Verdict: Side-by-side breakdown using the Bull Rankings model. NJR scored 65.0, SBS scored 46.3 — NJR leads.
Compare another set
NJR
New Jersey Resources Corporation
Utilities - Regulated Gas · Quality-Growth
65
$51.21 · $5.2B
fundamentals as of
Score gap
18.7
NJR leads
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
Utilities - Regulated Water · Quality-Growth
46.3
$6.74 · $23.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthNJR+7.0%
Strongest balance sheetSBS1.14
Highest qualityNJR76 / 100
Largest discount to fair valueNJR-9%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
NJR
stronger →← stronger
SBS
76
Qualityreturns · margins · balance sheet
62
56
Growthrevenue & earnings expansion
60
64
Valuevaluation vs sector peers
36
NJR is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NJR
SBS
$359mC
FCF
-$1.6bF
+7.0%C+
Rev
+5.4%C+
1.47B
D/E
1.14B+
14.2xA-
P/E
—
2.14C
PEG
0.47A
—
P/S
2.9xB
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
9% below
Price vs fair valuelower is cheaper
—
~3%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
+6%
1-yr DCF upside
—
+10%
5-yr DCF upside
—
+17%
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
Utilities - Regulated Gas · $51.21 · beta 0.50
Why now
Utilities - Regulated Gas · market cap $5.2b. 16% off the 52-week high of $60.86. 7 sell-side analysts publish a mean 1-yr target of $59.86 (implying +17% 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.
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
Utilities - Regulated Water · $6.74 · beta 0.08
Why now
Utilities - Regulated Water · market cap $23.7b. 6% off the 52-week high of $7.16. PEG 0.47 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $6.74 (implying -0% upside).
Moat
Net margin 20% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$1.6b) — capital raises or debt issuance likely required; dilution / leverage risk.
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 18.7 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.
ValueNJR 64.2 · SBS 36.4NJR +27.8
QualityNJR 76.4 · SBS 62.0NJR +14.4
GrowthNJR 56.1 · SBS 60.3SBS +4.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is NJR or SBS the better stock?
NJR scores higher: NJR 65.0, SBS 46.3 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do NJR and SBS differ most?
The widest gap is value, where NJR leads by 28 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are NJR and SBS scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.