MORN vs STWD

Comparison between Morningstar Inc (MORN, Company) and Starwood Property Trust Inc (STWD, Company).

MORN is from the Financial Services sector, while STWD is from the Real Estate sector.

5-Year PerformanceSTWD has outperformed MORN, delivering a return of +2.0% compared to -4.9%

MORN vs STWD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	STWD(COMPANY)
Market Cap	$6.32B	$6.34B
Max Drawdown	67.92%	71.31%
Sharpe Ratio	-1.65	-0.54
5Y Beta	0.74	0.65
Industry	Financial Data & Stock Exchanges	Reit - Mortgage
P/E Ratio	16.57	17.51
Forward P/E	16.29	9.74
PEG Ratio	1.42	7.59
Dividend Yield	1.15%	11.20%
5Y Dividends CAGR	14.25%	4.56%
5Y EPS CAGR	10.99%	-11.38%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.92%	13.12%
P/S Ratio	2.52	11.20
P/B Ratio	6.60	0.99

Market Cap

MORN

$6.32B

Winner

STWD

$6.34B

Max Drawdown

Winner

MORN

67.92%

STWD

71.31%

Sharpe Ratio

MORN

-1.65

Winner

STWD

-0.54

5Y Beta

MORN

0.74

Winner

STWD

0.65

Industry

MORN

Financial Data & Stock Exchanges

STWD

Reit - Mortgage

P/E Ratio

Winner

MORN

16.57

STWD

17.51

Forward P/E

MORN

16.29

Winner

STWD

9.74

PEG Ratio

Winner

MORN

1.42

STWD

7.59

Dividend Yield

MORN

1.15%

Winner

STWD

11.20%

5Y Dividends CAGR

Winner

MORN

14.25%

STWD

4.56%

5Y EPS CAGR

Winner

MORN

10.99%

STWD

-11.38%

Debt to Equity

MORN

169.92%

Winner

STWD

0.00%

Free Cash Flow Yield

MORN

6.92%

Winner

STWD

13.12%

P/S Ratio

Winner

MORN

2.52

STWD

11.20

P/B Ratio

MORN

6.60

Winner

STWD

0.99

MORN vs STWD - Historical Returns

Returns include dividend reinvestment.

Period	MORN	STWD
1 month	-3.91%	-6.23%
3 months	+9.11%	-3.46%
6 months	-15.18%	+1.59%
1 year	-42.50%	-6.71%
5 years(CAGR)	-4.89%	+1.98%
10 years(CAGR)	+8.85%	+8.16%
Max(CAGR)	+11.54%	+9.51%

Winner

MORN

-3.91%

STWD

-6.23%

Winner

MORN

+9.11%

STWD

-3.46%

MORN

-15.18%

Winner

STWD

+1.59%

MORN

-42.50%

Winner

STWD

-6.71%

5Y(CAGR)

MORN

-4.89%

Winner

STWD

+1.98%

10Y(CAGR)

Winner

MORN

+8.85%

STWD

+8.16%

Max(CAGR)

Winner

MORN

+11.54%

STWD

+9.51%

MORN vs STWD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	STWD
2026	-15.61%	-5.08%
2025	-34.19%	+4.32%
2024	+21.97%	-1.26%
2023	+32.17%	+25.31%
2022	-35.18%	-18.59%
2021	+48.27%	+41.55%
2020	+54.23%	-11.03%
2019	+40.51%	+36.71%
2018	+14.36%	+1.82%
2017	+32.26%	+4.87%
2016	-6.83%	+17.97%
2015	+24.65%	-4.08%
2014	-16.52%	+13.37%
2013	+23.36%	+26.62%
2012	+6.51%	+31.85%
2011	+11.00%	-6.67%
2010	+9.95%	+19.21%
2009	+30.79%	-4.99%
2008	-53.19%	N/A
2007	+72.97%	N/A
2006	+30.96%	N/A
2005	+72.77%	N/A

MORN vs STWD Drawdown Comparison

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

The maximum drawdown for STWD was -66.34%, occurring on Mar 24, 2020. Recovery took 265 trading sessions.

The current MORN drawdown is -50.06%. The current STWD drawdown is -12.28%.

Rank	MORN	STWD
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-66.34% Feb 5, 2020 - Feb 24, 2021
#2	-56.69% Dec 12, 2024 - Feb 12, 2026	-29.47% Nov 24, 2021 - Dec 14, 2023
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-26.42% Apr 6, 2015 - Aug 1, 2016
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-25.94% Feb 28, 2011 - Mar 16, 2012
#5	-28.34% May 19, 2006 - Nov 20, 2006	-18.28% May 8, 2013 - Nov 27, 2013
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-16.84% Oct 19, 2009 - Sep 28, 2010
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-14.51% Jul 10, 2025 - Mar 27, 2026
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-14.37% Nov 29, 2018 - Jan 31, 2019
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-13.79% Mar 7, 2025 - May 15, 2025
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-12.99% Dec 26, 2023 - Aug 29, 2024
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-10.93% Sep 14, 2012 - Jan 2, 2013
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-8.62% Jul 3, 2017 - May 4, 2018
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-8.58% Mar 26, 2012 - Jun 27, 2012
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-8.48% Sep 19, 2024 - Feb 27, 2025
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-8.36% Nov 12, 2010 - Dec 28, 2010

Correlation

Correlation between MORN and STWD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2009 - 2026)

MORN vs STWD dividend yield comparison.

Year	MORN	STWD
2026	0.56%	2.82%
2025	0.84%	10.66%
2024	0.48%	10.13%
2023	0.52%	9.13%
2022	0.66%	10.47%
2021	0.28%	7.90%
2020	0.65%	9.95%
2019	0.74%	7.72%
2018	0.91%	9.74%
2017	0.95%	8.99%
2016	1.20%	8.75%
2015	0.95%	9.34%
2014	1.05%	33.43%
2013	0.48%	6.57%
2012	0.84%	8.10%
2011	0.25%	9.40%
2010	0.09%	7.08%
2009	0.00%	0.58%