Middlesex Water Stock Performance

MSEX Stock  USD 48.02  0.02  0.04%   
The company secures a Beta (Market Risk) of 1.36, which conveys a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Middlesex Water will likely underperform. Middlesex Water has an expected return of -0.26%. Please make sure to verify Middlesex Water maximum drawdown, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Middlesex Water performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Middlesex Water has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of abnormal performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in May 2024. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Actual Historical Performance (%)

One Day Return
1.3
Five Day Return
5.34
Year To Date Return
(24.83)
Ten Year Return
136.94
All Time Return
2.4 K
Forward Dividend Yield
0.0271
Payout Ratio
0.7244
Last Split Factor
4:3
Forward Dividend Rate
1.3
Dividend Date
2024-03-01
 
Middlesex Water dividend paid on 1st of March 2024
03/01/2024
1
Acquisition by James Cosgrove of 1600 shares of Middlesex Water at 51.7 subject to Rule 16b-3
03/06/2024
2
Disposition of 2632 shares by Duchemin-leslie Nadine of Middlesex Water at 50.89 subject to Rule 16b-3
03/18/2024
3
GMC Baseball Preview, 2024 Dominant pitchers players highlight talented conference
03/27/2024
4
Dane Paterson steals the show for Nottinghamshire on opening day against Essex
04/05/2024
5
Tarabokia leads North Brunswick to victory over Middlesex - Softball recap
04/10/2024
6
County Championship Leus du Plooy misses out on double ton in Northants v Middlesex draw
04/15/2024
7
Yorkshire not in ECBs new Tier 1 revamp of womens professional game
04/17/2024
8
Baseball Results, recaps photos for Thursday, April 18
04/18/2024
9
County Championship Root and Brook miss out for Yorkshire at Lords
04/19/2024
10
See all homes sold in Middlesex County, April 15 to April 21
04/22/2024
Begin Period Cash Flow3.8 M
  

Middlesex Water Relative Risk vs. Return Landscape

If you would invest  5,716  in Middlesex Water on January 24, 2024 and sell it today you would lose (914.00) from holding Middlesex Water or give up 15.99% of portfolio value over 90 days. Middlesex Water is currently does not generate positive expected returns and assumes 2.07% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of stocks are less volatile than Middlesex, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Middlesex Water is expected to under-perform the market. In addition to that, the company is 3.29 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.13 per unit of volatility.

Middlesex Water Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Middlesex Water's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Middlesex Water, and traders can use it to determine the average amount a Middlesex Water's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1253

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Estimated Market Risk

 2.07
  actual daily
18
82% of assets are more volatile

Expected Return

 -0.26
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.13
  actual daily
0
Most of other assets perform better
Based on monthly moving average Middlesex Water is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Middlesex Water by adding Middlesex Water to a well-diversified portfolio.

Middlesex Water Fundamentals Growth

Middlesex Stock prices reflect investors' perceptions of the future prospects and financial health of Middlesex Water, and Middlesex Water fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Middlesex Stock performance.

About Middlesex Water Performance

To evaluate Middlesex Water Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Middlesex Water generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Middlesex Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Middlesex Water market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Middlesex's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 23.50  22.32 
Return On Tangible Assets 0.03  0.03 
Return On Capital Employed 0.03  0.07 
Return On Assets 0.03  0.03 
Return On Equity 0.07  0.07 

Things to note about Middlesex Water performance evaluation

Checking the ongoing alerts about Middlesex Water for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Middlesex Water help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Middlesex Water generated a negative expected return over the last 90 days
The company currently holds 412.31 M in liabilities with Debt to Equity (D/E) ratio of 0.89, which is about average as compared to similar companies. Middlesex Water has a current ratio of 0.49, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Middlesex Water until it has trouble settling it off, either with new capital or with free cash flow. So, Middlesex Water's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Middlesex Water sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Middlesex to invest in growth at high rates of return. When we think about Middlesex Water's use of debt, we should always consider it together with cash and equity.
About 75.0% of Middlesex Water shares are owned by institutional investors
On 1st of March 2024 Middlesex Water paid $ 0.325 per share dividend to its current shareholders
Latest headline from nj.com: See all homes sold in Middlesex County, April 15 to April 21
Evaluating Middlesex Water's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Middlesex Water's stock performance include:
  • Analyzing Middlesex Water's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Middlesex Water's stock is overvalued or undervalued compared to its peers.
  • Examining Middlesex Water's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Middlesex Water's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Middlesex Water's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Middlesex Water's stock. These opinions can provide insight into Middlesex Water's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Middlesex Water's stock performance is not an exact science, and many factors can impact Middlesex Water's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Middlesex Water offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Middlesex Water's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Middlesex Water Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Middlesex Water Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Middlesex Water. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income.
For more information on how to buy Middlesex Stock please use our How to Invest in Middlesex Water guide.
Note that the Middlesex Water information on this page should be used as a complementary analysis to other Middlesex Water's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.

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When running Middlesex Water's price analysis, check to measure Middlesex Water's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Middlesex Water is operating at the current time. Most of Middlesex Water's value examination focuses on studying past and present price action to predict the probability of Middlesex Water's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Middlesex Water's price. Additionally, you may evaluate how the addition of Middlesex Water to your portfolios can decrease your overall portfolio volatility.
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Is Middlesex Water's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Middlesex Water. If investors know Middlesex will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Middlesex Water listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.20)
Dividend Share
1.263
Earnings Share
1.76
Revenue Per Share
9.377
Quarterly Revenue Growth
(0.01)
The market value of Middlesex Water is measured differently than its book value, which is the value of Middlesex that is recorded on the company's balance sheet. Investors also form their own opinion of Middlesex Water's value that differs from its market value or its book value, called intrinsic value, which is Middlesex Water's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Middlesex Water's market value can be influenced by many factors that don't directly affect Middlesex Water's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Middlesex Water's value and its price as these two are different measures arrived at by different means. Investors typically determine if Middlesex Water is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Middlesex Water's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.