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NJR vs MTG

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

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

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

NJR vs MTG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

NJR vs MTG - Historical Returns

Returns include dividend reinvestment.

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

NJR vs MTG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

NJR vs MTG Drawdown Comparison

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

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

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

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

Correlation

Correlation between NJR and MTG 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)

NJR vs MTG dividend yield comparison.

YearNJRMTG
20261.72%1.15%
20254.01%1.92%
20243.73%2.07%
20233.63%2.23%
20223.03%2.77%
20213.39%1.94%
20203.63%1.91%
20192.71%0.85%
20182.47%0.00%
20172.62%0.00%
20162.79%0.00%
20152.82%0.00%
20143.53%0.00%
20133.55%0.00%
20124.90%0.00%
20112.97%0.00%
20103.20%0.00%
20093.40%0.00%
20082.92%2.16%
20073.08%3.46%
20063.01%1.60%
20053.29%0.80%
20043.03%0.33%
20033.26%0.20%
20023.83%0.24%
20013.78%0.16%
20005.00%0.17%
19991.10%0.04%

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