NJR vs GS-P-D

Comparison between New Jersey Resources Corporation (NJR, Company) and Goldman Sachs Group Inc (GS-P-D, Company).

5-Year PerformanceNJR has outperformed GS-P-D, delivering a return of +10.2% compared to +1.0%

NJR vs GS-P-D - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NJR(COMPANY)	GS-P-D(COMPANY)
Market Cap	$5.79B	$5.79B
Max Drawdown	51.87%	32.57%
Sharpe Ratio	1.28	-0.89
5Y Beta	0.10	0.20
Industry	Utilities - Regulated Gas	Other
P/E Ratio	16.95	0.34
Forward P/E	17.36	N/A
PEG Ratio	N/A	0.01
Dividend Yield	3.25%	N/A
5Y Dividends CAGR	12.50%	9.32%
5Y EPS CAGR	8.58%	15.67%
Debt to Equity	5.66%	0.00%
Free Cash Flow Yield	11.08%	N/A

Market Cap

NJR

$5.79B

Winner

GS-P-D

$5.79B

Max Drawdown

NJR

51.87%

Winner

GS-P-D

32.57%

Sharpe Ratio

Winner

NJR

1.28

GS-P-D

-0.89

5Y Beta

Winner

NJR

0.10

GS-P-D

0.20

Industry

NJR

Utilities - Regulated Gas

GS-P-D

Other

P/E Ratio

NJR

16.95

Winner

GS-P-D

0.34

Forward P/E

NJR

17.36

GS-P-D

N/A

PEG Ratio

NJR

N/A

GS-P-D

0.01

Dividend Yield

NJR

3.25%

GS-P-D

N/A

5Y Dividends CAGR

Winner

NJR

12.50%

GS-P-D

9.32%

5Y EPS CAGR

NJR

8.58%

Winner

GS-P-D

15.67%

Debt to Equity

NJR

5.66%

Winner

GS-P-D

0.00%

Free Cash Flow Yield

NJR

11.08%

GS-P-D

N/A

NJR vs GS-P-D - Historical Returns

Returns include dividend reinvestment.

Period	NJR	GS-P-D
1 month	+3.26%	+0.66%
3 months	+8.74%	-3.20%
6 months	+21.79%	+4.34%
1 year	+27.72%	-5.08%
5 years(CAGR)	+10.15%	+0.97%
10 years(CAGR)	+8.69%	+4.62%
Max(CAGR)	+11.13%	+4.91%

Winner

NJR

+3.26%

GS-P-D

+0.66%

Winner

NJR

+8.74%

GS-P-D

-3.20%

Winner

NJR

+21.79%

GS-P-D

+4.34%

Winner

NJR

+27.72%

GS-P-D

-5.08%

5Y(CAGR)

Winner

NJR

+10.15%

GS-P-D

+0.97%

10Y(CAGR)

Winner

NJR

+8.69%

GS-P-D

+4.62%

Max(CAGR)

Winner

NJR

+11.13%

GS-P-D

+4.91%

NJR vs GS-P-D - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NJR	GS-P-D
2026	+25.94%	+0.27%
2025	+3.35%	-10.50%
2024	+7.08%	+13.30%
2023	-6.14%	+24.03%
2022	+25.57%	-23.55%
2021	+23.33%	+6.10%
2020	-16.17%	+13.58%
2019	+2.75%	+33.56%
2018	+17.57%	-18.27%
2017	+17.53%	+8.28%
2016	+11.44%	+13.49%
2015	+11.22%	+9.03%
2014	+42.32%	-1.92%
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 GS-P-D Drawdown Comparison

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

The maximum drawdown for GS-P-D was -31.84%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current NJR drawdown is -1.36%. The current GS-P-D drawdown is -12.24%.

Rank	NJR	GS-P-D
#1	-50.63% Jun 21, 2019 - Mar 29, 2022	-31.84% Feb 20, 2020 - Aug 13, 2020
#2	-27.78% Apr 11, 2023 - Feb 2, 2026	-27.37% Aug 31, 2018 - Oct 25, 2019
#3	-25.39% Feb 2, 2009 - Sep 24, 2010	-26.60% Dec 31, 2021 - Jan 30, 2024
#4	-24.47% Sep 18, 2008 - Nov 21, 2008	-15.90% Feb 20, 2025 - Nov 20, 2025
#5	-21.15% Apr 16, 2002 - Aug 21, 2002	-9.47% Oct 21, 2016 - Mar 30, 2017
#6	-19.31% Dec 29, 2011 - Nov 4, 2013	-7.33% Jul 24, 2017 - Jun 29, 2018
#7	-19.15% Jul 6, 2016 - Feb 21, 2017	-6.67% May 8, 2015 - Nov 2, 2015
#8	-18.90% Nov 14, 2017 - May 30, 2018	-5.52% Feb 9, 2021 - May 28, 2021
#9	-17.53% May 14, 2007 - Aug 12, 2008	-5.11% Nov 23, 2015 - Apr 19, 2016
#10	-17.24% Aug 19, 2022 - Nov 18, 2022	-5.05% Mar 18, 2024 - May 6, 2024
#11	-17.16% Feb 5, 2015 - Dec 24, 2015	-4.97% Nov 29, 2024 - Feb 20, 2025
#12	-16.04% Dec 28, 2000 - May 18, 2001	-4.46% Sep 16, 2020 - Oct 5, 2020
#13	-14.71% Jun 27, 2014 - Oct 28, 2014	-4.28% Dec 31, 2020 - Feb 9, 2021
#14	-14.59% Jul 8, 2005 - Jul 19, 2006	-4.07% Sep 22, 2014 - Jan 23, 2015
#15	-13.31% Jul 21, 2011 - Aug 29, 2011	-3.97% May 24, 2024 - Oct 15, 2024

Correlation

Correlation between NJR and GS-P-D is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (1999 - 2026)

NJR vs GS-P-D dividend yield comparison.

Year	NJR	GS-P-D
2026	0.83%	3.09%
2025	4.01%	6.82%
2024	3.73%	6.91%
2023	3.63%	6.77%
2022	3.03%	5.50%
2021	3.39%	3.99%
2020	3.63%	4.01%
2019	2.71%	4.39%
2018	2.47%	5.84%
2017	2.62%	4.49%
2016	2.79%	4.66%
2015	2.82%	4.97%
2014	3.53%	1.29%
2013	3.55%	0.00%
2012	4.90%	0.00%
2011	2.97%	0.00%
2010	3.20%	0.00%
2009	3.40%	0.00%
2008	2.92%	0.00%
2007	3.08%	0.00%
2006	3.01%	0.00%
2005	3.29%	0.00%
2004	3.03%	0.00%
2003	3.26%	0.00%
2002	3.83%	0.00%
2001	3.78%	0.00%
2000	5.00%	0.00%
1999	1.10%	0.00%