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MDU Resources Group, Inc. (MDU)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US5526901096
CUSIP
552690109
IPO Date
Nov 5, 1987

Highlights

Market Cap
$4.26B
Enterprise Value
$6.94B
EPS (TTM)
$0.93
PE Ratio
22.35
Total Revenue (TTM)
$1.88B
Gross Profit (TTM)
$560.03M
EBITDA (TTM)
$519.38M
Year Range
$15.04 - $21.49
Target Price
$22.00
ROA (TTM)
2.50%
ROE (TTM)
6.99%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

MDU Resources Group, Inc. (MDU) has returned 6.86% so far this year and 26.28% over the past 12 months. Looking at the last ten years, MDU has achieved an annualized return of 14.18%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


MDU Resources Group, Inc.

1D
0.58%
1M
0.87%
YTD
6.86%
6M
17.96%
1Y
26.28%
3Y*
24.82%
5Y*
14.60%
10Y*
14.18%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Nov 5, 1987, MDU's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 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%6.86%
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 6.92%, beta of 0.71, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since November 06, 1987.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (70.62%) than losses (52.01%) — 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
6.92%
Beta
0.71
0.26
Upside Capture
70.62%
Downside Capture
52.01%

Return for Risk

Risk / Return Rank

MDU ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


MDU Risk / Return Rank: 7676
Overall Rank
MDU Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
MDU Sortino Ratio Rank: 6969
Sortino Ratio Rank
MDU Omega Ratio Rank: 6969
Omega Ratio Rank
MDU Calmar Ratio Rank: 8484
Calmar Ratio Rank
MDU Martin Ratio Rank: 7979
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 a chosen benchmark (S&P 500 Index).


MDUBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.15

0.90

+0.26

Sortino ratio

Return per unit of downside risk

1.58

1.39

+0.20

Omega ratio

Gain probability vs. loss probability

1.21

1.21

0.00

Calmar ratio

Return relative to maximum drawdown

2.91

1.40

+1.51

Martin ratio

Return relative to average drawdown

5.83

6.61

-0.77

Explore MDU risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

MDU Resources Group, Inc. provided a 2.65% dividend yield over the last twelve months, with an annual payout of $0.55 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$0.55$0.54$0.34$0.35$0.33$0.33$0.32$0.31$0.30$0.29$0.29$0.28

Dividend yield

2.65%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$0.14
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 2.65%, which is quite average when compared to the overall market.

Payout Ratio

MDU Resources Group, Inc. has a payout ratio of 41.82%, 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 2.25%.


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
-52.06%Apr 27, 2001309Jul 24, 2002498Jul 16, 2004807
-51.41%Feb 21, 202019Mar 18, 2020246Mar 10, 2021265
-32.7%Sep 21, 1998373Mar 13, 2000126Sep 11, 2000499

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 22.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

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 2.3. 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 1.6. 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