NewJersey Resources Corporation (NJR)vsOne Gas Inc (OGS)
NJR
NewJersey Resources Corporation
$54.97
-1.13%
UTILITIES · Cap: $5.64B
OGS
One Gas Inc
$79.98
-1.23%
UTILITIES · Cap: $5.09B
Smart Verdict
WallStSmart Research — data-driven comparison
One Gas Inc generates 4% more annual revenue ($2.31B vs $2.23B). NJR leads profitability with a 16.4% profit margin vs 12.5%. NJR appears more attractively valued with a PEG of 2.15. OGS earns a higher WallStSmart Score of 57/100 (C).
NJR
Buy57
out of 100
Grade: C
OGS
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.8%
Fair Value
$32.26
Current Price
$54.97
$22.71 premium
Margin of Safety
-16.1%
Fair Value
$71.84
Current Price
$79.98
$8.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
16.8% revenue growth
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 39.6% YoY
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
ROE of 7.8% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 2.9%
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 16.4% and operating margin at 9.1%. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : OGS
The strongest argument for OGS centers on Price/Book, P/E Ratio, EPS Growth.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, Debt/Equity, Altman Z-Score.
Bear Case : OGS
The primary concerns for OGS are Return on Equity, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
NJR profiles as a growth stock while OGS is a declining play — different risk/reward profiles.
OGS carries more volatility with a beta of 0.66 — expect wider price swings.
NJR is growing revenue faster at 16.8% — sustainability is the question.
OGS generates stronger free cash flow (38M), providing more financial flexibility.
Bottom Line
NJR scores higher overall (57/100 vs 57/100), backed by strong 16.4% margins and 16.8% revenue growth. 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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