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MDU vs. SLB
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MDU vs. SLB - Performance Comparison

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

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MDU vs. SLB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDU
MDU Resources Group, Inc.
6.86%11.77%68.01%-1.94%1.46%20.37%-8.31%28.44%-8.64%-3.87%
SLB
Schlumberger Limited
34.69%3.27%-24.47%-0.78%81.15%40.30%-43.81%17.73%-44.66%-17.37%

Fundamentals

Market Cap

MDU:

$4.26B

SLB:

$76.47B

EPS

MDU:

$0.93

SLB:

$2.31

PE Ratio

MDU:

22.35

SLB:

22.20

PS Ratio

MDU:

2.27

SLB:

2.08

PB Ratio

MDU:

1.57

SLB:

2.07

Total Revenue (TTM)

MDU:

$1.88B

SLB:

$35.71B

Gross Profit (TTM)

MDU:

$560.03M

SLB:

$6.50B

EBITDA (TTM)

MDU:

$519.38M

SLB:

$7.15B

Returns By Period

In the year-to-date period, MDU achieves a 6.86% return, which is significantly lower than SLB's 34.69% return. Over the past 10 years, MDU has outperformed SLB with an annualized return of 14.18%, while SLB has yielded a comparatively lower -0.51% annualized return.


MDU

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

SLB

1D
-0.27%
1M
0.10%
YTD
34.69%
6M
51.59%
1Y
26.70%
3Y*
4.15%
5Y*
15.31%
10Y*
-0.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MDU vs. SLB — Risk / Return Rank

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

MDU
MDU Risk / Return Rank: 7777
Overall Rank
MDU Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
MDU Sortino Ratio Rank: 7171
Sortino Ratio Rank
MDU Omega Ratio Rank: 7070
Omega Ratio Rank
MDU Calmar Ratio Rank: 8585
Calmar Ratio Rank
MDU Martin Ratio Rank: 8080
Martin Ratio Rank

SLB
SLB Risk / Return Rank: 6363
Overall Rank
SLB Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
SLB Sortino Ratio Rank: 6161
Sortino Ratio Rank
SLB Omega Ratio Rank: 6161
Omega Ratio Rank
SLB Calmar Ratio Rank: 6666
Calmar Ratio Rank
SLB Martin Ratio Rank: 6060
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.

MDU vs. SLB - Risk-Adjusted Trends Comparison

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


MDUSLBDifference

Sharpe ratio

Return per unit of total volatility

1.15

0.68

+0.48

Sortino ratio

Return per unit of downside risk

1.58

1.17

+0.42

Omega ratio

Gain probability vs. loss probability

1.21

1.16

+0.06

Calmar ratio

Return relative to maximum drawdown

2.91

1.09

+1.82

Martin ratio

Return relative to average drawdown

5.83

1.85

+3.99

MDU vs. SLB - Sharpe Ratio Comparison

The current MDU Sharpe Ratio is 1.15, which is higher than the SLB Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of MDU and SLB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MDUSLBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.15

0.68

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.40

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

-0.01

+0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.13

+0.32

Correlation

The correlation between MDU and SLB is 0.30, 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.


Dividends

MDU vs. SLB - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 2.65%, more than SLB's 2.24% yield.


TTM20252024202320222021202020192018201720162015
MDU
MDU Resources Group, Inc.
2.65%2.77%1.89%3.16%2.88%2.77%3.17%2.74%3.33%2.88%2.62%4.01%
SLB
Schlumberger Limited
2.24%2.97%2.87%1.92%1.22%2.09%4.01%4.98%5.54%2.97%2.38%2.87%

Drawdowns

MDU vs. SLB - Drawdown Comparison

The maximum MDU drawdown since its inception was -62.17%, smaller than the maximum SLB drawdown of -87.64%. Use the drawdown chart below to compare losses from any high point for MDU and SLB.


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Drawdown Indicators


MDUSLBDifference

Max Drawdown

Largest peak-to-trough decline

-62.17%

-87.64%

+25.47%

Max Drawdown (1Y)

Largest decline over 1 year

-9.70%

-24.29%

+14.59%

Max Drawdown (5Y)

Largest decline over 5 years

-25.24%

-46.63%

+21.39%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-84.29%

+32.88%

Current Drawdown

Current decline from peak

-2.25%

-39.51%

+37.26%

Average Drawdown

Average peak-to-trough decline

-14.39%

-31.17%

+16.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.84%

14.34%

-9.50%

Volatility

MDU vs. SLB - Volatility Comparison

The current volatility for MDU Resources Group, Inc. (MDU) is 6.76%, while Schlumberger Limited (SLB) has a volatility of 14.74%. This indicates that MDU experiences smaller price fluctuations and is considered to be less risky than SLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDUSLBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.76%

14.74%

-7.98%

Volatility (6M)

Calculated over the trailing 6-month period

14.84%

26.09%

-11.25%

Volatility (1Y)

Calculated over the trailing 1-year period

22.96%

39.65%

-16.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.92%

38.16%

-15.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.10%

40.36%

-13.26%

Financials

MDU vs. SLB - Financials Comparison

This section allows you to compare key financial metrics between MDU Resources Group, Inc. and Schlumberger Limited. 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


0.002.00B4.00B6.00B8.00B10.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
534.00M
9.75B
(MDU) Total Revenue
(SLB) Total Revenue
Values in USD except per share items

MDU vs. SLB - Profitability Comparison

The chart below illustrates the profitability comparison between MDU Resources Group, Inc. and Schlumberger Limited over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

15.0%20.0%25.0%30.0%35.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
25.5%
17.7%
Portfolio components
MDU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MDU Resources Group, Inc. reported a gross profit of 136.20M and revenue of 534.00M. Therefore, the gross margin over that period was 25.5%.

SLB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported a gross profit of 1.73B and revenue of 9.75B. Therefore, the gross margin over that period was 17.7%.

MDU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MDU Resources Group, Inc. reported an operating income of 107.40M and revenue of 534.00M, resulting in an operating margin of 20.1%.

SLB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported an operating income of 1.46B and revenue of 9.75B, resulting in an operating margin of 15.0%.

MDU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MDU Resources Group, Inc. reported a net income of 76.30M and revenue of 534.00M, resulting in a net margin of 14.3%.

SLB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Schlumberger Limited reported a net income of 800.00M and revenue of 9.75B, resulting in a net margin of 8.2%.