MORN vs URBN

Comparison between Morningstar Inc (MORN, Company) and Urban Outfitters Inc (URBN, Company).

MORN is from the Financial Services sector, while URBN is from the Consumer Cyclical sector.

5-Year PerformanceURBN has outperformed MORN, delivering a return of +13.8% compared to -7.0%

MORN vs URBN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	URBN(COMPANY)
Market Cap	$6.34B	$6.31B
Max Drawdown	67.92%	76.18%
Sharpe Ratio	-1.20	-0.03
5Y Beta	0.66	1.28
Industry	Financial Data & Stock Exchanges	Apparel Retail
P/E Ratio	16.63	13.84
Forward P/E	16.29	11.89
PEG Ratio	1.42	1.59
Dividend Yield	1.15%	N/A
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	10.99%	21.97%
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.89%	2.38%
P/S Ratio	2.53	1.00
P/B Ratio	6.18	2.42

Market Cap

Winner

MORN

$6.34B

URBN

$6.31B

Max Drawdown

Winner

MORN

67.92%

URBN

76.18%

Sharpe Ratio

MORN

-1.20

Winner

URBN

-0.03

5Y Beta

Winner

MORN

0.66

URBN

1.28

Industry

MORN

Financial Data & Stock Exchanges

URBN

Apparel Retail

P/E Ratio

MORN

16.63

Winner

URBN

13.84

Forward P/E

MORN

16.29

Winner

URBN

11.89

PEG Ratio

Winner

MORN

1.42

URBN

1.59

Dividend Yield

MORN

1.15%

URBN

N/A

5Y Dividends CAGR

MORN

14.12%

URBN

N/A

5Y EPS CAGR

MORN

10.99%

Winner

URBN

21.97%

Debt to Equity

MORN

169.92%

Winner

URBN

0.00%

Free Cash Flow Yield

Winner

MORN

6.89%

URBN

2.38%

P/S Ratio

MORN

2.53

Winner

URBN

1.00

P/B Ratio

MORN

6.18

Winner

URBN

2.42

MORN vs URBN - Historical Returns

Returns include dividend reinvestment.

Period	MORN	URBN
1 month	+7.60%	-1.96%
3 months	-5.38%	-5.74%
6 months	-20.07%	+3.29%
1 year	-38.80%	-10.74%
5 years(CAGR)	-7.03%	+13.82%
10 years(CAGR)	+7.88%	+9.09%
Max(CAGR)	+11.17%	+12.75%

Winner

MORN

+7.60%

URBN

-1.96%

Winner

MORN

-5.38%

URBN

-5.74%

MORN

-20.07%

Winner

URBN

+3.29%

MORN

-38.80%

Winner

URBN

-10.74%

5Y(CAGR)

MORN

-7.03%

Winner

URBN

+13.82%

10Y(CAGR)

MORN

+7.88%

Winner

URBN

+9.09%

Max(CAGR)

MORN

+11.17%

Winner

URBN

+12.75%

MORN vs URBN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MORN	URBN
2026	-19.89%	-7.61%
2025	-34.19%	+32.41%
2024	+21.97%	+53.60%
2023	+32.17%	+47.11%
2022	-35.18%	-19.97%
2021	+48.27%	+19.59%
2020	+54.23%	-8.01%
2019	+40.51%	-16.33%
2018	+14.36%	-7.37%
2017	+32.26%	+22.67%
2016	-6.83%	+25.19%
2015	+24.65%	-35.19%
2014	-16.52%	-7.01%
2013	+23.36%	-9.47%
2012	+6.51%	+41.84%
2011	+11.00%	-22.26%
2010	+9.95%	+2.58%
2009	+30.79%	+121.32%
2008	-53.19%	-45.31%
2007	+72.97%	+14.92%
2006	+30.96%	-7.73%
2005	+72.77%	+15.44%
2004	N/A	+141.83%
2003	N/A	+207.59%
2002	N/A	-3.99%
2001	N/A	+196.87%
2000	N/A	-71.13%
1999	N/A	+29.12%

MORN vs URBN Drawdown Comparison

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

The maximum drawdown for URBN was -76.18%, occurring on Dec 18, 2000. Recovery took 573 trading sessions.

The current MORN drawdown is -52.59%. The current URBN drawdown is -15.83%.

Rank	MORN	URBN
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-76.18% Dec 31, 1999 - Apr 17, 2002
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-73.80% Aug 14, 2018 - Dec 2, 2024
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-65.54% Sep 8, 2008 - Mar 26, 2010
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-65.22% Mar 20, 2015 - Jun 11, 2018
#5	-28.34% May 19, 2006 - Nov 20, 2006	-58.09% Nov 23, 2005 - Apr 25, 2008
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-53.75% Jun 18, 2002 - Jun 5, 2003
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-46.01% Apr 26, 2010 - Jan 2, 2013
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-35.36% May 17, 2013 - Mar 13, 2015
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-28.46% Jan 21, 2025 - May 15, 2025
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-26.32% Dec 15, 2025 - Mar 30, 2026
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-25.34% Aug 6, 2025 - Dec 11, 2025
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-18.05% Jul 22, 2005 - Oct 21, 2005
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-17.92% Nov 12, 2004 - Mar 7, 2005
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-17.37% Dec 8, 1999 - Dec 27, 1999
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-16.80% Apr 29, 2008 - Aug 8, 2008