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AWR vs BXMT

Comparison between American States Water Company (AWR, Company) and Blackstone Mortgage Trust Inc - Class A (BXMT, Company).

AWR is from the Utilities sector, while BXMT is from the Real Estate sector.

5-Year PerformanceAWR has outperformed BXMT, delivering a return of +0.7% compared to -2.0%

AWR vs BXMT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AWR
$3.08B
BXMT
$3.08B
Max Drawdown
Winner
AWR
39.05%
BXMT
98.43%
Sharpe Ratio
AWR
-0.06
Winner
BXMT
0.09
5Y Beta
Winner
AWR
-0.03
BXMT
0.74
Industry
AWR
Utilities - Regulated Water
BXMT
Reit - Mortgage
P/E Ratio
Winner
AWR
22.84
BXMT
29.90
Forward P/E
Winner
AWR
21.41
BXMT
57.14
PEG Ratio
Winner
AWR
3.77
BXMT
254.80
Dividend Yield
AWR
2.57%
Winner
BXMT
10.40%
5Y Dividends CAGR
Winner
AWR
13.12%
BXMT
-1.07%
5Y EPS CAGR
Winner
AWR
6.72%
BXMT
-7.70%
Debt to Equity
AWR
73.58%
Winner
BXMT
0.00%
Free Cash Flow Yield
AWR
1.23%
Winner
BXMT
11.22%
P/S Ratio
Winner
AWR
4.57
BXMT
6.64
P/B Ratio
AWR
2.92
Winner
BXMT
0.91

AWR vs BXMT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AWR
+0.30%
BXMT
-0.76%
3M
Winner
AWR
+6.09%
BXMT
-1.60%
6M
Winner
AWR
+6.86%
BXMT
-6.71%
1Y
AWR
+0.89%
Winner
BXMT
+3.09%
5Y(CAGR)
Winner
AWR
+0.71%
BXMT
-2.00%
10Y(CAGR)
Winner
AWR
+8.50%
BXMT
+4.90%
Max(CAGR)
Winner
AWR
+10.27%
BXMT
+3.62%

AWR vs BXMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAWRBXMT
2026+7.82%-4.28%
2025-2.93%+18.60%
2024-1.24%-8.60%
2023-13.87%+11.79%
2022-8.38%-25.14%
2021+34.49%+26.61%
2020-5.88%-17.65%
2019+34.19%+26.44%
2018+21.07%+8.07%
2017+31.53%+13.91%
2016+14.98%+23.71%
2015+12.45%-1.14%
2014+38.36%+15.30%
2013+19.92%+40.05%
2012+41.64%+202.85%
2011+2.81%+50.00%
2010-1.99%+22.05%
2009+6.65%-66.40%
2008-8.40%-86.17%
2007+0.06%-28.49%
2006+24.54%+82.94%
2005+22.72%+3.81%
2004+7.70%+44.60%
2003+10.54%+56.59%
2002+1.56%-5.36%
2001+4.37%+22.87%
2000+7.14%+8.29%
1999+4.13%+17.65%

AWR vs BXMT Drawdown Comparison

The maximum drawdown for AWR was -37.38%, occurring on Oct 27, 2008. Recovery took 1175 trading sessions.

The maximum drawdown for BXMT was -97.96%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

The current AWR drawdown is -18.09%. The current BXMT drawdown is -56.78%.

RankAWRBXMT
#1-37.38%
Oct 31, 2007 - Jun 29, 2012
-97.96%
Feb 7, 2007 - Mar 9, 2009
#2-33.96%
Dec 10, 1999 - Aug 14, 2001
-35.00%
Dec 31, 1999 - Apr 20, 2001
#3-32.89%
Dec 31, 2021 - Apr 16, 2024
-34.77%
Jul 3, 2001 - Jun 26, 2003
#4-30.77%
Oct 31, 2019 - Aug 31, 2021
-17.95%
Nov 18, 1999 - Dec 31, 1999
#5-27.18%
Jun 21, 2002 - Jun 16, 2003
-14.87%
Jul 11, 2005 - Feb 15, 2006
#6-22.83%
Jun 17, 2003 - Feb 18, 2005
-14.20%
Dec 1, 2004 - Feb 14, 2005
#7-22.75%
Aug 7, 2013 - Mar 18, 2014
-14.18%
Mar 30, 2004 - Jun 23, 2004
#8-20.13%
May 10, 2006 - Oct 26, 2006
-11.81%
Feb 22, 2006 - May 31, 2006
#9-19.39%
Feb 24, 2016 - Apr 26, 2017
-11.52%
Jul 6, 2004 - Aug 30, 2004
#10-18.14%
Oct 30, 2006 - Aug 8, 2007
-10.97%
Feb 14, 2005 - Apr 12, 2005
#11-15.32%
Jan 24, 2018 - Jul 5, 2018
-8.77%
Jun 1, 2006 - Jun 29, 2006
#12-14.69%
May 3, 2002 - Jun 19, 2002
-8.14%
May 9, 2005 - May 31, 2005
#13-14.43%
Jul 28, 2005 - Sep 29, 2005
-8.11%
May 22, 2001 - Jun 6, 2001
#14-14.36%
Sep 29, 2005 - Jan 27, 2006
-7.42%
Oct 26, 2006 - Dec 15, 2006
#15-13.64%
Aug 30, 2001 - Dec 7, 2001
-7.40%
Jul 14, 2003 - Oct 15, 2003

Correlation

Correlation between AWR and BXMT is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.30
-101

Dividend Comparison (1999 - 2026)

AWR vs BXMT dividend yield comparison.

YearAWRBXMT
20261.31%2.58%
20252.68%9.83%
20242.30%12.52%
20232.06%11.66%
20221.65%11.71%
20211.35%8.10%
20201.61%9.01%
20191.34%6.66%
20181.58%7.78%
20171.72%7.71%
20162.01%8.25%
20152.08%8.52%
20142.21%6.79%
20132.65%2.65%
20122.65%190.48%
20113.15%0.00%
20103.02%0.00%
20092.85%0.00%
20083.03%61.11%
20072.53%16.64%
20062.36%6.91%
20052.92%8.37%
20043.42%6.02%
20033.54%7.93%
20023.76%0.00%
20013.72%0.00%
20003.48%0.00%
19990.89%0.00%

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