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NRC vs. FORR
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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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NRC vs. FORR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NRC
National Research Corporation
-8.70%10.00%-54.49%9.63%-8.23%-1.83%-34.84%75.47%4.04%99.10%
FORR
Forrester Research, Inc.
-30.30%-48.18%-41.55%-25.03%-39.11%40.17%0.48%-6.71%2.99%5.33%

Fundamentals

Market Cap

NRC:

$370.28M

FORR:

$107.55M

EPS

NRC:

$0.52

FORR:

-$6.25

PS Ratio

NRC:

2.76

FORR:

0.27

PB Ratio

NRC:

26.47

FORR:

0.85

Total Revenue (TTM)

NRC:

$137.39M

FORR:

$396.89M

Gross Profit (TTM)

NRC:

$77.40M

FORR:

$256.36M

EBITDA (TTM)

NRC:

$30.23M

FORR:

-$64.02M

Returns By Period

In the year-to-date period, NRC achieves a -8.70% return, which is significantly higher than FORR's -30.30% return. Over the past 10 years, NRC has outperformed FORR with an annualized return of 2.77%, while FORR has yielded a comparatively lower -16.11% annualized return.


NRC

1D
-0.93%
1M
27.79%
YTD
-8.70%
6M
35.24%
1Y
37.22%
3Y*
-24.62%
5Y*
-16.64%
10Y*
2.77%

FORR

1D
-0.18%
1M
-5.35%
YTD
-30.30%
6M
-46.60%
1Y
-38.74%
3Y*
-44.07%
5Y*
-33.43%
10Y*
-16.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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National Research Corporation

Forrester Research, Inc.

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Return for Risk

NRC vs. FORR — Risk / Return Rank

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

NRC
NRC Risk / Return Rank: 6161
Overall Rank
NRC Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
NRC Sortino Ratio Rank: 6161
Sortino Ratio Rank
NRC Omega Ratio Rank: 6060
Omega Ratio Rank
NRC Calmar Ratio Rank: 5959
Calmar Ratio Rank
NRC Martin Ratio Rank: 6161
Martin Ratio Rank

FORR
FORR Risk / Return Rank: 1111
Overall Rank
FORR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FORR Sortino Ratio Rank: 1212
Sortino Ratio Rank
FORR Omega Ratio Rank: 1414
Omega Ratio Rank
FORR Calmar Ratio Rank: 1212
Calmar Ratio Rank
FORR Martin Ratio Rank: 77
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NRC vs. FORR - Risk-Adjusted Trends 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.


NRCFORRDifference

Sharpe ratio

Return per unit of total volatility

0.65

-0.74

+1.39

Sortino ratio

Return per unit of downside risk

1.20

-0.92

+2.12

Omega ratio

Gain probability vs. loss probability

1.16

0.89

+0.27

Calmar ratio

Return relative to maximum drawdown

0.78

-0.83

+1.60

Martin ratio

Return relative to average drawdown

1.97

-1.62

+3.58

NRC vs. FORR - Sharpe Ratio Comparison

The current NRC Sharpe Ratio is 0.65, which is higher than the FORR Sharpe Ratio of -0.74. The chart below compares the historical Sharpe Ratios of NRC and FORR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NRCFORRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.65

-0.74

+1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.41

-0.84

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.07

-0.41

+0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

-0.03

+0.05

Correlation

The correlation between NRC and FORR 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.


Dividends

NRC vs. FORR - Dividend Comparison

NRC's dividend yield for the trailing twelve months is around 3.30%, while FORR has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
NRC
National Research Corporation
3.30%2.77%2.72%3.74%2.25%1.16%0.49%1.18%1.65%1.07%1.79%3.87%
FORR
Forrester Research, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.79%2.15%1.68%2.39%

Drawdowns

NRC vs. FORR - Drawdown Comparison

The maximum NRC drawdown since its inception was -84.10%, smaller than the maximum FORR drawdown of -91.28%. Use the drawdown chart below to compare losses from any high point for NRC and FORR.


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Drawdown Indicators


NRCFORRDifference

Max Drawdown

Largest peak-to-trough decline

-84.10%

-91.28%

+7.18%

Max Drawdown (1Y)

Largest decline over 1 year

-46.49%

-50.85%

+4.36%

Max Drawdown (5Y)

Largest decline over 5 years

-79.68%

-90.91%

+11.23%

Max Drawdown (10Y)

Largest decline over 10 years

-84.10%

-90.91%

+6.81%

Current Drawdown

Current decline from peak

-72.43%

-91.06%

+18.63%

Average Drawdown

Average peak-to-trough decline

-29.77%

-51.72%

+21.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

18.34%

25.94%

-7.60%

Volatility

NRC vs. FORR - Volatility Comparison

National Research Corporation (NRC) has a higher volatility of 13.97% compared to Forrester Research, Inc. (FORR) at 10.10%. This indicates that NRC's price experiences larger fluctuations and is considered to be riskier than FORR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NRCFORRDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.97%

10.10%

+3.87%

Volatility (6M)

Calculated over the trailing 6-month period

45.08%

39.54%

+5.54%

Volatility (1Y)

Calculated over the trailing 1-year period

57.42%

52.67%

+4.75%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.63%

39.86%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.49%

39.46%

+0.03%

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


40.00M60.00M80.00M100.00M120.00M140.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
35.19M
101.06M
(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%60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
54.3%
53.3%
Portfolio components
NRC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, National Research Corporation reported a gross profit of 19.11M and revenue of 35.19M. Therefore, the gross margin over that period was 54.3%.

FORR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Forrester Research, Inc. reported a gross profit of 53.86M and revenue of 101.06M. Therefore, the gross margin over that period was 53.3%.

NRC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, National Research Corporation reported an operating income of 4.67M and revenue of 35.19M, resulting in an operating margin of 13.3%.

FORR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Forrester Research, Inc. reported an operating income of -346.00K and revenue of 101.06M, resulting in an operating margin of -0.3%.

NRC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, National Research Corporation reported a net income of 1.80M and revenue of 35.19M, resulting in a net margin of 5.1%.

FORR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Forrester Research, Inc. reported a net income of -33.88M and revenue of 101.06M, resulting in a net margin of -33.5%.