FORR vs. NRC
FORR (Forrester Research, Inc.) and NRC (National Research Corporation) are both stocks. FORR operates in Consulting Services (Industrials), while NRC operates in Diagnostics & Research (Healthcare). Over the past 10 years, FORR returned -11.23%/yr vs 4.32%/yr for NRC. Their 0.31 correlation means their historical movements had little consistent relationship.
Performance
FORR vs. NRC - Performance Comparison
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Returns By Period
In the year-to-date period, FORR achieves a 41.63% return, which is significantly higher than NRC's 5.72% return. Over the past 10 years, FORR has underperformed NRC with an annualized return of -11.23%, while NRC has yielded a comparatively higher 4.32% annualized return.
FORR
- 1D
- 18.07%
- 1M
- 21.69%
- 6M
- 41.80%
- YTD
- 41.63%
- 1Y
- 5.12%
- 3Y*
- -29.20%
- 5Y*
- -24.49%
- 10Y*
- -11.23%
- ALL TIME*
- 0.94%
NRC
- 1D
- 3.17%
- 1M
- -12.90%
- 6M
- -2.44%
- YTD
- 5.72%
- 1Y
- 60.49%
- 3Y*
- -20.51%
- 5Y*
- -15.88%
- 10Y*
- 4.32%
- ALL TIME*
- 2.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.24M | $1.35M | $1.07M | |
| $2.12M | $1.88M | $2.50M |
FORR vs. NRC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FORR Forrester Research, Inc. | 41.63% | -48.18% | -41.55% | -25.03% | -39.11% | 40.17% | 0.48% | -6.71% | 2.99% | 5.33% |
NRC National Research Corporation | 5.72% | 10.00% | -54.49% | 9.63% | -8.23% | -1.83% | -34.84% | 75.47% | 4.04% | 99.10% |
Correlation
The correlation between FORR and NRC is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.31 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since May 23, 2013 | 0.31 |
Fundamentals
FORR:
$223.24M
NRC:
$439.69M
FORR:
-$2.83
NRC:
$0.27
FORR:
0.56
NRC:
3.08
FORR:
2.07
NRC:
65.57
FORR:
$392.47M
NRC:
$140.00M
FORR:
$212.00M
NRC:
$58.11M
FORR:
$15.35M
NRC:
$20.78M
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Return for Risk
FORR vs. NRC — Risk / Return Rank
FORR
NRC
FORR vs. NRC - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FORR | NRC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.74 | ||
| Sortino ratioReturn per unit of downside risk | -0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.33 | -1.00 |
| Martin ratioReturn relative to average drawdown | 0.55 | 3.36 | -2.81 |
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Drawdowns
FORR vs. NRC - Drawdown Comparison
The maximum FORR drawdown since its inception was -92.02%, which is greater than NRC's maximum drawdown of -84.10%. Use the drawdown chart below to compare losses from any high point for FORR and NRC.
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Drawdown Indicators
| FORR | NRC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.02% | -84.10% | -7.92% |
Max Drawdown (1Y)Largest decline over 1 year | -54.95% | -46.49% | -8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -84.44% | -77.58% | -6.86% |
Max Drawdown (5Y)Largest decline over 5 years | -91.68% | -79.68% | -12.00% |
Max Drawdown (10Y)Largest decline over 10 years | -91.68% | -84.10% | -7.58% |
Current DrawdownCurrent decline from peak | -81.83% | -68.08% | -13.75% |
Average DrawdownAverage peak-to-trough decline | -52.13% | -30.75% | -21.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.15% | 18.38% | +14.77% |
Volatility
FORR vs. NRC - Volatility Comparison
Forrester Research, Inc. (FORR) and National Research Corporation (NRC) have volatilities of 23.35% and 22.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FORR | NRC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.35% | 22.36% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 45.50% | 49.70% | -4.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 57.80% | 58.68% | -0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.71% | 42.49% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.02% | 40.47% | +0.55% |
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 3.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FORR Forrester Research, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.79% | 2.15% | 1.68% | 2.39% |
NRC National Research Corporation | 3.08% | 2.77% | 2.72% | 3.74% | 2.25% | 1.16% | 0.49% | 1.18% | 1.65% | 1.07% | 1.79% | 3.87% |
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.
Total Revenue: Total amount of money received from sales and other business activities
FORR vs. NRC - Profitability Comparison
FORR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Forrester Research, Inc. reported a gross profit of 43.30M and revenue of 85.45M. Therefore, the gross margin over that period was 50.7%.
NRC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, National Research Corporation reported a gross profit of 0.00 and revenue of 35.39M. Therefore, the gross margin over that period was 0.0%.
FORR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Forrester Research, Inc. reported an operating income of -5.68M and revenue of 85.45M, resulting in an operating margin of -6.7%.
NRC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, National Research Corporation reported an operating income of -3.24M and revenue of 35.39M, resulting in an operating margin of -9.2%.
FORR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Forrester Research, Inc. reported a net income of -21.83M and revenue of 85.45M, resulting in a net margin of -25.5%.
NRC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, National Research Corporation reported a net income of -3.28M and revenue of 35.39M, resulting in a net margin of -9.3%.
Frequently Asked Questions
FORR and NRC have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FORR has higher volatility (23.35%) compared to NRC (22.36%). In terms of maximum drawdown, FORR dropped -92.02% vs NRC's -84.10%.
NRC currently has the higher Sharpe Ratio (1.05 vs 0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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