COMPARE · Data as of August 21, 2026
NJR vs POR
Verdict: Side-by-side breakdown using the Bull Rankings model. NJR scored 63.2, POR scored 51.9 — NJR leads.
Compare another set
NJR
New Jersey Resources Corporation
63.2
$53.52 · $5.4B
fundamentals as of
Score gap
11.3
NJR leads
POR
Portland General Electric Company
51.9
$49.59 · $5.8B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthNJR+7.0%
- Strongest balance sheetPOR1.36
- Highest qualityNJR77 / 100
- Largest discount to fair valueNJR-26%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
NJR
stronger →← stronger
POR
77
Qualityreturns · margins · balance sheet
39
48
Growthrevenue & earnings expansion
52
68
Valuevaluation vs sector peers
68
NJR and POR split the three pillars evenly.
Fundamentals, head-to-head
NJR
POR
$359mC
FCF
-$189mF
+7.0%C+
Rev
+1.3%C
1.47B
D/E
1.36B
14.8xA-
P/E
—
2.13C
PEG
1.81C+
—
P/S
1.7xA-
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
NJR
POR
26% below
Price vs fair valuelower is cheaper
—
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+46%
1-yr DCF upside
—
+35%
5-yr DCF upside
—
+20%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
NJR
Why this score
- Raising its dividend
POR
Why this score
- Diluting shareholders
The companies
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.
PORPortland General Electric Company
Why now
Utilities - Regulated Electric · market cap $5.8b. 9% off the 52-week high of $54.62. 11 sell-side analysts rate this a Hold with a mean 1-yr target of $53.05 (implying +7% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$189m) — capital raises or debt issuance likely required; dilution / leverage risk. Dividend payout 94% of earnings on a 4.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut. ROE 6% 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.
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 NJR and POR diverge
On the headline score the gap is 11.3 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.
- QualityNJR 76.6 · POR 39.1NJR +37.5
- GrowthNJR 48.4 · POR 52.4POR +4.0
- ValueNJR 68.0 · POR 68.3level
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.