MORN vs NXE

Comparison between Morningstar Inc (MORN, Company) and NexGen Energy Ltd (NXE, Company).

MORN is from the Financial Services sector, while NXE is from the Energy sector.

5-Year PerformanceNXE has outperformed MORN, delivering a return of +20.6% compared to -3.8%

MORN vs NXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	NXE(COMPANY)
Market Cap	$7.41B	$7.44B
Max Drawdown	67.92%	82.98%
Sharpe Ratio	-0.52	0.98
5Y Beta	0.65	1.56
Industry	Financial Data & Stock Exchanges	Uranium
P/E Ratio	18.30	-34.18
Forward P/E	16.29	N/A
PEG Ratio	1.32	-1.13
Dividend Yield	0.97%	N/A
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	14.04%	-1.28%
Debt to Equity	169.12%	33.24%
Free Cash Flow Yield	6.71%	-2.31%

Market Cap

MORN

$7.41B

Winner

NXE

$7.44B

Max Drawdown

Winner

MORN

67.92%

NXE

82.98%

Sharpe Ratio

MORN

-0.52

Winner

NXE

0.98

5Y Beta

Winner

MORN

0.65

NXE

1.56

Industry

MORN

Financial Data & Stock Exchanges

NXE

Uranium

P/E Ratio

MORN

18.30

Winner

NXE

-34.18

Forward P/E

MORN

16.29

NXE

N/A

PEG Ratio

MORN

1.32

Winner

NXE

-1.13

Dividend Yield

MORN

0.97%

NXE

N/A

5Y Dividends CAGR

MORN

14.12%

NXE

N/A

5Y EPS CAGR

Winner

MORN

14.04%

NXE

-1.28%

Debt to Equity

MORN

169.12%

Winner

NXE

33.24%

Free Cash Flow Yield

Winner

MORN

6.71%

NXE

-2.31%

MORN vs NXE - Historical Returns

Returns include dividend reinvestment.

Period	MORN	NXE
1 month	+19.21%	+15.32%
3 months	+24.84%	-14.70%
6 months	+30.05%	-10.59%
1 year	-19.93%	+53.24%
5 years(CAGR)	-3.85%	+20.62%
10 years(CAGR)	+10.56%	+18.39%
Max(CAGR)	+12.24%	+32.64%

Winner

MORN

+19.21%

NXE

+15.32%

Winner

MORN

+24.84%

NXE

-14.70%

Winner

MORN

+30.05%

NXE

-10.59%

MORN

-19.93%

Winner

NXE

+53.24%

5Y(CAGR)

MORN

-3.85%

Winner

NXE

+20.62%

10Y(CAGR)

MORN

+10.56%

Winner

NXE

+18.39%

Max(CAGR)

MORN

+12.24%

Winner

NXE

+32.64%

MORN vs NXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	NXE
2026	-1.09%	+1.37%
2025	-34.19%	+26.20%
2024	+21.97%	-2.65%
2023	+32.17%	+60.55%
2022	-35.18%	-7.13%
2021	+48.27%	+64.29%
2020	+54.23%	+122.58%
2019	+40.51%	-27.68%
2018	+14.36%	-34.56%
2017	+32.26%	+37.24%
2016	-6.83%	+231.34%
2015	+24.65%	N/A
2014	-16.52%	N/A
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 NXE Drawdown Comparison

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

The maximum drawdown for NXE was -82.98%, occurring on Mar 23, 2020. Recovery took 1000 trading sessions.

The current MORN drawdown is -41.47%. The current NXE drawdown is -25.36%.

Rank	MORN	NXE
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-82.98% Feb 13, 2017 - Feb 3, 2021
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-54.28% Nov 22, 2024 - Sep 22, 2025
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-52.11% Jun 8, 2016 - Jan 10, 2017
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-45.65% Nov 9, 2021 - Nov 20, 2023
#5	-28.34% May 19, 2006 - Nov 20, 2006	-39.73% Apr 3, 2024 - Nov 22, 2024
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-37.28% Jan 28, 2026 - Jul 20, 2026
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-29.12% Jun 1, 2021 - Sep 2, 2021
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-23.39% Sep 15, 2021 - Oct 13, 2021
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-23.34% Feb 16, 2021 - Mar 17, 2021
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-22.70% Oct 30, 2025 - Dec 4, 2025
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-21.80% Apr 14, 2016 - Jun 8, 2016
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-17.99% Apr 6, 2021 - May 3, 2021
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-17.96% Mar 17, 2021 - Apr 5, 2021
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-17.21% Feb 1, 2024 - Apr 1, 2024
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-17.17% Dec 4, 2025 - Jan 2, 2026