NJR vs LOAR

Comparison between New Jersey Resources Corporation (NJR, Company) and Loar Holdings Inc (LOAR, Company).

NJR is from the Utilities sector, while LOAR is from the Industrials sector.

NJR vs LOAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NJR(COMPANY)	LOAR(COMPANY)
Market Cap	$5.77B	$5.74B
Max Drawdown	51.87%	45.97%
Sharpe Ratio	1.43	-0.82
5Y Beta	0.10	1.40
Industry	Utilities - Regulated Gas	Aerospace & Defense
P/E Ratio	16.89	84.49
Forward P/E	17.36	51.81
PEG Ratio	2.24	0.95
Dividend Yield	3.27%	N/A
5Y Dividends CAGR	12.50%	N/A
5Y EPS CAGR	8.58%	N/A
Debt to Equity	5.66%	80.52%
Free Cash Flow Yield	11.12%	2.00%
P/S Ratio	2.65	10.68
P/B Ratio	2.12	4.75

Market Cap

Winner

NJR

$5.77B

LOAR

$5.74B

Max Drawdown

NJR

51.87%

Winner

LOAR

45.97%

Sharpe Ratio

Winner

NJR

1.43

LOAR

-0.82

5Y Beta

Winner

NJR

0.10

LOAR

1.40

Industry

NJR

Utilities - Regulated Gas

LOAR

Aerospace & Defense

P/E Ratio

Winner

NJR

16.89

LOAR

84.49

Forward P/E

Winner

NJR

17.36

LOAR

51.81

PEG Ratio

NJR

2.24

Winner

LOAR

0.95

Dividend Yield

NJR

3.27%

LOAR

N/A

5Y Dividends CAGR

NJR

12.50%

LOAR

N/A

5Y EPS CAGR

NJR

8.58%

LOAR

N/A

Debt to Equity

Winner

NJR

5.66%

LOAR

80.52%

Free Cash Flow Yield

Winner

NJR

11.12%

LOAR

2.00%

P/S Ratio

Winner

NJR

2.65

LOAR

10.68

P/B Ratio

Winner

NJR

2.12

LOAR

4.75

NJR vs LOAR - Historical Returns

Returns include dividend reinvestment.

Period	NJR	LOAR
1 month	+4.68%	-13.66%
3 months	+11.03%	-11.98%
6 months	+28.52%	-9.67%
1 year	+28.54%	-30.30%
5 years(CAGR)	+10.44%	N/A
10 years(CAGR)	+8.94%	N/A
Max(CAGR)	+11.19%	+9.81%

Winner

NJR

+4.68%

LOAR

-13.66%

Winner

NJR

+11.03%

LOAR

-11.98%

Winner

NJR

+28.52%

LOAR

-9.67%

Winner

NJR

+28.54%

LOAR

-30.30%

5Y(CAGR)

NJR

+10.44%

LOAR

N/A

10Y(CAGR)

NJR

+8.94%

LOAR

N/A

Max(CAGR)

Winner

NJR

+11.19%

LOAR

+9.81%

NJR vs LOAR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NJR	LOAR
2026	+27.67%	-15.71%
2025	+3.35%	-8.08%
2024	+7.08%	+51.45%
2023	-6.14%	N/A
2022	+25.57%	N/A
2021	+23.33%	N/A
2020	-16.17%	N/A
2019	+2.75%	N/A
2018	+17.57%	N/A
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 LOAR Drawdown Comparison

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

The maximum drawdown for LOAR was -45.97%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current LOAR drawdown is -40.50%.

Rank	NJR	LOAR
#1	-50.63% Jun 21, 2019 - Mar 29, 2022	-45.97% May 12, 2025 - Apr 29, 2026
#2	-27.78% Apr 11, 2023 - Feb 2, 2026	-32.74% Nov 22, 2024 - Apr 25, 2025
#3	-25.39% Feb 2, 2009 - Sep 24, 2010	-17.03% Jun 12, 2024 - Aug 13, 2024
#4	-24.47% Sep 18, 2008 - Nov 21, 2008	-13.75% May 22, 2024 - Jun 10, 2024
#5	-21.15% Apr 16, 2002 - Aug 21, 2002	-12.08% Apr 30, 2024 - May 21, 2024
#6	-19.31% Dec 29, 2011 - Nov 4, 2013	-11.82% Aug 15, 2024 - Sep 12, 2024
#7	-19.15% Jul 6, 2016 - Feb 21, 2017	-11.07% Sep 13, 2024 - Oct 22, 2024
#8	-18.90% Nov 14, 2017 - May 30, 2018	-9.53% Nov 11, 2024 - Nov 21, 2024
#9	-17.53% May 14, 2007 - Aug 12, 2008	-6.70% Oct 29, 2024 - Nov 11, 2024
#10	-17.24% Aug 19, 2022 - Nov 18, 2022	-2.38% Apr 25, 2025 - May 6, 2025
#11	-17.16% Feb 5, 2015 - Dec 24, 2015	-1.67% May 7, 2025 - May 12, 2025
#12	-16.04% Dec 28, 2000 - May 18, 2001	-1.20% Oct 22, 2024 - Oct 25, 2024
#13	-14.71% Jun 27, 2014 - Oct 28, 2014	N/A
#14	-14.59% Jul 8, 2005 - Jul 19, 2006	N/A
#15	-13.31% Jul 21, 2011 - Aug 29, 2011	N/A