COMPARE · Data as of August 21, 2026
NJR vs TLN
Verdict: Side-by-side breakdown using the Bull Rankings model. NJR scored 63.2, TLN scored 54.4 — NJR leads.
Compare another set
NJR
New Jersey Resources Corporation
63.2
$53.52 · $5.4B
fundamentals as of
Score gap
8.8
NJR leads
TLN
Talen Energy Corporation
54.4
$314.46 · $15.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthTLN+108.9%
- Strongest balance sheetNJR1.47
- 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
TLN
77
Qualityreturns · margins · balance sheet
27
48
Growthrevenue & earnings expansion
68
68
Valuevaluation vs sector peers
87
TLN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
NJR
TLN
$359mC
FCF
$568mC+
+7.0%C+
Rev
+108.9%A
1.47B
D/E
5.84D
14.8xA-
P/E
—
2.13C
PEG
—
—
P/S
3.8xC
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
TLN
26% below
Price vs fair valuelower is cheaper
75% above
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~31%/yr
+46%
1-yr DCF upside
-56%
+35%
5-yr DCF upside
-43%
+20%
10-yr DCF upside
-18%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
TLN
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.
TLNTalen Energy Corporation
Why now
Utilities - Independent Power Producers · market cap $15.1b. Down 30% from 52-week high of $451.28 — deep drawdown territory. Revenue growing +109% — in hypergrowth territory. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $465.50 (implying +48% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 5.84 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -5.6%) — path to GAAP profitability is the core thesis risk. Down 30% 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
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 TLN diverge
On the headline score the gap is 8.8 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 · TLN 27.2NJR +49.4
- GrowthNJR 48.4 · TLN 68.1TLN +19.7
- ValueNJR 68.0 · TLN 87.0TLN +19.0
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.