NJR vs AX

Comparison between New Jersey Resources Corporation (NJR, Company) and Axos Financial Inc (AX, Company).

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

5-Year PerformanceAX has outperformed NJR, delivering a return of +16.7% compared to +11.4%

NJR vs AX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NJR(COMPANY)	AX(COMPANY)
Market Cap	$5.67B	$5.63B
Max Drawdown	51.87%	59.57%
Sharpe Ratio	1.43	0.55
5Y Beta	0.05	1.11
Industry	Utilities - Regulated Gas	Banks - Regional
P/E Ratio	16.60	11.79
Forward P/E	16.42	8.63
PEG Ratio	2.17	0.98
Dividend Yield	3.26%	N/A
5Y Dividends CAGR	12.40%	N/A
5Y EPS CAGR	8.58%	19.22%
Debt to Equity	5.66%	0.00%
Free Cash Flow Yield	11.32%	7.95%
P/S Ratio	2.60	4.25
P/B Ratio	2.14	1.81

Market Cap

Winner

NJR

$5.67B

$5.63B

Max Drawdown

Winner

NJR

51.87%

59.57%

Sharpe Ratio

Winner

NJR

1.43

0.55

5Y Beta

Winner

NJR

0.05

1.11

Industry

NJR

Utilities - Regulated Gas

Banks - Regional

P/E Ratio

NJR

16.60

Winner

11.79

Forward P/E

NJR

16.42

Winner

8.63

PEG Ratio

NJR

2.17

Winner

0.98

Dividend Yield

NJR

3.26%

N/A

5Y Dividends CAGR

NJR

12.40%

N/A

5Y EPS CAGR

NJR

8.58%

Winner

19.22%

Debt to Equity

NJR

5.66%

Winner

0.00%

Free Cash Flow Yield

Winner

NJR

11.32%

7.95%

P/S Ratio

Winner

NJR

2.60

4.25

P/B Ratio

NJR

2.14

Winner

1.81

NJR vs AX - Historical Returns

Returns include dividend reinvestment.

Period	NJR	AX
1 month	+6.47%	+12.10%
3 months	+2.23%	+10.39%
6 months	+26.51%	+8.33%
1 year	+32.07%	+18.65%
5 years(CAGR)	+11.44%	+16.72%
10 years(CAGR)	+7.84%	N/A
Max(CAGR)	+11.12%	+14.42%

NJR

+6.47%

Winner

+12.10%

NJR

+2.23%

Winner

+10.39%

Winner

NJR

+26.51%

+8.33%

Winner

NJR

+32.07%

+18.65%

5Y(CAGR)

NJR

+11.44%

Winner

+16.72%

10Y(CAGR)

NJR

+7.84%

N/A

Max(CAGR)

NJR

+11.12%

Winner

+14.42%

NJR vs AX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NJR	AX
2026	+27.17%	+12.70%
2025	+3.35%	+25.20%
2024	+7.08%	+26.95%
2023	-6.14%	+42.93%
2022	+25.57%	-32.76%
2021	+23.33%	+51.85%
2020	-16.17%	+24.93%
2019	+2.75%	+19.92%
2018	+17.57%	-27.25%
2017	+17.53%	N/A
2016	+11.44%	N/A
2015	+11.22%	N/A
2014	+42.32%	N/A
2013	+20.07%	N/A
2012	-16.57%	N/A
2011	+15.86%	N/A
2010	+17.96%	N/A
2009	-1.12%	N/A
2008	+24.93%	N/A
2007	+6.79%	N/A
2006	+16.82%	N/A
2005	+0.66%	N/A
2004	+15.45%	N/A
2003	+23.20%	N/A
2002	+6.16%	N/A
2001	+17.44%	N/A
2000	+20.95%	N/A
1999	-1.30%	N/A

NJR vs AX Drawdown Comparison

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

The maximum drawdown for AX was -59.57%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.

The current NJR drawdown is -0.39%. The current AX drawdown is -2.50%.

Rank	NJR	AX
#1	-50.63% Jun 21, 2019 - Mar 29, 2022	-59.57% Oct 8, 2018 - Dec 15, 2020
#2	-27.78% Apr 11, 2023 - Feb 2, 2026	-46.31% Nov 24, 2021 - Jul 15, 2024
#3	-25.39% Feb 2, 2009 - Sep 24, 2010	-34.92% Nov 25, 2024 - Aug 12, 2025
#4	-24.47% Sep 18, 2008 - Nov 21, 2008	-22.78% Jul 30, 2024 - Nov 6, 2024
#5	-21.15% Apr 16, 2002 - Aug 21, 2002	-19.04% Feb 6, 2026 - Mar 18, 2026
#6	-19.31% Dec 29, 2011 - Nov 4, 2013	-18.10% Aug 27, 2025 - Jan 8, 2026
#7	-19.15% Jul 6, 2016 - Feb 21, 2017	-16.13% Mar 17, 2021 - Oct 4, 2021
#8	-18.90% Nov 14, 2017 - May 30, 2018	-8.12% Jan 12, 2021 - Feb 4, 2021
#9	-17.53% May 14, 2007 - Aug 12, 2008	-6.83% Oct 14, 2021 - Nov 2, 2021
#10	-17.24% Aug 19, 2022 - Nov 18, 2022	-5.25% Nov 11, 2024 - Nov 22, 2024
#11	-17.16% Feb 5, 2015 - Dec 24, 2015	-4.71% Jan 22, 2026 - Jan 30, 2026
#12	-16.04% Dec 28, 2000 - May 18, 2001	-4.09% Feb 10, 2021 - Feb 22, 2021
#13	-14.71% Jun 27, 2014 - Oct 28, 2014	-3.91% Aug 13, 2025 - Aug 22, 2025
#14	-14.59% Jul 8, 2005 - Jul 19, 2006	-2.75% Feb 24, 2021 - Mar 1, 2021
#15	-13.31% Jul 21, 2011 - Aug 29, 2011	-2.72% Nov 6, 2024 - Nov 11, 2024