COMPARE · Reviewed July 13, 2026
NEE vs NJR
Verdict: Side-by-side breakdown using the Bull Rankings model. NEE scored 62.6, NJR scored 65.1 — NJR leads.
Compare another set
NEE
NextEra Energy, Inc.
62.6
$88.38 · $184.3B
Score gap
2.5
NJR leads
NJR
New Jersey Resources Corporation
65.1
$59.21 · $6.0B
The model, pillar by pillar (0–100 each)
NEE
stronger →← stronger
NJR
60
Qualityreturns · margins · balance sheet
75
70
Growthrevenue & earnings expansion
59
58
Valuevaluation vs sector peers
62
NJR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NEE
NJR
$2.4bB
FCF
$342mC
+8.3%B
Rev
+7.2%B
1.57B
D/E
1.42B
22.4xB
P/E
17.3xA-
1.93C+
PEG
2.25C
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
NEE
NJR
242% above
Price vs fair valuelower is cheaper
17% below
~37%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-73%
1-yr DCF upside
+29%
-71%
5-yr DCF upside
+21%
-67%
10-yr DCF upside
+9%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NEE
Why this score
- Raising its dividend
NJR
Why this score
- Raising its dividend
The companies
NEENextEra Energy, Inc.
Why now
Utilities - Regulated Electric · market cap $184.3b. 11% off the 52-week high of $98.75. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $99.25 (implying +12% upside).
Moat
Net margin 31% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $184.3b 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 $6.0b. Trading near 52-week high of $59.45 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $60.57 (implying +2% 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 0% 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.
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.