MORN vs MATX
Comparison between Morningstar Inc (MORN, Company) and Matson Inc (MATX, Company).
MORN is from the Financial Services sector, while MATX is from the Industrials sector.
5-Year PerformanceMATX has outperformed MORN, delivering a return of +27.2% compared to -8.1%
MORN vs MATX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs MATX - Historical Returns
Returns include dividend reinvestment.
MORN vs MATX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | MATX |
|---|---|---|
| 2026 | -26.75% | +55.25% |
| 2025 | -34.19% | -9.23% |
| 2024 | +21.97% | +20.73% |
| 2023 | +32.17% | +78.24% |
| 2022 | -35.18% | -28.82% |
| 2021 | +48.27% | +61.12% |
| 2020 | +54.23% | +44.76% |
| 2019 | +40.51% | +29.42% |
| 2018 | +14.36% | +6.17% |
| 2017 | +32.26% | -15.19% |
| 2016 | -6.83% | -11.72% |
| 2015 | +24.65% | +27.00% |
| 2014 | -16.52% | +36.22% |
| 2013 | +23.36% | +5.31% |
| 2012 | +6.51% | -38.68% |
| 2011 | +11.00% | +0.21% |
| 2010 | +9.95% | +18.02% |
| 2009 | +30.79% | +38.23% |
| 2008 | -53.19% | -49.48% |
| 2007 | +72.97% | +16.44% |
| 2006 | +30.96% | -17.03% |
| 2005 | +72.77% | +29.32% |
| 2004 | N/A | +27.30% |
| 2003 | N/A | +30.11% |
| 2002 | N/A | +1.48% |
| 2001 | N/A | +6.35% |
| 2000 | N/A | +25.12% |
| 1999 | N/A | -3.77% |
MORN vs MATX Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for MATX was -71.41%, occurring on Mar 6, 2009. Recovery took 2091 trading sessions.
The current MORN drawdown is -56.65%. The current MATX drawdown is -5.30%.
| Rank | MORN | MATX |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -71.41% Jul 19, 2007 - Nov 5, 2015 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -55.15% Nov 6, 2015 - Oct 9, 2020 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -53.61% Mar 29, 2022 - Jan 22, 2024 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -46.91% Nov 13, 2024 - Feb 2, 2026 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -27.99% May 23, 2002 - Jul 30, 2003 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -27.81% Jan 10, 2001 - Apr 16, 2002 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -27.79% Dec 22, 2005 - Apr 20, 2007 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -22.77% Nov 3, 1999 - Jun 1, 2000 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -22.23% Mar 11, 2021 - Aug 25, 2021 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -19.62% Jan 27, 2005 - Jul 1, 2005 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -17.29% Aug 11, 2000 - Nov 17, 2000 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -16.67% Jul 22, 2005 - Dec 21, 2005 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -16.23% Nov 12, 2021 - Jan 26, 2022 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -16.20% Feb 15, 2024 - May 28, 2024 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -14.97% Mar 1, 2004 - Oct 1, 2004 |
Correlation
Correlation between MORN and MATX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MORN vs MATX dividend yield comparison.
| Year | MORN | MATX |
|---|---|---|
| 2026 | 0.65% | 0.38% |
| 2025 | 0.84% | 1.13% |
| 2024 | 0.48% | 0.98% |
| 2023 | 0.52% | 1.15% |
| 2022 | 0.66% | 1.95% |
| 2021 | 0.28% | 1.18% |
| 2020 | 0.65% | 1.58% |
| 2019 | 0.74% | 2.11% |
| 2018 | 0.91% | 2.56% |
| 2017 | 0.95% | 2.61% |
| 2016 | 1.20% | 2.09% |
| 2015 | 0.95% | 1.64% |
| 2014 | 1.05% | 1.91% |
| 2013 | 0.48% | 2.37% |
| 2012 | 0.84% | 2.44% |
| 2011 | 0.25% | 1.48% |
| 2010 | 0.09% | 1.51% |
| 2009 | 0.00% | 1.76% |
| 2008 | 0.00% | 2.36% |
| 2007 | 0.00% | 1.04% |
| 2006 | 0.00% | 1.06% |
| 2005 | 0.00% | 0.80% |
| 2004 | 0.00% | 1.02% |
| 2003 | 0.00% | 1.28% |
| 2002 | 0.00% | 1.68% |
| 2001 | 0.00% | 1.62% |
| 2000 | 0.00% | 1.65% |
| 1999 | 0.00% | 0.47% |
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