Highlights
- Market Cap
- $1.84B
- Enterprise Value
- $2.96B
- Total Revenue (TTM)
- $1.18B
- Gross Profit (TTM)
- $1.15B
- EBITDA (TTM)
- $525.41M
- Year Range
- $10.46 - $15.60
- Target Price
- $19.00
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Monmouth Real Estate Investment Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Monmouth Real Estate Investment Corporation (MNR) has returned 32.00% so far this year and 4.19% over the past 12 months.
Monmouth Real Estate Investment Corporation
- 1D
- -2.85%
- 1M
- 7.53%
- YTD
- 32.00%
- 6M
- 13.07%
- 1Y
- 4.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 25, 2023, MNR's average daily return is +0.03%, while the average monthly return is +0.56%. At this rate, your investment would double in approximately 10.3 years.
Historically, 63% of months were positive and 37% were negative. The best month was Feb 2026 with a return of +15.9%, while the worst month was Sep 2024 at -17.2%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.
On a daily basis, MNR closed higher 50% of trading days. The best single day was Feb 16, 2024 with a return of +6.0%, while the worst single day was Apr 4, 2025 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.89% | 15.93% | 7.53% | 32.00% | |||||||||
| 2025 | 3.61% | -13.84% | 4.71% | -13.63% | 4.89% | 8.41% | 4.22% | -2.80% | -7.38% | -8.95% | 0.73% | -6.60% | -26.21% |
| 2024 | 8.49% | 8.10% | 4.89% | 6.99% | -3.28% | -1.09% | 1.21% | 4.98% | -17.18% | 0.63% | 0.41% | 10.27% | 23.43% |
| 2023 | 0.49% | -3.85% | -6.94% | -10.09% |
Benchmark Metrics
Monmouth Real Estate Investment Corporation has an annualized alpha of -2.64%, beta of 0.51, and R² of 0.08 versus S&P 500 Index. Calculated based on daily prices since October 26, 2023.
- This stock captured 0.44% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -40.86%) — a profile typical of hedging or uncorrelated assets.
- Beta of 0.51 may look defensive, but with R² of 0.08 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R² of 0.08 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -2.64%
- Beta
- 0.51
- R²
- 0.08
- Upside Capture
- 0.44%
- Downside Capture
- -40.86%
Return for Risk
Risk / Return Rank
MNR ranks 42 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) and compare them to a chosen benchmark (S&P 500 Index).
| MNR | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.90 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.39 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.40 | -1.21 |
Martin ratioReturn relative to average drawdown | 0.36 | 6.61 | -6.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MNR risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Monmouth Real Estate Investment Corporation provided a 14.07% dividend yield over the last twelve months, with an annual payout of $1.97 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.97 | $1.94 | $3.20 |
Dividend yield | 14.07% | 17.57% | 18.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Monmouth Real Estate Investment Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.53 | $0.00 | $0.53 | |||||||||
| 2025 | $0.00 | $0.50 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.27 | $0.00 | $1.94 |
| 2024 | $0.95 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.60 | $0.00 | $3.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Monmouth Real Estate Investment Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Monmouth Real Estate Investment Corporation was 34.70%, occurring on Jan 12, 2026. The portfolio has not yet recovered.
The current Monmouth Real Estate Investment Corporation drawdown is 11.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.7% | Aug 20, 2024 | 350 | Jan 12, 2026 | — | — | — |
| -21.65% | Oct 30, 2023 | 38 | Dec 21, 2023 | 40 | Feb 21, 2024 | 78 |
| -10.6% | Apr 30, 2024 | 66 | Aug 2, 2024 | 10 | Aug 16, 2024 | 76 |
| -4.48% | Mar 14, 2024 | 7 | Mar 22, 2024 | 7 | Apr 3, 2024 | 14 |
| -4.24% | Apr 15, 2024 | 3 | Apr 17, 2024 | 8 | Apr 29, 2024 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Monmouth Real Estate Investment Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Monmouth Real Estate Investment Corporation is priced in the market compared to other companies in the REIT - Industrial industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for MNR relative to other companies in the REIT - Industrial industry. Currently, MNR has a P/S ratio of 1.5. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for MNR in comparison with other companies in the REIT - Industrial industry. Currently, MNR has a P/B value of 0.8. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |