NJR vs. TRN
Compare and contrast key facts about New Jersey Resources Corporation (NJR) and Trinity Industries, Inc. (TRN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NJR or TRN.
Key characteristics
| NJR | TRN | |
|---|---|---|
| YTD Return | 9.15% | 46.07% |
| 1Y Return | 15.46% | 57.19% |
| 3Y Return (Ann) | 10.33% | 13.95% |
| 5Y Return (Ann) | 6.44% | 16.27% |
| 10Y Return (Ann) | 8.56% | 6.89% |
| Sharpe Ratio | 0.77 | 1.70 |
| Sortino Ratio | 1.20 | 2.52 |
| Omega Ratio | 1.15 | 1.31 |
| Calmar Ratio | 0.54 | 2.24 |
| Martin Ratio | 3.16 | 8.27 |
| Ulcer Index | 4.56% | 7.25% |
| Daily Std Dev | 18.61% | 35.29% |
| Max Drawdown | -50.72% | -86.22% |
| Current Drawdown | -9.83% | -2.38% |
Fundamentals
| NJR | TRN | |
|---|---|---|
| Market Cap | $4.74B | $3.15B |
| EPS | $2.38 | $2.25 |
| PE Ratio | 20.06 | 17.01 |
| PEG Ratio | 2.37 | 2.78 |
| Total Revenue (TTM) | $1.40B | $3.25B |
| Gross Profit (TTM) | $380.63M | $674.10M |
| EBITDA (TTM) | $448.92M | $546.10M |
Correlation
The correlation between NJR and TRN 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.
Performance
NJR vs. TRN - Performance Comparison
In the year-to-date period, NJR achieves a 9.15% return, which is significantly lower than TRN's 46.07% return. Over the past 10 years, NJR has outperformed TRN with an annualized return of 8.56%, while TRN has yielded a comparatively lower 6.89% annualized 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. TRN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for New Jersey Resources Corporation (NJR) and Trinity Industries, Inc. (TRN). 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. TRN - Dividend Comparison
NJR's dividend yield for the trailing twelve months is around 3.62%, more than TRN's 3.00% 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% |
TRN Trinity Industries, Inc. | 3.00% | 3.91% | 3.11% | 2.78% | 2.88% | 2.89% | 1.82% | 1.28% | 1.59% | 1.75% | 1.25% | 0.92% |
Drawdowns
NJR vs. TRN - Drawdown Comparison
The maximum NJR drawdown since its inception was -50.72%, smaller than the maximum TRN drawdown of -86.22%. Use the drawdown chart below to compare losses from any high point for NJR and TRN. For additional features, visit the drawdowns tool.
Volatility
NJR vs. TRN - Volatility Comparison
The current volatility for New Jersey Resources Corporation (NJR) is 4.85%, while Trinity Industries, Inc. (TRN) has a volatility of 13.53%. This indicates that NJR experiences smaller price fluctuations and is considered to be less risky than TRN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
NJR vs. TRN - Financials Comparison
This section allows you to compare key financial metrics between New Jersey Resources Corporation and Trinity Industries, 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