MSEX vs. AWR
Compare and contrast key facts about Middlesex Water Company (MSEX) and American States Water Company (AWR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEX or AWR.
Correlation
The correlation between MSEX and AWR is 0.33, 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. AWR - Performance Comparison
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Key characteristics
MSEX:
0.16
AWR:
0.22
MSEX:
0.46
AWR:
0.39
MSEX:
1.05
AWR:
1.05
MSEX:
0.07
AWR:
0.13
MSEX:
0.29
AWR:
0.44
MSEX:
13.76%
AWR:
8.27%
MSEX:
35.55%
AWR:
22.22%
MSEX:
-60.51%
AWR:
-37.39%
MSEX:
-48.04%
AWR:
-17.67%
Fundamentals
MSEX:
$1.06B
AWR:
$3.09B
MSEX:
$2.41
AWR:
$3.25
MSEX:
24.53
AWR:
24.68
MSEX:
10.95
AWR:
4.11
MSEX:
5.41
AWR:
5.08
MSEX:
2.33
AWR:
3.20
MSEX:
$195.65M
AWR:
$608.22M
MSEX:
$117.45M
AWR:
$421.85M
MSEX:
$83.67M
AWR:
$241.98M
Returns By Period
In the year-to-date period, MSEX achieves a 12.77% return, which is significantly higher than AWR's 3.30% return. Over the past 10 years, MSEX has outperformed AWR with an annualized return of 12.54%, while AWR has yielded a comparatively lower 9.52% annualized return.
MSEX
12.77%
-5.92%
-10.21%
5.82%
-11.40%
0.39%
12.54%
AWR
3.30%
-0.47%
-5.76%
4.80%
2.31%
2.04%
9.52%
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Risk-Adjusted Performance
MSEX vs. AWR — Risk-Adjusted Performance Rank
MSEX
AWR
MSEX vs. AWR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and American States Water Company (AWR). 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. AWR - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 2.30%, less than AWR's 2.35% 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% |
AWR American States Water Company | 2.35% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% | 2.21% |
Drawdowns
MSEX vs. AWR - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for MSEX and AWR. For additional features, visit the drawdowns tool.
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Volatility
MSEX vs. AWR - Volatility Comparison
Middlesex Water Company (MSEX) has a higher volatility of 9.60% compared to American States Water Company (AWR) at 7.24%. This indicates that MSEX's price experiences larger fluctuations and is considered to be riskier than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MSEX vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between Middlesex Water Company and American States Water Company. 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. AWR - 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%.
AWR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American States Water Company reported a gross profit of 114.38M and revenue of 148.01M. Therefore, the gross margin over that period was 77.3%.
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%.
AWR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American States Water Company reported an operating income of 45.55M and revenue of 148.01M, resulting in an operating margin of 30.8%.
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%.
AWR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American States Water Company reported a net income of 26.84M and revenue of 148.01M, resulting in a net margin of 18.1%.