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Performance of MORN Morningstar | 56.4% in 12m

Compare MORN with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Morningstar with its related Sector/Index XLF

Compare Morningstar with its related Sector/Index XLF

Performance Duell MORN vs XLF

TimeFrame MORN XLF
1 Day -0.07% 0.73%
1 Week 0.47% 1.58%
1 Month 1.67% 7.05%
3 Months 9.59% 7.62%
6 Months 10.9% 22.42%
12 Months 56.4% 33.07%
YTD 8.29% 12.95%
Rel. Perf. 1m -0.45
Rel. Perf. 3m -0.36
Rel. Perf. 6m -1.00
Rel. Perf. 12m 1.61

Is Morningstar a good stock to buy?

Partly, yes. Based on ValueRay Fundamental Analyses, Morningstar (NASDAQ:MORN) is currently (May 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 50.75 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MORN as of May 2024 is 313.15. This means that MORN is currently overvalued and has a potential downside of 4.46% (Sold with Premium).

Is MORN a buy, sell or hold?

  • Strong Buy: 1
  • Buy: 0
  • Hold: 0
  • Sell: 0
  • Strong Sell: 0
Morningstar has received a consensus analysts rating of 5.00. Therefor, it is recommend to buy MORN.
Values above 0%: MORN is performing better - Values below 0%: MORN is underperforming

Compare MORN with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.18% -4.10% -7.38% 27.03%
US NASDAQ 100 QQQ -1.72% -4.42% -6.56% 19.03%
US Dow Jones Industrial 30 DIA -0.89% -4.50% -4.56% 34.36%
German DAX 40 DBXD 0.87% -3.30% -6.08% 39.61%
UK FTSE 100 ISFU -1.03% -8.13% -5.95% 41.01%
Shanghai Shenzhen CSI 300 CSI 300 -0.64% -2.85% 7.58% 64.05%
Hongkong Hang Seng HSI -3.26% -21.61% 5.87% 61.74%
Japan Nikkei 225 EXX7 0.10% 2.17% -0.58% 44.57%
India NIFTY 50 INDA -2.64% -2.25% -6.67% 27.66%
Brasil Bovespa EWZ 0.03% -3.57% 12.74% 44.05%

MORN Morningstar vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.53% -1.64% -7.60% 18.90%
Consumer Discretionary XLY 0.13% -2.03% 3.57% 36.71%
Consumer Staples XLP -0.29% -4.91% -3.33% 50.80%
Energy XLE -0.73% 0.79% -3.21% 31.16%
Financial XLF -1.11% -5.38% -11.51% 23.31%
Health Care XLV -1.42% -4.01% -4.10% 42.88%
Industrial XLI 0.75% -1.81% -8.78% 28.05%
Materials XLB 0.13% -1.87% -5.11% 35.76%
Real Estate XLRE -2.04% -6.81% 1.27% 46.40%
Technology XLK -2.59% -4.85% -5.41% 18.07%
Utilities XLU -1.03% -11.22% -7.29% 43.70%
Aerospace & Defense XAR -0.30% -6.79% -4.63% 32.23%
Biotech XBI -2.98% -6.04% -14.60% 50.01%
Homebuilder XHB 0.79% -4.67% -19.60% 5.53%
Retail XRT -1.61% -5.79% -9.93% 31.19%

MORN Morningstar vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -1.75% 4.13% 2.12% 37.23%
Natural Gas UNG -15.15% -31.15% 33.39% 87.18%
Gold GLD -1.79% -0.18% -10.86% 34.98%
Silver SLV -11.25% -9.70% -21.46% 24.44%
Copper CPER -7.79% -13.04% -23.01% 21.12%

Returns of MORN vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -0.94% -1.05% 7.40% 63.90%
iShares High Yield Corp. Bond HYG -0.02% -0.85% 4.35% 45.53%
Does Morningstar outperform its market, is MORN a Sector Leader?
Yes, over the last 12 months Morningstar (MORN) made 56.38%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 33.07%.
Over the last 3 months MORN made 9.59%, while XLF made 7.62%.
Period MORN XLF S&P 500
1 Month 1.67% 7.05% 5.77%
3 Months 9.59% 7.62% 6.32%
12 Months 56.38% 33.07% 29.35%