NC vs. PBF
NC (NACCO Industries, Inc.) and PBF (PBF Energy Inc.) are both stocks. Both are in the Energy sector — NC in Thermal Coal, PBF in Oil & Gas Refining & Marketing. Over the past 10 years, NC returned 1.66%/yr vs 7.71%/yr for PBF. At a 0.27 correlation, their price movements are largely independent.
Performance
NC vs. PBF - Performance Comparison
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Returns By Period
In the year-to-date period, NC achieves a 7.08% return, which is significantly lower than PBF's 59.99% return. Over the past 10 years, NC has underperformed PBF with an annualized return of 1.66%, while PBF has yielded a comparatively higher 7.71% annualized return.
NC
- 1D
- 2.16%
- 1M
- 6.46%
- YTD
- 7.08%
- 6M
- 8.95%
- 1Y
- 47.75%
- 3Y*
- 23.85%
- 5Y*
- 17.34%
- 10Y*
- 1.66%
PBF
- 1D
- 0.49%
- 1M
- -6.80%
- YTD
- 59.99%
- 6M
- 29.99%
- 1Y
- 146.59%
- 3Y*
- 8.94%
- 5Y*
- 22.11%
- 10Y*
- 7.71%
NC vs. PBF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NC NACCO Industries, Inc. | 7.08% | 68.74% | -15.91% | -1.51% | 6.71% | 42.16% | -42.27% | 40.37% | -8.34% | -57.76% |
PBF PBF Energy Inc. | 59.99% | 6.75% | -37.99% | 9.97% | 215.81% | 82.68% | -77.12% | 0.16% | -4.93% | 33.64% |
Correlation
The correlation between NC and PBF is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2012 | 0.27 |
Over the past year, the correlation between NC and PBF has dropped to 0.04 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
NC:
$392.78M
PBF:
$5.16B
NC:
$2.87
PBF:
$3.74
NC:
18.09
PBF:
11.43
NC:
0.43
PBF:
0.04
NC:
1.42
PBF:
0.17
NC:
0.90
PBF:
0.91
NC:
$274.40M
PBF:
$30.17B
NC:
$42.94M
PBF:
$127.70M
NC:
-$5.34M
PBF:
$812.40M
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Return for Risk
NC vs. PBF — Risk / Return Rank
NC
PBF
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 ratioReturn per unit of total volatility | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 4.23 | -1.78 |
| Martin ratioReturn relative to average drawdown | 4.59 | 9.48 | -4.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NC | PBF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.28 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.37 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.12 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.11 | +0.04 |
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.
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Drawdown Indicators
| NC | PBF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.50% | -91.51% | +0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -19.61% | -34.86% | +15.25% |
Max Drawdown (3Y)Largest decline over 3 years | -31.24% | -76.04% | +44.80% |
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 DrawdownCurrent decline from peak | -33.70% | -25.34% | -8.36% |
Average DrawdownAverage peak-to-trough decline | -36.54% | -37.90% | +1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.43% | 15.52% | -5.09% |
Volatility
NC vs. PBF - Volatility Comparison
The current volatility for NACCO Industries, Inc. (NC) is 9.28%, while PBF Energy Inc. (PBF) has a volatility of 17.14%. 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.
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Volatility by Period
| NC | PBF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.28% | 17.14% | -7.86% |
Volatility (6M)Calculated over the trailing 6-month period | 30.93% | 47.21% | -16.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.92% | 65.16% | -22.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.85% | 60.56% | -13.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.32% | 67.20% | -16.88% |
Dividends
NC vs. PBF - Dividend Comparison
NC's dividend yield for the trailing twelve months is around 1.96%, less than PBF's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NC NACCO Industries, Inc. | 1.96% | 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. | 2.57% | 4.06% | 3.86% | 1.93% | 0.49% | 0.00% | 4.23% | 3.83% | 3.67% | 3.39% | 4.30% | 3.26% |
Financials
NC vs. PBF - Financials Comparison
This section allows you to compare key financial metrics between NACCO Industries, Inc. and PBF Energy Inc.. 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
NC vs. PBF - Profitability Comparison
NC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a gross profit of 14.29M and revenue of 62.78M. Therefore, the gross margin over that period was 22.8%.
PBF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a gross profit of 278.50M and revenue of 7.90B. Therefore, the gross margin over that period was 3.5%.
NC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported an operating income of 16.57M and revenue of 62.78M, resulting in an operating margin of 26.4%.
PBF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported an operating income of 299.60M and revenue of 7.90B, resulting in an operating margin of 3.8%.
NC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a net income of 8.84M and revenue of 62.78M, resulting in a net margin of 14.1%.
PBF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a net income of 198.30M and revenue of 7.90B, resulting in a net margin of 2.5%.
Frequently Asked Questions
NC and PBF have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBF has higher volatility (17.14%) compared to NC (9.28%). In terms of maximum drawdown, NC dropped -91.50% vs PBF's -91.51%.
PBF currently has the higher Sharpe Ratio (2.28 vs 1.12), 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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