MORN vs TXNM
Comparison between Morningstar Inc (MORN, Company) and PNM Resources Inc (TXNM, Company).
MORN is from the Financial Services sector, while TXNM is from the Utilities sector.
5-Year PerformanceTXNM has outperformed MORN, delivering a return of +7.3% compared to -5.4%
MORN vs TXNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MORN vs TXNM - Historical Returns
Returns include dividend reinvestment.
MORN vs TXNM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MORN | TXNM |
|---|---|---|
| 2026 | -17.37% | +2.16% |
| 2025 | -34.19% | +24.27% |
| 2024 | +21.97% | +30.79% |
| 2023 | +32.17% | -12.36% |
| 2022 | -35.18% | +10.63% |
| 2021 | +48.27% | -3.30% |
| 2020 | +54.23% | +0.29% |
| 2019 | +40.51% | +29.16% |
| 2018 | +14.36% | +5.73% |
| 2017 | +32.26% | +22.03% |
| 2016 | -6.83% | +16.88% |
| 2015 | +24.65% | +5.93% |
| 2014 | -16.52% | +28.48% |
| 2013 | +23.36% | +17.64% |
| 2012 | +6.51% | +19.98% |
| 2011 | +11.00% | +42.36% |
| 2010 | +9.95% | +6.80% |
| 2009 | +30.79% | +26.38% |
| 2008 | -53.19% | -49.82% |
| 2007 | +72.97% | -28.96% |
| 2006 | +30.96% | +28.66% |
| 2005 | +72.77% | +1.11% |
| 2004 | N/A | +37.21% |
| 2003 | N/A | +24.12% |
| 2002 | N/A | -14.30% |
| 2001 | N/A | +11.11% |
| 2000 | N/A | +78.91% |
| 1999 | N/A | -7.83% |
MORN vs TXNM Drawdown Comparison
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The maximum drawdown for TXNM was -80.02%, occurring on Mar 6, 2009. Recovery took 1724 trading sessions.
The current MORN drawdown is -51.10%. The current TXNM drawdown is -0.02%.
| Rank | MORN | TXNM |
|---|---|---|
| #1 | -67.92% Dec 11, 2007 - Oct 25, 2013 | -80.02% Apr 25, 2007 - Feb 28, 2014 |
| #2 | -56.69% Dec 12, 2024 - Feb 12, 2026 | -51.04% May 10, 2001 - Sep 16, 2004 |
| #3 | -49.91% Dec 27, 2021 - Oct 14, 2024 | -46.35% Feb 18, 2020 - Nov 21, 2024 |
| #4 | -35.42% Feb 19, 2020 - Jul 30, 2020 | -25.17% Nov 30, 2017 - Dec 11, 2018 |
| #5 | -28.34% May 19, 2006 - Nov 20, 2006 | -22.79% Aug 3, 2005 - Nov 6, 2006 |
| #6 | -26.97% Nov 22, 2013 - Jul 24, 2015 | -20.57% Dec 29, 2014 - Dec 23, 2015 |
| #7 | -25.71% Aug 31, 2018 - Apr 24, 2019 | -17.98% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -24.04% Aug 11, 2005 - Nov 3, 2005 | -16.85% Nov 8, 2000 - Mar 30, 2001 |
| #9 | -23.03% Apr 1, 2016 - Oct 26, 2017 | -14.91% Nov 1, 1999 - Apr 26, 2000 |
| #10 | -20.92% Nov 11, 2005 - Jan 10, 2006 | -14.22% Apr 28, 2000 - Jul 20, 2000 |
| #11 | -13.66% Apr 23, 2007 - Aug 2, 2007 | -13.00% Jul 6, 2016 - Feb 21, 2017 |
| #12 | -12.90% Apr 29, 2021 - Aug 4, 2021 | -10.60% Dec 13, 2018 - Feb 22, 2019 |
| #13 | -12.53% Aug 5, 2015 - Mar 28, 2016 | -10.22% Feb 21, 2025 - Mar 14, 2025 |
| #14 | -11.85% Feb 16, 2021 - Apr 26, 2021 | -10.07% Mar 19, 2025 - May 19, 2025 |
| #15 | -11.46% Aug 8, 2007 - Oct 2, 2007 | -9.86% Oct 4, 2019 - Jan 23, 2020 |
Correlation
Correlation between MORN and TXNM is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
MORN vs TXNM dividend yield comparison.
| Year | MORN | TXNM |
|---|---|---|
| 2026 | 0.58% | 1.42% |
| 2025 | 0.84% | 2.77% |
| 2024 | 0.48% | 3.15% |
| 2023 | 0.52% | 3.53% |
| 2022 | 0.66% | 2.85% |
| 2021 | 0.28% | 2.87% |
| 2020 | 0.65% | 2.53% |
| 2019 | 0.74% | 2.29% |
| 2018 | 0.91% | 2.58% |
| 2017 | 0.95% | 2.40% |
| 2016 | 1.20% | 2.57% |
| 2015 | 0.95% | 2.62% |
| 2014 | 1.05% | 2.50% |
| 2013 | 0.48% | 2.65% |
| 2012 | 0.84% | 3.44% |
| 2011 | 0.25% | 2.74% |
| 2010 | 0.09% | 3.84% |
| 2009 | 0.00% | 3.95% |
| 2008 | 0.00% | 7.04% |
| 2007 | 0.00% | 4.24% |
| 2006 | 0.00% | 2.77% |
| 2005 | 0.00% | 3.14% |
| 2004 | 0.00% | 2.50% |
| 2003 | 0.00% | 3.24% |
| 2002 | 0.00% | 3.61% |
| 2001 | 0.00% | 2.86% |
| 2000 | 0.00% | 2.98% |
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