NXE vs MORN

Comparison between NexGen Energy Ltd (NXE, Company) and Morningstar Inc (MORN, Company).

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

5-Year PerformanceNXE has outperformed MORN, delivering a return of +20.6% compared to -3.8%

NXE vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXE(COMPANY)	MORN(COMPANY)
Market Cap	$7.44B	$7.41B
Max Drawdown	82.98%	67.92%
Sharpe Ratio	0.98	-0.52
5Y Beta	1.56	0.65
Industry	Uranium	Financial Data & Stock Exchanges
P/E Ratio	-34.18	18.30
Forward P/E	N/A	16.29
PEG Ratio	-1.13	1.32
Dividend Yield	N/A	0.97%
5Y Dividends CAGR	N/A	14.12%
5Y EPS CAGR	-1.28%	14.04%
Debt to Equity	33.24%	169.12%
Free Cash Flow Yield	-2.31%	6.71%

Market Cap

Winner

NXE

$7.44B

MORN

$7.41B

Max Drawdown

NXE

82.98%

Winner

MORN

67.92%

Sharpe Ratio

Winner

NXE

0.98

MORN

-0.52

5Y Beta

NXE

1.56

Winner

MORN

0.65

Industry

NXE

Uranium

MORN

Financial Data & Stock Exchanges

P/E Ratio

Winner

NXE

-34.18

MORN

18.30

Forward P/E

NXE

N/A

MORN

16.29

PEG Ratio

Winner

NXE

-1.13

MORN

1.32

Dividend Yield

NXE

N/A

MORN

0.97%

5Y Dividends CAGR

NXE

N/A

MORN

14.12%

5Y EPS CAGR

NXE

-1.28%

Winner

MORN

14.04%

Debt to Equity

Winner

NXE

33.24%

MORN

169.12%

Free Cash Flow Yield

NXE

-2.31%

Winner

MORN

6.71%

NXE vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	NXE	MORN
1 month	+15.32%	+19.21%
3 months	-14.70%	+24.84%
6 months	-10.59%	+30.05%
1 year	+53.24%	-19.93%
5 years(CAGR)	+20.62%	-3.85%
10 years(CAGR)	+18.39%	+10.56%
Max(CAGR)	+32.64%	+12.24%

NXE

+15.32%

Winner

MORN

+19.21%

NXE

-14.70%

Winner

MORN

+24.84%

NXE

-10.59%

Winner

MORN

+30.05%

Winner

NXE

+53.24%

MORN

-19.93%

5Y(CAGR)

Winner

NXE

+20.62%

MORN

-3.85%

10Y(CAGR)

Winner

NXE

+18.39%

MORN

+10.56%

Max(CAGR)

Winner

NXE

+32.64%

MORN

+12.24%

NXE vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	NXE	MORN
2026	+1.37%	-1.09%
2025	+26.20%	-34.19%
2024	-2.65%	+21.97%
2023	+60.55%	+32.17%
2022	-7.13%	-35.18%
2021	+64.29%	+48.27%
2020	+122.58%	+54.23%
2019	-27.68%	+40.51%
2018	-34.56%	+14.36%
2017	+37.24%	+32.26%
2016	+231.34%	-6.83%
2015	N/A	+24.65%
2014	N/A	-16.52%
2013	N/A	+23.36%
2012	N/A	+6.51%
2011	N/A	+11.00%
2010	N/A	+9.95%
2009	N/A	+30.79%
2008	N/A	-53.19%
2007	N/A	+72.97%
2006	N/A	+30.96%
2005	N/A	+72.77%

NXE vs MORN Drawdown Comparison

The maximum drawdown for NXE was -82.98%, occurring on Mar 23, 2020. Recovery took 1000 trading sessions.

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

The current NXE drawdown is -25.36%. The current MORN drawdown is -41.47%.

Rank	NXE	MORN
#1	-82.98% Feb 13, 2017 - Feb 3, 2021	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-54.28% Nov 22, 2024 - Sep 22, 2025	-59.99% Dec 12, 2024 - Jun 25, 2026
#3	-52.11% Jun 8, 2016 - Jan 10, 2017	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-45.65% Nov 9, 2021 - Nov 20, 2023	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-39.73% Apr 3, 2024 - Nov 22, 2024	-28.34% May 19, 2006 - Nov 20, 2006
#6	-37.28% Jan 28, 2026 - Jul 20, 2026	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-29.12% Jun 1, 2021 - Sep 2, 2021	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-23.39% Sep 15, 2021 - Oct 13, 2021	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-23.34% Feb 16, 2021 - Mar 17, 2021	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-22.70% Oct 30, 2025 - Dec 4, 2025	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-21.80% Apr 14, 2016 - Jun 8, 2016	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-17.99% Apr 6, 2021 - May 3, 2021	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-17.96% Mar 17, 2021 - Apr 5, 2021	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-17.21% Feb 1, 2024 - Apr 1, 2024	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-17.17% Dec 4, 2025 - Jan 2, 2026	-11.46% Aug 8, 2007 - Oct 2, 2007