MSEX vs. AWK
Compare and contrast key facts about Middlesex Water Company (MSEX) and American Water Works Company, Inc. (AWK).
Performance
MSEX vs. AWK - Performance Comparison
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MSEX vs. AWK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 5.19% | -1.65% | -18.00% | -15.19% | -33.75% | 68.50% | 15.78% | 21.12% | 36.54% | -4.92% |
AWK American Water Works Company, Inc. | 5.53% | 7.40% | -3.53% | -11.68% | -17.89% | 24.83% | 26.88% | 37.79% | 1.32% | 29.01% |
Fundamentals
MSEX:
$971.34M
AWK:
$26.67B
MSEX:
$2.35
AWK:
$5.70
MSEX:
22.39
AWK:
24.01
MSEX:
4.92
AWK:
5.19
MSEX:
1.97
AWK:
2.46
MSEX:
$194.69M
AWK:
$5.14B
MSEX:
$89.52M
AWK:
$3.12B
MSEX:
$92.45M
AWK:
$1.70B
Returns By Period
In the year-to-date period, MSEX achieves a 5.19% return, which is significantly lower than AWK's 5.53% return. Over the past 10 years, MSEX has underperformed AWK with an annualized return of 7.32%, while AWK has yielded a comparatively higher 9.11% annualized return.
MSEX
- 1D
- 1.23%
- 1M
- -3.41%
- YTD
- 5.19%
- 6M
- 1.18%
- 1Y
- -15.86%
- 3Y*
- -10.29%
- 5Y*
- -6.02%
- 10Y*
- 7.32%
AWK
- 1D
- 0.51%
- 1M
- 1.00%
- YTD
- 5.53%
- 6M
- 1.86%
- 1Y
- -4.61%
- 3Y*
- 0.02%
- 5Y*
- 0.11%
- 10Y*
- 9.11%
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Return for Risk
MSEX vs. AWK — Risk / Return Rank
MSEX
AWK
MSEX vs. AWK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and American Water Works Company, Inc. (AWK). 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.
| MSEX | AWK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.52 | -0.20 | -0.32 |
Sortino ratioReturn per unit of downside risk | -0.55 | -0.13 | -0.43 |
Omega ratioGain probability vs. loss probability | 0.93 | 0.99 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | -0.61 | -0.28 | -0.33 |
Martin ratioReturn relative to average drawdown | -0.90 | -0.54 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSEX | AWK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.52 | -0.20 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.00 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.39 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.60 | -0.28 |
Correlation
The correlation between MSEX and AWK is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MSEX vs. AWK - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.66%, more than AWK's 2.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.66% | 2.74% | 2.50% | 1.92% | 1.50% | 1.16% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% |
AWK American Water Works Company, Inc. | 2.42% | 2.49% | 2.41% | 2.10% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% |
Drawdowns
MSEX vs. AWK - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, which is greater than AWK's maximum drawdown of -37.10%. Use the drawdown chart below to compare losses from any high point for MSEX and AWK.
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Drawdown Indicators
| MSEX | AWK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.51% | -37.10% | -23.41% |
Max Drawdown (1Y)Largest decline over 1 year | -25.57% | -17.61% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -60.51% | -37.10% | -23.41% |
Max Drawdown (10Y)Largest decline over 10 years | -60.51% | -37.10% | -23.41% |
Current DrawdownCurrent decline from peak | -52.34% | -20.71% | -31.63% |
Average DrawdownAverage peak-to-trough decline | -12.66% | -9.34% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.41% | 9.15% | +8.26% |
Volatility
MSEX vs. AWK - Volatility Comparison
Middlesex Water Company (MSEX) and American Water Works Company, Inc. (AWK) have volatilities of 7.19% and 7.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSEX | AWK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 7.02% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 24.69% | 16.42% | +8.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.33% | 23.09% | +7.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.93% | 22.77% | +8.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.34% | 23.65% | +8.69% |
Financials
MSEX vs. AWK - Financials Comparison
This section allows you to compare key financial metrics between Middlesex Water Company and American Water Works Company, Inc.. 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
MSEX vs. AWK - Profitability Comparison
MSEX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Middlesex Water Company reported a gross profit of 16.66M and revenue of 46.98M. Therefore, the gross margin over that period was 35.5%.
AWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, American Water Works Company, Inc. reported a gross profit of 723.00M and revenue of 1.27B. Therefore, the gross margin over that period was 56.9%.
MSEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Middlesex Water Company reported an operating income of 11.21M and revenue of 46.98M, resulting in an operating margin of 23.9%.
AWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Water Works Company, Inc. reported an operating income of 405.00M and revenue of 1.27B, resulting in an operating margin of 31.9%.
MSEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Middlesex Water Company reported a net income of 8.61M and revenue of 46.98M, resulting in a net margin of 18.3%.
AWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Water Works Company, Inc. reported a net income of 238.00M and revenue of 1.27B, resulting in a net margin of 18.7%.