COMPARE · Data as of August 21, 2026
ES vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. ES scored 57.8, NJR scored 63.2 — NJR leads.
Compare another set
ES
Eversource Energy
57.8
$70.21 · $26.4B
fundamentals as of
Score gap
5.4
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 growthES+7.8%
- Strongest balance sheetNJR1.47
- Highest qualityNJR77 / 100
- Largest discount to fair valueNJR-26%
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)
ES
stronger →← stronger
NJR
52
Qualityreturns · margins · balance sheet
77
73
Growthrevenue & earnings expansion
48
51
Valuevaluation vs sector peers
68
NJR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ES
NJR
$298mC
FCF
$359mC
+7.8%B
Rev
+7.0%C+
1.81C+
D/E
1.47B
18.2xB+
P/E
14.8xA-
2.65C
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
ES
NJR
336% above
Price vs fair valuelower is cheaper
26% below
~42%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-7%/yr
-78%
1-yr DCF upside
+46%
-77%
5-yr DCF upside
+35%
-76%
10-yr DCF upside
+20%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ES
No notable signals flagged.
NJR
Why this score
- Raising its dividend
The companies
ESEversource Energy
Why now
Utilities - Regulated Electric · market cap $26.4b. 8% off the 52-week high of $76.57. 12 sell-side analysts rate this a Hold with a mean 1-yr target of $73.58 (implying +5% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Dividend payout 80% of earnings on a 4.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
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 ES and NJR diverge
On the headline score the gap is 5.4 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.
- GrowthES 73.2 · NJR 48.4ES +24.8
- QualityES 52.2 · NJR 76.6NJR +24.4
- ValueES 50.6 · NJR 68.0NJR +17.4
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.