MORN vs NEU
Comparison between Morningstar Inc (MORN, Company) and NewMarket Corp (NEU, Company).
MORN is from the Financial Services sector, while NEU is from the Basic Materials sector.
5-Year PerformanceNEU has outperformed MORN, delivering a return of +17.4% compared to -4.9%
MORN vs NEU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs NEU - Historical Returns
Returns include dividend reinvestment.
MORN vs NEU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | NEU |
|---|---|---|
| 2026 | -15.61% | +2.39% |
| 2025 | -34.19% | +36.89% |
| 2024 | +21.97% | -1.80% |
| 2023 | +32.17% | +72.47% |
| 2022 | -35.18% | -6.64% |
| 2021 | +48.27% | -12.86% |
| 2020 | +54.23% | -15.50% |
| 2019 | +40.51% | +22.06% |
| 2018 | +14.36% | +3.89% |
| 2017 | +32.26% | -5.79% |
| 2016 | -6.83% | +15.81% |
| 2015 | +24.65% | -3.99% |
| 2014 | -16.52% | +25.53% |
| 2013 | +23.36% | +24.36% |
| 2012 | +6.51% | +45.35% |
| 2011 | +11.00% | +59.59% |
| 2010 | +9.95% | +4.14% |
| 2009 | +30.79% | +226.09% |
| 2008 | -53.19% | -35.27% |
| 2007 | +72.97% | -1.72% |
| 2006 | +30.96% | +139.57% |
| 2005 | +72.77% | +25.56% |
| 2004 | N/A | -9.50% |
| 2003 | N/A | +215.58% |
| 2002 | N/A | +41.09% |
| 2001 | N/A | -41.03% |
| 2000 | N/A | -57.21% |
| 1999 | N/A | -9.75% |
MORN vs NEU Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for NEU was -84.90%, occurring on Sep 13, 2002. Recovery took 988 trading sessions.
The current MORN drawdown is -50.06%. The current NEU drawdown is -19.02%.
| Rank | MORN | NEU |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -84.90% Nov 30, 1999 - Nov 5, 2003 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -73.19% Apr 21, 2008 - Sep 15, 2009 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -47.06% Jan 21, 2004 - Jan 6, 2006 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -41.65% Oct 25, 2006 - Feb 25, 2008 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -40.65% Nov 14, 2019 - Aug 8, 2023 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -36.92% May 9, 2006 - Aug 21, 2006 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -34.11% Jan 6, 2010 - Nov 10, 2010 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -32.76% Oct 8, 2025 - Mar 13, 2026 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -31.42% Feb 23, 2015 - Apr 27, 2017 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -27.36% May 2, 2011 - Oct 27, 2011 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -23.65% Mar 1, 2024 - May 8, 2025 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -22.83% Jun 9, 2017 - Aug 13, 2019 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -22.51% Apr 7, 2006 - Apr 26, 2006 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -21.26% Feb 1, 2012 - Apr 26, 2012 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -16.68% Sep 5, 2006 - Oct 24, 2006 |
Correlation
Correlation between MORN and NEU is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MORN vs NEU dividend yield comparison.
| Year | MORN | NEU |
|---|---|---|
| 2026 | 0.56% | 0.43% |
| 2025 | 0.84% | 1.64% |
| 2024 | 0.48% | 1.89% |
| 2023 | 0.52% | 1.62% |
| 2022 | 0.66% | 2.70% |
| 2021 | 0.28% | 2.33% |
| 2020 | 0.65% | 1.91% |
| 2019 | 0.74% | 1.50% |
| 2018 | 0.91% | 1.70% |
| 2017 | 0.95% | 1.76% |
| 2016 | 1.20% | 1.51% |
| 2015 | 0.95% | 1.52% |
| 2014 | 1.05% | 1.16% |
| 2013 | 0.48% | 1.14% |
| 2012 | 0.84% | 10.68% |
| 2011 | 0.25% | 1.21% |
| 2010 | 0.09% | 1.27% |
| 2009 | 0.00% | 0.94% |
| 2008 | 0.00% | 2.29% |
| 2007 | 0.00% | 1.03% |
| 2006 | 0.00% | 1.07% |
| 2000 | 0.00% | 25.87% |
| 1999 | 0.00% | 1.71% |
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