No connection

Search Results

NJR vs SO

NJR
New Jersey Resources Corporation
NEUTRAL
Price
$56.31
Market Cap
$5.68B
Sector
Utilities
AI Confidence
80%
SO
The Southern Company
BEARISH
Price
$93.51
Market Cap
$105.41B
Sector
Utilities
AI Confidence
85%

Valuation

P/E Ratio
NJR
17.43
SO
23.85
Forward P/E
NJR
16.39
SO
19.0
P/B Ratio
NJR
2.29
SO
2.91
P/S Ratio
NJR
2.64
SO
3.57
EV/EBITDA
NJR
14.02
SO
12.92

Profitability

Gross Margin
NJR
37.1%
SO
48.47%
Operating Margin
NJR
29.63%
SO
12.73%
Profit Margin
NJR
15.18%
SO
14.69%
ROE
NJR
13.66%
SO
11.04%
ROA
NJR
4.1%
SO
3.28%

Growth

Revenue Growth
NJR
23.9%
SO
10.1%
Earnings Growth
NJR
-7.6%
SO
-22.1%

Financial Health

Debt/Equity
NJR
1.61
SO
1.91
Current Ratio
NJR
0.83
SO
0.65
Quick Ratio
NJR
0.43
SO
0.34

Dividends

Dividend Yield
NJR
3.37%
SO
3.25%
Payout Ratio
NJR
57.28%
SO
75.0%

AI Verdict

NJR NEUTRAL

NJR presents a dichotomy between strong operational efficiency and stretched valuation. While the Piotroski F-Score of 5/9 indicates stable financial health, the stock is trading at a significant premium to its Graham Number ($42.23) and Intrinsic Value ($22.61). Strong revenue growth is currently decoupled from earnings growth, which has turned negative YoY. Despite analyst 'buy' ratings, bearish insider activity and a weak technical trend suggest limited immediate upside.

Strengths
Superior ROE (13.66%) compared to the utility sector average (0.23%)
Strong revenue growth (23.90% YoY) indicating successful scale or rate adjustments
Healthy profit margins (15.18%) and operating margins (29.63%)
Risks
Significant overvaluation relative to deterministic fair value models
Negative earnings growth (-7.60% YoY) despite rising revenues
Liquidity concerns with a Current Ratio of 0.83 and Quick Ratio of 0.43
SO BEARISH

The Southern Company (SO) exhibits significant valuation misalignment, trading at $93.51 despite a Graham Number of $53.27 and an Intrinsic Value of $27.44. While the Piotroski F-Score of 4/9 indicates stable health, this is offset by a critical liquidity position (Current Ratio 0.65) and a severe contraction in earnings growth (-22.10% YoY and -76.2% Q/Q). Bearish insider sentiment and a 0/100 technical trend further suggest a lack of confidence in the current price level. Despite strong profit margins relative to the utility sector, the fundamental disconnect between price and value is too wide to ignore.

Strengths
Strong profit margins (14.69%) compared to sector average (7.02%)
Positive revenue growth (10.10% YoY)
ROE of 11.04% significantly outperforms sector average
Risks
Severe earnings collapse with Q/Q EPS growth at -76.2%
Poor liquidity indicated by a Current Ratio of 0.65 and Quick Ratio of 0.34
High Debt/Equity ratio (1.91) exceeding sector average (1.59)

Compare Another Pair

NJR vs SO: Head-to-Head Comparison

This page compares New Jersey Resources Corporation (NJR) and The Southern Company (SO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile