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MDU vs. SLB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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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Returns By Period

In the year-to-date period, MDU achieves a 7.07% return, which is significantly lower than SLB's 49.78% return. Over the past 10 years, MDU has outperformed SLB with an annualized return of 12.26%, while SLB has yielded a comparatively lower 0.01% annualized return.


MDU

1D
-0.34%
1M
-7.86%
YTD
7.07%
6M
4.00%
1Y
24.18%
3Y*
25.91%
5Y*
13.25%
10Y*
12.26%

SLB

1D
1.04%
1M
2.73%
YTD
49.78%
6M
53.09%
1Y
72.66%
3Y*
9.66%
5Y*
11.74%
10Y*
0.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MDU vs. SLB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDU
MDU Resources Group, Inc.
7.07%11.77%68.01%-1.94%1.46%20.37%-8.31%28.44%-8.64%-3.87%
SLB
Schlumberger Limited
49.78%3.27%-24.47%-0.78%81.15%40.30%-43.81%17.73%-44.66%-17.37%

Correlation

The correlation between MDU and SLB is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Nov 6, 1987

0.30

The correlation between MDU and SLB shifts across timeframes, from 0.17 (1 year) to 0.32 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

EPS

MDU:

$0.92

SLB:

$3.04

PE Ratio

MDU:

22.57

SLB:

18.67

PS Ratio

MDU:

2.37

SLB:

1.72

Total Revenue (TTM)

MDU:

$1.81B

SLB:

$35.94B

Gross Profit (TTM)

MDU:

$848.35M

SLB:

$4.90B

EBITDA (TTM)

MDU:

$528.72M

SLB:

$5.30B

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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: 7373
Overall Rank
MDU Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
MDU Sortino Ratio Rank: 6666
Sortino Ratio Rank
MDU Omega Ratio Rank: 6767
Omega Ratio Rank
MDU Calmar Ratio Rank: 7878
Calmar Ratio Rank
MDU Martin Ratio Rank: 7777
Martin Ratio Rank

SLB
SLB Risk / Return Rank: 8888
Overall Rank
SLB Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
SLB Sortino Ratio Rank: 8686
Sortino Ratio Rank
SLB Omega Ratio Rank: 8484
Omega Ratio Rank
SLB Calmar Ratio Rank: 9191
Calmar Ratio Rank
SLB Martin Ratio Rank: 9090
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 ratioReturn per unit of total volatility

-1.06

Sortino ratioReturn per unit of downside risk

-1.29

Omega ratioGain probability vs. loss probability

1.21

1.35

-0.15

Calmar ratioReturn relative to maximum drawdown

2.50

5.11

-2.60

Martin ratioReturn relative to average drawdown

5.57

12.93

-7.36

MDU vs. SLB - Sharpe Ratio Comparison

The current MDU Sharpe Ratio is 1.12, which is lower than the SLB Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of MDU and SLB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MDUSLBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.12

2.19

-1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.31

+0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.45

0.00

+0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.14

+0.31

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%

-14.30%

+4.60%

Max Drawdown (3Y)

Largest decline over 3 years

-21.48%

-46.63%

+25.15%

Max Drawdown (5Y)

Largest decline over 5 years

-23.58%

-46.63%

+23.05%

Max Drawdown (10Y)

Largest decline over 10 years

-51.41%

-84.29%

+32.88%

Current Drawdown

Current decline from peak

-8.95%

-32.73%

+23.78%

Average Drawdown

Average peak-to-trough decline

-14.33%

-31.18%

+16.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.47%

5.64%

-1.17%

Volatility

MDU vs. SLB - Volatility Comparison

The current volatility for MDU Resources Group, Inc. (MDU) is 5.17%, while Schlumberger Limited (SLB) has a volatility of 8.52%. 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

5.17%

8.52%

-3.35%

Volatility (6M)

Calculated over the trailing 6-month period

14.62%

25.39%

-10.77%

Volatility (1Y)

Calculated over the trailing 1-year period

21.61%

33.46%

-11.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.06%

37.55%

-14.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.11%

40.40%

-13.29%

Dividends

MDU vs. SLB - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 2.65%, more than SLB's 2.54% yield.


PositionTTM20252024202320222021202020192018201720162015
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
2.54%2.97%2.87%1.92%1.22%2.09%4.01%4.98%5.54%2.97%2.38%2.87%

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


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
606.00M
8.72B
(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

0.0%20.0%40.0%60.0%80.0%20222023202420252026
81.1%
0
Portfolio components
MDU - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MDU Resources Group, Inc. reported a gross profit of 491.20M and revenue of 606.00M. Therefore, the gross margin over that period was 81.1%.

SLB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Schlumberger Limited reported a gross profit of 0.00 and revenue of 8.72B. Therefore, the gross margin over that period was 0.0%.

MDU - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MDU Resources Group, Inc. reported an operating income of 115.70M and revenue of 606.00M, resulting in an operating margin of 19.1%.

SLB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Schlumberger Limited reported an operating income of 0.00 and revenue of 8.72B, resulting in an operating margin of 0.0%.

MDU - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MDU Resources Group, Inc. reported a net income of 80.80M and revenue of 606.00M, resulting in a net margin of 13.3%.

SLB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Schlumberger Limited reported a net income of 752.00M and revenue of 8.72B, resulting in a net margin of 8.6%.


Frequently Asked Questions


MDU and SLB have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SLB has higher volatility (8.52%) compared to MDU (5.17%). In terms of maximum drawdown, MDU dropped -62.17% vs SLB's -87.64%.

SLB currently has the higher Sharpe Ratio (2.19 vs 1.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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