MORN vs SRRK

Comparison between Morningstar Inc (MORN, Company) and Scholar Rock Holding Corp (SRRK, Company).

MORN is from the Financial Services sector, while SRRK is from the Healthcare sector.

5-Year PerformanceSRRK has outperformed MORN, delivering a return of +13.1% compared to -6.6%

MORN vs SRRK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	SRRK(COMPANY)
Market Cap	$6.44B	$6.44B
Max Drawdown	67.92%	93.15%
Sharpe Ratio	-1.33	0.78
5Y Beta	0.67	0.68
Industry	Financial Data & Stock Exchanges	Biotechnology
P/E Ratio	16.87	-13.85
Forward P/E	16.29	N/A
PEG Ratio	1.44	-0.48
Dividend Yield	1.10%	N/A
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	10.99%	5.29%
Debt to Equity	169.92%	71.23%
Free Cash Flow Yield	6.80%	-4.72%

Market Cap

MORN

$6.44B

Winner

SRRK

$6.44B

Max Drawdown

Winner

MORN

67.92%

SRRK

93.15%

Sharpe Ratio

MORN

-1.33

Winner

SRRK

0.78

5Y Beta

Winner

MORN

0.67

SRRK

0.68

Industry

MORN

Financial Data & Stock Exchanges

SRRK

Biotechnology

P/E Ratio

MORN

16.87

Winner

SRRK

-13.85

Forward P/E

MORN

16.29

SRRK

N/A

PEG Ratio

MORN

1.44

Winner

SRRK

-0.48

Dividend Yield

MORN

1.10%

SRRK

N/A

5Y Dividends CAGR

MORN

14.12%

SRRK

N/A

5Y EPS CAGR

Winner

MORN

10.99%

SRRK

5.29%

Debt to Equity

MORN

169.92%

Winner

SRRK

71.23%

Free Cash Flow Yield

Winner

MORN

6.80%

SRRK

-4.72%

MORN vs SRRK - Historical Returns

Returns include dividend reinvestment.

Period	MORN	SRRK
1 month	-1.95%	+17.68%
3 months	-5.41%	+9.57%
6 months	-21.05%	+16.14%
1 year	-40.31%	+39.42%
5 years(CAGR)	-6.65%	+13.10%
10 years(CAGR)	+8.14%	+16.58%
Max(CAGR)	+11.23%	+16.58%

MORN

-1.95%

Winner

SRRK

+17.68%

MORN

-5.41%

Winner

SRRK

+9.57%

MORN

-21.05%

Winner

SRRK

+16.14%

MORN

-40.31%

Winner

SRRK

+39.42%

5Y(CAGR)

MORN

-6.65%

Winner

SRRK

+13.10%

10Y(CAGR)

MORN

+8.14%

Winner

SRRK

+16.58%

Max(CAGR)

MORN

+11.23%

Winner

SRRK

+16.58%

MORN vs SRRK - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	SRRK
2026	-19.09%	+26.26%
2025	-34.19%	-0.25%
2024	+21.97%	+146.97%
2023	+32.17%	+96.24%
2022	-35.18%	-63.33%
2021	+48.27%	-47.06%
2020	+54.23%	+297.79%
2019	+40.51%	-38.98%
2018	+14.36%	+48.19%
2017	+32.26%	N/A
2016	-6.83%	N/A
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 SRRK Drawdown Comparison

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

The maximum drawdown for SRRK was -93.15%, occurring on Jun 1, 2022. This drawdown has not yet recovered.

The current MORN drawdown is -52.12%. The current SRRK drawdown is -20.55%.

Rank	MORN	SRRK
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-93.15% Mar 15, 2021 - Jun 1, 2022
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-74.97% Dec 12, 2018 - Oct 27, 2020
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-47.70% Jun 19, 2018 - Sep 12, 2018
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-31.96% Sep 13, 2018 - Dec 11, 2018
#5	-28.34% May 19, 2006 - Nov 20, 2006	-24.06% Feb 5, 2021 - Mar 15, 2021
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-17.82% Dec 2, 2020 - Dec 17, 2020
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-17.00% Nov 12, 2020 - Nov 27, 2020
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-12.21% Jun 1, 2018 - Jun 18, 2018
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-11.23% Jan 14, 2021 - Jan 25, 2021
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-10.88% Dec 23, 2020 - Jan 12, 2021
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-10.43% Oct 28, 2020 - Nov 2, 2020
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-8.11% Nov 2, 2020 - Nov 4, 2020
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-7.19% Nov 4, 2020 - Nov 12, 2020
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-6.30% Jan 25, 2021 - Feb 4, 2021
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-4.76% Dec 17, 2020 - Dec 22, 2020