NEU vs MORN
Comparison between NewMarket Corp (NEU, Company) and Morningstar Inc (MORN, Company).
NEU is from the Basic Materials sector, while MORN is from the Financial Services sector.
5-Year PerformanceNEU has outperformed MORN, delivering a return of +17.4% compared to -4.9%
NEU vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEU vs MORN - Historical Returns
Returns include dividend reinvestment.
NEU vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NEU | MORN |
|---|---|---|
| 2026 | +2.39% | -15.61% |
| 2025 | +36.89% | -34.19% |
| 2024 | -1.80% | +21.97% |
| 2023 | +72.47% | +32.17% |
| 2022 | -6.64% | -35.18% |
| 2021 | -12.86% | +48.27% |
| 2020 | -15.50% | +54.23% |
| 2019 | +22.06% | +40.51% |
| 2018 | +3.89% | +14.36% |
| 2017 | -5.79% | +32.26% |
| 2016 | +15.81% | -6.83% |
| 2015 | -3.99% | +24.65% |
| 2014 | +25.53% | -16.52% |
| 2013 | +24.36% | +23.36% |
| 2012 | +45.35% | +6.51% |
| 2011 | +59.59% | +11.00% |
| 2010 | +4.14% | +9.95% |
| 2009 | +226.09% | +30.79% |
| 2008 | -35.27% | -53.19% |
| 2007 | -1.72% | +72.97% |
| 2006 | +139.57% | +30.96% |
| 2005 | +25.56% | +72.77% |
| 2004 | -9.50% | N/A |
| 2003 | +215.58% | N/A |
| 2002 | +41.09% | N/A |
| 2001 | -41.03% | N/A |
| 2000 | -57.21% | N/A |
| 1999 | -9.75% | N/A |
NEU vs MORN Drawdown Comparison
The maximum drawdown for NEU was -84.90%, occurring on Sep 13, 2002. Recovery took 988 trading sessions.
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current NEU drawdown is -19.02%. The current MORN drawdown is -50.06%.
| Rank | NEU | MORN |
|---|---|---|
| #1 | -84.90% Nov 30, 1999 - Nov 5, 2003 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -73.19% Apr 21, 2008 - Sep 15, 2009 | -56.69% Dec 12, 2024 - Feb 12, 2026 |
| #3 | -47.06% Jan 21, 2004 - Jan 6, 2006 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -41.65% Oct 25, 2006 - Feb 25, 2008 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -40.65% Nov 14, 2019 - Aug 8, 2023 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -36.92% May 9, 2006 - Aug 21, 2006 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -34.11% Jan 6, 2010 - Nov 10, 2010 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -32.76% Oct 8, 2025 - Mar 13, 2026 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -31.42% Feb 23, 2015 - Apr 27, 2017 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -27.36% May 2, 2011 - Oct 27, 2011 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -23.65% Mar 1, 2024 - May 8, 2025 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -22.83% Jun 9, 2017 - Aug 13, 2019 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -22.51% Apr 7, 2006 - Apr 26, 2006 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -21.26% Feb 1, 2012 - Apr 26, 2012 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -16.68% Sep 5, 2006 - Oct 24, 2006 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between NEU and MORN is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
NEU vs MORN dividend yield comparison.
| Year | NEU | MORN |
|---|---|---|
| 2026 | 0.43% | 0.56% |
| 2025 | 1.64% | 0.84% |
| 2024 | 1.89% | 0.48% |
| 2023 | 1.62% | 0.52% |
| 2022 | 2.70% | 0.66% |
| 2021 | 2.33% | 0.28% |
| 2020 | 1.91% | 0.65% |
| 2019 | 1.50% | 0.74% |
| 2018 | 1.70% | 0.91% |
| 2017 | 1.76% | 0.95% |
| 2016 | 1.51% | 1.20% |
| 2015 | 1.52% | 0.95% |
| 2014 | 1.16% | 1.05% |
| 2013 | 1.14% | 0.48% |
| 2012 | 10.68% | 0.84% |
| 2011 | 1.21% | 0.25% |
| 2010 | 1.27% | 0.09% |
| 2009 | 0.94% | 0.00% |
| 2008 | 2.29% | 0.00% |
| 2007 | 1.03% | 0.00% |
| 2006 | 1.07% | 0.00% |
| 2000 | 25.87% | 0.00% |
| 1999 | 1.71% | 0.00% |
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