Is Middlesex Water Stock a Good Investment?
Middlesex Water Investment Advice | MSEX |
- Examine Middlesex Water's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Middlesex Water's leadership team and their track record. Good management can help Middlesex Water navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Water Utilities space and any emerging trends that could impact Middlesex Water's business and its evolving consumer preferences.
- Compare Middlesex Water's performance and market position to its competitors. Analyze how Middlesex Water is positioned in terms of product offerings, innovation, and market share.
- Check if Middlesex Water pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Middlesex Water's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Middlesex Water stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Middlesex Water is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Middlesex Water Stock
Researching Middlesex Water's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 80.0% of the company shares are owned by institutional investors. The book value of Middlesex Water was now reported as 24.75. The company last dividend was issued on the 15th of November 2024. Middlesex Water had 4:3 split on the 17th of November 2003.
To determine if Middlesex Water is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Middlesex Water's research are outlined below:
| Middlesex Water 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. Note, when we think about Middlesex Water's use of debt, we should always consider it together with its cash and equity. | |
| Over 80.0% of Middlesex Water shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Middlesex Water Announces Retirement of G. ... |
Middlesex Water Quarterly Cost Of Revenue |
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Middlesex Water uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Middlesex Water. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Middlesex Water's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 23rd of February 2024 Upcoming Quarterly Report | View | |
| 6th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 23rd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Middlesex Water's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Middlesex Water's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2007-03-14 | 2006-12-31 | 0.16 | 0.14 | -0.02 | 12 | ||
1996-01-26 | 1995-12-31 | 0.15 | 0.13 | -0.02 | 13 | ||
2008-03-07 | 2007-12-31 | 0.16 | 0.19 | 0.03 | 18 | ||
2007-05-08 | 2007-03-31 | 0.16 | 0.13 | -0.03 | 18 | ||
2006-05-08 | 2006-03-31 | 0.12 | 0.15 | 0.03 | 25 | ||
2005-08-09 | 2005-06-30 | 0.19 | 0.16 | -0.03 | 15 | ||
1995-10-27 | 1995-09-30 | 0.2 | 0.23 | 0.03 | 15 | ||
1994-10-27 | 1994-09-30 | 0.23 | 0.2 | -0.03 | 13 |
Know Middlesex Water's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Middlesex Water is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Middlesex Water backward and forwards among themselves. Middlesex Water's institutional investor refers to the entity that pools money to purchase Middlesex Water's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-09-30 | 200.1 K | Renaissance Technologies Corp | 2024-09-30 | 187.6 K | First Manhattan Co. Llc | 2024-09-30 | 186.6 K | Thematics Asset Management | 2024-09-30 | 181 K | Charles Schwab Investment Management Inc | 2024-09-30 | 167.3 K | Goldman Sachs Group Inc | 2024-06-30 | 125.4 K | Amundi | 2024-06-30 | 120.5 K | Proshare Advisors Llc | 2024-09-30 | 117.8 K | Tsp Capital Management Group/llc | 2024-09-30 | 109.6 K | Blackrock Inc | 2024-06-30 | 3.4 M | Vanguard Group Inc | 2024-09-30 | 1.4 M |
Middlesex Water's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.19 B.Market Cap |
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Middlesex Water's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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 |
Determining Middlesex Water's profitability involves analyzing its financial statements and using various financial metrics to determine if Middlesex Water is a good buy. For example, gross profit margin measures Middlesex Water's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Middlesex Water's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Middlesex Water's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Middlesex Water. Check Middlesex Water's Beneish M Score to see the likelihood of Middlesex Water's management manipulating its earnings.
Evaluate Middlesex Water's management efficiency
Middlesex Water has return on total asset (ROA) of 0.028 % which means that it generated a profit of $0.028 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0955 %, meaning that it created $0.0955 on every $100 dollars invested by stockholders. Middlesex Water's management efficiency ratios could be used to measure how well Middlesex Water manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to rise to 0.03 in 2024. Return On Capital Employed is likely to rise to 0.07 in 2024. At this time, Middlesex Water's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 1.2 B in 2024, whereas Other Assets are likely to drop slightly above 28.4 K in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 23.97 | 25.17 | |
| Tangible Book Value Per Share | 23.97 | 25.17 | |
| Enterprise Value Over EBITDA | 22.08 | 12.08 | |
| Price Book Value Ratio | 2.74 | 1.82 | |
| Enterprise Value Multiple | 22.08 | 12.08 | |
| Price Fair Value | 2.74 | 1.82 | |
| Enterprise Value | 1.2 B | 1.2 B |
Middlesex Water benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Dividend Yield 0.0204 | Forward Dividend Yield 0.0204 | Forward Dividend Rate 1.36 | Beta 0.789 |
Basic technical analysis of Middlesex Stock
As of the 28th of November, Middlesex Water secures the Risk Adjusted Performance of 0.0606, downside deviation of 1.75, and Mean Deviation of 1.4. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Middlesex Water, as well as the relationship between them.Middlesex Water's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Middlesex Water insiders, such as employees or executives, is commonly permitted as long as it does not rely on Middlesex Water's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Middlesex Water insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Sohler Bernadette M over two weeks ago Acquisition by Sohler Bernadette M of 773 shares of Middlesex Water at 77.63 subject to Rule 16b-3 | ||
Duchemin-leslie Nadine over six months ago Disposition of 2632 shares by Duchemin-leslie Nadine of Middlesex Water at 50.89 subject to Rule 16b-3 | ||
James Cosgrove over six months ago Acquisition by James Cosgrove of 1600 shares of Middlesex Water at 51.7 subject to Rule 16b-3 | ||
Tompkins J Richard over a year ago Middlesex Water exotic insider transaction detected |
Middlesex Water's Outstanding Corporate Bonds
Middlesex Water issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Middlesex Water uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Middlesex bonds can be classified according to their maturity, which is the date when Middlesex Water has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Understand Middlesex Water's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Middlesex Water's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0606 | |||
| Market Risk Adjusted Performance | 0.1236 | |||
| Mean Deviation | 1.4 | |||
| Semi Deviation | 1.59 | |||
| Downside Deviation | 1.75 | |||
| Coefficient Of Variation | 1400.04 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.6 | |||
| Information Ratio | 0.0027 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | 0.0029 | |||
| Treynor Ratio | 0.1136 | |||
| Maximum Drawdown | 10.55 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 3.16 | |||
| Downside Variance | 3.05 | |||
| Semi Variance | 2.54 | |||
| Expected Short fall | (1.45) | |||
| Skewness | 0.6013 | |||
| Kurtosis | 1.45 |
| Risk Adjusted Performance | 0.0606 | |||
| Market Risk Adjusted Performance | 0.1236 | |||
| Mean Deviation | 1.4 | |||
| Semi Deviation | 1.59 | |||
| Downside Deviation | 1.75 | |||
| Coefficient Of Variation | 1400.04 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.6 | |||
| Information Ratio | 0.0027 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | 0.0029 | |||
| Treynor Ratio | 0.1136 | |||
| Maximum Drawdown | 10.55 | |||
| Value At Risk | (2.35) | |||
| Potential Upside | 3.16 | |||
| Downside Variance | 3.05 | |||
| Semi Variance | 2.54 | |||
| Expected Short fall | (1.45) | |||
| Skewness | 0.6013 | |||
| Kurtosis | 1.45 |
Consider Middlesex Water's intraday indicators
Middlesex Water intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Middlesex Water stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 4660.5 | |||
| Daily Balance Of Power | (0.51) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 66.07 | |||
| Day Typical Price | 65.82 | |||
| Price Action Indicator | (1.38) | |||
| Period Momentum Indicator | (1.24) | |||
| Relative Strength Index | 52.68 |
Middlesex Water Corporate Filings
8K | 26th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 2nd of August 2024 An amended filing to the original Schedule 13G | ViewVerify |
Middlesex Stock media impact
Far too much social signal, news, headlines, and media speculation about Middlesex Water that are available to investors today. That information is available publicly through Middlesex media outlets and privately through word of mouth or via Middlesex internal channels. However, regardless of the origin, that massive amount of Middlesex data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Middlesex Water news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Middlesex Water relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Middlesex Water's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Middlesex Water alpha.
Middlesex Water Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Middlesex Water can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Middlesex Water Corporate Executives
Elected by the shareholders, the Middlesex Water's board of directors comprises two types of representatives: Middlesex Water inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Middlesex. The board's role is to monitor Middlesex Water's management team and ensure that shareholders' interests are well served. Middlesex Water's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Middlesex Water's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Mohammed Zerhouni | Senior CFO | Profile |
Additional Tools for Middlesex Stock Analysis
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.