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NEU vs. ALEX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

NEU vs. ALEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NewMarket Corporation (NEU) and Alexander & Baldwin, Inc. (ALEX). The values are adjusted to include any dividend payments, if applicable.

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NEU vs. ALEX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NEU
NewMarket Corporation
-6.26%32.28%-1.45%79.15%-6.70%-11.93%-16.48%20.01%5.52%-4.69%
ALEX
Alexander & Baldwin, Inc.
0.97%22.82%-1.85%6.63%-22.07%50.84%-16.39%17.49%-33.74%-37.88%

Fundamentals

EPS

NEU:

$66.85

ALEX:

$0.89

PE Ratio

NEU:

9.59

ALEX:

23.48

PEG Ratio

NEU:

0.34

ALEX:

0.15

PS Ratio

NEU:

1.47

ALEX:

7.35

Total Revenue (TTM)

NEU:

$2.73B

ALEX:

$206.67M

Gross Profit (TTM)

NEU:

$857.40M

ALEX:

$96.11M

EBITDA (TTM)

NEU:

$677.23M

ALEX:

$116.77M

Returns By Period

In the year-to-date period, NEU achieves a -6.26% return, which is significantly lower than ALEX's 0.97% return. Over the past 10 years, NEU has outperformed ALEX with an annualized return of 6.77%, while ALEX has yielded a comparatively lower -2.51% annualized return.


NEU

1D
2.03%
1M
2.91%
YTD
-6.26%
6M
-21.90%
1Y
15.05%
3Y*
22.86%
5Y*
13.23%
10Y*
6.77%

ALEX

1D
0.05%
1M
0.24%
YTD
0.97%
6M
16.52%
1Y
26.05%
3Y*
10.84%
5Y*
6.46%
10Y*
-2.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

NEU vs. ALEX — Risk / Return Rank

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

NEU
NEU Risk / Return Rank: 5555
Overall Rank
NEU Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
NEU Sortino Ratio Rank: 5050
Sortino Ratio Rank
NEU Omega Ratio Rank: 5555
Omega Ratio Rank
NEU Calmar Ratio Rank: 5555
Calmar Ratio Rank
NEU Martin Ratio Rank: 5656
Martin Ratio Rank

ALEX
ALEX Risk / Return Rank: 7171
Overall Rank
ALEX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ALEX Sortino Ratio Rank: 8181
Sortino Ratio Rank
ALEX Omega Ratio Rank: 8282
Omega Ratio Rank
ALEX Calmar Ratio Rank: 6363
Calmar Ratio Rank
ALEX Martin Ratio Rank: 6666
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.

NEU vs. ALEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NewMarket Corporation (NEU) and Alexander & Baldwin, Inc. (ALEX). 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.


NEUALEXDifference

Sharpe ratio

Return per unit of total volatility

0.50

0.55

-0.06

Sortino ratio

Return per unit of downside risk

0.77

2.16

-1.39

Omega ratio

Gain probability vs. loss probability

1.13

1.29

-0.17

Calmar ratio

Return relative to maximum drawdown

0.55

0.95

-0.40

Martin ratio

Return relative to average drawdown

1.25

2.73

-1.48

NEU vs. ALEX - Sharpe Ratio Comparison

The current NEU Sharpe Ratio is 0.50, which is comparable to the ALEX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of NEU and ALEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NEUALEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

0.55

-0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

0.22

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.27

-0.07

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.27

0.02

+0.26

Correlation

The correlation between NEU and ALEX is 0.39, 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.


Dividends

NEU vs. ALEX - Dividend Comparison

NEU's dividend yield for the trailing twelve months is around 1.79%, less than ALEX's 3.84% yield.


TTM20252024202320222021202020192018201720162015
NEU
NewMarket Corporation
1.79%1.64%1.89%1.62%2.70%2.33%1.91%1.50%1.70%1.76%1.51%1.52%
ALEX
Alexander & Baldwin, Inc.
3.84%4.97%5.03%4.64%4.43%2.67%1.98%3.29%0.00%0.76%0.56%0.59%

Drawdowns

NEU vs. ALEX - Drawdown Comparison

The maximum NEU drawdown since its inception was -95.01%, which is greater than ALEX's maximum drawdown of -80.46%. Use the drawdown chart below to compare losses from any high point for NEU and ALEX.


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Drawdown Indicators


NEUALEXDifference

Max Drawdown

Largest peak-to-trough decline

-95.01%

-80.46%

-14.55%

Max Drawdown (1Y)

Largest decline over 1 year

-32.77%

-21.18%

-11.59%

Max Drawdown (5Y)

Largest decline over 5 years

-32.77%

-35.70%

+2.93%

Max Drawdown (10Y)

Largest decline over 10 years

-40.66%

-80.46%

+39.80%

Current Drawdown

Current decline from peak

-25.91%

-41.22%

+15.31%

Average Drawdown

Average peak-to-trough decline

-28.29%

-37.51%

+9.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.41%

7.36%

+7.05%

Volatility

NEU vs. ALEX - Volatility Comparison

NewMarket Corporation (NEU) has a higher volatility of 8.30% compared to Alexander & Baldwin, Inc. (ALEX) at 0.44%. This indicates that NEU's price experiences larger fluctuations and is considered to be riskier than ALEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NEUALEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.30%

0.44%

+7.86%

Volatility (6M)

Calculated over the trailing 6-month period

27.02%

33.46%

-6.44%

Volatility (1Y)

Calculated over the trailing 1-year period

30.63%

41.30%

-10.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.14%

28.94%

-2.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.82%

36.30%

-11.48%

Financials

NEU vs. ALEX - Financials Comparison

This section allows you to compare key financial metrics between NewMarket Corporation and Alexander & Baldwin, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
635.40M
50.99M
(NEU) Total Revenue
(ALEX) Total Revenue
Values in USD except per share items

NEU vs. ALEX - Profitability Comparison

The chart below illustrates the profitability comparison between NewMarket Corporation and Alexander & Baldwin, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-40.0%-20.0%0.0%20.0%40.0%60.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
30.0%
45.4%
Portfolio components
NEU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported a gross profit of 190.78M and revenue of 635.40M. Therefore, the gross margin over that period was 30.0%.

ALEX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported a gross profit of 23.15M and revenue of 50.99M. Therefore, the gross margin over that period was 45.4%.

NEU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported an operating income of 110.03M and revenue of 635.40M, resulting in an operating margin of 17.3%.

ALEX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported an operating income of 15.11M and revenue of 50.99M, resulting in an operating margin of 29.6%.

NEU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NewMarket Corporation reported a net income of 81.29M and revenue of 635.40M, resulting in a net margin of 12.8%.

ALEX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Alexander & Baldwin, Inc. reported a net income of 3.78M and revenue of 50.99M, resulting in a net margin of 7.4%.