MORN vs WFRD

Comparison between Morningstar Inc (MORN, Company) and Weatherford International plc - New (WFRD, Company).

MORN is from the Financial Services sector, while WFRD is from the Energy sector.

5-Year PerformanceWFRD has outperformed MORN, delivering a return of +45.9% compared to -5.2%

MORN vs WFRD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MORN(COMPANY)	WFRD(COMPANY)
Market Cap	$7.08B	$7.05B
Max Drawdown	67.92%	70.83%
Sharpe Ratio	-1.46	1.78
5Y Beta	0.71	1.61
Industry	Financial Data & Stock Exchanges	Oil & Gas Equipment & Services
P/E Ratio	18.55	15.19
Forward P/E	16.29	16.67
PEG Ratio	1.58	2.07
Dividend Yield	1.05%	1.01%
5Y Dividends CAGR	14.25%	N/A
5Y EPS CAGR	10.99%	N/A
Debt to Equity	169.92%	0.00%
Free Cash Flow Yield	6.18%	6.63%
P/S Ratio	2.80	1.45
P/B Ratio	6.89	4.01

Market Cap

Winner

MORN

$7.08B

WFRD

$7.05B

Max Drawdown

Winner

MORN

67.92%

WFRD

70.83%

Sharpe Ratio

MORN

-1.46

Winner

WFRD

1.78

5Y Beta

Winner

MORN

0.71

WFRD

1.61

Industry

MORN

Financial Data & Stock Exchanges

WFRD

Oil & Gas Equipment & Services

P/E Ratio

MORN

18.55

Winner

WFRD

15.19

Forward P/E

Winner

MORN

16.29

WFRD

16.67

PEG Ratio

Winner

MORN

1.58

WFRD

2.07

Dividend Yield

Winner

MORN

1.05%

WFRD

1.01%

5Y Dividends CAGR

MORN

14.25%

WFRD

N/A

5Y EPS CAGR

MORN

10.99%

WFRD

N/A

Debt to Equity

MORN

169.92%

Winner

WFRD

0.00%

Free Cash Flow Yield

MORN

6.18%

Winner

WFRD

6.63%

P/S Ratio

MORN

2.80

Winner

WFRD

1.45

P/B Ratio

MORN

6.89

Winner

WFRD

4.01

MORN vs WFRD - Historical Returns

Returns include dividend reinvestment.

Period	MORN	WFRD
1 month	-0.34%	-5.77%
3 months	-2.89%	+19.32%
6 months	-17.73%	+26.75%
1 year	-42.15%	+95.64%
5 years(CAGR)	-5.15%	+45.91%
10 years(CAGR)	+8.79%	N/A
Max(CAGR)	+11.45%	+70.46%

Winner

MORN

-0.34%

WFRD

-5.77%

MORN

-2.89%

Winner

WFRD

+19.32%

MORN

-17.73%

Winner

WFRD

+26.75%

MORN

-42.15%

Winner

WFRD

+95.64%

5Y(CAGR)

MORN

-5.15%

Winner

WFRD

+45.91%

10Y(CAGR)

MORN

+8.79%

WFRD

N/A

Max(CAGR)

MORN

+11.45%

Winner

WFRD

+70.46%

MORN vs WFRD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	MORN	WFRD
2026	-16.49%	+25.89%
2025	-34.19%	+10.17%
2024	+21.97%	-24.44%
2023	+32.17%	+102.13%
2022	-35.18%	+75.71%
2021	+48.27%	+382.93%
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 WFRD Drawdown Comparison

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

The maximum drawdown for WFRD was -70.56%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current MORN drawdown is -50.58%. The current WFRD drawdown is -22.42%.

Rank	MORN	WFRD
#1	-67.92% Dec 11, 2007 - Oct 25, 2013	-70.56% Jul 16, 2024 - Apr 8, 2025
#2	-56.69% Dec 12, 2024 - Feb 12, 2026	-55.23% Apr 18, 2022 - Oct 26, 2022
#3	-49.91% Dec 27, 2021 - Oct 14, 2024	-28.24% Nov 9, 2021 - Feb 9, 2022
#4	-35.42% Feb 19, 2020 - Jul 30, 2020	-24.89% Mar 6, 2023 - Jul 7, 2023
#5	-28.34% May 19, 2006 - Nov 20, 2006	-23.79% Jun 25, 2021 - Sep 27, 2021
#6	-26.97% Nov 22, 2013 - Jul 24, 2015	-22.28% Feb 24, 2021 - Jun 3, 2021
#7	-25.71% Aug 31, 2018 - Apr 24, 2019	-19.98% Feb 16, 2022 - Mar 10, 2022
#8	-24.04% Aug 11, 2005 - Nov 3, 2005	-16.22% Dec 26, 2023 - Feb 15, 2024
#9	-23.03% Apr 1, 2016 - Oct 26, 2017	-14.83% Mar 10, 2022 - Apr 12, 2022
#10	-20.92% Nov 11, 2005 - Jan 10, 2006	-14.69% Jan 21, 2021 - Feb 5, 2021
#11	-13.66% Apr 23, 2007 - Aug 2, 2007	-14.53% Nov 6, 2023 - Dec 26, 2023
#12	-12.90% Apr 29, 2021 - Aug 4, 2021	-14.07% Apr 29, 2024 - Jul 15, 2024
#13	-12.53% Aug 5, 2015 - Mar 28, 2016	-12.90% Sep 18, 2023 - Nov 2, 2023
#14	-11.85% Feb 16, 2021 - Apr 26, 2021	-12.66% Apr 3, 2024 - Apr 26, 2024
#15	-11.46% Aug 8, 2007 - Oct 2, 2007	-11.19% Feb 13, 2023 - Mar 1, 2023

Correlation

Correlation between MORN and WFRD is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2010 - 2026)

MORN vs WFRD dividend yield comparison.

Year	MORN	WFRD
2026	0.57%	0.54%
2025	0.84%	1.28%
2024	0.48%	0.70%
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%