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AMTB vs MSEX

Comparison between Amerant Bancorp Inc - Class A (AMTB, Company) and Middlesex Water Company (MSEX, Company).

AMTB is from the Financial Services sector, while MSEX is from the Utilities sector.

5-Year PerformanceAMTB has outperformed MSEX, delivering a return of +5.7% compared to -7.9%

AMTB vs MSEX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AMTB
$1.02B
MSEX
$1.02B
Max Drawdown
AMTB
94.65%
Winner
MSEX
61.90%
Sharpe Ratio
Winner
AMTB
0.91
MSEX
0.06
5Y Beta
AMTB
0.99
Winner
MSEX
-0.04
Industry
AMTB
Banks - Regional
MSEX
Utilities - Regulated Water
P/E Ratio
Winner
AMTB
18.03
MSEX
22.76
Forward P/E
Winner
AMTB
11.45
MSEX
28.57
Dividend Yield
AMTB
1.40%
Winner
MSEX
2.53%
5Y Dividends CAGR
AMTB
N/A
MSEX
10.38%
5Y EPS CAGR
Winner
AMTB
36.69%
MSEX
1.92%
Debt to Equity
Winner
AMTB
0.00%
MSEX
75.71%
Free Cash Flow Yield
Winner
AMTB
11.71%
MSEX
5.95%

AMTB vs MSEX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMTB
+14.14%
MSEX
+8.57%
3M
AMTB
+12.18%
Winner
MSEX
+13.35%
6M
Winner
AMTB
+28.09%
MSEX
+6.07%
1Y
Winner
AMTB
+38.64%
MSEX
+8.71%
5Y(CAGR)
Winner
AMTB
+5.72%
MSEX
-7.91%
10Y(CAGR)
AMTB
N/A
MSEX
+5.21%
Max(CAGR)
AMTB
+6.01%
Winner
MSEX
+8.22%

AMTB vs MSEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMTBMSEX
2026+35.43%+14.91%
2025-7.84%+0.70%
2024-8.42%-16.86%
2023-5.94%-16.67%
2022-21.41%-33.11%
2021+129.82%+71.90%
2020-29.63%+18.30%
2019+63.40%+24.64%
2018-27.72%+39.40%
2017N/A-1.19%
2016N/A+68.18%
2015N/A+20.07%
2014N/A+16.28%
2013N/A+8.61%
2012N/A+7.82%
2011N/A+4.70%
2010N/A+6.79%
2009N/A+6.64%
2008N/A-4.65%
2007N/A+4.85%
2006N/A+10.48%
2005N/A-4.36%
2004N/A-4.50%
2003N/A+30.48%
2002N/A-4.97%
2001N/A+10.20%
2000N/A+11.93%
1999N/A+2.54%

AMTB vs MSEX Drawdown Comparison

The maximum drawdown for AMTB was -94.65%, occurring on Sep 30, 2020. This drawdown has not yet recovered.

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

The current AMTB drawdown is -83.62%. The current MSEX drawdown is -48.12%.

RankAMTBMSEX
#1-94.65%
Sep 4, 2018 - Sep 30, 2020
-60.52%
Dec 31, 2021 - Apr 16, 2024
#2N/A-41.83%
Jul 28, 2005 - Dec 14, 2010
#3N/A-28.80%
Feb 18, 2020 - Jun 3, 2020
#4N/A-25.61%
Nov 24, 1999 - Dec 22, 2000
#5N/A-25.15%
Nov 29, 2017 - Jul 19, 2018
#6N/A-24.96%
May 3, 2002 - Jul 15, 2003
#7N/A-23.96%
Dec 12, 2016 - Oct 11, 2017
#8N/A-23.95%
Jul 5, 2016 - Dec 8, 2016
#9N/A-21.90%
Apr 12, 2004 - Jul 12, 2005
#10N/A-20.49%
Feb 8, 2021 - May 25, 2021
#11N/A-15.93%
Dec 14, 2018 - Feb 22, 2019
#12N/A-15.16%
Jun 15, 2020 - Nov 10, 2020
#13N/A-14.88%
Jul 29, 2003 - Nov 12, 2003
#14N/A-12.71%
Sep 8, 2021 - Dec 29, 2021
#15N/A-12.58%
Jun 7, 2001 - Jan 17, 2002

Correlation

Correlation between AMTB and MSEX is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46
-101

Dividend Comparison (1999 - 2026)

AMTB vs MSEX dividend yield comparison.

YearAMTBMSEX
20260.68%1.26%
20251.85%2.74%
20241.61%2.50%
20231.47%1.92%
20221.34%1.50%
20210.17%1.16%
20200.00%1.44%
20190.00%1.54%
20180.00%1.71%
20170.00%2.15%
20160.00%1.88%
20150.00%2.93%
20140.00%3.31%
20130.00%3.59%
20120.00%3.80%
20110.00%3.93%
20100.00%3.94%
20090.00%4.04%
20080.00%4.08%
20070.00%3.65%
20060.00%3.64%
20050.00%3.88%
20040.00%3.50%
20030.00%2.99%
20020.00%4.03%
20010.00%3.67%
20000.00%3.63%
19990.00%0.95%

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