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New Jersey Resources Corporation (NJR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

New Jersey Resources Corporation

NJRMarket cap $5.23BPrice $51.5

Country🇺🇸United States

SectorUtilities

IndustryGas Utilities

Delivers natural gas to half a million New Jersey homes and businesses while quietly running one of the state's largest solar energy portfolios. Utility stability meets clean energy upside in one steady dividend payer.

In Bastion Portfolios?

52W Return+13%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-11%1

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+4%3

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+8%6

EPS Growth Y+2-4%3

EPS Growth Y+3+8%6

Quality

Margins

EBIT Margin25%8

Net Income Margin16%7

Free Cash Flow Margin-5%2

Debt

Net Debt/EBITDA5.02

Efficiency

ROE14%6

ROA5%6

Earnings Stability88

GEAR+AVERAGE52

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)145

P/BV2.07

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd165

Yield

Free Cash Flow Yield-2.2%2

Dividend Yield3.9%8

Momentum

Short term

1 month return-3%6

3 month return-9%4

YTD return+15%7

Mid term

Price vs 52wHigh86%7

1 year return+15%6

Long term

3 year return+40%5

5 year return+67%6

Risk Shield

Price Risk

Beta-0.010

Volatility18%10

Free Cash Flow

Free Cash Flow Margin-5%2

Free Cash Flow Yield-2.2%2

Quality

ROCE8%5

Earnings Stability88

Net Debt/EBITDA5.02

02Growth

Is it actually growing, and how fast?

NJRNew Jersey Resources

Revenue FY25$2.0B

GROWTH RATING↗

WEAK25 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-11%1

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E-4%3

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

After shrinking over the last 3 years, revenue is set to grow 4%/yr from here.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 4%/yr). One year dips: EPS falls 4% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 75% of companies worldwide.

Revenue fell 11%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-9%4

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+15%6

3-year return+40%5

5-year return+67%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 15% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+15%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +67% over five), roughly average for the market.

Returns sit at the market level over the past month (-3%) and over three months (-9%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on NJ Resources. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

NJRNew Jersey Resources

Revenue FY25$2.0B

GROWTH RATING↗

WEAK25 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-11%1

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E-4%3

EPS growth, FY28E+8%6

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

After shrinking over the last 3 years, revenue is set to grow 4%/yr from here.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

Earnings are set to grow in step with sales (EPS about 8%/yr vs revenue 4%/yr). One year dips: EPS falls 4% in year 2.

WEAKNESSES

Growth is the weak spot here, trailing 75% of companies worldwide.

Revenue fell 11%/yr over the last 3 years, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE51 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return-9%4

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+15%6

3-year return+40%5

5-year return+67%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 15% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+15%).

WATCH

Average long-term results. Multi-year returns are middling (+40% over three years and +67% over five), roughly average for the market.

Returns sit at the market level over the past month (-3%) and over three months (-9%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on NJ Resources. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community