MORN vs EXP
Comparison between Morningstar Inc (MORN, Company) and Eagle Materials Inc (EXP, Company).
MORN is from the Financial Services sector, while EXP is from the Basic Materials sector.
5-Year PerformanceEXP has outperformed MORN, delivering a return of +9.2% compared to -4.4%
MORN vs EXP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs EXP - Historical Returns
Returns include dividend reinvestment.
MORN vs EXP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | EXP |
|---|---|---|
| 2026 | -13.25% | +4.74% |
| 2025 | -34.19% | -14.96% |
| 2024 | +21.97% | +23.57% |
| 2023 | +32.17% | +51.29% |
| 2022 | -35.18% | -18.86% |
| 2021 | +48.27% | +67.88% |
| 2020 | +54.23% | +11.29% |
| 2019 | +40.51% | +47.49% |
| 2018 | +14.36% | -47.63% |
| 2017 | +32.26% | +13.63% |
| 2016 | -6.83% | +61.38% |
| 2015 | +24.65% | -21.14% |
| 2014 | -16.52% | +1.14% |
| 2013 | +23.36% | +24.99% |
| 2012 | +6.51% | +125.91% |
| 2011 | +11.00% | -10.59% |
| 2010 | +9.95% | +11.07% |
| 2009 | +30.79% | +41.50% |
| 2008 | -53.19% | -47.09% |
| 2007 | +72.97% | -17.23% |
| 2006 | +30.96% | +6.35% |
| 2005 | +72.77% | +46.53% |
| 2004 | N/A | +61.91% |
| 2003 | N/A | +70.58% |
| 2002 | N/A | +10.45% |
| 2001 | N/A | +17.60% |
| 2000 | N/A | -25.25% |
| 1999 | N/A | +9.27% |
MORN vs EXP Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for EXP was -79.50%, occurring on Oct 28, 2008. Recovery took 1705 trading sessions.
The current MORN drawdown is -48.66%. The current EXP drawdown is -29.36%.
| Rank | MORN | EXP |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -79.50% Apr 18, 2006 - Jan 25, 2013 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -63.78% Jan 26, 2018 - Feb 12, 2021 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -54.91% Sep 18, 2014 - Jan 24, 2017 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -44.73% Nov 25, 2024 - Mar 20, 2026 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -42.79% Dec 31, 1999 - Mar 28, 2002 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -38.14% Dec 29, 2021 - May 19, 2023 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -29.38% May 7, 2002 - Jul 29, 2003 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -24.09% Sep 1, 2023 - Dec 14, 2023 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -22.39% May 15, 2024 - Sep 16, 2024 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -19.57% Feb 22, 2017 - Oct 12, 2017 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -17.85% Oct 3, 2005 - Dec 14, 2005 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -17.01% May 17, 2013 - Nov 4, 2013 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -16.49% Sep 2, 2021 - Nov 8, 2021 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -13.94% Jun 8, 2021 - Aug 11, 2021 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -13.76% Mar 8, 2013 - May 8, 2013 |
Correlation
Correlation between MORN and EXP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MORN vs EXP dividend yield comparison.
| Year | MORN | EXP |
|---|---|---|
| 2026 | 0.55% | 0.11% |
| 2025 | 0.84% | 0.48% |
| 2024 | 0.48% | 0.41% |
| 2023 | 0.52% | 0.49% |
| 2022 | 0.66% | 0.75% |
| 2021 | 0.28% | 0.45% |
| 2020 | 0.65% | 0.10% |
| 2019 | 0.74% | 0.44% |
| 2018 | 0.91% | 0.66% |
| 2017 | 0.95% | 0.35% |
| 2016 | 1.20% | 0.41% |
| 2015 | 0.95% | 0.66% |
| 2014 | 1.05% | 0.53% |
| 2013 | 0.48% | 0.52% |
| 2012 | 0.84% | 0.68% |
| 2011 | 0.25% | 1.56% |
| 2010 | 0.09% | 1.42% |
| 2009 | 0.00% | 1.54% |
| 2008 | 0.00% | 3.80% |
| 2007 | 0.00% | 2.18% |
| 2006 | 0.00% | 1.62% |
| 2005 | 0.00% | 0.98% |
| 2004 | 0.00% | 8.34% |
| 2003 | 0.00% | 0.33% |
| 2002 | 0.00% | 0.57% |
| 2001 | 0.00% | 0.63% |
| 2000 | 0.00% | 0.92% |
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