NewJersey Resources Corporation (NJR)vsOPAL Fuels Inc (OPAL)
NJR
NewJersey Resources Corporation
$54.12
-0.17%
UTILITIES · Cap: $5.47B
OPAL
OPAL Fuels Inc
$2.28
+3.17%
UTILITIES · Cap: $357.20M
Smart Verdict
WallStSmart Research — data-driven comparison
NewJersey Resources Corporation generates 517% more annual revenue ($2.15B vs $348.98M). NJR leads profitability with a 15.2% profit margin vs 4.2%. OPAL trades at a lower P/E of 13.7x. NJR earns a higher WallStSmart Score of 53/100 (C-).
NJR
Buy53
out of 100
Grade: C-
OPAL
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-140.7%
Fair Value
$21.96
Current Price
$54.12
$32.16 premium
Margin of Safety
-132.3%
Fair Value
$1.02
Current Price
$2.28
$1.26 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
Attractively priced relative to earnings
Revenue surging 24.7% year-over-year
Areas to Watch
Expensive relative to growth rate
Earnings declined 88.4%
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
4.2% margin — thin
Weak financial health signals
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 : OPAL
The strongest argument for OPAL centers on P/E Ratio, Revenue Growth. Revenue growth of 24.7% demonstrates continued momentum.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : OPAL
The primary concerns for OPAL are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 47.27 is elevated, increasing financial risk. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
OPAL carries more volatility with a beta of 1.08 — expect wider price swings.
OPAL is growing revenue faster at 24.7% — sustainability is the question.
OPAL generates stronger free cash flow (-8M), providing more financial flexibility.
Monitor UTILITIES - REGULATED GAS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NJR scores higher overall (53/100 vs 37/100), backed by strong 15.2% margins and 23.0% revenue growth. Both earn "Buy" and "Hold" 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.
OPAL Fuels Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
OPAL Fuels Inc. is a leading company in the renewable natural gas (RNG) industry, focused on transforming organic waste into sustainable energy solutions that contribute to a low-carbon economy. With a diverse array of RNG production facilities and key strategic partnerships, OPAL is well-positioned to enhance its market footprint and drive growth. By leveraging advanced technologies and innovative practices, the company not only meets the increasing demand for eco-friendly energy alternatives but also aims to generate significant value in the rapidly evolving energy sector.
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