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ORA vs MORN

Comparison between Ormat Technologies Inc (ORA, Company) and Morningstar Inc (MORN, Company).

ORA is from the Utilities sector, while MORN is from the Financial Services sector.

5-Year PerformanceORA has outperformed MORN, delivering a return of +9.2% compared to -7.0%

ORA vs MORN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
ORA
$6.38B
MORN
$6.34B
Max Drawdown
ORA
74.68%
Winner
MORN
67.92%
Sharpe Ratio
Winner
ORA
0.49
MORN
-1.20
5Y Beta
Winner
ORA
0.59
MORN
0.66
Industry
ORA
Utilities - Renewable
MORN
Financial Data & Stock Exchanges
P/E Ratio
ORA
49.60
Winner
MORN
16.63
Forward P/E
ORA
54.64
Winner
MORN
16.29
PEG Ratio
ORA
56.40
Winner
MORN
1.42
Dividend Yield
ORA
0.46%
Winner
MORN
1.15%
5Y Dividends CAGR
ORA
1.03%
Winner
MORN
14.12%
5Y EPS CAGR
ORA
8.35%
Winner
MORN
10.99%
Debt to Equity
Winner
ORA
0.00%
MORN
169.92%
Free Cash Flow Yield
ORA
-3.38%
Winner
MORN
6.89%
P/S Ratio
ORA
5.48
Winner
MORN
2.53
P/B Ratio
Winner
ORA
2.51
MORN
6.18

ORA vs MORN - Historical Returns

Returns include dividend reinvestment.

1M
ORA
-15.78%
Winner
MORN
+7.60%
3M
ORA
-8.51%
Winner
MORN
-5.38%
6M
Winner
ORA
-15.70%
MORN
-20.07%
1Y
Winner
ORA
+15.36%
MORN
-38.80%
5Y(CAGR)
Winner
ORA
+9.22%
MORN
-7.03%
10Y(CAGR)
Winner
ORA
+9.45%
MORN
+7.88%
Max(CAGR)
ORA
+9.83%
Winner
MORN
+11.17%

ORA vs MORN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearORAMORN
2026-8.51%-19.89%
2025+60.72%-34.19%
2024-10.80%+21.97%
2023-10.33%+32.17%
2022+10.72%-35.18%
2021-12.87%+48.27%
2020+21.35%+54.23%
2019+45.09%+40.51%
2018-18.37%+14.36%
2017+22.06%+32.26%
2016+54.41%-6.83%
2015+33.89%+24.65%
2014+1.51%-16.52%
2013+35.94%+23.36%
2012+5.14%+6.51%
2011-38.44%+11.00%
2010-21.16%+9.95%
2009+19.09%+30.79%
2008-41.19%-53.19%
2007+48.48%+72.97%
2006+32.17%+30.96%
2005+68.77%+72.77%
2004+3.89%N/A

ORA vs MORN Drawdown Comparison

The maximum drawdown for ORA was -73.97%, occurring on Sep 22, 2011. Recovery took 2267 trading sessions.

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

The current ORA drawdown is -28.44%. The current MORN drawdown is -52.59%.

RankORAMORN
#1-73.97%
Dec 28, 2007 - Dec 29, 2016
-67.92%
Dec 11, 2007 - Oct 25, 2013
#2-52.40%
Feb 10, 2021 - Jan 22, 2026
-59.99%
Dec 12, 2024 - Jun 25, 2026
#3-36.16%
Feb 19, 2020 - Dec 18, 2020
-49.91%
Dec 27, 2021 - Oct 14, 2024
#4-28.78%
Jan 31, 2018 - Aug 8, 2019
-35.42%
Feb 19, 2020 - Jul 30, 2020
#5-28.63%
Jun 3, 2026 - Jul 20, 2026
-28.34%
May 19, 2006 - Nov 20, 2006
#6-27.00%
Feb 14, 2006 - Feb 9, 2007
-26.97%
Nov 22, 2013 - Jul 24, 2015
#7-24.13%
Feb 26, 2007 - Aug 7, 2007
-25.71%
Aug 31, 2018 - Apr 24, 2019
#8-23.84%
Dec 15, 2004 - Jun 30, 2005
-24.04%
Aug 11, 2005 - Nov 3, 2005
#9-20.05%
Feb 3, 2026 - May 13, 2026
-23.03%
Apr 1, 2016 - Oct 26, 2017
#10-19.21%
Sep 16, 2005 - Nov 29, 2005
-20.92%
Nov 11, 2005 - Jan 10, 2006
#11-13.18%
Oct 31, 2007 - Dec 21, 2007
-13.66%
Apr 23, 2007 - Aug 2, 2007
#12-12.80%
Aug 9, 2007 - Sep 27, 2007
-12.90%
Apr 29, 2021 - Aug 4, 2021
#13-12.41%
Dec 22, 2005 - Jan 11, 2006
-12.53%
Aug 5, 2015 - Mar 28, 2016
#14-9.61%
Jan 8, 2021 - Feb 1, 2021
-11.85%
Feb 16, 2021 - Apr 26, 2021
#15-9.15%
Jun 13, 2017 - Sep 28, 2017
-11.46%
Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between ORA and MORN is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2005 - 2026)

ORA vs MORN dividend yield comparison.

YearORAMORN
20260.23%0.90%
20250.43%0.84%
20240.71%0.48%
20230.63%0.52%
20220.56%0.66%
20210.61%0.28%
20200.49%0.65%
20190.59%0.74%
20181.01%0.91%
20170.91%0.95%
20160.97%1.20%
20150.71%0.95%
20140.77%1.05%
20130.29%0.48%
20120.41%0.84%
20110.72%0.25%
20100.91%0.09%
20090.66%0.00%
20080.63%0.00%
20070.40%0.00%
20060.41%0.00%
20050.46%0.00%

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