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ISIN
US5526901096
CUSIP
552690109
IPO Date
Nov 5, 1987

Highlights

Market Cap
$4.39B
Enterprise Value
$7.15B
EPS (TTM)
$0.92
PE Ratio
23.05
Total Revenue (TTM)
$1.81B
Gross Profit (TTM)
$848.35M
EBITDA (TTM)
$528.72M
Year Range
$15.76 - $22.98
Target Price
$21.00
ROA (TTM)
2.46%
ROE (TTM)
6.52%

Share Price Chart


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Performance

MDU Performance Chart

MDU Resources Group, Inc. (MDU) is up 10.1% since the beginning of the year. At $21 per share, MDU is trading 7.7% below its 52-week high of $23. Investors who bought $1,000 worth of MDU shares 5 years ago would now be looking at an investment worth $2,086.


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S&P 500 Index

Returns By Period

MDU Resources Group, Inc. (MDU) has returned 10.07% so far this year and 36.49% over the past 12 months. Over the last ten years, MDU has returned 12.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


MDU Resources Group, Inc.

1D
-0.42%
1M
-3.69%
YTD
10.07%
6M
10.35%
1Y
36.49%
3Y*
27.67%
5Y*
15.84%
10Y*
12.25%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDU Monthly Returns History

Based on dividend-adjusted daily data since Nov 5, 1987, MDU's average daily return is +0.06%, while the average monthly return is +1.11%. At this rate, an investment would double in approximately 5.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Mar 2001 with a return of +27.2%, while the worst month was Oct 2008 at -37.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MDU closed higher 48% of trading days. The best single day was Nov 21, 2008 with a return of +23.9%, while the worst single day was Mar 18, 2020 at -20.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.07%0.83%0.87%8.74%-6.44%1.24%10.07%
2025-1.11%-3.20%-1.20%1.36%0.29%-2.27%3.48%-5.57%10.27%7.69%11.16%-7.79%11.77%
2024-1.46%11.12%16.87%-1.98%2.19%-0.06%7.33%-4.64%7.25%5.25%25.38%-9.46%68.01%
20231.88%3.04%-3.61%-4.13%-0.14%5.69%5.64%-7.96%-3.22%-4.95%2.85%4.12%-1.94%
2022-4.77%-8.85%0.39%-3.34%6.29%-0.65%5.85%5.53%-8.62%4.13%10.57%-2.95%1.46%
2021-0.19%6.88%13.28%5.85%0.60%-6.30%1.21%1.42%-7.15%3.57%-11.39%14.12%20.37%

Benchmark Metrics

MDU Resources Group, Inc. has an annualized alpha of 6.79%, beta of 0.71, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since November 05, 1987.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (69.51%) than losses (51.16%) - typical of diversified or defensive assets.
  • R2 of 0.26 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
6.79%
Beta
0.71
0.26
Upside Capture
69.51%
Downside Capture
51.16%

Return for Risk

Risk / Return Rank

MDU ranks 83 for risk / return — in the top 83% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


MDU Risk / Return Rank: 8383
Overall Rank
MDU Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
MDU Sortino Ratio Rank: 8080
Sortino Ratio Rank
MDU Omega Ratio Rank: 8181
Omega Ratio Rank
MDU Calmar Ratio Rank: 8787
Calmar Ratio Rank
MDU Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MDUBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

3.78

2.78

+0.99

Martin ratioReturn relative to average drawdown

7.98

12.44

-4.46

Dividends

Dividend History

MDU Resources Group, Inc. provided a 2.64% dividend yield over the last twelve months, with an annual payout of $0.56 per share.


2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.40$0.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.56$0.54$0.34$0.35$0.33$0.33$0.32$0.31$0.30$0.29$0.29$0.28

Dividend yield

2.64%2.77%1.89%3.16%2.88%2.77%3.17%2.74%3.33%2.88%2.62%4.01%

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
2026$0.00$0.00$0.14$0.00$0.00$0.14$0.28
2025$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.54
2024$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.13$0.34
2023$0.00$0.00$0.08$0.00$0.00$0.12$0.00$0.00$0.07$0.00$0.00$0.07$0.35
2022$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.33
2021$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.33

Dividend Yield & Payout


Dividend Yield

MDU Resources Group, Inc. has a dividend yield of 2.64%, which is quite average when compared to the overall market.

Payout Ratio

MDU Resources Group, Inc. has a payout ratio of 43.18%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 6.40%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-62.17%Mar 2009
8mo 10d4y 4mo
5y 1moJul 2008 - Aug 2013
2015 bear market2015
-52.78%Sep 2015
1y 4mo4y 4mo
5y 9moApr 2014 - Jan 2020
Dot-com crash2000–2002
-52.06%Jul 2002
1y 2mo1y 11mo
3y 2moApr 2001 - Jul 2004
COVID crash2020
-51.41%Mar 2020
26d11mo 27d
1y 18dFeb 2020 - Mar 2021
Dot-com crash2000–2002
-32.70%Mar 2000
1y 5mo6mo 2d
1y 11moSep 1998 - Sep 2000

Drawdown Indicators


MDUBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-62.17%

-56.78%

-5.39%

Max Drawdown (1Y)

Largest decline over 1 year

-9.70%

-9.10%

-0.60%

Max Drawdown (3Y)

Largest decline over 3 years

-21.48%

-18.90%

-2.58%

Max Drawdown (5Y)

Largest decline over 5 years

-22.69%

-25.43%

+2.74%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-33.92%

-17.49%

Current Drawdown

Current decline from peak

-6.40%

-1.80%

-4.60%

Average Drawdown

Average peak-to-trough decline

-14.32%

-10.71%

-3.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.59%

2.03%

+2.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how MDU Resources Group, Inc. is priced in the market compared to other companies in the Building Materials industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for MDU, comparing it with other companies in the Building Materials industry. Currently, MDU has a P/E ratio of 23.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MDU relative to other companies in the Building Materials industry. Currently, MDU has a P/S ratio of 2.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MDU in comparison with other companies in the Building Materials industry. Currently, MDU has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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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