NewJersey Resources Corporation (NJR)vsOne Gas Inc (OGS)
NJR
NewJersey Resources Corporation
$55.82
+0.49%
UTILITIES · Cap: $5.63B
OGS
One Gas Inc
$84.96
+0.06%
UTILITIES · Cap: $5.33B
Smart Verdict
WallStSmart Research — data-driven comparison
One Gas Inc generates 7% more annual revenue ($2.32B vs $2.18B). NJR leads profitability with a 15.7% profit margin vs 11.8%. NJR appears more attractively valued with a PEG of 2.24. NJR earns a higher WallStSmart Score of 61/100 (C+).
NJR
Buy61
out of 100
Grade: C+
OGS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-32.3%
Fair Value
$39.96
Current Price
$55.82
$15.86 premium
Margin of Safety
+7.2%
Fair Value
$89.84
Current Price
$84.96
$4.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 32.0%
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 22.7%
Areas to Watch
Expensive relative to growth rate
2.9% revenue growth
Distress zone — elevated risk
3.0% earnings growth
Expensive relative to growth rate
Revenue declined 11.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NJR
The strongest argument for NJR centers on Operating Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 15.7% and operating margin at 32.0%.
Bull Case : OGS
The strongest argument for OGS centers on Price/Book, Operating Margin.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : OGS
The primary concerns for OGS are EPS Growth, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
NJR profiles as a value stock while OGS is a declining play — different risk/reward profiles.
OGS carries more volatility with a beta of 0.71 — expect wider price swings.
NJR is growing revenue faster at 2.9% — sustainability is the question.
NJR generates stronger free cash flow (366M), providing more financial flexibility.
Bottom Line
NJR scores higher overall (61/100 vs 51/100), backed by strong 15.7% margins. 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.
One Gas Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
ONE Gas, Inc. is a regulated natural gas distribution company in the United States. The company is headquartered in Tulsa, Oklahoma.
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