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MTG vs NJR

Comparison between MGIC Investment Corp (MTG, Company) and New Jersey Resources Corporation (NJR, Company).

MTG is from the Financial Services sector, while NJR is from the Utilities sector.

5-Year PerformanceMTG has outperformed NJR, delivering a return of +16.8% compared to +10.1%

MTG vs NJR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
MTG
$5.56B
Winner
NJR
$5.56B
Max Drawdown
MTG
98.92%
Winner
NJR
51.87%
Sharpe Ratio
MTG
0.00
Winner
NJR
1.37
5Y Beta
MTG
0.59
Winner
NJR
0.07
Industry
MTG
Insurance - Specialty
NJR
Utilities - Regulated Gas
P/E Ratio
Winner
MTG
8.10
NJR
16.27
Forward P/E
Winner
MTG
8.47
NJR
15.80
PEG Ratio
MTG
1.77
NJR
N/A
Dividend Yield
MTG
2.20%
Winner
NJR
3.42%
5Y Dividends CAGR
Winner
MTG
24.92%
NJR
12.40%
5Y EPS CAGR
Winner
MTG
19.56%
NJR
8.58%
Debt to Equity
Winner
MTG
0.00%
NJR
5.66%
Free Cash Flow Yield
Winner
MTG
12.69%
NJR
11.54%

MTG vs NJR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MTG
-1.21%
NJR
-3.54%
3M
MTG
+1.62%
Winner
NJR
+4.32%
6M
MTG
-11.74%
Winner
NJR
+17.43%
1Y
MTG
-1.12%
Winner
NJR
+29.40%
5Y(CAGR)
Winner
MTG
+16.78%
NJR
+10.09%
10Y(CAGR)
Winner
MTG
+17.50%
NJR
+7.68%
Max(CAGR)
MTG
-2.19%
Winner
NJR
+10.97%

MTG vs NJR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMTGNJR
2026-9.59%+21.95%
2025+26.10%+3.35%
2024+25.41%+7.08%
2023+51.14%-6.14%
2022-8.35%+25.57%
2021+22.26%+23.33%
2020-9.16%-16.17%
2019+36.05%+2.75%
2018-26.65%+17.57%
2017+35.41%+17.53%
2016+18.08%+11.44%
2015-5.66%+11.22%
2014+10.95%+42.32%
2013+183.22%+20.07%
2012-25.91%-16.57%
2011-65.40%+15.86%
2010+64.09%+17.96%
2009+44.50%-1.12%
2008-83.93%+24.93%
2007-64.13%+6.79%
2006-5.43%+16.82%
2005-1.79%+0.66%
2004+22.76%+15.45%
2003+32.55%+23.20%
2002-33.10%+6.16%
2001-3.78%+17.44%
2000+18.46%+20.95%
1999+2.93%-1.30%

MTG vs NJR Drawdown Comparison

The maximum drawdown for MTG was -98.86%, occurring on Aug 3, 2012. This drawdown has not yet recovered.

The maximum drawdown for NJR was -50.63%, occurring on Mar 18, 2020. Recovery took 698 trading sessions.

The current MTG drawdown is -58.51%. The current NJR drawdown is -4.48%.

RankMTGNJR
#1-98.86%
Jul 13, 2004 - Aug 3, 2012
-50.63%
Jun 21, 2019 - Mar 29, 2022
#2-55.93%
Jun 27, 2001 - Jul 13, 2004
-27.78%
Apr 11, 2023 - Feb 2, 2026
#3-47.79%
Dec 7, 1999 - Sep 8, 2000
-25.39%
Feb 2, 2009 - Sep 24, 2010
#4-27.78%
Oct 30, 2000 - Jun 6, 2001
-24.47%
Sep 18, 2008 - Nov 21, 2008
#5-7.02%
Sep 11, 2000 - Oct 25, 2000
-21.15%
Apr 16, 2002 - Aug 21, 2002
#6-5.42%
Nov 8, 1999 - Dec 7, 1999
-19.31%
Dec 29, 2011 - Nov 4, 2013
#7-3.62%
Oct 25, 2000 - Oct 27, 2000
-19.15%
Jul 6, 2016 - Feb 21, 2017
#8-2.56%
Nov 1, 1999 - Nov 8, 1999
-18.90%
Nov 14, 2017 - May 30, 2018
#9-2.14%
Jun 13, 2001 - Jun 15, 2001
-17.53%
May 14, 2007 - Aug 12, 2008
#10-1.69%
Jun 21, 2001 - Jun 27, 2001
-17.24%
Aug 19, 2022 - Nov 18, 2022
#11-1.63%
Jun 15, 2001 - Jun 21, 2001
-17.16%
Feb 5, 2015 - Dec 24, 2015
#12-1.38%
Jun 6, 2001 - Jun 13, 2001
-16.04%
Dec 28, 2000 - May 18, 2001
#13N/A-14.71%
Jun 27, 2014 - Oct 28, 2014
#14N/A-14.59%
Jul 8, 2005 - Jul 19, 2006
#15N/A-13.31%
Jul 21, 2011 - Aug 29, 2011

Correlation

Correlation between MTG and NJR is -0.42 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.42
-101

Dividend Comparison (1999 - 2026)

MTG vs NJR dividend yield comparison.

YearMTGNJR
20261.15%1.72%
20251.92%4.01%
20242.07%3.73%
20232.23%3.63%
20222.77%3.03%
20211.94%3.39%
20201.91%3.63%
20190.85%2.71%
20180.00%2.47%
20170.00%2.62%
20160.00%2.79%
20150.00%2.82%
20140.00%3.53%
20130.00%3.55%
20120.00%4.90%
20110.00%2.97%
20100.00%3.20%
20090.00%3.40%
20082.16%2.92%
20073.46%3.08%
20061.60%3.01%
20050.80%3.29%
20040.33%3.03%
20030.20%3.26%
20020.24%3.83%
20010.16%3.78%
20000.17%5.00%
19990.04%1.10%

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