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NJR vs. AGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NJR and AGR is 0.31, 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

NJR vs. AGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in New Jersey Resources Corporation (NJR) and Avangrid, Inc. (AGR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Fundamentals

Market Cap

NJR:

$4.65B

AGR:

$13.94B

EPS

NJR:

$4.12

AGR:

$2.90

PE Ratio

NJR:

11.24

AGR:

12.42

PEG Ratio

NJR:

1.92

AGR:

1.55

PS Ratio

NJR:

2.24

AGR:

1.60

PB Ratio

NJR:

1.98

AGR:

0.71

Total Revenue (TTM)

NJR:

$2.07B

AGR:

$4.00B

Gross Profit (TTM)

NJR:

$831.69M

AGR:

$1.12B

EBITDA (TTM)

NJR:

$505.58M

AGR:

$1.17B

Returns By Period


NJR

YTD

0.18%

1M

-3.20%

6M

-0.82%

1Y

8.47%

5Y*

12.55%

10Y*

7.52%

AGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

NJR vs. AGR — Risk-Adjusted Performance Rank

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

NJR
The Risk-Adjusted Performance Rank of NJR is 6464
Overall Rank
The Sharpe Ratio Rank of NJR is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of NJR is 5858
Sortino Ratio Rank
The Omega Ratio Rank of NJR is 5757
Omega Ratio Rank
The Calmar Ratio Rank of NJR is 6868
Calmar Ratio Rank
The Martin Ratio Rank of NJR is 7070
Martin Ratio Rank

AGR
The Risk-Adjusted Performance Rank of AGR is 7575
Overall Rank
The Sharpe Ratio Rank of AGR is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of AGR is 7676
Sortino Ratio Rank
The Omega Ratio Rank of AGR is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AGR is 6565
Calmar Ratio Rank
The Martin Ratio Rank of AGR is 7878
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.

NJR vs. AGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for New Jersey Resources Corporation (NJR) and Avangrid, Inc. (AGR). 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.



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Dividends

NJR vs. AGR - Dividend Comparison

NJR's dividend yield for the trailing twelve months is around 3.82%, while AGR has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NJR
New Jersey Resources Corporation
3.82%3.73%3.63%3.04%3.39%3.63%2.72%2.48%2.63%2.79%2.82%2.84%
AGR
Avangrid, Inc.
3.66%4.89%5.43%4.09%3.53%3.87%3.44%3.48%3.42%4.56%0.00%0.00%

Drawdowns

NJR vs. AGR - Drawdown Comparison


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Volatility

NJR vs. AGR - Volatility Comparison


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Financials

NJR vs. AGR - Financials Comparison

This section allows you to compare key financial metrics between New Jersey Resources Corporation and Avangrid, 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.


Quarterly
Annual

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


500.00M1.00B1.50B2.00B2.50B20212022202320242025
913.03M
2.08B
(NJR) Total Revenue
(AGR) Total Revenue
Values in USD except per share items