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

Correlation

The correlation between MDU and SLB 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.


-0.50.00.51.00.3

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.

2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%AugustSeptemberOctoberNovemberDecember2025
13,638.81%
1,284.81%
MDU
SLB

Key characteristics

Sharpe Ratio

MDU:

3.25

SLB:

-0.25

Sortino Ratio

MDU:

4.18

SLB:

-0.17

Omega Ratio

MDU:

1.54

SLB:

0.98

Calmar Ratio

MDU:

5.60

SLB:

-0.11

Martin Ratio

MDU:

17.17

SLB:

-0.38

Ulcer Index

MDU:

4.72%

SLB:

17.83%

Daily Std Dev

MDU:

24.90%

SLB:

26.94%

Max Drawdown

MDU:

-61.78%

SLB:

-87.63%

Current Drawdown

MDU:

-8.05%

SLB:

-50.78%

Fundamentals

Market Cap

MDU:

$3.76B

SLB:

$61.54B

EPS

MDU:

$1.93

SLB:

$3.11

PE Ratio

MDU:

9.54

SLB:

14.01

PEG Ratio

MDU:

1.68

SLB:

1.94

Total Revenue (TTM)

MDU:

$3.31B

SLB:

$27.02B

Gross Profit (TTM)

MDU:

$514.60M

SLB:

$5.43B

EBITDA (TTM)

MDU:

$526.58M

SLB:

$6.13B

Returns By Period

In the year-to-date period, MDU achieves a 2.16% return, which is significantly lower than SLB's 13.67% return. Over the past 10 years, MDU has outperformed SLB with an annualized return of 12.28%, while SLB has yielded a comparatively lower -3.30% annualized return.


MDU

YTD

2.16%

1M

4.48%

6M

29.13%

1Y

80.59%

5Y*

15.19%

10Y*

12.28%

SLB

YTD

13.67%

1M

16.74%

6M

-11.13%

1Y

-7.99%

5Y*

4.88%

10Y*

-3.30%

*Annualized

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

MDU vs. SLB — 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

SLB
The Risk-Adjusted Performance Rank of SLB is 3333
Overall Rank
The Sharpe Ratio Rank of SLB is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of SLB is 2727
Sortino Ratio Rank
The Omega Ratio Rank of SLB is 2828
Omega Ratio Rank
The Calmar Ratio Rank of SLB is 3939
Calmar Ratio Rank
The Martin Ratio Rank of SLB is 3939
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. SLB - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for MDU, currently valued at 3.25, compared to the broader market-2.000.002.004.003.25-0.25
The chart of Sortino ratio for MDU, currently valued at 4.18, compared to the broader market-4.00-2.000.002.004.004.18-0.17
The chart of Omega ratio for MDU, currently valued at 1.54, compared to the broader market0.501.001.502.001.540.98
The chart of Calmar ratio for MDU, currently valued at 5.60, compared to the broader market0.002.004.006.005.60-0.11
The chart of Martin ratio for MDU, currently valued at 17.17, compared to the broader market-10.000.0010.0020.0030.0017.17-0.38
MDU
SLB

The current MDU Sharpe Ratio is 3.25, which is higher than the SLB Sharpe Ratio of -0.25. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
3.25
-0.25
MDU
SLB

Dividends

MDU vs. SLB - Dividend Comparison

MDU's dividend yield for the trailing twelve months is around 1.85%, less than SLB's 2.52% 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%
SLB
Schlumberger Limited
2.52%2.87%1.92%1.22%1.67%4.01%4.98%5.54%2.97%2.38%2.87%1.87%

Drawdowns

MDU vs. SLB - Drawdown Comparison

The maximum MDU drawdown since its inception was -61.78%, smaller than the maximum SLB drawdown of -87.63%. Use the drawdown chart below to compare losses from any high point for MDU and SLB. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-8.05%
-50.78%
MDU
SLB

Volatility

MDU vs. SLB - Volatility Comparison

The current volatility for MDU Resources Group, Inc. (MDU) is 7.53%, while Schlumberger Limited (SLB) has a volatility of 9.19%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%AugustSeptemberOctoberNovemberDecember2025
7.53%
9.19%
MDU
SLB

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


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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