PortfoliosLab logoPortfoliosLab logo
MNR vs. PAA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MNR vs. PAA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Monmouth Real Estate Investment Corporation (MNR) and Plains All American Pipeline, L.P. (PAA). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with MNR having a 32.37% return and PAA slightly higher at 32.73%.


MNR

1D
0.30%
1M
1.15%
YTD
32.37%
6M
18.71%
1Y
15.86%
3Y*
5Y*
10Y*

PAA

1D
-0.22%
1M
1.15%
YTD
32.73%
6M
34.61%
1Y
45.13%
3Y*
29.04%
5Y*
24.34%
10Y*
6.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MNR vs. PAA - Yearly Performance Comparison


2026 (YTD)202520242023
MNR
Monmouth Real Estate Investment Corporation
32.37%-26.21%23.43%-10.09%
PAA
Plains All American Pipeline, L.P.
32.73%14.30%21.38%-0.50%

Correlation

The correlation between MNR and PAA is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 26, 2023

0.34

Fundamentals

Market Cap

MNR:

$2.26B

PAA:

$16.17B

EPS

MNR:

$0.68

PAA:

$2.19

PE Ratio

MNR:

19.87

PAA:

10.46

PEG Ratio

MNR:

0.26

PAA:

0.20

PS Ratio

MNR:

1.53

PAA:

0.36

PB Ratio

MNR:

1.00

PAA:

1.26

Total Revenue (TTM)

MNR:

$1.19B

PAA:

$45.25B

Gross Profit (TTM)

MNR:

$632.55M

PAA:

$1.55B

EBITDA (TTM)

MNR:

$541.72M

PAA:

$2.54B

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

MNR vs. PAA — Risk / Return Rank

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

MNR
MNR Risk / Return Rank: 5353
Overall Rank
MNR Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
MNR Sortino Ratio Rank: 5151
Sortino Ratio Rank
MNR Omega Ratio Rank: 5050
Omega Ratio Rank
MNR Calmar Ratio Rank: 5454
Calmar Ratio Rank
MNR Martin Ratio Rank: 5252
Martin Ratio Rank

PAA
PAA Risk / Return Rank: 8787
Overall Rank
PAA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
PAA Sortino Ratio Rank: 9090
Sortino Ratio Rank
PAA Omega Ratio Rank: 8787
Omega Ratio Rank
PAA Calmar Ratio Rank: 8383
Calmar Ratio Rank
PAA Martin Ratio Rank: 8585
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.

MNR vs. PAA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Monmouth Real Estate Investment Corporation (MNR) and Plains All American Pipeline, L.P. (PAA). 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.


MNRPAADifference
Sharpe ratioReturn per unit of total volatility

-1.87

Sortino ratioReturn per unit of downside risk

-2.37

Omega ratioGain probability vs. loss probability

1.11

1.40

-0.28

Calmar ratioReturn relative to maximum drawdown

0.59

3.12

-2.53

Martin ratioReturn relative to average drawdown

1.13

9.10

-7.97

MNR vs. PAA - Sharpe Ratio Comparison

The current MNR Sharpe Ratio is 0.57, which is lower than the PAA Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of MNR and PAA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


MNRPAADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.57

2.44

-1.87

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.31

-0.20

Drawdowns

MNR vs. PAA - Drawdown Comparison

The maximum MNR drawdown since its inception was -34.70%, smaller than the maximum PAA drawdown of -91.99%. Use the drawdown chart below to compare losses from any high point for MNR and PAA.


Loading charts...

Drawdown Indicators


MNRPAADifference

Max Drawdown

Largest peak-to-trough decline

-34.70%

-91.99%

+57.29%

Max Drawdown (1Y)

Largest decline over 1 year

-27.08%

-14.53%

-12.55%

Max Drawdown (3Y)

Largest decline over 3 years

-22.26%

Max Drawdown (5Y)

Largest decline over 5 years

-26.11%

Max Drawdown (10Y)

Largest decline over 10 years

-87.92%

Current Drawdown

Current decline from peak

-11.64%

-8.14%

-3.50%

Average Drawdown

Average peak-to-trough decline

-14.73%

-25.77%

+11.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.03%

4.97%

+9.06%

Volatility

MNR vs. PAA - Volatility Comparison

Monmouth Real Estate Investment Corporation (MNR) has a higher volatility of 7.80% compared to Plains All American Pipeline, L.P. (PAA) at 7.38%. This indicates that MNR's price experiences larger fluctuations and is considered to be riskier than PAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


MNRPAADifference

Volatility (1M)

Calculated over the trailing 1-month period

7.80%

7.38%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

21.77%

14.05%

+7.72%

Volatility (1Y)

Calculated over the trailing 1-year period

28.17%

18.70%

+9.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.80%

26.87%

+1.93%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.80%

41.87%

-13.07%

Dividends

MNR vs. PAA - Dividend Comparison

MNR's dividend yield for the trailing twelve months is around 13.55%, more than PAA's 6.96% yield.


PositionTTM20252024202320222021202020192018201720162015
MNR
Monmouth Real Estate Investment Corporation
13.55%17.57%18.63%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PAA
Plains All American Pipeline, L.P.
6.96%8.46%7.44%7.06%7.08%7.71%10.92%7.50%5.99%9.45%8.21%11.93%

Financials

MNR vs. PAA - Financials Comparison

This section allows you to compare key financial metrics between Monmouth Real Estate Investment Corporation and Plains All American Pipeline, L.P.. 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


0.005.00B10.00B15.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
285.93M
12.47B
(MNR) Total Revenue
(PAA) Total Revenue
Values in USD except per share items

MNR vs. PAA - Profitability Comparison

The chart below illustrates the profitability comparison between Monmouth Real Estate Investment Corporation and Plains All American Pipeline, L.P. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
97.6%
0
Portfolio components
MNR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a gross profit of 279.14M and revenue of 285.93M. Therefore, the gross margin over that period was 97.6%.

PAA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Plains All American Pipeline, L.P. reported a gross profit of 0.00 and revenue of 12.47B. Therefore, the gross margin over that period was 0.0%.

MNR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported an operating income of -9.71M and revenue of 285.93M, resulting in an operating margin of -3.4%.

PAA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Plains All American Pipeline, L.P. reported an operating income of 405.00M and revenue of 12.47B, resulting in an operating margin of 3.3%.

MNR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monmouth Real Estate Investment Corporation reported a net income of -35.04M and revenue of 285.93M, resulting in a net margin of -12.3%.

PAA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Plains All American Pipeline, L.P. reported a net income of 551.00M and revenue of 12.47B, resulting in a net margin of 4.4%.


Frequently Asked Questions


MNR and PAA have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MNR has higher volatility (7.80%) compared to PAA (7.38%). In terms of maximum drawdown, MNR dropped -34.70% vs PAA's -91.99%.

PAA currently has the higher Sharpe Ratio (2.44 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for MNR and PAA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer