.41%

Sharpe Ratio

MORN

-1.46

Winner

DLR-P-L

0.15

5Y Beta

MORN

0.71

Winner

DLR-P-L

0.20

Industry

MORN

Financial Data & Stock Exchanges

DLR-P-L

Other

P/E Ratio

MORN

18.55

Winner

DLR-P-L

5.03

Forward P/E

MORN

16.29

DLR-P-L

N/A

PEG Ratio

MORN

1.58

Winner

DLR-P-L

0.02

Dividend Yield

MORN

1.05%

DLR-P-L

N/A

5Y Dividends CAGR

Winner

MORN

14.25%

DLR-P-L

0.00%

5Y EPS CAGR

MORN

10.99%

Winner

DLR-P-L

16.78%

Debt to Equity

MORN

169.92%

Winner

DLR-P-L

0.00%

Free Cash Flow Yield

MORN

6.18%

Winner

DLR-P-L

35.97%

P/S Ratio

MORN

2.80

DLR-P-L

N/A

P/B Ratio

MORN

6.89

DLR-P-L

N/A

MORN vs DLR-P-L - Historical Returns

Returns include dividend reinvestment.

Period	MORN	DLR-P-L
1 month	-0.34%	-0.98%
3 months	-2.89%	+0.99%
6 months	-17.73%	-0.84%
1 year	-42.15%	+5.00%
5 years(CAGR)	-5.15%	-0.85%
10 years(CAGR)	+8.79%	N/A
Max(CAGR)	+11.45%	+2.29%

Winner

MORN

-0.34%

DLR-P-L

-0.98%

MORN

-2.89%

Winner

DLR-P-L

+0.99%

MORN

-17.73%

Winner

DLR-P-L

-0.84%

MORN

-42.15%

Winner

DLR-P-L

+5.00%

5Y(CAGR)

MORN

-5.15%

Winner

DLR-P-L

-0.85%

10Y(CAGR)

MORN

+8.79%

DLR-P-L

N/A

Max(CAGR)

Winner

MORN

+11.45%

DLR-P-L

+2.29%

MORN vs DLR-P-L - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	DLR-P-L
2026	-16.49%	-1.35%
2025	-34.19%	+0.53%
2024	+21.97%	+2.31%
2023	+32.17%	+16.23%
2022	-35.18%	-19.40%
2021	+48.27%	+3.41%
2020	+54.23%	+10.20%
2019	+40.51%	+4.86%
2018	+14.36%	N/A
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 DLR-P-L Drawdown Comparison

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

The maximum drawdown for DLR-P-L was -32.39%, occurring on Mar 18, 2020. Recovery took 104 trading sessions.

The current MORN drawdown is -50.58%. The current DLR-P-L drawdown is -9.25%.

Rank	MORN	DLR-P-L
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-32.39% Feb 20, 2020 - Jul 20, 2020
#2	-56.69% Dec 12, 2024 - Feb 12, 2026	-28.78% Jun 23, 2021 - Sep 10, 2024
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-16.84% Sep 26, 2024 - Apr 7, 2025
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-4.90% Dec 24, 2020 - Apr 6, 2021
#5	-28.34% May 19, 2006 - Nov 20, 2006	-3.35% Oct 31, 2019 - Dec 23, 2019
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-3.23% Aug 18, 2020 - Nov 17, 2020
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-2.09% Apr 26, 2021 - May 28, 2021
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-1.11% Jan 2, 2020 - Jan 17, 2020
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-0.80% Dec 2, 2020 - Dec 23, 2020
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-0.73% Jan 17, 2020 - Feb 6, 2020
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-0.66% Aug 6, 2020 - Aug 13, 2020
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-0.62% Nov 23, 2020 - Dec 2, 2020
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-0.61% Apr 15, 2021 - Apr 26, 2021
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-0.59% Oct 17, 2019 - Oct 25, 2019
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-0.53% Sep 19, 2024 - Sep 26, 2024

Correlation

Correlation between MORN and DLR-P-L is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2010 - 2026)

MORN vs DLR-P-L dividend yield comparison.

Year	MORN	DLR-P-L
2026	0.57%	1.62%
2025	0.84%	6.35%
2024	0.48%	6.13%
2023	0.52%	5.83%
2022	0.66%	6.43%
2021	0.28%	4.85%
2020	0.65%	4.76%
2019	0.74%	1.13%
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%