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