MORN vs VIPS

Comparison between Morningstar Inc (MORN, Company) and Vipshop Holdings Ltd (VIPS, Company).

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

5-Year PerformanceVIPS has outperformed MORN, delivering a return of +0.2% compared to -4.6%

MORN vs VIPS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	VIPS(COMPANY)
Market Cap	$7.45B	$7.45B
Max Drawdown	67.92%	86.75%
Sharpe Ratio	-0.88	0.11
5Y Beta	0.65	0.59
Industry	Financial Data & Stock Exchanges	Internet Retail
P/E Ratio	18.41	7.12
Forward P/E	16.29	5.78
PEG Ratio	1.32	0.62
Dividend Yield	0.98%	4.18%
5Y Dividends CAGR	14.12%	N/A
5Y EPS CAGR	14.04%	7.91%
Debt to Equity	169.12%	17.38%
Free Cash Flow Yield	6.68%	0.00%
P/S Ratio	3.01	0.07
P/B Ratio	7.25	1.17

Market Cap

Winner

MORN

$7.45B

VIPS

$7.45B

Max Drawdown

Winner

MORN

67.92%

VIPS

86.75%

Sharpe Ratio

MORN

-0.88

Winner

VIPS

0.11

5Y Beta

MORN

0.65

Winner

VIPS

0.59

Industry

MORN

Financial Data & Stock Exchanges

VIPS

Internet Retail

P/E Ratio

MORN

18.41

Winner

VIPS

7.12

Forward P/E

MORN

16.29

Winner

VIPS

5.78

PEG Ratio

MORN

1.32

Winner

VIPS

0.62

Dividend Yield

MORN

0.98%

Winner

VIPS

4.18%

5Y Dividends CAGR

MORN

14.12%

VIPS

N/A

5Y EPS CAGR

Winner

MORN

14.04%

VIPS

7.91%

Debt to Equity

MORN

169.12%

Winner

VIPS

17.38%

Free Cash Flow Yield

Winner

MORN

6.68%

VIPS

0.00%

P/S Ratio

MORN

3.01

Winner

VIPS

0.07

P/B Ratio

MORN

7.25

Winner

VIPS

1.17

MORN vs VIPS - Historical Returns

Returns include dividend reinvestment.

Period	MORN	VIPS
1 month	+24.15%	+14.56%
3 months	+14.82%	+5.56%
6 months	-3.87%	-7.57%
1 year	-31.35%	+4.87%
5 years(CAGR)	-4.58%	+0.24%
10 years(CAGR)	+9.46%	+1.69%
Max(CAGR)	+11.90%	+26.92%

Winner

MORN

+24.15%

VIPS

+14.56%

Winner

MORN

+14.82%

VIPS

+5.56%

Winner

MORN

-3.87%

VIPS

-7.57%

MORN

-31.35%

Winner

VIPS

+4.87%

5Y(CAGR)

MORN

-4.58%

Winner

VIPS

+0.24%

10Y(CAGR)

Winner

MORN

+9.46%

VIPS

+1.69%

Max(CAGR)

MORN

+11.90%

Winner

VIPS

+26.92%

MORN vs VIPS - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	VIPS
2026	-7.68%	-10.70%
2025	-34.19%	+40.52%
2024	+21.97%	-20.52%
2023	+32.17%	+23.59%
2022	-35.18%	+62.96%
2021	+48.27%	-70.32%
2020	+54.23%	+89.93%
2019	+40.51%	+160.00%
2018	+14.36%	-56.32%
2017	+32.26%	+4.36%
2016	-6.83%	-21.64%
2015	+24.65%	-25.51%
2014	-16.52%	+124.65%
2013	+23.36%	+406.54%
2012	+6.51%	+224.36%
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 VIPS Drawdown Comparison

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

The maximum drawdown for VIPS was -86.75%, occurring on Mar 14, 2022. This drawdown has not yet recovered.

The current MORN drawdown is -45.37%. The current VIPS drawdown is -63.08%.

Rank	MORN	VIPS
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-86.75% Mar 23, 2021 - Mar 14, 2022
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-85.00% Apr 10, 2015 - Jan 8, 2021
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-30.17% May 21, 2013 - Jul 18, 2013
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-27.06% Mar 6, 2014 - Jun 6, 2014
#5	-28.34% May 19, 2006 - Nov 20, 2006	-25.55% Aug 13, 2014 - Oct 31, 2014
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-22.55% Mar 23, 2012 - Apr 18, 2012
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-22.46% Jul 5, 2012 - Sep 19, 2012
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-22.40% Nov 11, 2014 - Feb 17, 2015
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-22.09% Apr 24, 2012 - Jun 19, 2012
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-21.79% Aug 9, 2013 - Sep 18, 2013
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-17.12% Feb 25, 2013 - Mar 15, 2013
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-17.10% Jan 24, 2013 - Feb 7, 2013
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-16.15% Oct 18, 2013 - Nov 4, 2013
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-13.60% Apr 5, 2013 - May 1, 2013
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-13.06% Nov 13, 2013 - Jan 7, 2014

Correlation

Correlation between MORN and VIPS is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2010 - 2026)

MORN vs VIPS dividend yield comparison.

Year	MORN	VIPS
2026	0.78%	4.08%
2025	0.84%	2.71%
2024	0.48%	3.19%
2023	0.52%	0.00%
2022	0.66%	0.00%
2021	0.28%	0.00%
2020	0.65%	0.00%
2019	0.74%	0.00%
2018	0.91%	0.00%
2017	0.95%	0.00%
2016	1.20%	0.00%
2015	0.95%	0.00%
2014	1.05%	0.00%
2013	0.48%	0.00%
2012	0.84%	0.00%
2011	0.25%	0.00%
2010	0.09%	0.00%