COMPARE · Reviewed July 2, 2026

ELPC vs NJR

Verdict: Side-by-side breakdown using the Bull Rankings model. ELPC scored 65.9, NJR scored 67.6 — NJR ahead by 1.6999999999999886.
ELPC
Companhia Paranaense de Energia
Utilities - Regulated Electric · Quality-Growth
65.9
$11.61
Score gap
1.6999999999999886
NJR leads
NJR
New Jersey Resources Corporation
Utilities - Regulated Gas · Quality-Growth
67.6
$57.49
ELPCCompanhia Paranaense de Energia
Utilities - Regulated Electric · $11.61 · beta 0.25
Why now
Utilities - Regulated Electric · market cap $8.6b. 15% off the 52-week high of $13.70. Revenue growing +15%, comfortably above the S&P median. 3 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $16.93 (implying +46% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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
Utilities - Regulated Gas · $57.49 · beta 0.52
Why now
Utilities - Regulated Gas · market cap $5.8b. Trading near 52-week high of $58.57 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $60.14 (implying +5% 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
Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. 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.
ELPCComponentNJR
C65FCFC65
B+85RevB80
A-90D/EB80
A-90P/E or P/SA-90
B+85PEGC65
Supplemental signals · feed the score, not on the row card
B+85FCF YieldB+85
B80ROEB80
83.7Base composite78.4
ELPC
utility structural leverage credit+2
Total+2
NJR
analyst consensus bullish (75% buy/strong-buy)+2
covered yield (3.4% at 56% payout)+1
utility structural leverage credit+2
Total+5
ELPC upsideHorizonNJR upside
-13%1Y+33%
+2%5Y+26%
+28%10Y+16%
Generating verdict… typically 5–10 seconds
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