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FORR vs. NRC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FORR and NRC is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

FORR vs. NRC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Forrester Research, Inc. (FORR) and National Research Corporation (NRC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

FORR:

-1.18

NRC:

-1.15

Sortino Ratio

FORR:

-1.79

NRC:

-2.16

Omega Ratio

FORR:

0.79

NRC:

0.74

Calmar Ratio

FORR:

-0.55

NRC:

-0.74

Martin Ratio

FORR:

-1.66

NRC:

-1.54

Ulcer Index

FORR:

28.45%

NRC:

40.68%

Daily Std Dev

FORR:

40.31%

NRC:

46.72%

Max Drawdown

FORR:

-86.38%

NRC:

-84.10%

Current Drawdown

FORR:

-84.12%

NRC:

-79.61%

Fundamentals

Market Cap

FORR:

$191.71M

NRC:

$295.98M

EPS

FORR:

-$4.57

NRC:

$1.02

PS Ratio

FORR:

0.45

NRC:

2.09

PB Ratio

FORR:

1.51

NRC:

10.05

Total Revenue (TTM)

FORR:

$332.39M

NRC:

$141.30M

Gross Profit (TTM)

FORR:

$185.61M

NRC:

$82.11M

EBITDA (TTM)

FORR:

$29.92M

NRC:

$41.21M

Returns By Period

In the year-to-date period, FORR achieves a -35.55% return, which is significantly lower than NRC's -25.73% return. Over the past 10 years, FORR has underperformed NRC with an annualized return of -10.75%, while NRC has yielded a comparatively higher 1.61% annualized return.


FORR

YTD

-35.55%

1M

11.97%

6M

-37.81%

1Y

-46.95%

5Y*

-20.68%

10Y*

-10.75%

NRC

YTD

-25.73%

1M

16.29%

6M

-34.02%

1Y

-57.08%

5Y*

-24.06%

10Y*

1.61%

*Annualized

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Risk-Adjusted Performance

FORR vs. NRC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FORR
The Risk-Adjusted Performance Rank of FORR is 66
Overall Rank
The Sharpe Ratio Rank of FORR is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of FORR is 44
Sortino Ratio Rank
The Omega Ratio Rank of FORR is 66
Omega Ratio Rank
The Calmar Ratio Rank of FORR is 1717
Calmar Ratio Rank
The Martin Ratio Rank of FORR is 44
Martin Ratio Rank

NRC
The Risk-Adjusted Performance Rank of NRC is 44
Overall Rank
The Sharpe Ratio Rank of NRC is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NRC is 22
Sortino Ratio Rank
The Omega Ratio Rank of NRC is 33
Omega Ratio Rank
The Calmar Ratio Rank of NRC is 77
Calmar Ratio Rank
The Martin Ratio Rank of NRC is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FORR vs. NRC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Forrester Research, Inc. (FORR) and National Research Corporation (NRC). 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.


The current FORR Sharpe Ratio is -1.18, which is comparable to the NRC Sharpe Ratio of -1.15. The chart below compares the historical Sharpe Ratios of FORR and NRC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

FORR vs. NRC - Dividend Comparison

FORR has not paid dividends to shareholders, while NRC's dividend yield for the trailing twelve months is around 3.70%.


TTM20242023202220212020201920182017201620152014
FORR
Forrester Research, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.79%1.72%1.68%2.39%1.63%
NRC
National Research Corporation
3.70%2.72%3.74%2.25%1.16%0.49%1.18%2.96%1.07%1.79%3.87%0.43%

Drawdowns

FORR vs. NRC - Drawdown Comparison

The maximum FORR drawdown since its inception was -86.38%, roughly equal to the maximum NRC drawdown of -84.10%. Use the drawdown chart below to compare losses from any high point for FORR and NRC. For additional features, visit the drawdowns tool.


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Volatility

FORR vs. NRC - Volatility Comparison

The current volatility for Forrester Research, Inc. (FORR) is 15.56%, while National Research Corporation (NRC) has a volatility of 20.67%. This indicates that FORR experiences smaller price fluctuations and is considered to be less risky than NRC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

FORR vs. NRC - Financials Comparison

This section allows you to compare key financial metrics between Forrester Research, Inc. and National Research 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


40.00M60.00M80.00M100.00M120.00M140.00M20212022202320242025
108.04M
33.55M
(FORR) Total Revenue
(NRC) Total Revenue
Values in USD except per share items

FORR vs. NRC - Profitability Comparison

The chart below illustrates the profitability comparison between Forrester Research, Inc. and National Research Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%20212022202320242025
58.8%
56.5%
(FORR) Gross Margin
(NRC) Gross Margin
FORR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported a gross profit of 63.54M and revenue of 108.04M. Therefore, the gross margin over that period was 58.8%.

NRC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, National Research Corporation reported a gross profit of 18.95M and revenue of 33.55M. Therefore, the gross margin over that period was 56.5%.

FORR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported an operating income of -551.00K and revenue of 108.04M, resulting in an operating margin of -0.5%.

NRC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, National Research Corporation reported an operating income of 8.60M and revenue of 33.55M, resulting in an operating margin of 25.6%.

FORR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported a net income of 432.00K and revenue of 108.04M, resulting in a net margin of 0.4%.

NRC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, National Research Corporation reported a net income of 5.79M and revenue of 33.55M, resulting in a net margin of 17.3%.