MORN vs STAG
Comparison between Morningstar Inc (MORN, Company) and STAG Industrial Inc (STAG, Company).
MORN is from the Financial Services sector, while STAG is from the Real Estate sector.
5-Year PerformanceSTAG has outperformed MORN, delivering a return of +2.7% compared to -4.6%
MORN vs STAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs STAG - Historical Returns
Returns include dividend reinvestment.
MORN vs STAG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MORN | STAG |
|---|---|---|
| 2026 | -7.68% | +6.58% |
| 2025 | -34.19% | +16.10% |
| 2024 | +21.97% | -11.11% |
| 2023 | +32.17% | +26.54% |
| 2022 | -35.18% | -28.26% |
| 2021 | +48.27% | +64.10% |
| 2020 | +54.23% | +5.35% |
| 2019 | +40.51% | +36.75% |
| 2018 | +14.36% | -3.01% |
| 2017 | +32.26% | +21.51% |
| 2016 | -6.83% | +39.68% |
| 2015 | +24.65% | -20.05% |
| 2014 | -16.52% | +28.62% |
| 2013 | +23.36% | +18.29% |
| 2012 | +6.51% | +62.04% |
| 2011 | +11.00% | -0.16% |
| 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 STAG Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for STAG was -45.07%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current MORN drawdown is -45.37%. The current STAG drawdown is -8.33%.
| Rank | MORN | STAG |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -45.07% Feb 12, 2020 - Jul 29, 2020 |
| #2 | -59.99% Dec 12, 2024 - Jun 25, 2026 | -42.23% Dec 31, 2021 - Jul 15, 2026 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -40.47% Jan 27, 2015 - Jul 19, 2016 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -23.70% Jul 7, 2011 - Jan 26, 2012 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -20.62% Nov 21, 2017 - Jul 6, 2018 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -20.05% May 16, 2013 - Feb 13, 2014 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -18.33% Aug 20, 2018 - Feb 11, 2019 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -15.85% Jun 6, 2014 - Nov 3, 2014 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -13.90% Jul 29, 2016 - Feb 21, 2017 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -12.03% Aug 7, 2020 - Mar 12, 2021 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -10.99% May 10, 2012 - Jun 19, 2012 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -10.42% Jun 20, 2019 - Oct 30, 2019 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -9.02% Sep 3, 2021 - Oct 18, 2021 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -8.33% Jul 16, 2026 - Jul 30, 2026 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -7.94% Apr 2, 2012 - May 8, 2012 |
Correlation
Correlation between MORN and STAG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
MORN vs STAG dividend yield comparison.
| Year | MORN | STAG |
|---|---|---|
| 2026 | 0.78% | 2.01% |
| 2025 | 0.84% | 4.05% |
| 2024 | 0.48% | 4.37% |
| 2023 | 0.52% | 3.74% |
| 2022 | 0.66% | 4.52% |
| 2021 | 0.28% | 3.02% |
| 2020 | 0.65% | 4.60% |
| 2019 | 0.74% | 4.53% |
| 2018 | 0.91% | 5.71% |
| 2017 | 0.95% | 5.14% |
| 2016 | 1.20% | 5.82% |
| 2015 | 0.95% | 7.40% |
| 2014 | 1.05% | 5.27% |
| 2013 | 0.48% | 5.89% |
| 2012 | 0.84% | 5.95% |
| 2011 | 0.25% | 6.36% |
| 2010 | 0.09% | 0.00% |
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