MORN vs SM
Comparison between Morningstar Inc (MORN, Company) and SM Energy Company (SM, Company).
MORN is from the Financial Services sector, while SM is from the Energy sector.
5-Year PerformanceSM has outperformed MORN, delivering a return of +3.3% compared to -7.8%
MORN vs SM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs SM - Historical Returns
Returns include dividend reinvestment.
MORN vs SM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | SM |
|---|---|---|
| 2026 | -20.91% | +42.50% |
| 2025 | -34.19% | -51.47% |
| 2024 | +21.97% | +1.24% |
| 2023 | +32.17% | +23.24% |
| 2022 | -35.18% | +10.45% |
| 2021 | +48.27% | +363.97% |
| 2020 | +54.23% | -44.67% |
| 2019 | +40.51% | -26.03% |
| 2018 | +14.36% | -33.18% |
| 2017 | +32.26% | -35.30% |
| 2016 | -6.83% | +73.27% |
| 2015 | +24.65% | -48.64% |
| 2014 | -16.52% | -53.20% |
| 2013 | +23.36% | +52.35% |
| 2012 | +6.51% | -31.45% |
| 2011 | +11.00% | +21.34% |
| 2010 | +9.95% | +63.50% |
| 2009 | +30.79% | +56.80% |
| 2008 | -53.19% | -48.20% |
| 2007 | +72.97% | +10.56% |
| 2006 | +30.96% | -4.22% |
| 2005 | +72.77% | +82.35% |
| 2004 | N/A | +44.17% |
| 2003 | N/A | +11.53% |
| 2002 | N/A | +16.86% |
| 2001 | N/A | -30.19% |
| 2000 | N/A | +185.26% |
| 1999 | N/A | -0.33% |
MORN vs SM Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The current MORN drawdown is -53.20%. The current SM drawdown is -66.65%.
| Rank | MORN | SM |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -98.85% Nov 26, 2013 - Apr 1, 2020 |
| #2 | -59.99% Dec 12, 2024 - Jun 25, 2026 | -82.05% Jun 30, 2008 - Feb 15, 2011 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -57.19% Jan 16, 2001 - Apr 12, 2004 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -51.83% Oct 27, 2011 - Oct 18, 2013 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -31.07% Aug 3, 2011 - Oct 26, 2011 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -30.27% Jul 7, 2000 - Sep 6, 2000 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -29.50% Apr 21, 2006 - May 2, 2008 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -24.07% Nov 9, 1999 - Feb 1, 2000 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -22.46% Oct 13, 2000 - Nov 21, 2000 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -21.62% Dec 28, 2000 - Jan 16, 2001 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -19.66% Apr 5, 2011 - Jul 15, 2011 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -18.80% Mar 4, 2005 - Jun 1, 2005 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -18.52% Jan 30, 2006 - Apr 18, 2006 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -16.88% Oct 3, 2005 - Dec 5, 2005 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -16.26% Mar 10, 2000 - Apr 4, 2000 |
Correlation
Correlation between MORN and SM is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
MORN vs SM dividend yield comparison.
| Year | MORN | SM |
|---|---|---|
| 2026 | 0.60% | 1.64% |
| 2025 | 0.84% | 5.35% |
| 2024 | 0.48% | 1.91% |
| 2023 | 0.52% | 1.55% |
| 2022 | 0.66% | 0.46% |
| 2021 | 0.28% | 0.07% |
| 2020 | 0.65% | 0.33% |
| 2019 | 0.74% | 0.89% |
| 2018 | 0.91% | 0.65% |
| 2017 | 0.95% | 0.45% |
| 2016 | 1.20% | 0.29% |
| 2015 | 0.95% | 0.51% |
| 2014 | 1.05% | 0.26% |
| 2013 | 0.48% | 0.12% |
| 2012 | 0.84% | 0.19% |
| 2011 | 0.25% | 0.14% |
| 2010 | 0.09% | 0.17% |
| 2009 | 0.00% | 0.29% |
| 2008 | 0.00% | 0.49% |
| 2007 | 0.00% | 0.26% |
| 2006 | 0.00% | 0.27% |
| 2005 | 0.00% | 0.27% |
| 2004 | 0.00% | 0.24% |
| 2003 | 0.00% | 0.35% |
| 2002 | 0.00% | 0.40% |
| 2001 | 0.00% | 0.47% |
| 2000 | 0.00% | 0.32% |
| 1999 | 0.00% | 0.20% |
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