MSEX vs. AWK
Compare and contrast key facts about Middlesex Water Company (MSEX) and American Water Works Company, Inc. (AWK).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEX or AWK.
Correlation
The correlation between MSEX and AWK is 0.38, 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
MSEX vs. AWK - Performance Comparison
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Key characteristics
MSEX:
0.16
AWK:
0.43
MSEX:
0.46
AWK:
0.74
MSEX:
1.05
AWK:
1.09
MSEX:
0.07
AWK:
0.30
MSEX:
0.29
AWK:
1.12
MSEX:
13.76%
AWK:
8.58%
MSEX:
35.55%
AWK:
24.14%
MSEX:
-60.51%
AWK:
-37.10%
MSEX:
-48.04%
AWK:
-18.20%
Fundamentals
MSEX:
$1.06B
AWK:
$28.03B
MSEX:
$2.41
AWK:
$5.49
MSEX:
24.53
AWK:
26.18
MSEX:
10.95
AWK:
3.70
MSEX:
5.41
AWK:
5.82
MSEX:
2.33
AWK:
2.64
MSEX:
$195.65M
AWK:
$4.82B
MSEX:
$117.45M
AWK:
$2.71B
MSEX:
$83.67M
AWK:
$2.71B
Returns By Period
In the year-to-date period, MSEX achieves a 12.77% return, which is significantly lower than AWK's 16.94% return. Both investments have delivered pretty close results over the past 10 years, with MSEX having a 12.54% annualized return and AWK not far ahead at 12.67%.
MSEX
12.77%
-5.92%
-10.21%
5.82%
-11.40%
0.39%
12.54%
AWK
16.94%
-2.50%
5.34%
10.20%
1.72%
5.53%
12.67%
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Risk-Adjusted Performance
MSEX vs. AWK — Risk-Adjusted Performance Rank
MSEX
AWK
MSEX vs. AWK - Risk-Adjusted Performance 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.
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Dividends
MSEX vs. AWK - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.30%, more than AWK's 2.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 2.30% | 2.50% | 1.92% | 1.50% | 0.92% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% | 3.31% |
AWK American Water Works Company, Inc. | 2.17% | 2.41% | 2.11% | 1.68% | 1.25% | 1.40% | 1.59% | 1.96% | 1.77% | 2.02% | 2.23% | 2.27% |
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. For additional features, visit the drawdowns tool.
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Volatility
MSEX vs. AWK - Volatility Comparison
Middlesex Water Company (MSEX) and American Water Works Company, Inc. (AWK) have volatilities of 9.60% and 9.34%, 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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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 May 2025, Middlesex Water Company reported a gross profit of 44.30M and revenue of 44.30M. Therefore, the gross margin over that period was 100.0%.
AWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Water Works Company, Inc. reported a gross profit of 674.00M and revenue of 1.14B. Therefore, the gross margin over that period was 59.0%.
MSEX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Middlesex Water Company reported an operating income of 11.56M and revenue of 44.30M, resulting in an operating margin of 26.1%.
AWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Water Works Company, Inc. reported an operating income of 371.00M and revenue of 1.14B, resulting in an operating margin of 32.5%.
MSEX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Middlesex Water Company reported a net income of 9.48M and revenue of 44.30M, resulting in a net margin of 21.4%.
AWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Water Works Company, Inc. reported a net income of 205.00M and revenue of 1.14B, resulting in a net margin of 18.0%.