MSEX vs AIZN

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

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

MSEX vs AIZN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSEX(COMPANY)	AIZN(COMPANY)
Market Cap	$1.02B	$1.02B
Max Drawdown	61.90%	35.51%
Sharpe Ratio	0.16	-0.14
5Y Beta	-0.04	N/A
Industry	Utilities - Regulated Water	N/A
P/E Ratio	22.79	1.18
Forward P/E	28.57	N/A
PEG Ratio	18.45	0.07
Dividend Yield	2.57%	6.69%
5Y Dividends CAGR	10.38%	13.78%
5Y EPS CAGR	1.92%	18.42%
Debt to Equity	75.71%	0.00%
Free Cash Flow Yield	5.94%	N/A
P/S Ratio	5.13	N/A
P/B Ratio	2.14	N/A

Market Cap

Winner

MSEX

$1.02B

AIZN

$1.02B

Max Drawdown

MSEX

61.90%

Winner

AIZN

35.51%

Sharpe Ratio

Winner

MSEX

0.16

AIZN

-0.14

5Y Beta

MSEX

-0.04

AIZN

N/A

Industry

MSEX

Utilities - Regulated Water

AIZN

N/A

P/E Ratio

MSEX

22.79

Winner

AIZN

1.18

Forward P/E

MSEX

28.57

AIZN

N/A

PEG Ratio

MSEX

18.45

Winner

AIZN

0.07

Dividend Yield

MSEX

2.57%

Winner

AIZN

6.69%

5Y Dividends CAGR

MSEX

10.38%

Winner

AIZN

13.78%

5Y EPS CAGR

MSEX

1.92%

Winner

AIZN

18.42%

Debt to Equity

MSEX

75.71%

Winner

AIZN

0.00%

Free Cash Flow Yield

MSEX

5.94%

AIZN

N/A

P/S Ratio

MSEX

5.13

AIZN

N/A

P/B Ratio

MSEX

2.14

AIZN

N/A

MSEX vs AIZN - Historical Returns

Returns include dividend reinvestment.

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

MSEX

+3.89%

Winner

AIZN

+5.09%

Winner

MSEX

+9.02%

AIZN

-0.12%

MSEX

+0.77%

Winner

AIZN

+1.56%

MSEX

+5.39%

Winner

AIZN

+5.96%

5Y(CAGR)

MSEX

-7.85%

Winner

AIZN

-0.22%

10Y(CAGR)

MSEX

+4.80%

AIZN

N/A

Max(CAGR)

Winner

MSEX

+8.06%

AIZN

+0.65%

MSEX vs AIZN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

MSEX vs AIZN Drawdown Comparison

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

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

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

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

Correlation

Correlation between MSEX and AIZN 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)

MSEX vs AIZN dividend yield comparison.

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