COMP <GO>
NJR vs SR // EV/EBITDA & P/E VALUATION
NewJersey Resources Corporation (NYSE) VS. Spire Inc. (NYSE) • 15-METRIC TALLY: NJR 8
— SR 3
▲ EV/EBITDA & P/E VALUATION LEADER: SR
LAST: $53.21 (+0.19%) • MKT CAP: $5.39B
valuation
10.6x
LAST: $88.00 (+1.48%) • MKT CAP: $5.13B
valuation
7.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NJR VS. SR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NJR | SR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 58.80% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.30% | 5.30% | +11.00 | NJR | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.6x | 7.3x | +3.30 | SR | /valuation <GO> |
| Free Cash Flow Yield | 8.65% | -6.72% | +15.37 | NJR | /fcf-yield <GO> |
| Operating Margin | 37.70% | 21.20% | +16.50 | NJR | /operating-margins <GO> |
| Net Profit Margin | 24.80% | 11.00% | +13.80 | NJR | /net-margins <GO> |
| Revenue Growth (YoY) | 9.90% | -4.50% | +14.40 | NJR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.34% | 3.55% | -0.21 | SR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.96 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | NJR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.8 | 67.3 | -11.50 | SR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.93 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 17.6x | -2.60 | NJR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.39B | $5.13B | $262.7M | NJR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NJR REV | SR REV | NJR GROSS % | SR GROSS % | NJR FCF | SR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.35B | $2.48B | — | 58.8% | $466.3M | -$344.4M |
| FY 2024 | $1.23B | $2.59B | — | 52.5% | $427.4M | $51.1M |
| FY 2023 | $1.11B | $2.67B | — | — | $479.0M | $320.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NJR // BETA —
SR // BETA 0.93