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NRC vs. FORR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NRC and FORR is 0.60, 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

NRC vs. FORR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Research Corporation (NRC) and Forrester Research, Inc. (FORR). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

NRC:

46.98%

FORR:

80.92%

Max Drawdown

NRC:

-3.20%

FORR:

-5.70%

Current Drawdown

NRC:

-3.20%

FORR:

-5.70%

Fundamentals

Market Cap

NRC:

$295.98M

FORR:

$191.71M

EPS

NRC:

$1.02

FORR:

-$4.57

PS Ratio

NRC:

2.09

FORR:

0.45

PB Ratio

NRC:

9.98

FORR:

1.51

Total Revenue (TTM)

NRC:

$141.30M

FORR:

$332.39M

Gross Profit (TTM)

NRC:

$82.11M

FORR:

$185.61M

EBITDA (TTM)

NRC:

$41.21M

FORR:

$29.92M

Returns By Period


NRC

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FORR

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

NRC vs. FORR — Risk-Adjusted Performance Rank

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

NRC
The Risk-Adjusted Performance Rank of NRC is 44
Overall Rank
The Sharpe Ratio Rank of NRC is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NRC is 22
Sortino Ratio Rank
The Omega Ratio Rank of NRC is 33
Omega Ratio Rank
The Calmar Ratio Rank of NRC is 77
Calmar Ratio Rank
The Martin Ratio Rank of NRC is 66
Martin Ratio Rank

FORR
The Risk-Adjusted Performance Rank of FORR is 66
Overall Rank
The Sharpe Ratio Rank of FORR is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of FORR is 44
Sortino Ratio Rank
The Omega Ratio Rank of FORR is 66
Omega Ratio Rank
The Calmar Ratio Rank of FORR is 1717
Calmar Ratio Rank
The Martin Ratio Rank of FORR is 44
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.

NRC vs. FORR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for National Research Corporation (NRC) and Forrester Research, Inc. (FORR). 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

NRC vs. FORR - Dividend Comparison

NRC's dividend yield for the trailing twelve months is around 3.70%, while FORR has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NRC
National Research Corporation
3.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FORR
Forrester Research, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NRC vs. FORR - Drawdown Comparison

The maximum NRC drawdown since its inception was -3.20%, smaller than the maximum FORR drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for NRC and FORR. For additional features, visit the drawdowns tool.


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Volatility

NRC vs. FORR - Volatility Comparison


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Financials

NRC vs. FORR - Financials Comparison

This section allows you to compare key financial metrics between National Research Corporation and Forrester Research, 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


40.00M60.00M80.00M100.00M120.00M140.00M20212022202320242025
33.55M
108.04M
(NRC) Total Revenue
(FORR) Total Revenue
Values in USD except per share items

NRC vs. FORR - Profitability Comparison

The chart below illustrates the profitability comparison between National Research Corporation and Forrester Research, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%55.0%60.0%65.0%20212022202320242025
56.5%
58.8%
(NRC) Gross Margin
(FORR) Gross Margin
NRC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, National Research Corporation reported a gross profit of 18.95M and revenue of 33.55M. Therefore, the gross margin over that period was 56.5%.

FORR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported a gross profit of 63.54M and revenue of 108.04M. Therefore, the gross margin over that period was 58.8%.

NRC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, National Research Corporation reported an operating income of 8.60M and revenue of 33.55M, resulting in an operating margin of 25.6%.

FORR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported an operating income of -551.00K and revenue of 108.04M, resulting in an operating margin of -0.5%.

NRC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, National Research Corporation reported a net income of 5.79M and revenue of 33.55M, resulting in a net margin of 17.3%.

FORR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Forrester Research, Inc. reported a net income of 432.00K and revenue of 108.04M, resulting in a net margin of 0.4%.