UMH vs HLX

Comparison between UMH Properties Inc (UMH, Company) and Helix Energy Solutions Group Inc (HLX, Company).

UMH is from the Real Estate sector, while HLX is from the Energy sector.

5-Year PerformanceHLX has outperformed UMH, delivering a return of +8.1% compared to -2.1%

UMH vs HLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMH(COMPANY)	HLX(COMPANY)
Market Cap	$1.28B	$1.28B
Max Drawdown	71.09%	97.87%
Sharpe Ratio	-0.31	0.58
5Y Beta	0.35	1.19
Industry	Reit - Residential	Oil & Gas Equipment & Services
P/E Ratio	43.91	140.00
Forward P/E	126.58	113.64
Dividend Yield	5.93%	N/A
5Y Dividends CAGR	8.74%	N/A
5Y EPS CAGR	-23.14%	-32.08%
Debt to Equity	0.00%	19.51%
Free Cash Flow Yield	7.02%	14.24%

Market Cap

Winner

UMH

$1.28B

HLX

$1.28B

Max Drawdown

Winner

UMH

71.09%

HLX

97.87%

Sharpe Ratio

UMH

-0.31

Winner

HLX

0.58

5Y Beta

Winner

UMH

0.35

HLX

1.19

Industry

UMH

Reit - Residential

HLX

Oil & Gas Equipment & Services

P/E Ratio

Winner

UMH

43.91

HLX

140.00

Forward P/E

UMH

126.58

Winner

HLX

113.64

Dividend Yield

UMH

5.93%

HLX

N/A

5Y Dividends CAGR

UMH

8.74%

HLX

N/A

5Y EPS CAGR

Winner

UMH

-23.14%

HLX

-32.08%

Debt to Equity

Winner

UMH

0.00%

HLX

19.51%

Free Cash Flow Yield

UMH

7.02%

Winner

HLX

14.24%

UMH vs HLX - Historical Returns

Returns include dividend reinvestment.

Period	UMH	HLX
1 month	-0.86%	-17.00%
3 months	+4.92%	-8.14%
6 months	-4.61%	+41.30%
1 year	-5.40%	+23.61%
5 years(CAGR)	-2.14%	+8.05%
10 years(CAGR)	+8.67%	+1.90%
Max(CAGR)	+8.83%	+0.22%

Winner

UMH

-0.86%

HLX

-17.00%

Winner

UMH

+4.92%

HLX

-8.14%

UMH

-4.61%

Winner

HLX

+41.30%

UMH

-5.40%

Winner

HLX

+23.61%

5Y(CAGR)

UMH

-2.14%

Winner

HLX

+8.05%

10Y(CAGR)

Winner

UMH

+8.67%

HLX

+1.90%

Max(CAGR)

Winner

UMH

+8.83%

HLX

+0.22%

UMH vs HLX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMH	HLX
2026	-2.51%	+35.78%
2025	-11.11%	-35.23%
2024	+30.82%	-6.89%
2023	+0.35%	+46.65%
2022	-36.85%	+118.34%
2021	+97.56%	-26.42%
2020	+1.29%	-56.52%
2019	+45.37%	+68.65%
2018	-14.17%	-29.19%
2017	+4.25%	-19.44%
2016	+64.52%	+64.25%
2015	+13.55%	-75.72%
2014	+11.43%	-4.99%
2013	-5.90%	+9.19%
2012	+14.49%	+23.67%
2011	-6.44%	+31.56%
2010	+29.20%	-2.10%
2009	+52.10%	+49.49%
2008	-44.13%	-82.64%
2007	-18.34%	+39.03%
2006	+4.46%	-20.40%
2005	+6.50%	+83.49%
2004	-1.20%	+66.60%
2003	+34.80%	-1.39%
2002	+19.92%	-2.08%
2001	+36.30%	-7.94%
2000	+24.77%	+60.12%
1999	-5.05%	+1.13%

UMH vs HLX Drawdown Comparison

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

The maximum drawdown for HLX was -97.87%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current UMH drawdown is -30.99%. The current HLX drawdown is -81.45%.

Rank	UMH	HLX
#1	-62.52% Jan 24, 2007 - Jul 6, 2011	-97.87% Oct 12, 2007 - Apr 3, 2020
#2	-46.96% Dec 31, 2021 - Oct 3, 2023	-50.45% Mar 7, 2001 - Jun 23, 2004
#3	-44.65% Jan 23, 2020 - Dec 15, 2020	-37.21% Jan 19, 2006 - Oct 3, 2007
#4	-32.23% Jun 2, 2017 - Nov 27, 2019	-35.67% Oct 13, 2000 - Mar 7, 2001
#5	-26.39% Dec 1, 2003 - Feb 9, 2005	-24.18% Mar 30, 2000 - May 15, 2000
#6	-21.44% Oct 4, 2012 - Mar 20, 2015	-20.59% May 15, 2000 - Jun 30, 2000
#7	-21.41% Jul 6, 2011 - Feb 8, 2012	-19.08% Dec 7, 1999 - Feb 14, 2000
#8	-19.38% Jan 11, 2000 - Jun 6, 2000	-17.66% Jun 30, 2000 - Aug 30, 2000
#9	-14.64% Jun 25, 2003 - Oct 17, 2003	-17.20% Mar 4, 2005 - Jun 15, 2005
#10	-14.30% Mar 30, 2001 - Nov 16, 2001	-14.74% Sep 29, 2005 - Nov 2, 2005
#11	-13.81% Apr 30, 2012 - Jul 9, 2012	-14.14% Aug 2, 2005 - Aug 31, 2005
#12	-13.24% Dec 17, 2020 - Feb 10, 2021	-13.20% Sep 7, 2000 - Oct 13, 2000
#13	-12.16% Sep 8, 2021 - Dec 15, 2021	-12.32% Feb 16, 2000 - Mar 7, 2000
#14	-11.51% Dec 18, 2015 - Mar 11, 2016	-11.68% Nov 30, 2004 - Jan 31, 2005
#15	-11.30% Apr 8, 2015 - Oct 19, 2015	-11.45% Nov 1, 1999 - Nov 11, 1999

Correlation

Correlation between UMH and HLX is -0.47 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.47

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