MORN vs POOL
Comparison between Morningstar Inc (MORN, Company) and Pool Corporation (POOL, Company).
MORN is from the Financial Services sector, while POOL is from the Industrials sector.
5-Year PerformanceMORN has outperformed POOL, delivering a return of -4.4% compared to -15.0%
MORN vs POOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs POOL - Historical Returns
Returns include dividend reinvestment.
MORN vs POOL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | POOL |
|---|---|---|
| 2026 | -13.25% | -19.96% |
| 2025 | -34.19% | -30.14% |
| 2024 | +21.97% | -11.04% |
| 2023 | +32.17% | +34.17% |
| 2022 | -35.18% | -44.50% |
| 2021 | +48.27% | +59.66% |
| 2020 | +54.23% | +75.76% |
| 2019 | +40.51% | +47.23% |
| 2018 | +14.36% | +14.63% |
| 2017 | +32.26% | +25.42% |
| 2016 | -6.83% | +33.53% |
| 2015 | +24.65% | +29.85% |
| 2014 | -16.52% | +12.22% |
| 2013 | +23.36% | +36.06% |
| 2012 | +6.51% | +42.83% |
| 2011 | +11.00% | +32.03% |
| 2010 | +9.95% | +19.33% |
| 2009 | +30.79% | +8.78% |
| 2008 | -53.19% | -6.77% |
| 2007 | +72.97% | -49.14% |
| 2006 | +30.96% | +7.94% |
| 2005 | +72.77% | +17.46% |
| 2004 | N/A | +46.04% |
| 2003 | N/A | +62.32% |
| 2002 | N/A | +8.83% |
| 2001 | N/A | +41.98% |
| 2000 | N/A | +71.38% |
| 1999 | N/A | +14.98% |
MORN vs POOL Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for POOL was -75.69%, occurring on Mar 9, 2009. Recovery took 1688 trading sessions.
The current MORN drawdown is -48.66%. The current POOL drawdown is -66.50%.
| Rank | MORN | POOL |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -75.69% Apr 19, 2006 - Jan 2, 2013 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -67.85% Nov 18, 2021 - May 13, 2026 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -28.72% Feb 18, 2020 - May 21, 2020 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -28.06% Mar 19, 2002 - May 2, 2003 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -25.81% Aug 17, 2001 - Dec 6, 2001 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -23.76% May 15, 2000 - Jul 25, 2000 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -23.03% Aug 28, 2000 - Dec 28, 2000 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -21.11% Jun 20, 2017 - Nov 29, 2017 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -20.50% Sep 18, 2018 - Apr 18, 2019 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -19.58% Jan 8, 2021 - Apr 22, 2021 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -18.66% Dec 27, 1999 - Mar 7, 2000 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -17.62% Mar 14, 2001 - Jun 5, 2001 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -16.14% Jul 9, 2004 - Nov 5, 2004 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -16.05% Nov 5, 2020 - Jan 7, 2021 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -15.88% Oct 29, 2003 - Mar 5, 2004 |
Correlation
Correlation between MORN and POOL is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
MORN vs POOL dividend yield comparison.
| Year | MORN | POOL |
|---|---|---|
| 2026 | 0.55% | 1.41% |
| 2025 | 0.84% | 2.16% |
| 2024 | 0.48% | 1.38% |
| 2023 | 0.52% | 1.08% |
| 2022 | 0.66% | 1.26% |
| 2021 | 0.28% | 0.53% |
| 2020 | 0.65% | 0.61% |
| 2019 | 0.74% | 0.99% |
| 2018 | 0.91% | 1.16% |
| 2017 | 0.95% | 1.10% |
| 2016 | 1.20% | 1.14% |
| 2015 | 0.95% | 1.24% |
| 2014 | 1.05% | 1.34% |
| 2013 | 0.48% | 1.26% |
| 2012 | 0.84% | 1.47% |
| 2011 | 0.25% | 1.83% |
| 2010 | 0.09% | 2.31% |
| 2009 | 0.00% | 2.73% |
| 2008 | 0.00% | 2.84% |
| 2007 | 0.00% | 2.34% |
| 2006 | 0.00% | 1.03% |
| 2005 | 0.00% | 0.91% |
| 2004 | 0.00% | 0.64% |
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