SM vs MORN
Comparison between SM Energy Company (SM, Company) and Morningstar Inc (MORN, Company).
SM is from the Energy sector, while MORN is from the Financial Services sector.
5-Year PerformanceSM has outperformed MORN, delivering a return of +3.3% compared to -7.8%
SM vs MORN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SM vs MORN - Historical Returns
Returns include dividend reinvestment.
SM vs MORN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SM | MORN |
|---|---|---|
| 2026 | +42.50% | -20.91% |
| 2025 | -51.47% | -34.19% |
| 2024 | +1.24% | +21.97% |
| 2023 | +23.24% | +32.17% |
| 2022 | +10.45% | -35.18% |
| 2021 | +363.97% | +48.27% |
| 2020 | -44.67% | +54.23% |
| 2019 | -26.03% | +40.51% |
| 2018 | -33.18% | +14.36% |
| 2017 | -35.30% | +32.26% |
| 2016 | +73.27% | -6.83% |
| 2015 | -48.64% | +24.65% |
| 2014 | -53.20% | -16.52% |
| 2013 | +52.35% | +23.36% |
| 2012 | -31.45% | +6.51% |
| 2011 | +21.34% | +11.00% |
| 2010 | +63.50% | +9.95% |
| 2009 | +56.80% | +30.79% |
| 2008 | -48.20% | -53.19% |
| 2007 | +10.56% | +72.97% |
| 2006 | -4.22% | +30.96% |
| 2005 | +82.35% | +72.77% |
| 2004 | +44.17% | N/A |
| 2003 | +11.53% | N/A |
| 2002 | +16.86% | N/A |
| 2001 | -30.19% | N/A |
| 2000 | +185.26% | N/A |
| 1999 | -0.33% | N/A |
SM vs MORN Drawdown Comparison
The maximum drawdown for SM was -98.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.
The maximum drawdown for MORN was -67.92%, occurring on Nov 20, 2008. Recovery took 1479 trading sessions.
The current SM drawdown is -66.65%. The current MORN drawdown is -53.20%.
| Rank | SM | MORN |
|---|---|---|
| #1 | -98.85% Nov 26, 2013 - Apr 1, 2020 | -67.92% Dec 11, 2007 - Oct 25, 2013 |
| #2 | -82.05% Jun 30, 2008 - Feb 15, 2011 | -59.99% Dec 12, 2024 - Jun 25, 2026 |
| #3 | -57.19% Jan 16, 2001 - Apr 12, 2004 | -49.91% Dec 27, 2021 - Oct 14, 2024 |
| #4 | -51.83% Oct 27, 2011 - Oct 18, 2013 | -35.42% Feb 19, 2020 - Jul 30, 2020 |
| #5 | -31.07% Aug 3, 2011 - Oct 26, 2011 | -28.34% May 19, 2006 - Nov 20, 2006 |
| #6 | -30.27% Jul 7, 2000 - Sep 6, 2000 | -26.97% Nov 22, 2013 - Jul 24, 2015 |
| #7 | -29.50% Apr 21, 2006 - May 2, 2008 | -25.71% Aug 31, 2018 - Apr 24, 2019 |
| #8 | -24.07% Nov 9, 1999 - Feb 1, 2000 | -24.04% Aug 11, 2005 - Nov 3, 2005 |
| #9 | -22.46% Oct 13, 2000 - Nov 21, 2000 | -23.03% Apr 1, 2016 - Oct 26, 2017 |
| #10 | -21.62% Dec 28, 2000 - Jan 16, 2001 | -20.92% Nov 11, 2005 - Jan 10, 2006 |
| #11 | -19.66% Apr 5, 2011 - Jul 15, 2011 | -13.66% Apr 23, 2007 - Aug 2, 2007 |
| #12 | -18.80% Mar 4, 2005 - Jun 1, 2005 | -12.90% Apr 29, 2021 - Aug 4, 2021 |
| #13 | -18.52% Jan 30, 2006 - Apr 18, 2006 | -12.53% Aug 5, 2015 - Mar 28, 2016 |
| #14 | -16.88% Oct 3, 2005 - Dec 5, 2005 | -11.85% Feb 16, 2021 - Apr 26, 2021 |
| #15 | -16.26% Mar 10, 2000 - Apr 4, 2000 | -11.46% Aug 8, 2007 - Oct 2, 2007 |
Correlation
Correlation between SM and MORN is -0.21 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
SM vs MORN dividend yield comparison.
| Year | SM | MORN |
|---|---|---|
| 2026 | 1.64% | 0.60% |
| 2025 | 5.35% | 0.84% |
| 2024 | 1.91% | 0.48% |
| 2023 | 1.55% | 0.52% |
| 2022 | 0.46% | 0.66% |
| 2021 | 0.07% | 0.28% |
| 2020 | 0.33% | 0.65% |
| 2019 | 0.89% | 0.74% |
| 2018 | 0.65% | 0.91% |
| 2017 | 0.45% | 0.95% |
| 2016 | 0.29% | 1.20% |
| 2015 | 0.51% | 0.95% |
| 2014 | 0.26% | 1.05% |
| 2013 | 0.12% | 0.48% |
| 2012 | 0.19% | 0.84% |
| 2011 | 0.14% | 0.25% |
| 2010 | 0.17% | 0.09% |
| 2009 | 0.29% | 0.00% |
| 2008 | 0.49% | 0.00% |
| 2007 | 0.26% | 0.00% |
| 2006 | 0.27% | 0.00% |
| 2005 | 0.27% | 0.00% |
| 2004 | 0.24% | 0.00% |
| 2003 | 0.35% | 0.00% |
| 2002 | 0.40% | 0.00% |
| 2001 | 0.47% | 0.00% |
| 2000 | 0.32% | 0.00% |
| 1999 | 0.20% | 0.00% |
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