MORN vs GS-P-C

Comparison between Morningstar Inc (MORN, Company) and Goldman Sachs Group Inc (GS-P-C, Company).

5-Year PerformanceGS-P-C has outperformed MORN, delivering a return of +1.0% compared to -8.1%

MORN vs GS-P-C - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	GS-P-C(COMPANY)
Market Cap	$5.84B	$5.83B
Max Drawdown	67.92%	32.55%
Sharpe Ratio	-1.80	-0.51
5Y Beta	0.70	0.18
Industry	Financial Data & Stock Exchanges	N/A
P/E Ratio	15.32	0.35
Forward P/E	16.29	N/A
PEG Ratio	1.31	0.01
Dividend Yield	1.10%	N/A
5Y Dividends CAGR	14.25%	9.67%
5Y EPS CAGR	10.99%	15.67%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	7.48%	N/A

Market Cap

Winner

MORN

$5.84B

GS-P-C

$5.83B

Max Drawdown

MORN

67.92%

Winner

GS-P-C

32.55%

Sharpe Ratio

MORN

-1.80

Winner

GS-P-C

-0.51

5Y Beta

MORN

0.70

Winner

GS-P-C

0.18

Industry

MORN

Financial Data & Stock Exchanges

GS-P-C

N/A

P/E Ratio

MORN

15.32

Winner

GS-P-C

0.35

Forward P/E

MORN

16.29

GS-P-C

N/A

PEG Ratio

MORN

1.31

Winner

GS-P-C

0.01

Dividend Yield

MORN

1.10%

GS-P-C

N/A

5Y Dividends CAGR

Winner

MORN

14.25%

GS-P-C

9.67%

5Y EPS CAGR

MORN

10.99%

Winner

GS-P-C

15.67%

Debt to Equity

MORN

169.92%

Winner

GS-P-C

0.00%

Free Cash Flow Yield

MORN

7.48%

GS-P-C

N/A

MORN vs GS-P-C - Historical Returns

Returns include dividend reinvestment.

Period	MORN	GS-P-C
1 month	-13.21%	+0.61%
3 months	-15.89%	+2.44%
6 months	-26.06%	+2.79%
1 year	-48.79%	-1.01%
5 years(CAGR)	-8.12%	+0.96%
10 years(CAGR)	+7.42%	+4.71%
Max(CAGR)	+10.75%	+4.85%

MORN

-13.21%

Winner

GS-P-C

+0.61%

MORN

-15.89%

Winner

GS-P-C

+2.44%

MORN

-26.06%

Winner

GS-P-C

+2.79%

MORN

-48.79%

Winner

GS-P-C

-1.01%

5Y(CAGR)

MORN

-8.12%

Winner

GS-P-C

+0.96%

10Y(CAGR)

Winner

MORN

+7.42%

GS-P-C

+4.71%

Max(CAGR)

Winner

MORN

+10.75%

GS-P-C

+4.85%

MORN vs GS-P-C - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	GS-P-C
2026	-26.75%	+1.15%
2025	-34.19%	-11.84%
2024	+21.97%	+17.40%
2023	+32.17%	+21.38%
2022	-35.18%	-18.32%
2021	+48.27%	+6.34%
2020	+54.23%	+13.51%
2019	+40.51%	+28.11%
2018	+14.36%	-14.85%
2017	+32.26%	+8.95%
2016	-6.83%	+8.92%
2015	+24.65%	+10.60%
2014	-16.52%	-2.34%
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 GS-P-C Drawdown Comparison

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

The maximum drawdown for GS-P-C was -31.19%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

The current MORN drawdown is -56.65%. The current GS-P-C drawdown is -13.38%.

Rank	MORN	GS-P-C
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-31.19% Feb 14, 2020 - Aug 19, 2020
#2	-56.69% Dec 12, 2024 - Feb 12, 2026	-29.85% Sep 4, 2018 - Jan 3, 2020
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-25.52% Nov 3, 2021 - Jan 26, 2024
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-17.25% Feb 25, 2025 - Mar 31, 2026
#5	-28.34% May 19, 2006 - Nov 20, 2006	-12.14% Oct 10, 2016 - May 4, 2017
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-7.55% Apr 23, 2015 - Oct 28, 2015
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-7.39% Nov 11, 2015 - Apr 21, 2016
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-7.07% Oct 27, 2017 - Mar 16, 2018
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-5.61% Jun 26, 2024 - Oct 17, 2024
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-5.56% Sep 17, 2020 - Oct 6, 2020
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-4.98% Dec 11, 2024 - Feb 25, 2025
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-4.97% Sep 22, 2014 - Feb 9, 2015
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-4.26% Jan 29, 2021 - Apr 5, 2021
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-4.00% Mar 16, 2018 - Jun 15, 2018
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-3.78% Oct 31, 2024 - Nov 29, 2024

Correlation

Correlation between MORN and GS-P-C is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2010 - 2026)

MORN vs GS-P-C dividend yield comparison.

Year	MORN	GS-P-C
2026	0.65%	3.05%
2025	0.84%	6.73%
2024	0.48%	6.63%
2023	0.52%	6.73%
2022	0.66%	5.17%
2021	0.28%	4.00%
2020	0.65%	4.02%
2019	0.74%	4.41%
2018	0.91%	5.59%
2017	0.95%	4.46%
2016	1.20%	4.67%
2015	0.95%	4.83%
2014	1.05%	1.26%
2013	0.48%	0.00%
2012	0.84%	0.00%
2011	0.25%	0.00%
2010	0.09%	0.00%