PBF vs. NEU
PBF (PBF Energy Inc.) and NEU (NewMarket Corporation) are both stocks. PBF operates in Oil & Gas Refining & Marketing (Energy), while NEU operates in Specialty Chemicals (Basic Materials). Over the past 10 years, PBF returned 8.57%/yr vs 9.57%/yr for NEU. At a 0.21 correlation, their price movements are largely independent.
Performance
PBF vs. NEU - Performance Comparison
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Returns By Period
In the year-to-date period, PBF achieves a 56.73% return, which is significantly higher than NEU's 21.88% return. Over the past 10 years, PBF has underperformed NEU with an annualized return of 8.57%, while NEU has yielded a comparatively higher 9.57% annualized return.
PBF
- 1D
- 1.85%
- 1M
- 3.05%
- YTD
- 56.73%
- 6M
- 40.01%
- 1Y
- 104.52%
- 3Y*
- 4.73%
- 5Y*
- 21.61%
- 10Y*
- 8.57%
NEU
- 1D
- -0.82%
- 1M
- 20.27%
- YTD
- 21.88%
- 6M
- 11.78%
- 1Y
- 30.62%
- 3Y*
- 29.52%
- 5Y*
- 22.47%
- 10Y*
- 9.57%
PBF vs. NEU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBF PBF Energy Inc. | 56.73% | 6.75% | -37.99% | 9.97% | 215.81% | 82.68% | -77.12% | 0.16% | -4.93% | 33.64% |
NEU NewMarket Corporation | 21.88% | 32.28% | -1.45% | 79.15% | -6.70% | -11.93% | -16.48% | 20.01% | 5.52% | -4.69% |
Correlation
The correlation between PBF and NEU is 0.01, 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 | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 2012 | 0.21 |
The correlation between PBF and NEU shifts across timeframes, from 0.01 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PBF:
$3.74
NEU:
$58.30
PBF:
11.20
NEU:
14.29
PBF:
0.04
NEU:
0.50
PBF:
0.16
NEU:
2.18
PBF:
$30.17B
NEU:
$2.69B
PBF:
$127.70M
NEU:
$842.26M
PBF:
$812.40M
NEU:
$648.92M
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Return for Risk
PBF vs. NEU — Risk / Return Rank
PBF
NEU
PBF vs. NEU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PBF Energy Inc. (PBF) and NewMarket Corporation (NEU). 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 | NEU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.73 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 0.90 | +2.22 |
| Martin ratioReturn relative to average drawdown | 6.88 | 1.74 | +5.14 |
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Drawdowns
PBF vs. NEU - Drawdown Comparison
The maximum PBF drawdown since its inception was -91.51%, roughly equal to the maximum NEU drawdown of -95.01%. Use the drawdown chart below to compare losses from any high point for PBF and NEU.
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Drawdown Indicators
| PBF | NEU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -91.51% | -95.01% | +3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -34.86% | -32.77% | -2.09% |
Max Drawdown (3Y)Largest decline over 3 years | -76.04% | -32.77% | -43.27% |
Max Drawdown (5Y)Largest decline over 5 years | -76.04% | -32.77% | -43.27% |
Max Drawdown (10Y)Largest decline over 10 years | -91.51% | -40.66% | -50.85% |
Current DrawdownCurrent decline from peak | -26.86% | -3.68% | -23.18% |
Average DrawdownAverage peak-to-trough decline | -37.87% | -28.24% | -9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.77% | 16.91% | -1.14% |
Volatility
PBF vs. NEU - Volatility Comparison
PBF Energy Inc. (PBF) has a higher volatility of 14.54% compared to NewMarket Corporation (NEU) at 7.24%. This indicates that PBF's price experiences larger fluctuations and is considered to be riskier than NEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PBF | NEU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.54% | 7.24% | +7.30% |
Volatility (6M)Calculated over the trailing 6-month period | 47.59% | 25.87% | +21.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 64.62% | 31.15% | +33.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 60.52% | 26.35% | +34.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.23% | 25.05% | +42.18% |
Dividends
PBF vs. NEU - Dividend Comparison
PBF's dividend yield for the trailing twelve months is around 2.63%, more than NEU's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEU NewMarket Corporation | 1.38% | 1.64% | 1.89% | 1.62% | 2.70% | 2.33% | 1.91% | 1.50% | 1.70% | 1.76% | 1.51% | 1.52% |
PBF PBF Energy Inc. | 2.63% | 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. NEU - Financials Comparison
This section allows you to compare key financial metrics between PBF Energy Inc. and NewMarket Corporation. 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. NEU - 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%.
NEU - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NewMarket Corporation reported a gross profit of 220.88M and revenue of 669.72M. Therefore, the gross margin over that period was 33.0%.
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%.
NEU - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NewMarket Corporation reported an operating income of 143.23M and revenue of 669.72M, resulting in an operating margin of 21.4%.
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%.
NEU - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NewMarket Corporation reported a net income of 118.07M and revenue of 669.72M, resulting in a net margin of 17.6%.
Frequently Asked Questions
PBF and NEU have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PBF has higher volatility (14.54%) compared to NEU (7.24%). In terms of maximum drawdown, PBF dropped -91.51% vs NEU's -95.01%.
PBF currently has the higher Sharpe Ratio (1.68 vs 0.95), 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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