MSEX vs. GWRS
Compare and contrast key facts about Middlesex Water Company (MSEX) and Global Water Resources, Inc. (GWRS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSEX or GWRS.
Key characteristics
| MSEX | GWRS | |
|---|---|---|
| YTD Return | 2.89% | -0.91% |
| 1Y Return | 2.02% | 6.49% |
| 3Y Return (Ann) | -12.95% | -9.75% |
| 5Y Return (Ann) | 3.56% | 2.71% |
| Sharpe Ratio | 0.28 | 0.45 |
| Sortino Ratio | 0.65 | 0.89 |
| Omega Ratio | 1.08 | 1.10 |
| Calmar Ratio | 0.16 | 0.35 |
| Martin Ratio | 0.49 | 2.53 |
| Ulcer Index | 19.22% | 5.80% |
| Daily Std Dev | 33.40% | 32.24% |
| Max Drawdown | -60.51% | -51.67% |
| Current Drawdown | -42.19% | -33.23% |
Fundamentals
| MSEX | GWRS | |
|---|---|---|
| Market Cap | $1.24B | $311.25M |
| EPS | $2.30 | $0.27 |
| PE Ratio | 30.30 | 47.59 |
| PEG Ratio | 10.95 | 2.90 |
| Total Revenue (TTM) | $183.37M | $51.81M |
| Gross Profit (TTM) | $71.99M | $33.11M |
| EBITDA (TTM) | $71.27M | $18.02M |
Correlation
The correlation between MSEX and GWRS is 0.32, 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. GWRS - Performance Comparison
In the year-to-date period, MSEX achieves a 2.89% return, which is significantly higher than GWRS's -0.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MSEX vs. GWRS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Middlesex Water Company (MSEX) and Global Water Resources, Inc. (GWRS). 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.
Dividends
MSEX vs. GWRS - Dividend Comparison
MSEX's dividend yield for the trailing twelve months is around 1.96%, less than GWRS's 2.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSEX Middlesex Water Company | 1.96% | 1.92% | 1.50% | 0.92% | 1.44% | 1.54% | 1.71% | 2.15% | 1.88% | 2.92% | 3.31% | 3.59% |
GWRS Global Water Resources, Inc. | 2.56% | 2.29% | 2.26% | 1.69% | 2.00% | 2.19% | 2.84% | 2.97% | 1.90% | 0.00% | 0.00% | 0.00% |
Drawdowns
MSEX vs. GWRS - Drawdown Comparison
The maximum MSEX drawdown since its inception was -60.51%, which is greater than GWRS's maximum drawdown of -51.67%. Use the drawdown chart below to compare losses from any high point for MSEX and GWRS. For additional features, visit the drawdowns tool.
Volatility
MSEX vs. GWRS - Volatility Comparison
Middlesex Water Company (MSEX) has a higher volatility of 11.08% compared to Global Water Resources, Inc. (GWRS) at 10.16%. This indicates that MSEX's price experiences larger fluctuations and is considered to be riskier than GWRS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MSEX vs. GWRS - Financials Comparison
This section allows you to compare key financial metrics between Middlesex Water Company and Global Water Resources, 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