MORN vs VSCO

Comparison between Morningstar Inc (MORN, Company) and Victoria`s Secret & Company (VSCO, Company).

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

5-Year PerformanceVSCO has outperformed MORN, delivering a return of +12.7% compared to -7.8%

MORN vs VSCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	VSCO(COMPANY)
Market Cap	$6.16B	$6.14B
Max Drawdown	67.92%	80.87%
Sharpe Ratio	-1.57	2.10
5Y Beta	0.68	N/A
Industry	Financial Data & Stock Exchanges	Apparel Retail
P/E Ratio	16.15	29.38
Forward P/E	16.29	17.01
PEG Ratio	1.38	1.26
Dividend Yield	1.22%	N/A
5Y Dividends CAGR	14.25%	N/A
5Y EPS CAGR	10.99%	N/A
Debt to Equity	169.92%	125.32%
Free Cash Flow Yield	7.10%	5.11%
P/S Ratio	2.46	N/A
P/B Ratio	6.05	N/A

Market Cap

Winner

MORN

$6.16B

VSCO

$6.14B

Max Drawdown

Winner

MORN

67.92%

VSCO

80.87%

Sharpe Ratio

MORN

-1.57

Winner

VSCO

2.10

5Y Beta

MORN

0.68

VSCO

N/A

Industry

MORN

Financial Data & Stock Exchanges

VSCO

Apparel Retail

P/E Ratio

Winner

MORN

16.15

VSCO

29.38

Forward P/E

Winner

MORN

16.29

VSCO

17.01

PEG Ratio

MORN

1.38

Winner

VSCO

1.26

Dividend Yield

MORN

1.22%

VSCO

N/A

5Y Dividends CAGR

MORN

14.25%

VSCO

N/A

5Y EPS CAGR

MORN

10.99%

VSCO

N/A

Debt to Equity

MORN

169.92%

Winner

VSCO

125.32%

Free Cash Flow Yield

Winner

MORN

7.10%

VSCO

5.11%

P/S Ratio

MORN

2.46

VSCO

N/A

P/B Ratio

MORN

6.05

VSCO

N/A

MORN vs VSCO - Historical Returns

Returns include dividend reinvestment.

Period	MORN	VSCO
1 month	-10.49%	-4.18%
3 months	-4.03%	+66.76%
6 months	-20.91%	+43.76%
1 year	-46.08%	+276.03%
5 years(CAGR)	-7.83%	+12.68%
10 years(CAGR)	+8.25%	N/A
Max(CAGR)	+11.13%	+12.68%

MORN

-10.49%

Winner

VSCO

-4.18%

MORN

-4.03%

Winner

VSCO

+66.76%

MORN

-20.91%

Winner

VSCO

+43.76%

MORN

-46.08%

Winner

VSCO

+276.03%

5Y(CAGR)

MORN

-7.83%

Winner

VSCO

+12.68%

10Y(CAGR)

MORN

+8.25%

VSCO

N/A

Max(CAGR)

MORN

+11.13%

Winner

VSCO

+12.68%

MORN vs VSCO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	VSCO
2026	-20.91%	+43.76%
2025	-34.19%	+34.02%
2024	+21.97%	+52.73%
2023	+32.17%	-19.55%
2022	-35.18%	-36.27%
2021	+48.27%	+30.68%
2020	+54.23%	N/A
2019	+40.51%	N/A
2018	+14.36%	N/A
2017	+32.26%	N/A
2016	-6.83%	N/A
2015	+24.65%	N/A
2014	-16.52%	N/A
2013	+23.36%	N/A
2012	+6.51%	N/A
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 VSCO Drawdown Comparison

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

The maximum drawdown for VSCO was -80.87%, occurring on Oct 5, 2023. Recovery took 1204 trading sessions.

The current MORN drawdown is -53.20%. The current VSCO drawdown is -13.32%.

Rank	MORN	VSCO
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-80.87% Aug 13, 2021 - Jun 2, 2026
#2	-59.99% Dec 12, 2024 - Jun 25, 2026	-13.32% Jun 26, 2026 - Jul 2, 2026
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-8.72% Jun 2, 2026 - Jun 18, 2026
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-6.20% Aug 10, 2021 - Aug 13, 2021
#5	-28.34% May 19, 2006 - Nov 20, 2006	-3.93% Jun 18, 2026 - Jun 25, 2026
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-3.76% Jul 21, 2021 - Jul 29, 2021
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-1.87% Aug 5, 2021 - Aug 9, 2021
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-0.53% Aug 3, 2021 - Aug 5, 2021
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	N/A
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	N/A
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	N/A
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	N/A
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	N/A
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	N/A
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	N/A

Correlation

Correlation between MORN and VSCO is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101