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

Correlation

The correlation between NRC and FORR is 0.35, 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

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

Sharpe Ratio

NRC:

-1.08

FORR:

-1.02

Sortino Ratio

NRC:

-1.68

FORR:

-1.46

Omega Ratio

NRC:

0.80

FORR:

0.83

Calmar Ratio

NRC:

-0.60

FORR:

-0.49

Martin Ratio

NRC:

-1.38

FORR:

-1.39

Ulcer Index

NRC:

36.53%

FORR:

30.55%

Daily Std Dev

NRC:

46.20%

FORR:

42.19%

Max Drawdown

NRC:

-84.10%

FORR:

-86.38%

Current Drawdown

NRC:

-78.37%

FORR:

-83.86%

Fundamentals

Market Cap

NRC:

$313.98M

FORR:

$202.45M

EPS

NRC:

$1.02

FORR:

-$4.57

PS Ratio

NRC:

2.22

FORR:

0.48

PB Ratio

NRC:

10.37

FORR:

1.33

Total Revenue (TTM)

NRC:

$141.30M

FORR:

$422.27M

Gross Profit (TTM)

NRC:

$83.62M

FORR:

$273.27M

EBITDA (TTM)

NRC:

$41.21M

FORR:

-$57.67M

Returns By Period

In the year-to-date period, NRC achieves a -21.21% return, which is significantly higher than FORR's -34.52% return. Over the past 10 years, NRC has outperformed FORR with an annualized return of 2.41%, while FORR has yielded a comparatively lower -11.04% annualized return.


NRC

YTD

-21.21%

1M

7.91%

6M

-29.22%

1Y

-49.64%

3Y*

-25.66%

5Y*

-23.38%

10Y*

2.41%

FORR

YTD

-34.52%

1M

7.32%

6M

-40.73%

1Y

-42.97%

3Y*

-41.53%

5Y*

-21.00%

10Y*

-11.04%

*Annualized

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National Research Corporation

Forrester Research, Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

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 66
Overall Rank
The Sharpe Ratio Rank of NRC is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of NRC is 44
Sortino Ratio Rank
The Omega Ratio Rank of NRC is 55
Omega Ratio Rank
The Calmar Ratio Rank of NRC is 1212
Calmar Ratio Rank
The Martin Ratio Rank of NRC is 88
Martin Ratio Rank

FORR
The Risk-Adjusted Performance Rank of FORR is 99
Overall Rank
The Sharpe Ratio Rank of FORR is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of FORR is 66
Sortino Ratio Rank
The Omega Ratio Rank of FORR is 88
Omega Ratio Rank
The Calmar Ratio Rank of FORR is 1919
Calmar Ratio Rank
The Martin Ratio Rank of FORR is 99
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.


The current NRC Sharpe Ratio is -1.08, which is comparable to the FORR Sharpe Ratio of -1.02. 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

NRC vs. FORR - Dividend Comparison

NRC's dividend yield for the trailing twelve months is around 3.48%, while FORR has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
NRC
National Research Corporation
3.48%2.72%3.74%2.25%1.16%0.49%1.18%2.96%1.07%1.79%3.87%0.43%
FORR
Forrester Research, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%1.79%1.72%1.68%2.39%1.63%

Drawdowns

NRC vs. FORR - Drawdown Comparison

The maximum NRC drawdown since its inception was -84.10%, roughly equal to the maximum FORR drawdown of -86.38%. Use the drawdown chart below to compare losses from any high point for NRC and FORR.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

NRC vs. FORR - Volatility Comparison

The current volatility for National Research Corporation (NRC) is 13.11%, while Forrester Research, Inc. (FORR) has a volatility of 16.31%. This indicates that NRC experiences smaller price fluctuations and is considered to be less risky than FORR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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
89.88M
(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%20212022202320242025
56.5%
97.5%
(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 Jun 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 Jun 2025, Forrester Research, Inc. reported a gross profit of 87.66M and revenue of 89.88M. Therefore, the gross margin over that period was 97.5%.

NRC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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 Jun 2025, Forrester Research, Inc. reported an operating income of -87.59M and revenue of 89.88M, resulting in an operating margin of -97.5%.

NRC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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 Jun 2025, Forrester Research, Inc. reported a net income of -87.27M and revenue of 89.88M, resulting in a net margin of -97.1%.