PortfoliosLab logoPortfoliosLab logo
ALEX vs. NEU
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ALEX vs. NEU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alexander & Baldwin, Inc. (ALEX) and NewMarket Corporation (NEU). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ALEX vs. NEU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALEX
Alexander & Baldwin, Inc.
0.97%22.82%-1.85%6.63%-22.07%50.84%-16.39%17.49%-33.74%-37.88%
NEU
NewMarket Corporation
-6.26%32.28%-1.45%79.15%-6.70%-11.93%-16.48%20.01%5.52%-4.69%

Fundamentals

EPS

ALEX:

$0.89

NEU:

$66.85

PE Ratio

ALEX:

23.48

NEU:

9.59

PEG Ratio

ALEX:

0.15

NEU:

0.34

PS Ratio

ALEX:

7.35

NEU:

1.47

Total Revenue (TTM)

ALEX:

$206.67M

NEU:

$2.73B

Gross Profit (TTM)

ALEX:

$96.11M

NEU:

$857.40M

EBITDA (TTM)

ALEX:

$116.77M

NEU:

$677.23M

Returns By Period

In the year-to-date period, ALEX achieves a 0.97% return, which is significantly higher than NEU's -6.26% return. Over the past 10 years, ALEX has underperformed NEU with an annualized return of -2.51%, while NEU has yielded a comparatively higher 6.77% annualized return.


ALEX

1D
0.05%
1M
0.24%
YTD
0.97%
6M
16.52%
1Y
26.05%
3Y*
10.84%
5Y*
6.46%
10Y*
-2.51%

NEU

1D
2.03%
1M
2.91%
YTD
-6.26%
6M
-21.90%
1Y
15.05%
3Y*
22.86%
5Y*
13.23%
10Y*
6.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ALEX vs. NEU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ALEX
ALEX Risk / Return Rank: 7171
Overall Rank
ALEX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ALEX Sortino Ratio Rank: 8181
Sortino Ratio Rank
ALEX Omega Ratio Rank: 8282
Omega Ratio Rank
ALEX Calmar Ratio Rank: 6363
Calmar Ratio Rank
ALEX Martin Ratio Rank: 6666
Martin Ratio Rank

NEU
NEU Risk / Return Rank: 5555
Overall Rank
NEU Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
NEU Sortino Ratio Rank: 5050
Sortino Ratio Rank
NEU Omega Ratio Rank: 5555
Omega Ratio Rank
NEU Calmar Ratio Rank: 5555
Calmar Ratio Rank
NEU Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ALEX vs. NEU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alexander & Baldwin, Inc. (ALEX) and NewMarket Corporation (NEU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ALEXNEUDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.50

+0.06

Sortino ratio

Return per unit of downside risk

2.16

0.77

+1.39

Omega ratio

Gain probability vs. loss probability

1.29

1.13

+0.17

Calmar ratio

Return relative to maximum drawdown

0.95

0.55

+0.40

Martin ratio

Return relative to average drawdown

2.73

1.25

+1.48

ALEX vs. NEU - Sharpe Ratio Comparison

The current ALEX Sharpe Ratio is 0.55, which is comparable to the NEU Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of ALEX and NEU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ALEXNEUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.50

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.51

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

0.27

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.27

-0.26

Correlation

The correlation between ALEX and NEU is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ALEX vs. NEU - Dividend Comparison

ALEX's dividend yield for the trailing twelve months is around 3.84%, more than NEU's 1.79% yield.


TTM20252024202320222021202020192018201720162015
ALEX
Alexander & Baldwin, Inc.
3.84%4.97%5.03%4.64%4.43%2.67%1.98%3.29%0.00%0.76%0.56%0.59%
NEU
NewMarket Corporation
1.79%1.64%1.89%1.62%2.70%2.33%1.91%1.50%1.70%1.76%1.51%1.52%

Drawdowns

ALEX vs. NEU - Drawdown Comparison

The maximum ALEX drawdown since its inception was -80.46%, smaller than the maximum NEU drawdown of -95.01%. Use the drawdown chart below to compare losses from any high point for ALEX and NEU.


Loading graphics...

Drawdown Indicators


ALEXNEUDifference

Max Drawdown

Largest peak-to-trough decline

-80.46%

-95.01%

+14.55%

Max Drawdown (1Y)

Largest decline over 1 year

-21.18%

-32.77%

+11.59%

Max Drawdown (5Y)

Largest decline over 5 years

-35.70%

-32.77%

-2.93%

Max Drawdown (10Y)

Largest decline over 10 years

-80.46%

-40.66%

-39.80%

Current Drawdown

Current decline from peak

-41.22%

-25.91%

-15.31%

Average Drawdown

Average peak-to-trough decline

-37.51%

-28.29%

-9.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.36%

14.41%

-7.05%

Volatility

ALEX vs. NEU - Volatility Comparison

The current volatility for Alexander & Baldwin, Inc. (ALEX) is 0.44%, while NewMarket Corporation (NEU) has a volatility of 8.30%. This indicates that ALEX experiences smaller price fluctuations and is considered to be less risky than NEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ALEXNEUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.44%

8.30%

-7.86%

Volatility (6M)

Calculated over the trailing 6-month period

33.46%

27.02%

+6.44%

Volatility (1Y)

Calculated over the trailing 1-year period

41.30%

30.63%

+10.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.94%

26.14%

+2.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.30%

24.82%

+11.48%

Financials

ALEX vs. NEU - Financials Comparison

This section allows you to compare key financial metrics between Alexander & Baldwin, Inc. and NewMarket Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
50.99M
635.40M
(ALEX) Total Revenue
(NEU) Total Revenue
Values in USD except per share items

ALEX vs. NEU - Profitability Comparison

The chart below illustrates the profitability comparison between Alexander & Baldwin, Inc. and NewMarket Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
45.4%
30.0%
Portfolio components
ALEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported a gross profit of 23.15M and revenue of 50.99M. Therefore, the gross margin over that period was 45.4%.

NEU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported a gross profit of 190.78M and revenue of 635.40M. Therefore, the gross margin over that period was 30.0%.

ALEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported an operating income of 15.11M and revenue of 50.99M, resulting in an operating margin of 29.6%.

NEU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported an operating income of 110.03M and revenue of 635.40M, resulting in an operating margin of 17.3%.

ALEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported a net income of 3.78M and revenue of 50.99M, resulting in a net margin of 7.4%.

NEU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported a net income of 81.29M and revenue of 635.40M, resulting in a net margin of 12.8%.