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MSEX vs MBWM

Comparison between Middlesex Water Company (MSEX, Company) and Mercantile Bank Corp (MBWM, Company).

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

5-Year PerformanceMBWM has outperformed MSEX, delivering a return of +17.8% compared to -8.4%

MSEX vs MBWM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MSEX
$1.05B
MBWM
$1.05B
Max Drawdown
Winner
MSEX
61.90%
MBWM
93.18%
Sharpe Ratio
MSEX
0.25
Winner
MBWM
0.80
5Y Beta
Winner
MSEX
-0.03
MBWM
0.84
Industry
MSEX
Utilities - Regulated Water
MBWM
Banks - Regional
P/E Ratio
MSEX
23.52
Winner
MBWM
11.04
Forward P/E
MSEX
28.57
Winner
MBWM
10.87
PEG Ratio
MSEX
18.45
Winner
MBWM
0.76
Dividend Yield
MSEX
2.49%
Winner
MBWM
2.69%
5Y Dividends CAGR
MSEX
10.38%
Winner
MBWM
10.87%
5Y EPS CAGR
MSEX
1.92%
Winner
MBWM
13.38%
Debt to Equity
MSEX
75.71%
Winner
MBWM
0.00%
Free Cash Flow Yield
Winner
MSEX
5.76%
MBWM
4.70%
P/S Ratio
MSEX
5.29
Winner
MBWM
3.78
P/B Ratio
MSEX
2.08
Winner
MBWM
1.40

MSEX vs MBWM - Historical Returns

Returns include dividend reinvestment.

1M
MSEX
+4.02%
Winner
MBWM
+4.86%
3M
MSEX
+5.78%
Winner
MBWM
+16.42%
6M
MSEX
+8.94%
Winner
MBWM
+16.18%
1Y
MSEX
+9.85%
Winner
MBWM
+25.76%
5Y(CAGR)
MSEX
-8.42%
Winner
MBWM
+17.79%
10Y(CAGR)
MSEX
+4.99%
Winner
MBWM
+12.73%
Max(CAGR)
MSEX
+8.15%
Winner
MBWM
+9.19%

MSEX vs MBWM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSEXMBWM
2026+13.31%+24.74%
2025+0.70%+13.50%
2024-16.86%+14.38%
2023-16.67%+25.12%
2022-33.11%-1.45%
2021+71.90%+34.53%
2020+18.30%-21.59%
2019+24.64%+29.33%
2018+39.40%-17.67%
2017-1.19%-3.54%
2016+68.18%+65.97%
2015+20.07%+22.78%
2014+16.28%+11.11%
2013+8.61%+29.13%
2012+7.82%+66.85%
2011+4.70%+14.84%
2010+6.79%+147.71%
2009+6.64%-30.05%
2008-4.65%-71.65%
2007+4.85%-55.38%
2006+10.48%+8.36%
2005-4.36%+3.12%
2004-4.50%+6.97%
2003+30.48%+64.44%
2002-4.97%+38.69%
2001+10.20%+60.25%
2000+11.93%-7.76%
1999+2.54%-16.06%

MSEX vs MBWM 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 MBWM was -92.59%, occurring on Jun 24, 2009. Recovery took 2855 trading sessions.

The current MSEX drawdown is -48.84%. The current MBWM drawdown is -1.98%.

RankMSEXMBWM
#1-60.52%
Dec 31, 2021 - Apr 16, 2024
-92.59%
Jul 13, 2005 - Nov 11, 2016
#2-41.83%
Jul 28, 2005 - Dec 14, 2010
-52.14%
Dec 17, 2019 - Oct 19, 2021
#3-28.80%
Feb 18, 2020 - Jun 3, 2020
-37.90%
Nov 2, 1999 - Jan 11, 2001
#4-25.61%
Nov 24, 1999 - Dec 22, 2000
-36.05%
Jan 25, 2022 - Nov 14, 2023
#5-25.15%
Nov 29, 2017 - Jul 19, 2018
-29.29%
Jul 9, 2018 - Dec 16, 2019
#6-24.96%
May 3, 2002 - Jul 15, 2003
-25.00%
Feb 11, 2025 - Jan 8, 2026
#7-23.96%
Dec 12, 2016 - Oct 11, 2017
-24.92%
May 28, 2002 - Dec 17, 2002
#8-23.95%
Jul 5, 2016 - Dec 8, 2016
-22.44%
Dec 20, 2016 - Nov 29, 2017
#9-21.90%
Apr 12, 2004 - Jul 12, 2005
-20.60%
Jan 5, 2004 - Nov 11, 2004
#10-20.49%
Feb 8, 2021 - May 25, 2021
-19.38%
Jan 30, 2024 - Jul 11, 2024
#11-15.93%
Dec 14, 2018 - Feb 22, 2019
-19.02%
Aug 13, 2001 - Jan 15, 2002
#12-15.16%
Jun 15, 2020 - Nov 10, 2020
-17.93%
Nov 6, 2024 - Feb 11, 2025
#13-14.88%
Jul 29, 2003 - Nov 12, 2003
-17.66%
Jul 26, 2024 - Nov 6, 2024
#14-12.71%
Sep 8, 2021 - Dec 29, 2021
-13.14%
Feb 11, 2005 - Jun 17, 2005
#15-12.58%
Jun 7, 2001 - Jan 17, 2002
-11.95%
Nov 29, 2017 - Jun 4, 2018

Correlation

Correlation between MSEX and MBWM is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

MSEX vs MBWM dividend yield comparison.

YearMSEXMBWM
20261.28%1.33%
20252.74%3.12%
20242.50%3.19%
20231.92%3.32%
20221.50%3.76%
20211.16%3.37%
20201.44%4.12%
20191.54%2.91%
20181.71%3.29%
20172.15%2.09%
20161.88%3.08%
20152.93%2.36%
20143.31%11.80%
20133.59%2.09%
20123.80%0.55%
20113.93%0.00%
20103.94%0.12%
20094.04%2.27%
20084.08%7.21%
20073.65%3.57%
20063.64%1.32%
20053.88%1.09%
20043.50%0.91%
20032.99%0.88%
20024.03%0.00%
20013.67%0.00%
20003.63%0.00%
19990.95%0.00%

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