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MORN vs MSA

Comparison between Morningstar Inc (MORN, Company) and MSA Safety Inc (MSA, Company).

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

5-Year PerformanceMSA has outperformed MORN, delivering a return of +1.9% compared to -5.4%

MORN vs MSA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MORN
$6.56B
MSA
$6.54B
Max Drawdown
Winner
MORN
67.92%
MSA
71.48%
Sharpe Ratio
MORN
-1.71
Winner
MSA
0.26
5Y Beta
Winner
MORN
0.75
MSA
0.81
Industry
MORN
Financial Data & Stock Exchanges
MSA
Security & Protection Services
P/E Ratio
Winner
MORN
17.20
MSA
22.66
Forward P/E
Winner
MORN
16.29
MSA
19.61
PEG Ratio
Winner
MORN
1.47
MSA
9.84
Dividend Yield
MORN
1.11%
Winner
MSA
1.28%
5Y Dividends CAGR
Winner
MORN
14.25%
MSA
4.25%
5Y EPS CAGR
MORN
10.99%
Winner
MSA
20.02%
Debt to Equity
MORN
169.92%
Winner
MSA
45.24%
Free Cash Flow Yield
Winner
MORN
6.67%
MSA
4.73%
P/S Ratio
Winner
MORN
2.62
MSA
3.40
P/B Ratio
MORN
6.41
Winner
MSA
4.71

MORN vs MSA - Historical Returns

Returns include dividend reinvestment.

1M
MORN
-7.73%
Winner
MSA
-1.59%
3M
Winner
MORN
+9.02%
MSA
-14.20%
6M
MORN
-18.11%
Winner
MSA
+8.77%
1Y
MORN
-42.81%
Winner
MSA
+8.33%
5Y(CAGR)
MORN
-5.39%
Winner
MSA
+1.86%
10Y(CAGR)
MORN
+8.56%
Winner
MSA
+14.94%
Max(CAGR)
MORN
+11.43%
Winner
MSA
+15.46%

MORN vs MSA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMORNMSA
2026-17.37%+4.49%
2025-34.19%-1.68%
2024+21.97%-0.19%
2023+32.17%+19.28%
2022-35.18%-1.31%
2021+48.27%+4.45%
2020+54.23%+17.61%
2019+40.51%+34.89%
2018+14.36%+21.47%
2017+32.26%+13.96%
2016-6.83%+66.79%
2015+24.65%-15.40%
2014-16.52%+7.28%
2013+23.36%+20.56%
2012+6.51%+31.32%
2011+11.00%+7.35%
2010+9.95%+19.69%
2009+30.79%+14.11%
2008-53.19%-51.53%
2007+72.97%+41.36%
2006+30.96%+0.89%
2005+72.77%-26.70%
2004N/A+90.76%
2003N/A+160.78%
2002N/A-18.11%
2001N/A+67.71%
2000N/A+20.00%
1999N/A+5.15%

MORN vs MSA Drawdown Comparison

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

The maximum drawdown for MSA was -70.36%, occurring on Mar 9, 2009. Recovery took 1296 trading sessions.

The current MORN drawdown is -51.10%. The current MSA drawdown is -16.52%.

RankMORNMSA
#1-67.92%
Dec 11, 2007 - Oct 25, 2013
-70.36%
Dec 20, 2007 - Feb 14, 2013
#2-56.69%
Dec 12, 2024 - Feb 12, 2026
-45.18%
Oct 4, 2001 - Aug 20, 2003
#3-49.91%
Dec 27, 2021 - Oct 14, 2024
-38.39%
Feb 13, 2020 - Oct 8, 2020
#4-35.42%
Feb 19, 2020 - Jul 30, 2020
-35.28%
Feb 22, 2021 - Jun 27, 2023
#5-28.34%
May 19, 2006 - Nov 20, 2006
-34.76%
Jul 3, 2014 - Aug 23, 2016
#6-26.97%
Nov 22, 2013 - Jul 24, 2015
-34.27%
Jul 16, 2024 - Feb 11, 2026
#7-25.71%
Aug 31, 2018 - Apr 24, 2019
-33.06%
Dec 17, 2004 - Aug 8, 2007
#8-24.04%
Aug 11, 2005 - Nov 3, 2005
-26.47%
Jun 13, 2000 - Dec 19, 2000
#9-23.03%
Apr 1, 2016 - Oct 26, 2017
-26.07%
Jan 20, 2004 - Apr 5, 2004
#10-20.92%
Nov 11, 2005 - Jan 10, 2006
-21.83%
Apr 5, 2004 - Jun 7, 2004
#11-13.66%
Apr 23, 2007 - Aug 2, 2007
-20.67%
Feb 12, 2026 - Mar 30, 2026
#12-12.90%
Apr 29, 2021 - Aug 4, 2021
-20.64%
Jun 1, 2017 - Nov 28, 2017
#13-12.53%
Aug 5, 2015 - Mar 28, 2016
-20.02%
Sep 1, 2023 - Feb 29, 2024
#14-11.85%
Feb 16, 2021 - Apr 26, 2021
-19.78%
Nov 16, 2018 - May 2, 2019
#15-11.46%
Aug 8, 2007 - Oct 2, 2007
-19.65%
Aug 8, 2007 - Dec 20, 2007

Correlation

Correlation between MORN and MSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

MORN vs MSA dividend yield comparison.

YearMORNMSA
20260.58%0.63%
20250.84%1.31%
20240.48%1.21%
20230.52%1.11%
20220.66%1.26%
20210.28%1.16%
20200.65%1.14%
20190.74%1.30%
20180.91%1.58%
20170.95%1.78%
20161.20%1.89%
20150.95%2.92%
20141.05%2.32%
20130.48%2.30%
20120.84%3.23%
20110.25%3.11%
20100.09%3.18%
20090.00%3.62%
20080.00%3.93%
20070.00%1.62%
20060.00%1.86%
20050.00%1.44%
20040.00%0.73%
20030.00%6.48%
20020.00%2.02%
20010.00%1.35%
20000.00%1.57%
19990.00%0.53%

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