PBF vs. NC
PBF (PBF Energy Inc.) and NC (NACCO Industries, Inc.) are both stocks. Both are in the Energy sector — PBF in Oil & Gas Refining & Marketing, NC in Thermal Coal. Over the past 10 years, PBF returned 7.59%/yr vs 0.82%/yr for NC. At a 0.27 correlation, their price movements are largely independent.
Performance
PBF vs. NC - Performance Comparison
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Returns By Period
In the year-to-date period, PBF achieves a 39.52% return, which is significantly higher than NC's 2.67% return. Over the past 10 years, PBF has outperformed NC with an annualized return of 7.59%, while NC has yielded a comparatively lower 0.82% annualized return.
PBF
- 1D
- -1.27%
- 1M
- -4.56%
- YTD
- 39.52%
- 6M
- 43.60%
- 1Y
- 62.03%
- 3Y*
- 0.29%
- 5Y*
- 22.47%
- 10Y*
- 7.59%
NC
- 1D
- 1.05%
- 1M
- 1.35%
- YTD
- 2.67%
- 6M
- 2.38%
- 1Y
- 31.64%
- 3Y*
- 16.90%
- 5Y*
- 16.84%
- 10Y*
- 0.82%
PBF vs. NC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBF PBF Energy Inc. | 39.52% | 6.75% | -37.99% | 9.97% | 215.81% | 82.68% | -77.12% | 0.16% | -4.93% | 33.64% |
NC NACCO Industries, Inc. | 2.67% | 68.74% | -15.91% | -1.51% | 6.71% | 42.16% | -42.27% | 40.37% | -8.34% | -57.76% |
Correlation
The correlation between PBF and NC is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2012 | 0.27 |
Over the past year, the correlation between PBF and NC has dropped to 0.06 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.
Fundamentals
PBF:
$4.50B
NC:
$376.62M
PBF:
$3.74
NC:
$2.87
PBF:
9.97
NC:
17.35
PBF:
0.03
NC:
0.42
PBF:
0.15
NC:
1.36
PBF:
0.80
NC:
0.86
PBF:
$30.17B
NC:
$274.40M
PBF:
$127.70M
NC:
$42.94M
PBF:
$812.40M
NC:
-$5.34M
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Return for Risk
PBF vs. NC — Risk / Return Rank
PBF
NC
PBF vs. NC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PBF Energy Inc. (PBF) and NACCO Industries, Inc. (NC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PBF | NC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.33 | ||
| Sortino ratioReturn per unit of downside risk | +0.43 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.15 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.54 | +0.37 |
| Martin ratioReturn relative to average drawdown | 4.16 | 2.83 | +1.33 |
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Drawdowns
PBF vs. NC - Drawdown Comparison
The maximum PBF drawdown since its inception was -91.51%, roughly equal to the maximum NC drawdown of -91.50%. Use the drawdown chart below to compare losses from any high point for PBF and NC.
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Drawdown Indicators
| PBF | NC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.51% | -91.50% | -0.01% |
Max Drawdown (1Y)Largest decline over 1 year | -34.86% | -19.61% | -15.25% |
Max Drawdown (3Y)Largest decline over 3 years | -76.04% | -31.24% | -44.80% |
Max Drawdown (5Y)Largest decline over 5 years | -76.04% | -55.01% | -21.03% |
Max Drawdown (10Y)Largest decline over 10 years | -91.51% | -80.21% | -11.30% |
Current DrawdownCurrent decline from peak | -34.89% | -36.43% | +1.54% |
Average DrawdownAverage peak-to-trough decline | -37.87% | -36.54% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.02% | 10.67% | +5.35% |
Volatility
PBF vs. NC - Volatility Comparison
PBF Energy Inc. (PBF) has a higher volatility of 15.23% compared to NACCO Industries, Inc. (NC) at 7.03%. This indicates that PBF's price experiences larger fluctuations and is considered to be riskier than NC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBF | NC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.23% | 7.03% | +8.20% |
Volatility (6M)Calculated over the trailing 6-month period | 46.46% | 29.87% | +16.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.21% | 42.51% | +21.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.45% | 46.75% | +13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.26% | 50.34% | +16.92% |
Dividends
PBF vs. NC - Dividend Comparison
PBF's dividend yield for the trailing twelve months is around 2.95%, more than NC's 2.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NC NACCO Industries, Inc. | 2.05% | 2.01% | 3.02% | 2.36% | 2.16% | 2.16% | 2.92% | 1.57% | 1.95% | 2.60% | 1.18% | 2.48% |
PBF PBF Energy Inc. | 2.95% | 4.06% | 3.86% | 1.93% | 0.49% | 0.00% | 4.23% | 3.83% | 3.67% | 3.39% | 4.30% | 3.26% |
Financials
PBF vs. NC - Financials Comparison
This section allows you to compare key financial metrics between PBF Energy Inc. and NACCO 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
PBF vs. NC - Profitability Comparison
PBF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a gross profit of 278.50M and revenue of 7.90B. Therefore, the gross margin over that period was 3.5%.
NC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a gross profit of 14.29M and revenue of 62.78M. Therefore, the gross margin over that period was 22.8%.
PBF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported an operating income of 299.60M and revenue of 7.90B, resulting in an operating margin of 3.8%.
NC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported an operating income of 16.57M and revenue of 62.78M, resulting in an operating margin of 26.4%.
PBF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PBF Energy Inc. reported a net income of 198.30M and revenue of 7.90B, resulting in a net margin of 2.5%.
NC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NACCO Industries, Inc. reported a net income of 8.84M and revenue of 62.78M, resulting in a net margin of 14.1%.
Frequently Asked Questions
PBF and NC have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBF has higher volatility (15.23%) compared to NC (7.03%). In terms of maximum drawdown, PBF dropped -91.51% vs NC's -91.50%.
PBF currently has the higher Sharpe Ratio (1.04 vs 0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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