COMPARE · Data as of August 21, 2026
NJR vs SBS
Verdict: Side-by-side breakdown using the Bull Rankings model. NJR scored 63.2, SBS scored 60.5 — NJR leads.
Compare another set
NJR
New Jersey Resources Corporation
63.2
$53.52 · $5.4B
fundamentals as of
Score gap
2.7
NJR leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
60.5
$4.61 · $16.2B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSBS+41.3%
- Strongest balance sheetSBS1.14
- 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
SBS
77
Qualityreturns · margins · balance sheet
55
48
Growthrevenue & earnings expansion
80
68
Valuevaluation vs sector peers
70
SBS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NJR
SBS
$359mC
FCF
-$1.8bF
+7.0%C+
Rev
+41.3%A
1.47B
D/E
1.14B+
14.8xA-
P/E
—
2.13C
PEG
0.47A
—
P/S
2.1xB+
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
SBS
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
SBS
Why this score
- Raising its dividend
- Diluting shareholders
- Foreign reporter (BRL)
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.
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP
Why now
Utilities - Regulated Water · market cap $16.2b. Down 36% from 52-week high of $7.16 — deep drawdown territory. Revenue growing +41% — in hypergrowth territory. PEG 0.47 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $6.76 (implying +47% upside).
Moat
Net margin 27% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Free cash flow is negative (-$1.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
NJR leads SBS by 0.4 points (63.7 to 63.3), its sharpest advantage coming in FCF (grade C). A contrarian could still prefer SBS for its stronger PEG (grade A). Note they play different roles — NJR screens as growth, SBS screens as spec — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 SBS diverge
On the headline score the gap is 2.7 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.
- GrowthNJR 48.4 · SBS 79.6SBS +31.2
- QualityNJR 76.6 · SBS 54.8NJR +21.8
- ValueNJR 68.0 · SBS 69.8level
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.