STWD vs MORN

Comparison between Starwood Property Trust Inc (STWD, Company) and Morningstar Inc (MORN, Company).

STWD is from the Real Estate sector, while MORN is from the Financial Services sector.

5-Year PerformanceSTWD has outperformed MORN, delivering a return of +2.0% compared to -4.9%

STWD vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STWD(COMPANY)	MORN(COMPANY)
Market Cap	$6.34B	$6.32B
Max Drawdown	71.31%	67.92%
Sharpe Ratio	-0.54	-1.65
5Y Beta	0.65	0.74
Industry	Reit - Mortgage	Financial Data & Stock Exchanges
P/E Ratio	17.51	16.57
Forward P/E	9.74	16.29
PEG Ratio	7.59	1.42
Dividend Yield	11.20%	1.15%
5Y Dividends CAGR	4.56%	14.25%
5Y EPS CAGR	-11.38%	10.99%
Debt to Equity	0.00%	169.92%
Free Cash Flow Yield	13.12%	6.92%
P/S Ratio	11.20	2.52
P/B Ratio	0.99	6.60

Market Cap

Winner

STWD

$6.34B

MORN

$6.32B

Max Drawdown

STWD

71.31%

Winner

MORN

67.92%

Sharpe Ratio

Winner

STWD

-0.54

MORN

-1.65

5Y Beta

Winner

STWD

0.65

MORN

0.74

Industry

STWD

Reit - Mortgage

MORN

Financial Data & Stock Exchanges

P/E Ratio

STWD

17.51

Winner

MORN

16.57

Forward P/E

Winner

STWD

9.74

MORN

16.29

PEG Ratio

STWD

7.59

Winner

MORN

1.42

Dividend Yield

Winner

STWD

11.20%

MORN

1.15%

5Y Dividends CAGR

STWD

4.56%

Winner

MORN

14.25%

5Y EPS CAGR

STWD

-11.38%

Winner

MORN

10.99%

Debt to Equity

Winner

STWD

0.00%

MORN

169.92%

Free Cash Flow Yield

Winner

STWD

13.12%

MORN

6.92%

P/S Ratio

STWD

11.20

Winner

MORN

2.52

P/B Ratio

Winner

STWD

0.99

MORN

6.60

STWD vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	STWD	MORN
1 month	-6.23%	-3.91%
3 months	-3.46%	+9.11%
6 months	+1.59%	-15.18%
1 year	-6.71%	-42.50%
5 years(CAGR)	+1.98%	-4.89%
10 years(CAGR)	+8.16%	+8.85%
Max(CAGR)	+9.51%	+11.54%

STWD

-6.23%

Winner

MORN

-3.91%

STWD

-3.46%

Winner

MORN

+9.11%

Winner

STWD

+1.59%

MORN

-15.18%

Winner

STWD

-6.71%

MORN

-42.50%

5Y(CAGR)

Winner

STWD

+1.98%

MORN

-4.89%

10Y(CAGR)

STWD

+8.16%

Winner

MORN

+8.85%

Max(CAGR)

STWD

+9.51%

Winner

MORN

+11.54%

STWD vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	STWD	MORN
2026	-5.08%	-15.61%
2025	+4.32%	-34.19%
2024	-1.26%	+21.97%
2023	+25.31%	+32.17%
2022	-18.59%	-35.18%
2021	+41.55%	+48.27%
2020	-11.03%	+54.23%
2019	+36.71%	+40.51%
2018	+1.82%	+14.36%
2017	+4.87%	+32.26%
2016	+17.97%	-6.83%
2015	-4.08%	+24.65%
2014	+13.37%	-16.52%
2013	+26.62%	+23.36%
2012	+31.85%	+6.51%
2011	-6.67%	+11.00%
2010	+19.21%	+9.95%
2009	-4.99%	+30.79%
2008	N/A	-53.19%
2007	N/A	+72.97%
2006	N/A	+30.96%
2005	N/A	+72.77%

STWD vs MORN Drawdown Comparison

The maximum drawdown for STWD was -66.34%, occurring on Mar 24, 2020. Recovery took 265 trading sessions.

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

The current STWD drawdown is -12.28%. The current MORN drawdown is -50.06%.

Rank	STWD	MORN
#1	-66.34% Feb 5, 2020 - Feb 24, 2021	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-29.47% Nov 24, 2021 - Dec 14, 2023	-56.69% Dec 12, 2024 - Feb 12, 2026
#3	-26.42% Apr 6, 2015 - Aug 1, 2016	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-25.94% Feb 28, 2011 - Mar 16, 2012	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-18.28% May 8, 2013 - Nov 27, 2013	-28.34% May 19, 2006 - Nov 20, 2006
#6	-16.84% Oct 19, 2009 - Sep 28, 2010	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-14.51% Jul 10, 2025 - Mar 27, 2026	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-14.37% Nov 29, 2018 - Jan 31, 2019	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-13.79% Mar 7, 2025 - May 15, 2025	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-12.99% Dec 26, 2023 - Aug 29, 2024	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-10.93% Sep 14, 2012 - Jan 2, 2013	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-8.62% Jul 3, 2017 - May 4, 2018	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-8.58% Mar 26, 2012 - Jun 27, 2012	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-8.48% Sep 19, 2024 - Feb 27, 2025	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-8.36% Nov 12, 2010 - Dec 28, 2010	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between STWD and MORN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2009 - 2026)

STWD vs MORN dividend yield comparison.

Year	STWD	MORN
2026	2.82%	0.56%
2025	10.66%	0.84%
2024	10.13%	0.48%
2023	9.13%	0.52%
2022	10.47%	0.66%
2021	7.90%	0.28%
2020	9.95%	0.65%
2019	7.72%	0.74%
2018	9.74%	0.91%
2017	8.99%	0.95%
2016	8.75%	1.20%
2015	9.34%	0.95%
2014	33.43%	1.05%
2013	6.57%	0.48%
2012	8.10%	0.84%
2011	9.40%	0.25%
2010	7.08%	0.09%
2009	0.58%	0.00%