AIZN vs MSEX

Comparison between Assurant Inc (AIZN, Company) and Middlesex Water Company (MSEX, Company).

5-Year PerformanceAIZN has outperformed MSEX, delivering a return of -0.2% compared to -7.9%

AIZN vs MSEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIZN(COMPANY)	MSEX(COMPANY)
Market Cap	$1.02B	$1.02B
Max Drawdown	35.51%	61.90%
Sharpe Ratio	0.12	0.06
5Y Beta	0.24	-0.04
Industry	N/A	Utilities - Regulated Water
P/E Ratio	1.18	22.76
Forward P/E	N/A	28.57
PEG Ratio	0.07	N/A
Dividend Yield	6.69%	2.53%
5Y Dividends CAGR	13.78%	10.38%
5Y EPS CAGR	18.42%	1.92%
Debt to Equity	0.00%	75.71%
Free Cash Flow Yield	N/A	5.95%

Market Cap

AIZN

$1.02B

Winner

MSEX

$1.02B

Max Drawdown

Winner

AIZN

35.51%

MSEX

61.90%

Sharpe Ratio

Winner

AIZN

0.12

MSEX

0.06

5Y Beta

AIZN

0.24

Winner

MSEX

-0.04

Industry

AIZN

N/A

MSEX

Utilities - Regulated Water

P/E Ratio

Winner

AIZN

1.18

MSEX

22.76

Forward P/E

AIZN

N/A

MSEX

28.57

PEG Ratio

AIZN

0.07

MSEX

N/A

Dividend Yield

Winner

AIZN

6.69%

MSEX

2.53%

5Y Dividends CAGR

Winner

AIZN

13.78%

MSEX

10.38%

5Y EPS CAGR

Winner

AIZN

18.42%

MSEX

1.92%

Debt to Equity

Winner

AIZN

0.00%

MSEX

75.71%

Free Cash Flow Yield

AIZN

N/A

MSEX

5.95%

AIZN vs MSEX - Historical Returns

Returns include dividend reinvestment.

Period	AIZN	MSEX
1 month	+5.09%	+3.89%
3 months	-0.12%	+9.02%
6 months	+1.56%	+0.77%
1 year	+5.96%	+5.39%
5 years(CAGR)	-0.22%	-7.85%
10 years(CAGR)	N/A	+4.80%
Max(CAGR)	+0.65%	+8.06%

Winner

AIZN

+5.09%

MSEX

+3.89%

AIZN

-0.12%

Winner

MSEX

+9.02%

Winner

AIZN

+1.56%

MSEX

+0.77%

Winner

AIZN

+5.96%

MSEX

+5.39%

5Y(CAGR)

Winner

AIZN

-0.22%

MSEX

-7.85%

10Y(CAGR)

AIZN

N/A

MSEX

+4.80%

Max(CAGR)

AIZN

+0.65%

Winner

MSEX

+8.06%

AIZN vs MSEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIZN	MSEX
2026	+4.35%	+10.43%
2025	+1.59%	+0.70%
2024	+6.29%	-16.86%
2023	+4.39%	-16.67%
2022	-20.04%	-33.11%
2021	+5.57%	+71.90%
2020	+1.57%	+18.30%
2019	N/A	+24.64%
2018	N/A	+39.40%
2017	N/A	-1.19%
2016	N/A	+68.18%
2015	N/A	+20.07%
2014	N/A	+16.28%
2013	N/A	+8.61%
2012	N/A	+7.82%
2011	N/A	+4.70%
2010	N/A	+6.79%
2009	N/A	+6.64%
2008	N/A	-4.65%
2007	N/A	+4.85%
2006	N/A	+10.48%
2005	N/A	-4.36%
2004	N/A	-4.50%
2003	N/A	+30.48%
2002	N/A	-4.97%
2001	N/A	+10.20%
2000	N/A	+11.93%
1999	N/A	+2.54%

AIZN vs MSEX Drawdown Comparison

The maximum drawdown for AIZN was -28.89%, occurring on Mar 17, 2023. Recovery took 739 trading sessions.

The maximum drawdown for MSEX was -60.52%, occurring on Apr 16, 2024. This drawdown has not yet recovered.

The current AIZN drawdown is -4.99%. The current MSEX drawdown is -50.14%.

Rank	AIZN	MSEX
#1	-28.89% Nov 5, 2021 - Oct 16, 2024	-60.52% Dec 31, 2021 - Apr 16, 2024
#2	-17.29% Nov 8, 2024 - Feb 6, 2026	-41.83% Jul 28, 2005 - Dec 14, 2010
#3	-11.33% Feb 10, 2026 - Jun 17, 2026	-28.80% Feb 18, 2020 - Jun 3, 2020
#4	-10.12% Dec 31, 2020 - Jun 14, 2021	-25.61% Nov 24, 1999 - Dec 22, 2000
#5	-3.48% Oct 16, 2024 - Nov 8, 2024	-25.15% Nov 29, 2017 - Jul 19, 2018
#6	-2.98% Aug 6, 2021 - Oct 14, 2021	-24.96% May 3, 2002 - Jul 15, 2003
#7	-2.02% Nov 30, 2020 - Dec 31, 2020	-23.96% Dec 12, 2016 - Oct 11, 2017
#8	-1.14% Oct 20, 2021 - Nov 3, 2021	-23.95% Jul 5, 2016 - Dec 8, 2016
#9	-0.96% Jun 14, 2021 - Jun 18, 2021	-21.90% Apr 12, 2004 - Jul 12, 2005
#10	-0.58% Jul 8, 2021 - Aug 6, 2021	-20.49% Feb 8, 2021 - May 25, 2021
#11	-0.55% Oct 14, 2021 - Oct 20, 2021	-15.93% Dec 14, 2018 - Feb 22, 2019
#12	-0.26% Jun 28, 2021 - Jun 30, 2021	-15.16% Jun 15, 2020 - Nov 10, 2020
#13	-0.07% Jun 22, 2021 - Jun 24, 2021	-14.88% Jul 29, 2003 - Nov 12, 2003
#14	N/A	-12.71% Sep 8, 2021 - Dec 29, 2021
#15	N/A	-12.58% Jun 7, 2001 - Jan 17, 2002

Correlation

Correlation between AIZN and MSEX is -0.07 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.07

-101

Dividend Comparison (1999 - 2026)

AIZN vs MSEX dividend yield comparison.

Year	AIZN	MSEX
2026	3.31%	1.31%
2025	6.75%	2.74%
2024	6.54%	2.50%
2023	6.58%	1.92%
2022	6.50%	1.50%
2021	5.62%	1.16%
2020	0.00%	1.44%
2019	0.00%	1.54%
2018	0.00%	1.71%
2017	0.00%	2.15%
2016	0.00%	1.88%
2015	0.00%	2.93%
2014	0.00%	3.31%
2013	0.00%	3.59%
2012	0.00%	3.80%
2011	0.00%	3.93%
2010	0.00%	3.94%
2009	0.00%	4.04%
2008	0.00%	4.08%
2007	0.00%	3.65%
2006	0.00%	3.64%
2005	0.00%	3.88%
2004	0.00%	3.50%
2003	0.00%	2.99%
2002	0.00%	4.03%
2001	0.00%	3.67%
2000	0.00%	3.63%
1999	0.00%	0.95%