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

Company Info

ISIN

US5526901096

CUSIP

552690109

Sector

Basic Materials

IPO Date

Nov 5, 1987

Highlights

Market Cap

$3.78B

EPS (TTM)

$1.94

PE Ratio

9.56

PEG Ratio

1.59

Total Revenue (TTM)

$4.45B

Gross Profit (TTM)

$694.90M

EBITDA (TTM)

$750.68M

Year Range

$10.18 - $20.25

Target Price

$21.00

Short %

2.54%

Short Ratio

1.54

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MDU vs. TRN MDU vs. RGP MDU vs. DLX MDU vs. STRL MDU vs. PCAR MDU vs. SLB
Popular comparisons:
MDU vs. TRN MDU vs. RGP MDU vs. DLX MDU vs. STRL MDU vs. PCAR MDU vs. SLB

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%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%JulyAugustSeptemberOctoberNovemberDecember
12,846.36%
2,207.51%
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

Returns By Period

MDU Resources Group, Inc. had a return of 64.99% year-to-date (YTD) and 64.24% in the last 12 months. Over the past 10 years, MDU Resources Group, Inc. had an annualized return of 11.84%, outperforming the S&P 500 benchmark which had an annualized return of 11.01%.


MDU

YTD

64.99%

1M

-4.62%

6M

27.86%

1Y

64.24%

5Y*

14.10%

10Y*

11.84%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of MDU, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.46%11.12%16.87%-1.98%2.19%0.35%7.33%-4.64%7.25%5.25%25.41%64.99%
20231.88%3.04%-3.04%-4.13%-0.14%6.67%5.64%-7.96%-3.22%-4.95%2.85%4.67%0.07%
2022-4.77%-8.85%1.08%-3.34%6.29%-0.65%5.85%5.53%-8.07%4.13%10.57%-2.37%3.39%
2021-0.19%6.88%13.28%5.85%0.60%-6.30%1.21%1.42%-6.64%3.57%-11.39%14.13%21.04%
2020-0.34%-6.35%-21.42%4.47%-3.12%3.58%-5.41%12.58%-3.20%5.60%4.97%6.53%-6.42%
20197.84%2.76%-0.86%1.24%-5.62%6.07%3.64%0.56%5.60%2.48%0.52%3.05%30.11%
2018-1.49%-0.72%7.92%0.04%-1.31%4.51%1.12%-3.83%-6.67%-2.84%6.05%-9.23%-7.56%
20172.02%-7.63%1.69%-1.72%1.23%-3.10%0.57%2.62%-3.35%5.40%2.19%-3.13%-3.86%
2016-7.86%7.88%8.81%3.08%14.01%5.80%0.21%-2.00%9.48%3.03%6.14%4.70%65.56%
2015-3.79%-1.37%-3.48%4.45%-6.06%-5.89%-0.10%-8.20%-2.89%9.65%-7.63%6.32%-18.89%
20144.88%5.99%1.58%3.23%-4.35%4.15%-10.23%-0.63%-10.26%1.33%-12.99%-2.78%-20.31%
20139.79%3.60%4.16%-0.16%3.65%0.87%8.22%-4.78%5.99%6.47%-0.37%3.59%48.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, MDU is among the top 4% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MDU is 9696
Overall Rank
The Sharpe Ratio Rank of MDU is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of MDU is 9595
Sortino Ratio Rank
The Omega Ratio Rank of MDU is 9494
Omega Ratio Rank
The Calmar Ratio Rank of MDU is 9898
Calmar Ratio Rank
The Martin Ratio Rank of MDU is 9696
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for MDU, currently valued at 2.72, compared to the broader market-4.00-2.000.002.002.721.90
The chart of Sortino ratio for MDU, currently valued at 3.63, compared to the broader market-4.00-2.000.002.004.003.632.54
The chart of Omega ratio for MDU, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.35
The chart of Calmar ratio for MDU, currently valued at 4.79, compared to the broader market0.002.004.006.004.792.81
The chart of Martin ratio for MDU, currently valued at 16.70, compared to the broader market0.0010.0020.0016.7012.39
MDU
^GSPC

The current MDU Resources Group, Inc. Sharpe ratio is 2.72. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of MDU Resources Group, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
2.72
1.90
MDU (MDU Resources Group, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

MDU Resources Group, Inc. provided a 2.25% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The company has been increasing its dividends for 2 consecutive years.


3.00%3.50%4.00%4.50%5.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.40$0.57$0.54$0.39$0.51$0.43$0.42$0.30$0.46$0.28$0.38$0.32

Dividend yield

2.25%5.20%4.64%3.34%5.09%3.85%4.68%2.89%4.23%4.02%4.29%2.73%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.07$0.00$0.00$0.13$0.00$0.00$0.07$0.00$0.00$0.13$0.40
2023$0.00$0.00$0.15$0.00$0.00$0.22$0.00$0.00$0.07$0.00$0.00$0.13$0.57
2022$0.00$0.00$0.15$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.15$0.54
2021$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.15$0.00$0.00$0.08$0.39
2020$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.08$0.51
2019$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.08$0.00$0.00$0.08$0.43
2018$0.00$0.00$0.08$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.08$0.42
2017$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.30
2016$0.00$0.00$0.13$0.00$0.00$0.07$0.00$0.00$0.13$0.00$0.00$0.13$0.46
2015$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.28
2014$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.12$0.00$0.00$0.13$0.38
2013$0.07$0.00$0.00$0.07$0.00$0.00$0.12$0.00$0.00$0.07$0.32

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.3%
MDU Resources Group, Inc. has a dividend yield of 2.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%19.8%
MDU Resources Group, Inc. has a payout ratio of 19.80%, which is below the market average. This means MDU Resources Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-12.00%
-3.58%
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 61.94%, occurring on Mar 9, 2009. Recovery took 1098 trading sessions.

The current MDU Resources Group, Inc. drawdown is 12.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.94%Jul 2, 2008172Mar 9, 20091098Jul 18, 20131270
-52.25%Apr 25, 2014345Sep 4, 20151021Sep 26, 20191366
-51.12%Feb 21, 202019Mar 18, 2020243Mar 5, 2021262
-48.91%Apr 27, 2001310Jul 24, 2002280Sep 3, 2003590
-31.61%Sep 21, 1998362Feb 25, 2000117Aug 11, 2000479

Volatility

Volatility Chart

The current MDU Resources Group, Inc. volatility is 7.74%, 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%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
7.74%
3.64%
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

Valuation

The Valuation section provides an assessment of the market value of MDU Resources Group, Inc. compared to its peers in the Building Materials industry.


PE Ratio
20.040.060.080.09.6
The chart displays the price to earnings (P/E) ratio for MDU in comparison to other companies of the Building Materials industry. Currently, MDU has a PE value of 9.6. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
10.020.030.040.050.060.01.6
The chart displays the price to earnings to growth (PEG) ratio for MDU in comparison to other companies of the Building Materials industry. Currently, MDU has a PEG value of 1.6. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for MDU Resources Group, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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