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MDU Resources Group, Inc. (MDU)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS5526901096
CUSIP552690109
SectorBasic Materials
IndustryBuilding Materials

Highlights

Market Cap$5.03B
EPS$2.36
PE Ratio10.45
PEG Ratio3.18
Revenue (TTM)$4.66B
Gross Profit (TTM)$1.15B
EBITDA (TTM)$645.38M
Year Range$17.83 - $25.79
Target Price$25.17
Short %1.56%
Short Ratio1.71

Share Price Chart


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MDU Resources Group, Inc.

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MDU Resources Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%NovemberDecember2024FebruaryMarchApril
5,285.29%
2,925.25%
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

MDU Resources Group, Inc. had a return of 25.28% year-to-date (YTD) and 27.31% in the last 12 months. Over the past 10 years, MDU Resources Group, Inc. had an annualized return of 3.26%, while the S&P 500 had an annualized return of 10.52%, indicating that MDU Resources Group, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date25.28%6.92%
1 month0.69%-2.83%
6 months36.50%23.86%
1 year27.31%23.33%
5 years (annualized)10.34%11.66%
10 years (annualized)3.26%10.52%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.46%11.12%16.87%
2023-3.22%-4.95%2.85%4.12%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MDU is 82, placing it in the top 18% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of MDU is 8282
MDU Resources Group, Inc.(MDU)
The Sharpe Ratio Rank of MDU is 8686Sharpe Ratio Rank
The Sortino Ratio Rank of MDU is 8181Sortino Ratio Rank
The Omega Ratio Rank of MDU is 8080Omega Ratio Rank
The Calmar Ratio Rank of MDU is 8989Calmar Ratio Rank
The Martin Ratio Rank of MDU is 7575Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


MDU
Sharpe ratio
The chart of Sharpe ratio for MDU, currently valued at 1.45, compared to the broader market-2.00-1.000.001.002.003.004.001.45
Sortino ratio
The chart of Sortino ratio for MDU, currently valued at 2.06, compared to the broader market-4.00-2.000.002.004.006.002.06
Omega ratio
The chart of Omega ratio for MDU, currently valued at 1.26, compared to the broader market0.501.001.501.26
Calmar ratio
The chart of Calmar ratio for MDU, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for MDU, currently valued at 3.12, compared to the broader market0.0010.0020.0030.003.12
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.19, compared to the broader market-2.00-1.000.001.002.003.004.002.19
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.18, compared to the broader market-4.00-2.000.002.004.006.003.18
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.002.004.006.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.62, compared to the broader market0.0010.0020.0030.008.62

Sharpe Ratio

The current MDU Resources Group, Inc. Sharpe ratio is 1.45. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
1.45
2.19
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

MDU Resources Group, Inc. granted a 2.42% dividend yield in the last twelve months. The annual payout for that period amounted to $0.60 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.60$0.63$0.60$0.59$0.57$0.56$0.55$0.53$0.52$0.50$0.49$0.48

Dividend yield

2.42%3.16%2.88%2.77%3.17%2.74%3.33%2.88%2.62%4.01%3.04%2.27%

Monthly Dividends

The table displays the monthly dividend distributions for MDU Resources Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.13
2023$0.00$0.00$0.15$0.00$0.00$0.22$0.00$0.00$0.13$0.00$0.00$0.13
2022$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15
2021$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.15
2020$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.15
2019$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14
2018$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14
2017$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14
2016$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13
2015$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13
2014$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13
2013$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.4%
MDU Resources Group, Inc. has a dividend yield of 2.42%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%33.0%
MDU Resources Group, Inc. has a payout ratio of 33.01%, which is quite average when compared to the overall market. This suggests that MDU Resources Group, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.67%
-2.94%
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MDU Resources Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MDU Resources Group, Inc. was 62.17%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.

The current MDU Resources Group, Inc. drawdown is 3.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-62.17%Jul 2, 2008172Mar 9, 20091108Aug 1, 20131280
-52.78%Apr 25, 2014345Sep 4, 20151102Jan 23, 20201447
-51.46%Apr 27, 2001310Jul 24, 2002489Jul 2, 2004799
-51.41%Feb 21, 202019Mar 18, 2020246Mar 10, 2021265
-32.81%Aug 13, 1986342Dec 17, 1987503Dec 13, 1989845

Volatility

Volatility Chart

The current MDU Resources Group, Inc. volatility is 5.93%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%NovemberDecember2024FebruaryMarchApril
5.93%
3.65%
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of MDU Resources Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items