NJR vs. AGR
Compare and contrast key facts about New Jersey Resources Corporation (NJR) and Avangrid, Inc. (AGR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NJR or AGR.
Key characteristics
| NJR | AGR | |
|---|---|---|
| YTD Return | 9.15% | 14.69% |
| 1Y Return | 15.46% | 19.53% |
| 3Y Return (Ann) | 10.33% | -7.08% |
| 5Y Return (Ann) | 6.44% | -2.03% |
| Sharpe Ratio | 0.77 | 0.97 |
| Sortino Ratio | 1.20 | 1.83 |
| Omega Ratio | 1.15 | 1.28 |
| Calmar Ratio | 0.54 | 0.50 |
| Martin Ratio | 3.16 | 4.59 |
| Ulcer Index | 4.56% | 4.37% |
| Daily Std Dev | 18.61% | 20.73% |
| Max Drawdown | -50.72% | -44.27% |
| Current Drawdown | -9.83% | -25.91% |
Fundamentals
| NJR | AGR | |
|---|---|---|
| Market Cap | $4.74B | $13.87B |
| EPS | $2.38 | $2.90 |
| PE Ratio | 20.06 | 12.36 |
| PEG Ratio | 2.37 | 1.01 |
| Total Revenue (TTM) | $1.40B | $8.72B |
| Gross Profit (TTM) | $380.63M | $2.69B |
| EBITDA (TTM) | $448.92M | $2.77B |
Correlation
The correlation between NJR and AGR is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NJR vs. AGR - Performance Comparison
In the year-to-date period, NJR achieves a 9.15% return, which is significantly lower than AGR's 14.69% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
NJR vs. AGR - Dividend Comparison
NJR's dividend yield for the trailing twelve months is around 3.62%, less than AGR's 4.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NJR New Jersey Resources Corporation | 3.62% | 3.63% | 3.04% | 3.39% | 3.63% | 2.72% | 2.48% | 2.63% | 2.79% | 2.82% | 2.84% | 3.55% |
AGR Avangrid, Inc. | 4.92% | 5.43% | 4.09% | 3.53% | 3.87% | 3.44% | 3.48% | 3.42% | 4.56% | 0.00% | 0.00% | 0.00% |
Drawdowns
NJR vs. AGR - Drawdown Comparison
The maximum NJR drawdown since its inception was -50.72%, which is greater than AGR's maximum drawdown of -44.27%. Use the drawdown chart below to compare losses from any high point for NJR and AGR. For additional features, visit the drawdowns tool.
Volatility
NJR vs. AGR - Volatility Comparison
New Jersey Resources Corporation (NJR) has a higher volatility of 4.85% compared to Avangrid, Inc. (AGR) at 1.10%. This indicates that NJR's price experiences larger fluctuations and is considered to be riskier than AGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities