NewJersey Resources Corporation (NJR)vsOne Gas Inc (OGS)
NJR
NewJersey Resources Corporation
$54.60
-0.13%
UTILITIES · Cap: $5.47B
OGS
One Gas Inc
$84.94
-0.99%
UTILITIES · Cap: $5.34B
Smart Verdict
WallStSmart Research — data-driven comparison
One Gas Inc generates 13% more annual revenue ($2.43B vs $2.15B). NJR leads profitability with a 15.2% profit margin vs 10.9%. NJR appears more attractively valued with a PEG of 2.10. OGS earns a higher WallStSmart Score of 57/100 (C).
NJR
Buy53
out of 100
Grade: C-
OGS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-140.7%
Fair Value
$21.96
Current Price
$54.60
$32.64 premium
Margin of Safety
-16.3%
Fair Value
$71.67
Current Price
$84.94
$13.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 20.3%
Areas to Watch
Expensive relative to growth rate
Earnings declined 88.4%
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NJR
The strongest argument for NJR centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at -7.5%. Revenue growth of 23.0% demonstrates continued momentum.
Bull Case : OGS
The strongest argument for OGS centers on Price/Book, Operating Margin.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : OGS
The primary concerns for OGS are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
NJR profiles as a growth stock while OGS is a value play — different risk/reward profiles.
OGS carries more volatility with a beta of 0.76 — expect wider price swings.
NJR is growing revenue faster at 23.0% — sustainability is the question.
OGS generates stronger free cash flow (-125M), providing more financial flexibility.
Bottom Line
OGS scores higher overall (57/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
NewJersey Resources Corporation
UTILITIES · UTILITIES - REGULATED GAS · USA
New Jersey Resources Corporation, an energy services portfolio company, provides regulated gas distribution and retail and wholesale energy services. The company is headquartered in Wall, New Jersey.
One Gas Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
ONE Gas, Inc. is a regulated natural gas distribution company in the United States. The company is headquartered in Tulsa, Oklahoma.
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