COMPARE · Data as of August 21, 2026
CWEN vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. CWEN scored 53.6, NJR scored 63.2 — NJR leads.
Compare another set
CWEN
Clearway Energy, Inc.
53.6
$32.56 · $8.0B
fundamentals as of
Score gap
9.6
NJR leads
NJR
New Jersey Resources Corporation
63.2
$53.52 · $5.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestNJR14.8x
- Fastest growthCWEN+9.9%
- Strongest balance sheetNJR1.47
- Highest qualityNJR77 / 100
- Largest discount to fair valueCWEN-54%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CWEN
stronger →← stronger
NJR
54
Qualityreturns · margins · balance sheet
77
61
Growthrevenue & earnings expansion
48
47
Valuevaluation vs sector peers
68
NJR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CWEN
NJR
$671mC+
FCF
$359mC
+9.9%B
Rev
+7.0%C+
1.77C+
D/E
1.47B
37.9xD
P/E
14.8xA-
3.67D
PEG
2.13C
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CWEN
NJR
54% below
Price vs fair valuelower is cheaper
26% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
+65%
1-yr DCF upside
+46%
+117%
5-yr DCF upside
+35%
+227%
10-yr DCF upside
+20%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CWEN
Why this score
- Raising its dividend
NJR
Why this score
- Raising its dividend
The companies
CWENClearway Energy, Inc.
Why now
Utilities - Renewable · market cap $8.0b. Down 22% from 52-week high of $41.74 — deep drawdown territory. 12 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $43.50 (implying +34% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Dividend payout 212% of earnings on a 5.5% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. Trailing P/E 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 2% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
NJRNew Jersey Resources Corporation
Why now
Utilities - Regulated Gas · market cap $5.4b. 12% off the 52-week high of $60.86. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $60.00 (implying +12% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 98% 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.
Where CWEN and NJR diverge
On the headline score the gap is 9.6 points in favor of NJR. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityCWEN 54.0 · NJR 76.6NJR +22.6
- ValueCWEN 46.9 · NJR 68.0NJR +21.1
- GrowthCWEN 60.8 · NJR 48.4CWEN +12.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.