MDU vs. DLX
Compare and contrast key facts about MDU Resources Group, Inc. (MDU) and Deluxe Corporation (DLX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDU or DLX.
Key characteristics
MDU | DLX | |
---|---|---|
YTD Return | 67.81% | 13.53% |
1Y Return | 79.50% | 29.71% |
3Y Return (Ann) | 23.01% | -9.97% |
5Y Return (Ann) | 15.60% | -10.42% |
10Y Return (Ann) | 11.87% | -5.86% |
Sharpe Ratio | 3.30 | 0.82 |
Sortino Ratio | 4.40 | 1.40 |
Omega Ratio | 1.56 | 1.17 |
Calmar Ratio | 4.82 | 0.42 |
Martin Ratio | 20.77 | 2.54 |
Ulcer Index | 3.81% | 11.67% |
Daily Std Dev | 24.00% | 36.00% |
Max Drawdown | -62.17% | -84.62% |
Current Drawdown | -2.03% | -60.32% |
Fundamentals
MDU | DLX | |
---|---|---|
Market Cap | $3.67B | $1.05B |
EPS | $1.94 | $1.24 |
PE Ratio | 9.28 | 19.11 |
PEG Ratio | 1.99 | 0.57 |
Total Revenue (TTM) | $4.45B | $2.14B |
Gross Profit (TTM) | $62.94M | $1.14B |
EBITDA (TTM) | $693.63M | $315.75M |
Correlation
The correlation between MDU and DLX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MDU vs. DLX - Performance Comparison
In the year-to-date period, MDU achieves a 67.81% return, which is significantly higher than DLX's 13.53% return. Over the past 10 years, MDU has outperformed DLX with an annualized return of 11.87%, while DLX has yielded a comparatively lower -5.86% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MDU vs. DLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and Deluxe Corporation (DLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MDU vs. DLX - Dividend Comparison
MDU's dividend yield for the trailing twelve months is around 1.56%, less than DLX's 5.14% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MDU Resources Group, Inc. | 1.56% | 4.06% | 4.06% | 4.46% | 5.10% | 2.75% | 5.37% | 4.06% | 3.69% | 5.65% | 4.29% | 3.65% |
Deluxe Corporation | 5.14% | 5.59% | 7.07% | 3.74% | 4.11% | 2.40% | 3.12% | 1.56% | 1.68% | 2.20% | 1.85% | 1.92% |
Drawdowns
MDU vs. DLX - Drawdown Comparison
The maximum MDU drawdown since its inception was -62.17%, smaller than the maximum DLX drawdown of -84.62%. Use the drawdown chart below to compare losses from any high point for MDU and DLX. For additional features, visit the drawdowns tool.
Volatility
MDU vs. DLX - Volatility Comparison
The current volatility for MDU Resources Group, Inc. (MDU) is 12.77%, while Deluxe Corporation (DLX) has a volatility of 14.78%. This indicates that MDU experiences smaller price fluctuations and is considered to be less risky than DLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MDU vs. DLX - Financials Comparison
This section allows you to compare key financial metrics between MDU Resources Group, Inc. and Deluxe Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities