POOL vs MORN
Comparison between Pool Corporation (POOL, Company) and Morningstar Inc (MORN, Company).
POOL is from the Industrials sector, while MORN is from the Financial Services sector.
5-Year PerformanceMORN has outperformed POOL, delivering a return of -4.4% compared to -15.0%
POOL vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
POOL vs MORN - Historical Returns
Returns include dividend reinvestment.
POOL vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | POOL | MORN |
|---|---|---|
| 2026 | -19.96% | -13.25% |
| 2025 | -30.14% | -34.19% |
| 2024 | -11.04% | +21.97% |
| 2023 | +34.17% | +32.17% |
| 2022 | -44.50% | -35.18% |
| 2021 | +59.66% | +48.27% |
| 2020 | +75.76% | +54.23% |
| 2019 | +47.23% | +40.51% |
| 2018 | +14.63% | +14.36% |
| 2017 | +25.42% | +32.26% |
| 2016 | +33.53% | -6.83% |
| 2015 | +29.85% | +24.65% |
| 2014 | +12.22% | -16.52% |
| 2013 | +36.06% | +23.36% |
| 2012 | +42.83% | +6.51% |
| 2011 | +32.03% | +11.00% |
| 2010 | +19.33% | +9.95% |
| 2009 | +8.78% | +30.79% |
| 2008 | -6.77% | -53.19% |
| 2007 | -49.14% | +72.97% |
| 2006 | +7.94% | +30.96% |
| 2005 | +17.46% | +72.77% |
| 2004 | +46.04% | N/A |
| 2003 | +62.32% | N/A |
| 2002 | +8.83% | N/A |
| 2001 | +41.98% | N/A |
| 2000 | +71.38% | N/A |
| 1999 | +14.98% | N/A |
POOL vs MORN Drawdown Comparison
The maximum drawdown for POOL was -75.69%, occurring on Mar 9, 2009. Recovery took 1688 trading sessions.
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current POOL drawdown is -66.50%. The current MORN drawdown is -48.66%.
| Rank | POOL | MORN |
|---|---|---|
| #1 | -75.69% Apr 19, 2006 - Jan 2, 2013 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -67.85% Nov 18, 2021 - May 13, 2026 | -56.69% Dec 12, 2024 - Feb 12, 2026 |
| #3 | -28.72% Feb 18, 2020 - May 21, 2020 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -28.06% Mar 19, 2002 - May 2, 2003 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -25.81% Aug 17, 2001 - Dec 6, 2001 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -23.76% May 15, 2000 - Jul 25, 2000 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -23.03% Aug 28, 2000 - Dec 28, 2000 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -21.11% Jun 20, 2017 - Nov 29, 2017 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -20.50% Sep 18, 2018 - Apr 18, 2019 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -19.58% Jan 8, 2021 - Apr 22, 2021 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -18.66% Dec 27, 1999 - Mar 7, 2000 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -17.62% Mar 14, 2001 - Jun 5, 2001 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -16.14% Jul 9, 2004 - Nov 5, 2004 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -16.05% Nov 5, 2020 - Jan 7, 2021 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -15.88% Oct 29, 2003 - Mar 5, 2004 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between POOL and MORN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
POOL vs MORN dividend yield comparison.
| Year | POOL | MORN |
|---|---|---|
| 2026 | 1.41% | 0.55% |
| 2025 | 2.16% | 0.84% |
| 2024 | 1.38% | 0.48% |
| 2023 | 1.08% | 0.52% |
| 2022 | 1.26% | 0.66% |
| 2021 | 0.53% | 0.28% |
| 2020 | 0.61% | 0.65% |
| 2019 | 0.99% | 0.74% |
| 2018 | 1.16% | 0.91% |
| 2017 | 1.10% | 0.95% |
| 2016 | 1.14% | 1.20% |
| 2015 | 1.24% | 0.95% |
| 2014 | 1.34% | 1.05% |
| 2013 | 1.26% | 0.48% |
| 2012 | 1.47% | 0.84% |
| 2011 | 1.83% | 0.25% |
| 2010 | 2.31% | 0.09% |
| 2009 | 2.73% | 0.00% |
| 2008 | 2.84% | 0.00% |
| 2007 | 2.34% | 0.00% |
| 2006 | 1.03% | 0.00% |
| 2005 | 0.91% | 0.00% |
| 2004 | 0.64% | 0.00% |
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