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MDU vs. PCAR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between MDU and PCAR is 0.33, 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.


-0.50.00.51.00.3

Performance

MDU vs. PCAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MDU Resources Group, Inc. (MDU) and PACCAR Inc (PCAR). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
26.76%
4.67%
MDU
PCAR

Key characteristics

Sharpe Ratio

MDU:

3.25

PCAR:

0.85

Sortino Ratio

MDU:

4.18

PCAR:

1.24

Omega Ratio

MDU:

1.54

PCAR:

1.18

Calmar Ratio

MDU:

5.60

PCAR:

0.84

Martin Ratio

MDU:

17.17

PCAR:

1.58

Ulcer Index

MDU:

4.72%

PCAR:

13.91%

Daily Std Dev

MDU:

24.90%

PCAR:

26.03%

Max Drawdown

MDU:

-61.78%

PCAR:

-66.16%

Current Drawdown

MDU:

-8.05%

PCAR:

-8.02%

Fundamentals

Market Cap

MDU:

$3.76B

PCAR:

$57.85B

EPS

MDU:

$1.93

PCAR:

$9.01

PE Ratio

MDU:

9.54

PCAR:

12.25

PEG Ratio

MDU:

1.68

PCAR:

1.18

Total Revenue (TTM)

MDU:

$3.31B

PCAR:

$25.76B

Gross Profit (TTM)

MDU:

$514.60M

PCAR:

$4.90B

EBITDA (TTM)

MDU:

$526.58M

PCAR:

$4.52B

Returns By Period

In the year-to-date period, MDU achieves a 2.16% return, which is significantly lower than PCAR's 6.07% return. Over the past 10 years, MDU has underperformed PCAR with an annualized return of 12.28%, while PCAR has yielded a comparatively higher 14.24% annualized return.


MDU

YTD

2.16%

1M

4.48%

6M

29.13%

1Y

80.59%

5Y*

15.19%

10Y*

12.28%

PCAR

YTD

6.07%

1M

5.30%

6M

5.89%

1Y

20.33%

5Y*

20.50%

10Y*

14.24%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

MDU vs. PCAR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

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

PCAR
The Risk-Adjusted Performance Rank of PCAR is 6969
Overall Rank
The Sharpe Ratio Rank of PCAR is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of PCAR is 6565
Sortino Ratio Rank
The Omega Ratio Rank of PCAR is 6868
Omega Ratio Rank
The Calmar Ratio Rank of PCAR is 7676
Calmar Ratio Rank
The Martin Ratio Rank of PCAR is 6363
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.

MDU vs. PCAR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MDU Resources Group, Inc. (MDU) and PACCAR Inc (PCAR). 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.


Sharpe ratio
The chart of Sharpe ratio for MDU, currently valued at 3.25, compared to the broader market-2.000.002.004.003.250.85
The chart of Sortino ratio for MDU, currently valued at 4.18, compared to the broader market-4.00-2.000.002.004.004.181.24
The chart of Omega ratio for MDU, currently valued at 1.54, compared to the broader market0.501.001.502.001.541.18
The chart of Calmar ratio for MDU, currently valued at 5.60, compared to the broader market0.002.004.006.005.600.84
The chart of Martin ratio for MDU, currently valued at 17.17, compared to the broader market-10.000.0010.0020.0030.0017.171.58
MDU
PCAR

The current MDU Sharpe Ratio is 3.25, which is higher than the PCAR Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of MDU and PCAR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
3.25
0.85
MDU
PCAR

Dividends

MDU vs. PCAR - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 1.85%, less than PCAR's 3.78% yield.


TTM20242023202220212020201920182017201620152014
MDU
MDU Resources Group, Inc.
1.85%1.89%4.06%4.64%3.89%5.10%3.87%4.70%3.47%3.16%6.46%4.27%
PCAR
PACCAR Inc
3.78%4.01%4.34%4.23%3.22%2.29%4.53%5.41%3.08%2.44%4.89%2.73%

Drawdowns

MDU vs. PCAR - Drawdown Comparison

The maximum MDU drawdown since its inception was -61.78%, smaller than the maximum PCAR drawdown of -66.16%. Use the drawdown chart below to compare losses from any high point for MDU and PCAR. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.05%
-8.02%
MDU
PCAR

Volatility

MDU vs. PCAR - Volatility Comparison

MDU Resources Group, Inc. (MDU) has a higher volatility of 7.53% compared to PACCAR Inc (PCAR) at 6.34%. This indicates that MDU's price experiences larger fluctuations and is considered to be riskier than PCAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%AugustSeptemberOctoberNovemberDecember2025
7.53%
6.34%
MDU
PCAR

Financials

MDU vs. PCAR - Financials Comparison

This section allows you to compare key financial metrics between MDU Resources Group, Inc. and PACCAR Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

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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