AGR vs. NJR
Compare and contrast key facts about Avangrid, Inc. (AGR) and New Jersey Resources Corporation (NJR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGR or NJR.
Key characteristics
| AGR | NJR | |
|---|---|---|
| YTD Return | 14.69% | 9.15% |
| 1Y Return | 19.53% | 15.46% |
| 3Y Return (Ann) | -7.08% | 10.33% |
| 5Y Return (Ann) | -2.03% | 6.44% |
| Sharpe Ratio | 0.97 | 0.77 |
| Sortino Ratio | 1.83 | 1.20 |
| Omega Ratio | 1.28 | 1.15 |
| Calmar Ratio | 0.50 | 0.54 |
| Martin Ratio | 4.59 | 3.16 |
| Ulcer Index | 4.37% | 4.56% |
| Daily Std Dev | 20.73% | 18.61% |
| Max Drawdown | -44.27% | -50.72% |
| Current Drawdown | -25.91% | -9.83% |
Fundamentals
| AGR | NJR | |
|---|---|---|
| Market Cap | $13.87B | $4.74B |
| EPS | $2.90 | $2.38 |
| PE Ratio | 12.36 | 20.06 |
| PEG Ratio | 1.01 | 2.37 |
| Total Revenue (TTM) | $8.72B | $1.40B |
| Gross Profit (TTM) | $2.69B | $380.63M |
| EBITDA (TTM) | $2.77B | $448.92M |
Correlation
The correlation between AGR and NJR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AGR vs. NJR - Performance Comparison
In the year-to-date period, AGR achieves a 14.69% return, which is significantly higher than NJR's 9.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AGR vs. NJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avangrid, Inc. (AGR) and New Jersey Resources Corporation (NJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AGR vs. NJR - Dividend Comparison
AGR's dividend yield for the trailing twelve months is around 4.92%, more than NJR's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGR Avangrid, Inc. | 4.92% | 5.43% | 4.09% | 3.53% | 3.87% | 3.44% | 3.48% | 3.42% | 4.56% | 0.00% | 0.00% | 0.00% |
NJR New Jersey Resources Corporation | 3.62% | 3.63% | 3.04% | 3.39% | 3.63% | 2.72% | 2.48% | 2.63% | 2.79% | 2.82% | 2.84% | 3.55% |
Drawdowns
AGR vs. NJR - Drawdown Comparison
The maximum AGR drawdown since its inception was -44.27%, smaller than the maximum NJR drawdown of -50.72%. Use the drawdown chart below to compare losses from any high point for AGR and NJR. For additional features, visit the drawdowns tool.
Volatility
AGR vs. NJR - Volatility Comparison
The current volatility for Avangrid, Inc. (AGR) is 1.10%, while New Jersey Resources Corporation (NJR) has a volatility of 4.85%. This indicates that AGR experiences smaller price fluctuations and is considered to be less risky than NJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
AGR vs. NJR - Financials Comparison
This section allows you to compare key financial metrics between Avangrid, Inc. and New Jersey Resources Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities