WFRD vs MORN

Comparison between Weatherford International plc - New (WFRD, Company) and Morningstar Inc (MORN, Company).

WFRD is from the Energy sector, while MORN is from the Financial Services sector.

5-Year PerformanceWFRD has outperformed MORN, delivering a return of +45.9% compared to -5.2%

WFRD vs MORN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WFRD(COMPANY)	MORN(COMPANY)
Market Cap	$7.05B	$7.08B
Max Drawdown	70.83%	67.92%
Sharpe Ratio	1.78	-1.46
5Y Beta	1.61	0.71
Industry	Oil & Gas Equipment & Services	Financial Data & Stock Exchanges
P/E Ratio	15.19	18.55
Forward P/E	16.67	16.29
PEG Ratio	2.07	1.58
Dividend Yield	1.01%	1.05%
5Y Dividends CAGR	N/A	14.25%
5Y EPS CAGR	N/A	10.99%
Debt to Equity	0.00%	169.92%
Free Cash Flow Yield	6.63%	6.18%
P/S Ratio	1.45	2.80
P/B Ratio	4.01	6.89

Market Cap

WFRD

$7.05B

Winner

MORN

$7.08B

Max Drawdown

WFRD

70.83%

Winner

MORN

67.92%

Sharpe Ratio

Winner

WFRD

1.78

MORN

-1.46

5Y Beta

WFRD

1.61

Winner

MORN

0.71

Industry

WFRD

Oil & Gas Equipment & Services

MORN

Financial Data & Stock Exchanges

P/E Ratio

Winner

WFRD

15.19

MORN

18.55

Forward P/E

WFRD

16.67

Winner

MORN

16.29

PEG Ratio

WFRD

2.07

Winner

MORN

1.58

Dividend Yield

WFRD

1.01%

Winner

MORN

1.05%

5Y Dividends CAGR

WFRD

N/A

MORN

14.25%

5Y EPS CAGR

WFRD

N/A

MORN

10.99%

Debt to Equity

Winner

WFRD

0.00%

MORN

169.92%

Free Cash Flow Yield

Winner

WFRD

6.63%

MORN

6.18%

P/S Ratio

Winner

WFRD

1.45

MORN

2.80

P/B Ratio

Winner

WFRD

4.01

MORN

6.89

WFRD vs MORN - Historical Returns

Returns include dividend reinvestment.

Period	WFRD	MORN
1 month	-5.77%	-0.34%
3 months	+19.32%	-2.89%
6 months	+26.75%	-17.73%
1 year	+95.64%	-42.15%
5 years(CAGR)	+45.91%	-5.15%
10 years(CAGR)	N/A	+8.79%
Max(CAGR)	+70.46%	+11.45%

WFRD

-5.77%

Winner

MORN

-0.34%

Winner

WFRD

+19.32%

MORN

-2.89%

Winner

WFRD

+26.75%

MORN

-17.73%

Winner

WFRD

+95.64%

MORN

-42.15%

5Y(CAGR)

Winner

WFRD

+45.91%

MORN

-5.15%

10Y(CAGR)

WFRD

N/A

MORN

+8.79%

Max(CAGR)

Winner

WFRD

+70.46%

MORN

+11.45%

WFRD vs MORN - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	WFRD	MORN
2026	+25.89%	-16.49%
2025	+10.17%	-34.19%
2024	-24.44%	+21.97%
2023	+102.13%	+32.17%
2022	+75.71%	-35.18%
2021	+382.93%	+48.27%
2020	N/A	+54.23%
2019	N/A	+40.51%
2018	N/A	+14.36%
2017	N/A	+32.26%
2016	N/A	-6.83%
2015	N/A	+24.65%
2014	N/A	-16.52%
2013	N/A	+23.36%
2012	N/A	+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%

WFRD vs MORN Drawdown Comparison

The maximum drawdown for WFRD was -70.56%, occurring on Apr 8, 2025. 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 WFRD drawdown is -22.42%. The current MORN drawdown is -50.58%.

Rank	WFRD	MORN
#1	-70.56% Jul 16, 2024 - Apr 8, 2025	-67.92% Dec 11, 2007 - Oct 25, 2013
#2	-55.23% Apr 18, 2022 - Oct 26, 2022	-56.69% Dec 12, 2024 - Feb 12, 2026
#3	-28.24% Nov 9, 2021 - Feb 9, 2022	-49.91% Dec 27, 2021 - Oct 14, 2024
#4	-24.89% Mar 6, 2023 - Jul 7, 2023	-35.42% Feb 19, 2020 - Jul 30, 2020
#5	-23.79% Jun 25, 2021 - Sep 27, 2021	-28.34% May 19, 2006 - Nov 20, 2006
#6	-22.28% Feb 24, 2021 - Jun 3, 2021	-26.97% Nov 22, 2013 - Jul 24, 2015
#7	-19.98% Feb 16, 2022 - Mar 10, 2022	-25.71% Aug 31, 2018 - Apr 24, 2019
#8	-16.22% Dec 26, 2023 - Feb 15, 2024	-24.04% Aug 11, 2005 - Nov 3, 2005
#9	-14.83% Mar 10, 2022 - Apr 12, 2022	-23.03% Apr 1, 2016 - Oct 26, 2017
#10	-14.69% Jan 21, 2021 - Feb 5, 2021	-20.92% Nov 11, 2005 - Jan 10, 2006
#11	-14.53% Nov 6, 2023 - Dec 26, 2023	-13.66% Apr 23, 2007 - Aug 2, 2007
#12	-14.07% Apr 29, 2024 - Jul 15, 2024	-12.90% Apr 29, 2021 - Aug 4, 2021
#13	-12.90% Sep 18, 2023 - Nov 2, 2023	-12.53% Aug 5, 2015 - Mar 28, 2016
#14	-12.66% Apr 3, 2024 - Apr 26, 2024	-11.85% Feb 16, 2021 - Apr 26, 2021
#15	-11.19% Feb 13, 2023 - Mar 1, 2023	-11.46% Aug 8, 2007 - Oct 2, 2007

Correlation

Correlation between WFRD and MORN is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2010 - 2026)

WFRD vs MORN dividend yield comparison.

Year	WFRD	MORN
2026	0.54%	0.57%
2025	1.28%	0.84%
2024	0.70%	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%