COMPARE · Reviewed July 2, 2026
MWH vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. MWH scored 72, NJR scored 67.6 — MWH ahead by 4.400000000000006.
MWH
SOLV Energy, Inc.
72
$30.45
Score gap
4.400000000000006
MWH leads
NJR
New Jersey Resources Corporation
67.6
$57.49
The companies
MWHSOLV Energy, Inc.
Why now
Utilities - Renewable · market cap $6.4b. Down 37% from 52-week high of $48.40 — deep drawdown territory. Revenue growing +35% — in hypergrowth territory. 11 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $48.36 (implying +59% 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
Down 37% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 49x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
NJRNew Jersey Resources Corporation
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.
Base grades (each contributes ~14.3% of base composite)
| MWH | Component | NJR |
|---|---|---|
| C65 | FCF | C65 |
| A95 | Rev | B80 |
| A95 | D/E | B80 |
| D50 | P/E or P/S | A-90 |
| B80 | PEG | C65 |
| Supplemental signals · feed the score, not on the row card | ||
| B+85 | FCF Yield | B+85 |
| C65 | ROE | B80 |
| 78.3 | Base composite | 78.4 |
Adjustments (signed deltas applied on top of base)
MWH
hypergrowth premium (rev +35%)+2
analyst consensus bullish (91% buy/strong-buy)+2
Total+4
NJR
analyst consensus bullish (75% buy/strong-buy)+2
covered yield (3.4% at 56% payout)+1
utility structural leverage credit+2
Total+5
DCF cross-check (per-share value vs. live price)
| MWH upside | Horizon | NJR upside |
|---|---|---|
| -4% | 1Y | +33% |
| +14% | 5Y | +26% |
| +48% | 10Y | +16% |
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.