OR vs MORN

Comparison between Osisko Gold Royalties Ltd (OR, Company) and Morningstar Inc (MORN, Company).

OR is from the Basic Materials sector, while MORN is from the Financial Services sector.

5-Year PerformanceOR has outperformed MORN, delivering a return of +22.4% compared to -4.4%

OR vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OR(COMPANY)	MORN(COMPANY)
Market Cap	$6.73B	$6.72B
Max Drawdown	63.70%	67.92%
Sharpe Ratio	1.04	-1.51
5Y Beta	0.53	0.75
Industry	Gold	Financial Data & Stock Exchanges
P/E Ratio	36.76	17.61
Forward P/E	25.06	16.29
PEG Ratio	0.06	1.50
Dividend Yield	0.62%	1.07%
5Y Dividends CAGR	11.61%	14.25%
5Y EPS CAGR	38.97%	10.99%
Debt to Equity	0.31%	169.92%
Free Cash Flow Yield	1.54%	6.51%
P/S Ratio	20.38	2.68
P/B Ratio	4.54	6.60

Market Cap

Winner

$6.73B

MORN

$6.72B

Max Drawdown

Winner

63.70%

MORN

67.92%

Sharpe Ratio

Winner

1.04

MORN

-1.51

5Y Beta

Winner

0.53

MORN

0.75

Industry

Gold

MORN

Financial Data & Stock Exchanges

P/E Ratio

36.76

Winner

MORN

17.61

Forward P/E

25.06

Winner

MORN

16.29

PEG Ratio

Winner

0.06

MORN

1.50

Dividend Yield

0.62%

Winner

MORN

1.07%

5Y Dividends CAGR

11.61%

Winner

MORN

14.25%

5Y EPS CAGR

Winner

38.97%

MORN

10.99%

Debt to Equity

Winner

0.31%

MORN

169.92%

Free Cash Flow Yield

1.54%

Winner

MORN

6.51%

P/S Ratio

20.38

Winner

MORN

2.68

P/B Ratio

Winner

4.54

MORN

6.60

OR vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	OR	MORN
1 month	+1.40%	-2.97%
3 months	-22.35%	+0.13%
6 months	+6.36%	-14.84%
1 year	+47.65%	-40.56%
5 years(CAGR)	+22.36%	-4.44%
10 years(CAGR)	+14.03%	+8.87%
Max(CAGR)	+14.83%	+11.67%

Winner

+1.40%

MORN

-2.97%

-22.35%

Winner

MORN

+0.13%

Winner

+6.36%

MORN

-14.84%

Winner

+47.65%

MORN

-40.56%

5Y(CAGR)

Winner

+22.36%

MORN

-4.44%

10Y(CAGR)

Winner

+14.03%

MORN

+8.87%

Max(CAGR)

Winner

+14.83%

MORN

+11.67%

OR vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	OR	MORN
2026	+5.26%	-13.25%
2025	+91.23%	-34.19%
2024	+29.95%	+21.97%
2023	+18.19%	+32.17%
2022	+2.76%	-35.18%
2021	-5.73%	+48.27%
2020	+32.40%	+54.23%
2019	+10.84%	+40.51%
2018	-22.58%	+14.36%
2017	+17.93%	+32.26%
2016	-2.30%	-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%

OR vs MORN Drawdown Comparison

The maximum drawdown for OR was -61.89%, occurring on Mar 13, 2020. Recovery took 924 trading sessions.

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

The current OR drawdown is -22.35%. The current MORN drawdown is -48.66%.

Rank	OR	MORN
#1	-61.89% Sep 7, 2017 - May 11, 2021	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-38.15% Aug 1, 2016 - Sep 7, 2017	-56.69% Dec 12, 2024 - Feb 12, 2026
#3	-37.19% Jun 15, 2021 - Mar 17, 2023	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-34.29% May 3, 2023 - Jul 15, 2024	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-31.13% Mar 2, 2026 - Mar 20, 2026	-28.34% May 19, 2006 - Nov 20, 2006
#6	-24.49% Oct 7, 2025 - Jan 13, 2026	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-17.41% Jan 28, 2026 - Feb 26, 2026	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-14.86% Oct 22, 2024 - Mar 25, 2025	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-14.77% Apr 29, 2016 - Jun 9, 2016	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-14.72% Feb 8, 2016 - Apr 11, 2016	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-12.31% Jul 17, 2024 - Sep 20, 2024	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-12.18% Jan 7, 2016 - Feb 1, 2016	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-11.80% Jul 6, 2016 - Aug 1, 2016	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-8.90% Mar 31, 2025 - Apr 10, 2025	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-7.72% May 9, 2025 - May 20, 2025	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between OR and MORN is 0.37 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.37

-101

Dividend Comparison (2010 - 2026)

OR vs MORN dividend yield comparison.

Year	OR	MORN
2026	0.15%	0.55%
2025	0.59%	0.84%
2024	1.02%	0.48%
2023	1.34%	0.52%
2022	1.38%	0.66%
2021	1.37%	0.28%
2020	1.18%	0.65%
2019	1.56%	0.74%
2018	1.72%	0.91%
2017	1.56%	0.95%
2016	1.65%	1.20%
2015	0.00%	0.95%
2014	0.00%	1.05%
2013	0.00%	0.48%
2012	0.00%	0.84%
2011	0.00%	0.25%
2010	0.00%	0.09%