HESM vs. MBIN
Compare and contrast key facts about Hess Midstream LP (HESM) and Merchants Bancorp (MBIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HESM or MBIN.
Key characteristics
| HESM | MBIN | |
|---|---|---|
| YTD Return | 15.33% | 11.65% |
| 1Y Return | 33.27% | 109.16% |
| 3Y Return (Ann) | 25.80% | 20.46% |
| 5Y Return (Ann) | 20.61% | 28.18% |
| Sharpe Ratio | 1.75 | 3.12 |
| Daily Std Dev | 18.98% | 34.44% |
| Max Drawdown | -75.16% | -53.77% |
| Current Drawdown | -1.91% | 0.00% |
Fundamentals
| HESM | MBIN | |
|---|---|---|
| Market Cap | $7.75B | $1.99B |
| EPS | $2.20 | $6.37 |
| PE Ratio | 15.57 | 7.20 |
| Revenue (TTM) | $1.40B | $577.62M |
| Gross Profit (TTM) | $995.60M | $427.19M |
Correlation
The correlation between HESM and MBIN is 0.27, 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.
Performance
HESM vs. MBIN - Performance Comparison
In the year-to-date period, HESM achieves a 15.33% return, which is significantly higher than MBIN's 11.65% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HESM vs. MBIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hess Midstream LP (HESM) and Merchants Bancorp (MBIN). 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.
Dividends
HESM vs. MBIN - Dividend Comparison
HESM's dividend yield for the trailing twelve months is around 7.14%, more than MBIN's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
HESM Hess Midstream LP | 7.14% | 7.50% | 7.30% | 6.93% | 8.86% | 6.89% | 8.00% | 2.93% |
MBIN Merchants Bancorp | 0.70% | 0.75% | 1.15% | 0.76% | 1.16% | 1.42% | 1.20% | 0.25% |
Drawdowns
HESM vs. MBIN - Drawdown Comparison
The maximum HESM drawdown since its inception was -75.16%, which is greater than MBIN's maximum drawdown of -53.77%. Use the drawdown chart below to compare losses from any high point for HESM and MBIN. For additional features, visit the drawdowns tool.
Volatility
HESM vs. MBIN - Volatility Comparison
The current volatility for Hess Midstream LP (HESM) is 5.22%, while Merchants Bancorp (MBIN) has a volatility of 9.89%. This indicates that HESM experiences smaller price fluctuations and is considered to be less risky than MBIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HESM vs. MBIN - Financials Comparison
This section allows you to compare key financial metrics between Hess Midstream LP and Merchants Bancorp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities