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MNR vs. HESM
Performance
Risk-Adjusted Performance
Dividends
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MNR vs. HESM

Last updated May 13, 2025

Compare and contrast key facts about Monmouth Real Estate Investment Corporation (MNR) and Hess Midstream LP (HESM).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MNR or HESM.

Correlation

The correlation between MNR and HESM is 0.34, 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

MNR vs. HESM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monmouth Real Estate Investment Corporation (MNR) and Hess Midstream LP (HESM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

MNR:

-0.58

HESM:

0.70

Sortino Ratio

MNR:

-0.60

HESM:

1.03

Omega Ratio

MNR:

0.92

HESM:

1.14

Calmar Ratio

MNR:

-0.59

HESM:

0.89

Martin Ratio

MNR:

-1.12

HESM:

2.85

Ulcer Index

MNR:

15.29%

HESM:

6.13%

Daily Std Dev

MNR:

30.09%

HESM:

25.23%

Max Drawdown

MNR:

-29.03%

HESM:

-75.16%

Current Drawdown

MNR:

-22.12%

HESM:

-11.10%

Fundamentals

Market Cap

MNR:

$1.65B

HESM:

$8.44B

EPS

MNR:

$1.90

HESM:

$2.49

PE Ratio

MNR:

7.35

HESM:

14.86

PS Ratio

MNR:

1.75

HESM:

5.55

PB Ratio

MNR:

1.38

HESM:

8.25

Total Revenue (TTM)

MNR:

$735.11M

HESM:

$1.52B

Gross Profit (TTM)

MNR:

$258.89M

HESM:

$1.14B

EBITDA (TTM)

MNR:

$425.29M

HESM:

$861.60M

Returns By Period

In the year-to-date period, MNR achieves a -13.92% return, which is significantly lower than HESM's 7.13% return.

MNR

YTD

-13.92%

1M

8.98%

6M

-6.38%

1Y

-17.39%

5Y*

N/A

10Y*

N/A

HESM

YTD

7.13%

1M

9.33%

6M

12.77%

1Y

17.42%

5Y*

27.86%

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

MNR vs. HESM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MNR
The Risk-Adjusted Performance Rank of MNR is 1818
Overall Rank
The Sharpe Ratio Rank of MNR is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of MNR is 2020
Sortino Ratio Rank
The Omega Ratio Rank of MNR is 1919
Omega Ratio Rank
The Calmar Ratio Rank of MNR is 1111
Calmar Ratio Rank
The Martin Ratio Rank of MNR is 2020
Martin Ratio Rank
HESM
The Risk-Adjusted Performance Rank of HESM is 7474
Overall Rank
The Sharpe Ratio Rank of HESM is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of HESM is 6767
Sortino Ratio Rank
The Omega Ratio Rank of HESM is 6868
Omega Ratio Rank
The Calmar Ratio Rank of HESM is 8282
Calmar Ratio Rank
The Martin Ratio Rank of HESM is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MNR vs. HESM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) 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.

The current MNR Sharpe Ratio is -0.58, which is lower than the HESM Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MNR and HESM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Dividends

MNR vs. HESM - Dividend Comparison

MNR's dividend yield for the trailing twelve months is around 19.20%, more than HESM's 7.22% yield.

TTM20242023202220212020201920182017
MNR
Monmouth Real Estate Investment Corporation		19.20%18.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HESM
Hess Midstream LP		7.22%7.12%7.50%7.30%6.93%8.86%6.89%8.00%2.93%

Drawdowns

MNR vs. HESM - Drawdown Comparison

The maximum MNR drawdown since its inception was -29.03%, smaller than the maximum HESM drawdown of -75.16%. Use the drawdown chart below to compare losses from any high point for MNR and HESM. For additional features, visit the drawdowns tool.

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Volatility

MNR vs. HESM - Volatility Comparison

Monmouth Real Estate Investment Corporation (MNR) has a higher volatility of 9.10% compared to Hess Midstream LP (HESM) at 8.27%. This indicates that MNR'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.

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Financials

MNR vs. HESM - Financials Comparison

This section allows you to compare key financial metrics between Monmouth Real Estate Investment Corporation 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.

Quarterly
Annual

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

0.00100.00M200.00M300.00M400.00M500.00M202020212022202320242025
234.94M
381.00M
(MNR) Total Revenue
(HESM) Total Revenue
Values in USD except per share items

MNR vs. HESM - Profitability Comparison

The chart below illustrates the profitability comparison between Monmouth Real Estate Investment Corporation and Hess Midstream LP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.
Gross Margin
Operating Margin
Net Margin
Quarterly
Annual
30.0%40.0%50.0%60.0%70.0%80.0%90.0%202020212022202320242025
29.0%
86.5%
(MNR) Gross Margin
(HESM) Gross Margin
MNR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Monmouth Real Estate Investment Corporation reported a gross profit of 68.24M and revenue of 234.94M. Therefore, the gross margin over that period was 29.0%.

HESM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Hess Midstream LP reported a gross profit of 329.50M and revenue of 381.00M. Therefore, the gross margin over that period was 86.5%.

MNR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Monmouth Real Estate Investment Corporation reported an operating income of 58.53M and revenue of 234.94M, resulting in an operating margin of 24.9%.

HESM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Hess Midstream LP reported an operating income of 237.40M and revenue of 381.00M, resulting in an operating margin of 62.3%.

MNR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Monmouth Real Estate Investment Corporation reported a net income of 221.70M and revenue of 234.94M, resulting in a net margin of 94.4%.

HESM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Hess Midstream LP reported a net income of 71.60M and revenue of 381.00M, resulting in a net margin of 18.8%.