COMPARE · Reviewed August 1, 2026
AEP vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. AEP scored 65.7, NJR scored 64.2 — AEP leads.
Compare another set
AEP
American Electric Power Company, Inc.
65.7
$127.85 · $69.6B
fundamentals as of
Score gap
1.5
AEP leads
NJR
New Jersey Resources Corporation
64.2
$57.89 · $5.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
AEP
stronger →← stronger
NJR
60
Qualityreturns · margins · balance sheet
75
73
Growthrevenue & earnings expansion
59
65
Valuevaluation vs sector peers
59
AEP is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AEP
NJR
$2.6bB
FCF
$342mC
+8.2%B
Rev
+7.2%B
1.61B
D/E
1.42B
22.2xC+
P/E
17.2xB+
2.20C
PEG
2.30C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AEP
NJR
64% above
Price vs fair valuelower is cheaper
15% below
~18%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-43%
1-yr DCF upside
+29%
-39%
5-yr DCF upside
+17%
-33%
10-yr DCF upside
+2%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AEP
No notable signals flagged.
NJR
Why this score
- Raising its dividend
The companies
AEPAmerican Electric Power Company, Inc.
Why now
Utilities - Regulated Electric · market cap $69.6b. 9% off the 52-week high of $140.58. 21 sell-side analysts rate this a Buy with a mean 1-yr target of $145.67 (implying +14% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $69.6b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
NJRNew Jersey Resources Corporation
Why now
Utilities - Regulated Gas · market cap $5.8b. 5% off the 52-week high of $60.86. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $60.43 (implying +4% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 100% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.