MORN vs PB
Comparison between Morningstar Inc (MORN, Company) and Prosperity Bancshares Inc (PB, Company).
Both MORN and PB are from the Financial Services sector.
5-Year PerformancePB has outperformed MORN, delivering a return of +5.3% compared to -4.6%
MORN vs PB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs PB - Historical Returns
Returns include dividend reinvestment.
MORN vs PB - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | PB |
|---|---|---|
| 2026 | -7.68% | +9.36% |
| 2025 | -34.19% | -4.28% |
| 2024 | +21.97% | +14.05% |
| 2023 | +32.17% | -2.68% |
| 2022 | -35.18% | +3.09% |
| 2021 | +48.27% | +7.95% |
| 2020 | +54.23% | -1.17% |
| 2019 | +40.51% | +14.64% |
| 2018 | +14.36% | -9.11% |
| 2017 | +32.26% | -0.56% |
| 2016 | -6.83% | +57.83% |
| 2015 | +24.65% | -10.79% |
| 2014 | -16.52% | -9.28% |
| 2013 | +23.36% | +47.82% |
| 2012 | +6.51% | +4.78% |
| 2011 | +11.00% | +2.66% |
| 2010 | +9.95% | -0.08% |
| 2009 | +30.79% | +43.04% |
| 2008 | -53.19% | +6.10% |
| 2007 | +72.97% | -15.00% |
| 2006 | +30.96% | +19.81% |
| 2005 | +72.77% | +0.63% |
| 2004 | N/A | +31.73% |
| 2003 | N/A | +20.00% |
| 2002 | N/A | +42.51% |
| 2001 | N/A | +38.92% |
| 2000 | N/A | +21.01% |
| 1999 | N/A | -0.06% |
MORN vs PB Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for PB was -47.91%, occurring on Jan 25, 2016. Recovery took 661 trading sessions.
The current MORN drawdown is -45.37%. The current PB drawdown is -6.75%.
| Rank | MORN | PB |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -47.91% Apr 2, 2014 - Nov 14, 2016 |
| #2 | -59.99% Dec 12, 2024 - Jun 25, 2026 | -47.61% Sep 19, 2008 - Nov 20, 2009 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -42.29% Mar 12, 2018 - Feb 19, 2021 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -37.19% Mar 21, 2007 - Sep 19, 2008 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -34.39% Feb 7, 2023 - Sep 19, 2024 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -34.27% Apr 15, 2010 - Mar 31, 2011 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -31.50% Jul 21, 2011 - Mar 13, 2012 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -26.41% Mar 1, 2017 - Jan 24, 2018 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -25.92% Nov 19, 1999 - Sep 28, 2000 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -24.83% Nov 25, 2024 - Oct 16, 2025 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -22.56% Aug 14, 2002 - Jul 1, 2003 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -22.10% Aug 13, 2001 - Jan 10, 2002 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -17.58% Jan 14, 2022 - Feb 2, 2023 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -17.44% Mar 12, 2021 - Jan 13, 2022 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -16.77% Mar 19, 2012 - Mar 7, 2013 |
Correlation
Correlation between MORN and PB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MORN vs PB dividend yield comparison.
| Year | MORN | PB |
|---|---|---|
| 2026 | 0.78% | 1.60% |
| 2025 | 0.84% | 3.39% |
| 2024 | 0.48% | 3.00% |
| 2023 | 0.52% | 3.26% |
| 2022 | 0.66% | 2.90% |
| 2021 | 0.28% | 2.75% |
| 2020 | 0.65% | 2.70% |
| 2019 | 0.74% | 2.35% |
| 2018 | 0.91% | 2.39% |
| 2017 | 0.95% | 1.97% |
| 2016 | 1.20% | 1.73% |
| 2015 | 0.95% | 2.33% |
| 2014 | 1.05% | 1.79% |
| 2013 | 0.48% | 1.40% |
| 2012 | 0.84% | 1.90% |
| 2011 | 0.25% | 1.78% |
| 2010 | 0.09% | 1.63% |
| 2009 | 0.00% | 1.40% |
| 2008 | 0.00% | 1.73% |
| 2007 | 0.00% | 1.57% |
| 2006 | 0.00% | 1.20% |
| 2005 | 0.00% | 1.21% |
| 2004 | 0.00% | 1.05% |
| 2003 | 0.00% | 1.37% |
| 2002 | 0.00% | 1.32% |
| 2001 | 0.00% | 1.96% |
| 2000 | 0.00% | 1.82% |
| 1999 | 0.00% | 0.31% |
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