VIPS vs MORN

Comparison between Vipshop Holdings Ltd (VIPS, Company) and Morningstar Inc (MORN, Company).

VIPS is from the Consumer Cyclical sector, while MORN is from the Financial Services sector.

5-Year PerformanceVIPS has outperformed MORN, delivering a return of +0.2% compared to -4.6%

VIPS vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VIPS(COMPANY)	MORN(COMPANY)
Market Cap	$7.45B	$7.45B
Max Drawdown	86.75%	67.92%
Sharpe Ratio	0.11	-0.88
5Y Beta	0.59	0.65
Industry	Internet Retail	Financial Data & Stock Exchanges
P/E Ratio	7.12	18.41
Forward P/E	5.78	16.29
PEG Ratio	0.62	1.32
Dividend Yield	4.18%	0.98%
5Y Dividends CAGR	N/A	14.12%
5Y EPS CAGR	7.91%	14.04%
Debt to Equity	17.38%	169.12%
Free Cash Flow Yield	0.00%	6.68%
P/S Ratio	0.07	3.01
P/B Ratio	1.17	7.25

Market Cap

VIPS

$7.45B

Winner

MORN

$7.45B

Max Drawdown

VIPS

86.75%

Winner

MORN

67.92%

Sharpe Ratio

Winner

VIPS

0.11

MORN

-0.88

5Y Beta

Winner

VIPS

0.59

MORN

0.65

Industry

VIPS

Internet Retail

MORN

Financial Data & Stock Exchanges

P/E Ratio

Winner

VIPS

7.12

MORN

18.41

Forward P/E

Winner

VIPS

5.78

MORN

16.29

PEG Ratio

Winner

VIPS

0.62

MORN

1.32

Dividend Yield

Winner

VIPS

4.18%

MORN

0.98%

5Y Dividends CAGR

VIPS

N/A

MORN

14.12%

5Y EPS CAGR

VIPS

7.91%

Winner

MORN

14.04%

Debt to Equity

Winner

VIPS

17.38%

MORN

169.12%

Free Cash Flow Yield

VIPS

0.00%

Winner

MORN

6.68%

P/S Ratio

Winner

VIPS

0.07

MORN

3.01

P/B Ratio

Winner

VIPS

1.17

MORN

7.25

VIPS vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	VIPS	MORN
1 month	+14.56%	+24.15%
3 months	+5.56%	+14.82%
6 months	-7.57%	-3.87%
1 year	+4.87%	-31.35%
5 years(CAGR)	+0.24%	-4.58%
10 years(CAGR)	+1.69%	+9.46%
Max(CAGR)	+26.92%	+11.90%

VIPS

+14.56%

Winner

MORN

+24.15%

VIPS

+5.56%

Winner

MORN

+14.82%

VIPS

-7.57%

Winner

MORN

-3.87%

Winner

VIPS

+4.87%

MORN

-31.35%

5Y(CAGR)

Winner

VIPS

+0.24%

MORN

-4.58%

10Y(CAGR)

VIPS

+1.69%

Winner

MORN

+9.46%

Max(CAGR)

Winner

VIPS

+26.92%

MORN

+11.90%

VIPS vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	VIPS	MORN
2026	-10.70%	-7.68%
2025	+40.52%	-34.19%
2024	-20.52%	+21.97%
2023	+23.59%	+32.17%
2022	+62.96%	-35.18%
2021	-70.32%	+48.27%
2020	+89.93%	+54.23%
2019	+160.00%	+40.51%
2018	-56.32%	+14.36%
2017	+4.36%	+32.26%
2016	-21.64%	-6.83%
2015	-25.51%	+24.65%
2014	+124.65%	-16.52%
2013	+406.54%	+23.36%
2012	+224.36%	+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%

VIPS vs MORN Drawdown Comparison

The maximum drawdown for VIPS was -86.75%, occurring on Mar 14, 2022. 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 VIPS drawdown is -63.08%. The current MORN drawdown is -45.37%.

Rank	VIPS	MORN
#1	-86.75% Mar 23, 2021 - Mar 14, 2022	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-85.00% Apr 10, 2015 - Jan 8, 2021	-59.99% Dec 12, 2024 - Jun 25, 2026
#3	-30.17% May 21, 2013 - Jul 18, 2013	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-27.06% Mar 6, 2014 - Jun 6, 2014	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-25.55% Aug 13, 2014 - Oct 31, 2014	-28.34% May 19, 2006 - Nov 20, 2006
#6	-22.55% Mar 23, 2012 - Apr 18, 2012	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-22.46% Jul 5, 2012 - Sep 19, 2012	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-22.40% Nov 11, 2014 - Feb 17, 2015	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-22.09% Apr 24, 2012 - Jun 19, 2012	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-21.79% Aug 9, 2013 - Sep 18, 2013	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-17.12% Feb 25, 2013 - Mar 15, 2013	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-17.10% Jan 24, 2013 - Feb 7, 2013	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-16.15% Oct 18, 2013 - Nov 4, 2013	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-13.60% Apr 5, 2013 - May 1, 2013	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-13.06% Nov 13, 2013 - Jan 7, 2014	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between VIPS and MORN is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

0.26

-101

Dividend Comparison (2010 - 2026)

VIPS vs MORN dividend yield comparison.

Year	VIPS	MORN
2026	4.08%	0.78%
2025	2.71%	0.84%
2024	3.19%	0.48%
2023	0.00%	0.52%
2022	0.00%	0.66%
2021	0.00%	0.28%
2020	0.00%	0.65%
2019	0.00%	0.74%
2018	0.00%	0.91%
2017	0.00%	0.95%
2016	0.00%	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%