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BXMT vs AWR

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

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

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

BXMT vs AWR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

BXMT vs AWR - Historical Returns

Returns include dividend reinvestment.

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

BXMT vs AWR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

BXMT vs AWR Drawdown Comparison

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

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

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

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

Correlation

Correlation between BXMT and AWR 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)

BXMT vs AWR dividend yield comparison.

YearBXMTAWR
20262.58%1.31%
20259.83%2.68%
202412.52%2.30%
202311.66%2.06%
202211.71%1.65%
20218.10%1.35%
20209.01%1.61%
20196.66%1.34%
20187.78%1.58%
20177.71%1.72%
20168.25%2.01%
20158.52%2.08%
20146.79%2.21%
20132.65%2.65%
2012190.48%2.65%
20110.00%3.15%
20100.00%3.02%
20090.00%2.85%
200861.11%3.03%
200716.64%2.53%
20066.91%2.36%
20058.37%2.92%
20046.02%3.42%
20037.93%3.54%
20020.00%3.76%
20010.00%3.72%
20000.00%3.48%
19990.00%0.89%

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