MSEX vs BHFAO

Comparison between Middlesex Water Company (MSEX, Company) and Brighthouse Financial Inc (BHFAO, Company).

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

5-Year PerformanceBHFAO has outperformed MSEX, delivering a return of -4.3% compared to -7.4%

MSEX vs BHFAO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MSEX(COMPANY)	BHFAO(COMPANY)
Market Cap	$967M	$969M
Max Drawdown	61.90%	49.45%
Sharpe Ratio	-0.10	-0.48
5Y Beta	-0.03	0.35
Industry	Utilities - Regulated Water	Insurance - Life
P/E Ratio	21.64	1.34
Forward P/E	28.57	N/A
Dividend Yield	2.67%	N/A
5Y Dividends CAGR	10.38%	2.54%
5Y EPS CAGR	1.92%	N/A
Debt to Equity	75.71%	N/A
Free Cash Flow Yield	6.26%	N/A
P/S Ratio	N/A	0.19
P/B Ratio	N/A	0.15

Market Cap

MSEX

$967M

Winner

BHFAO

$969M

Max Drawdown

MSEX

61.90%

Winner

BHFAO

49.45%

Sharpe Ratio

Winner

MSEX

-0.10

BHFAO

-0.48

5Y Beta

Winner

MSEX

-0.03

BHFAO

0.35

Industry

MSEX

Utilities - Regulated Water

BHFAO

Insurance - Life

P/E Ratio

MSEX

21.64

Winner

BHFAO

1.34

Forward P/E

MSEX

28.57

BHFAO

N/A

Dividend Yield

MSEX

2.67%

BHFAO

N/A

5Y Dividends CAGR

Winner

MSEX

10.38%

BHFAO

2.54%

5Y EPS CAGR

MSEX

1.92%

BHFAO

N/A

Debt to Equity

MSEX

75.71%

BHFAO

N/A

Free Cash Flow Yield

MSEX

6.26%

BHFAO

N/A

P/S Ratio

MSEX

N/A

BHFAO

0.19

P/B Ratio

MSEX

N/A

BHFAO

0.15

MSEX vs BHFAO - Historical Returns

Returns include dividend reinvestment.

Period	MSEX	BHFAO
1 month	+1.94%	-4.30%
3 months	+4.24%	+0.16%
6 months	-1.39%	+4.04%
1 year	-4.78%	-15.78%
5 years(CAGR)	-7.36%	-4.33%
10 years(CAGR)	+4.92%	N/A
Max(CAGR)	+7.87%	-0.40%

Winner

MSEX

+1.94%

BHFAO

-4.30%

Winner

MSEX

+4.24%

BHFAO

+0.16%

MSEX

-1.39%

Winner

BHFAO

+4.04%

Winner

MSEX

-4.78%

BHFAO

-15.78%

5Y(CAGR)

MSEX

-7.36%

Winner

BHFAO

-4.33%

10Y(CAGR)

MSEX

+4.92%

BHFAO

N/A

Max(CAGR)

Winner

MSEX

+7.87%

BHFAO

-0.40%

MSEX vs BHFAO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MSEX	BHFAO
2026	+4.98%	+3.58%
2025	+0.70%	-25.71%
2024	-16.86%	+4.51%
2023	-16.67%	+4.67%
2022	-33.11%	-10.41%
2021	+71.90%	+4.96%
2020	+18.30%	+18.90%
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 BHFAO 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 BHFAO was -39.72%, occurring on Jul 23, 2025. This drawdown has not yet recovered.

The current MSEX drawdown is -52.60%. The current BHFAO drawdown is -29.87%.

Rank	MSEX	BHFAO
#1	-60.52% Dec 31, 2021 - Apr 16, 2024	-39.72% Sep 16, 2024 - Jul 23, 2025
#2	-41.83% Jul 28, 2005 - Dec 14, 2010	-21.45% Feb 2, 2023 - Jan 26, 2024
#3	-28.80% Feb 18, 2020 - Jun 3, 2020	-17.12% Jul 7, 2021 - Feb 2, 2023
#4	-25.61% Nov 24, 1999 - Dec 22, 2000	-8.00% Mar 27, 2024 - Jun 26, 2024
#5	-25.15% Nov 29, 2017 - Jul 19, 2018	-5.97% Dec 29, 2020 - Apr 1, 2021
#6	-24.96% May 3, 2002 - Jul 15, 2003	-5.54% Oct 1, 2020 - Nov 16, 2020
#7	-23.96% Dec 12, 2016 - Oct 11, 2017	-5.22% Jan 31, 2024 - Mar 22, 2024
#8	-23.95% Jul 5, 2016 - Dec 8, 2016	-3.56% May 7, 2021 - Jun 17, 2021
#9	-21.90% Apr 12, 2004 - Jul 12, 2005	-3.53% Jun 8, 2020 - Jul 14, 2020
#10	-20.49% Feb 8, 2021 - May 25, 2021	-3.37% Sep 2, 2020 - Sep 25, 2020
#11	-15.93% Dec 14, 2018 - Feb 22, 2019	-3.16% Jul 5, 2024 - Aug 8, 2024
#12	-15.16% Jun 15, 2020 - Nov 10, 2020	-3.02% Nov 16, 2020 - Dec 16, 2020
#13	-14.88% Jul 29, 2003 - Nov 12, 2003	-2.73% Aug 8, 2024 - Sep 3, 2024
#14	-12.71% Sep 8, 2021 - Dec 29, 2021	-2.25% Dec 21, 2020 - Dec 29, 2020
#15	-12.58% Jun 7, 2001 - Jan 17, 2002	-2.09% Apr 26, 2021 - May 7, 2021

Correlation

Correlation between MSEX and BHFAO is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (1999 - 2026)

MSEX vs BHFAO dividend yield comparison.

Year	MSEX	BHFAO
2026	1.38%	5.45%
2025	2.74%	10.89%
2024	2.50%	7.62%
2023	1.92%	7.51%
2022	1.50%	7.33%
2021	1.16%	6.11%
2020	1.44%	3.58%
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%