NewJersey Resources Corporation (NJR)vsNorthwest Natural Gas Co (NWN)
NJR
NewJersey Resources Corporation
$54.12
-0.17%
UTILITIES · Cap: $5.47B
NWN
Northwest Natural Gas Co
$52.47
+0.42%
UTILITIES · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
NewJersey Resources Corporation generates 67% more annual revenue ($2.15B vs $1.29B). NJR leads profitability with a 15.2% profit margin vs 8.8%. NJR appears more attractively valued with a PEG of 2.10. NWN earns a higher WallStSmart Score of 64/100 (C+).
NJR
Buy53
out of 100
Grade: C-
NWN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-140.7%
Fair Value
$21.96
Current Price
$54.12
$32.16 premium
Margin of Safety
+61.1%
Fair Value
$125.65
Current Price
$52.47
$73.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Earnings expanding 24.1% YoY
Areas to Watch
Expensive relative to growth rate
Earnings declined 88.4%
Negative free cash flow — burning cash
Distress zone — elevated risk
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : NJR
The strongest argument for NJR centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at -7.5%. Revenue growth of 23.0% demonstrates continued momentum.
Bull Case : NWN
The strongest argument for NWN centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : NWN
The primary concerns for NWN are Return on Equity, Debt/Equity, PEG Ratio. Debt-to-equity of 1.76 is elevated, increasing financial risk.
Key Dynamics to Monitor
NJR profiles as a growth stock while NWN is a value play — different risk/reward profiles.
NJR carries more volatility with a beta of 0.58 — expect wider price swings.
NJR is growing revenue faster at 23.0% — sustainability is the question.
NWN generates stronger free cash flow (-131M), providing more financial flexibility.
Bottom Line
NWN scores higher overall (64/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
NewJersey Resources Corporation
UTILITIES · UTILITIES - REGULATED GAS · USA
New Jersey Resources Corporation, an energy services portfolio company, provides regulated gas distribution and retail and wholesale energy services. The company is headquartered in Wall, New Jersey.
Northwest Natural Gas Co
UTILITIES · UTILITIES - REGULATED GAS · USA
Northwest Natural Holding Company, through its subsidiary, Northwest Natural Gas Company, provides regulated natural gas distribution services to residential, commercial, industrial and transportation customers in Oregon and Southwest Washington. The company is headquartered in Portland, Oregon.
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