NC vs. PBF

Last updated Apr 1, 2026

Compare and contrast key facts about NACCO Industries, Inc. (NC) and PBF Energy Inc. (PBF).

Performance

NC vs. PBF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NACCO Industries, Inc. (NC) and PBF Energy Inc. (PBF). The values are adjusted to include any dividend payments, if applicable.

NC vs. PBF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
NC NACCO Industries, Inc.	6.44%	68.74%	-15.91%	-1.51%	6.71%	42.16%	-42.27%	40.37%	-8.34%	-57.76%
PBF PBF Energy Inc.	76.98%	6.75%	-37.99%	9.97%	215.81%	82.68%	-77.12%	0.16%	-4.93%	33.64%

Fundamentals

Market Cap NC : $388.79M PBF : $5.67B
EPS NC : $2.36 PBF : -$1.35
PS Ratio NC : 1.40 PBF : 0.19
PB Ratio NC : 0.91 PBF : 1.07
Total Revenue (TTM) NC : $277.20M PBF : $29.33B
Gross Profit (TTM) NC : $38.31M PBF : -$571.00M
EBITDA (TTM) NC : $25.66M PBF : $107.20M

Returns By Period

In the year-to-date period, NC achieves a 6.44% return, which is significantly lower than PBF's 76.98% return. Over the past 10 years, NC has underperformed PBF with an annualized return of 1.20%, while PBF has yielded a comparatively higher 6.87% annualized return.

NC

• 1D: 0.25%
• 1M: -9.03%
• YTD: 6.44%
• 6M: 24.46%
• 1Y: 57.67%
• 3Y*: 15.95%
• 5Y*: 19.03%
• 10Y*: 1.20%

PBF

• 1D: -5.31%
• 1M: 33.76%
• YTD: 76.98%
• 6M: 60.26%
• 1Y: 159.46%
• 3Y*: 6.45%
• 5Y*: 27.62%
• 10Y*: 6.87%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

NC vs. PBF — Risk / Return Rank

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

NC

NC Risk / Return Rank: 80
NC Sharpe Ratio Rank: 80
NC Sortino Ratio Rank: 77
NC Omega Ratio Rank: 73
NC Calmar Ratio Rank: 86
NC Martin Ratio Rank: 82

PBF

PBF Risk / Return Rank: 90
PBF Sharpe Ratio Rank: 93
PBF Sortino Ratio Rank: 89
PBF Omega Ratio Rank: 87
PBF Calmar Ratio Rank: 93
PBF Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NC vs. PBF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NACCO Industries, Inc. (NC) and PBF Energy Inc. (PBF). 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.

	NC	PBF	Difference
Sharpe ratio Return per unit of total volatility	1.25	2.37	-1.12
Sortino ratio Return per unit of downside risk	1.93	2.73	-0.80
Omega ratio Gain probability vs. loss probability	1.23	1.35	-0.12
Calmar ratio Return relative to maximum drawdown	3.02	4.62	-1.60
Martin ratio Return relative to average drawdown	6.75	10.77	-4.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NC vs. PBF - Sharpe Ratio Comparison

The current NC Sharpe Ratio is 1.25, which is lower than the PBF Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of NC and PBF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NC	PBF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.25	2.37	-1.12
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.41	0.46	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.02	0.10	-0.08
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	0.13	-0.03

Correlation

The correlation between NC and PBF is 0.28, 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.

Dividends

NC vs. PBF - Dividend Comparison

NC's dividend yield for the trailing twelve months is around 1.94%, less than PBF's 2.31% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NC NACCO Industries, Inc.	1.94%	2.01%	3.02%	2.36%	2.16%	2.16%	2.92%	1.57%	1.95%	2.60%	1.18%	2.48%
PBF PBF Energy Inc.	2.31%	4.06%	3.86%	1.93%	0.49%	0.00%	4.23%	3.83%	3.67%	3.39%	4.30%	3.26%

Drawdowns

NC vs. PBF - Drawdown Comparison

The maximum NC drawdown since its inception was -91.50%, roughly equal to the maximum PBF drawdown of -91.51%. Use the drawdown chart below to compare losses from any high point for NC and PBF.

Drawdown Indicators

	NC	PBF	Difference
Max Drawdown Largest peak-to-trough decline	-91.50%	-91.51%	+0.01%
Max Drawdown (1Y) Largest decline over 1 year	-18.98%	-34.86%	+15.88%
Max Drawdown (5Y) Largest decline over 5 years	-55.01%	-76.04%	+21.03%
Max Drawdown (10Y) Largest decline over 10 years	-80.21%	-91.51%	+11.30%
Current Drawdown Current decline from peak	-49.94%	-17.41%	-32.53%
Average Drawdown Average peak-to-trough decline	-42.43%	-38.04%	-4.39%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.50%	14.95%	-6.45%

Volatility

NC vs. PBF - Volatility Comparison

The current volatility for NACCO Industries, Inc. (NC) is 20.07%, while PBF Energy Inc. (PBF) has a volatility of 24.33%. This indicates that NC experiences smaller price fluctuations and is considered to be less risky than PBF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NC	PBF	Difference
Volatility (1M) Calculated over the trailing 1-month period	20.07%	24.33%	-4.26%
Volatility (6M) Calculated over the trailing 6-month period	33.21%	45.92%	-12.71%
Volatility (1Y) Calculated over the trailing 1-year period	46.23%	67.72%	-21.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	47.13%	60.98%	-13.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.31%	66.89%	-16.58%

Financials

NC vs. PBF - Profitability Comparison

The chart below illustrates the profitability comparison between NACCO Industries, Inc. and PBF Energy Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

NC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, NACCO Industries, Inc. reported a gross profit of 12.03M and revenue of 66.78M. Therefore, the gross margin over that period was 18.0%.

PBF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, PBF Energy Inc. reported a gross profit of -132.00M and revenue of 7.14B. Therefore, the gross margin over that period was -1.9%.

NC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, NACCO Industries, Inc. reported an operating income of 63.94M and revenue of 66.78M, resulting in an operating margin of 95.8%.

PBF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, PBF Energy Inc. reported an operating income of 128.00M and revenue of 7.14B, resulting in an operating margin of 1.8%.

NC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, NACCO Industries, Inc. reported a net income of -3.84M and revenue of 66.78M, resulting in a net margin of -5.8%.

PBF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, PBF Energy Inc. reported a net income of 78.40M and revenue of 7.14B, resulting in a net margin of 1.1%.