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LAZ vs MDU

Comparison between Lazard Ltd - Class A (LAZ, Company) and MDU Resources Group Inc (MDU, Company).

LAZ is from the Financial Services sector, while MDU is from the Utilities sector.

5-Year PerformanceMDU has outperformed LAZ, delivering a return of +15.3% compared to +4.5%

LAZ vs MDU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
LAZ
$4.33B
Winner
MDU
$4.34B
Max Drawdown
LAZ
64.75%
Winner
MDU
62.64%
Sharpe Ratio
LAZ
-0.34
Winner
MDU
1.03
5Y Beta
LAZ
1.74
Winner
MDU
0.49
Industry
LAZ
Capital Markets
MDU
Utilities - Regulated Gas
P/E Ratio
Winner
LAZ
14.81
MDU
22.18
Forward P/E
Winner
LAZ
15.65
MDU
21.32
PEG Ratio
Winner
LAZ
0.41
MDU
2.70
Dividend Yield
Winner
LAZ
4.60%
MDU
2.64%
5Y Dividends CAGR
LAZ
1.25%
Winner
MDU
16.52%
5Y EPS CAGR
LAZ
-3.81%
Winner
MDU
5.83%
Debt to Equity
LAZ
191.63%
Winner
MDU
89.40%
Free Cash Flow Yield
Winner
LAZ
11.47%
MDU
9.34%
P/S Ratio
Winner
LAZ
1.34
MDU
2.44
P/B Ratio
LAZ
4.86
Winner
MDU
1.51

LAZ vs MDU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LAZ
+1.76%
MDU
-2.04%
3M
LAZ
-7.48%
Winner
MDU
-2.96%
6M
LAZ
-14.53%
Winner
MDU
+6.11%
1Y
LAZ
-18.51%
Winner
MDU
+28.07%
5Y(CAGR)
LAZ
+4.47%
Winner
MDU
+15.33%
10Y(CAGR)
LAZ
+8.05%
Winner
MDU
+11.70%
Max(CAGR)
LAZ
+6.72%
Winner
MDU
+9.59%

LAZ vs MDU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLAZMDU
2026-11.73%+7.87%
2025-0.21%+12.26%
2024+49.20%+68.79%
2023+5.79%-2.47%
2022-18.46%+2.01%
2021+9.09%+23.38%
2020+9.82%-6.58%
2019+12.93%+29.95%
2018-25.60%-8.11%
2017+34.30%-3.41%
2016+0.12%+63.31%
2015-5.98%-20.60%
2014+14.56%-19.73%
2013+48.85%+44.41%
2012+14.15%+1.82%
2011-33.01%+7.36%
2010-0.04%-12.46%
2009+29.47%+8.57%
2008-23.11%-19.86%
2007-13.95%+10.19%
2006+49.28%+16.10%
2005+33.62%+27.28%
2004N/A+14.17%
2003N/A+40.69%
2002N/A-3.98%
2001N/A-8.91%
2000N/A+70.65%
1999N/A-14.76%

LAZ vs MDU Drawdown Comparison

The maximum drawdown for LAZ was -62.70%, occurring on Oct 3, 2011. Recovery took 1742 trading sessions.

The maximum drawdown for MDU was -62.15%, occurring on Mar 9, 2009. Recovery took 1280 trading sessions.

The current LAZ drawdown is -24.32%. The current MDU drawdown is -6.62%.

RankLAZMDU
#1-62.70%
May 2, 2007 - Apr 2, 2014
-62.15%
Jul 1, 2008 - Aug 1, 2013
#2-59.54%
Feb 1, 2018 - Aug 11, 2021
-52.77%
Apr 24, 2014 - Jan 23, 2020
#3-50.55%
Jul 21, 2015 - Dec 4, 2017
-52.04%
Apr 26, 2001 - Jul 16, 2004
#4-44.24%
Nov 6, 2024 - Apr 8, 2025
-51.39%
Feb 20, 2020 - Mar 10, 2021
#5-43.47%
Oct 25, 2021 - Jul 25, 2024
-25.25%
May 7, 2021 - Jul 24, 2023
#6-28.94%
May 10, 2006 - Dec 5, 2006
-23.60%
Nov 2, 1999 - Jul 13, 2000
#7-20.27%
Sep 17, 2014 - Apr 2, 2015
-21.47%
Nov 26, 2024 - Oct 23, 2025
#8-14.19%
Feb 22, 2007 - May 2, 2007
-20.47%
Apr 25, 2007 - May 13, 2008
#9-14.11%
May 6, 2005 - Jun 1, 2005
-18.88%
Jul 26, 2023 - Mar 7, 2024
#10-12.83%
Jun 1, 2005 - Jul 20, 2005
-15.91%
Dec 28, 2000 - Mar 27, 2001
#11-12.44%
Apr 19, 2006 - May 10, 2006
-14.30%
Oct 3, 2005 - Apr 21, 2006
#12-12.34%
Jul 31, 2024 - Aug 23, 2024
-13.11%
Aug 2, 2013 - Oct 22, 2013
#13-9.80%
Apr 2, 2014 - Apr 24, 2014
-11.36%
Aug 18, 2006 - Oct 24, 2006
#14-9.70%
Jun 18, 2015 - Jul 21, 2015
-11.33%
Jul 26, 2024 - Sep 13, 2024
#15-9.06%
Aug 30, 2024 - Sep 19, 2024
-10.06%
May 11, 2026 - Jul 6, 2026

Correlation

Correlation between LAZ and MDU is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

LAZ vs MDU dividend yield comparison.

YearLAZMDU
20262.32%1.32%
20254.12%2.77%
20243.89%1.89%
20235.75%3.16%
20225.60%2.88%
20214.31%2.77%
20204.44%3.17%
20195.88%2.74%
20188.21%3.33%
20175.35%2.88%
20166.55%2.62%
20155.22%4.01%
20142.40%3.04%
20132.21%2.28%
20123.22%3.18%
20112.32%3.05%
20101.27%3.13%
20091.19%2.64%
20081.34%2.78%
20070.88%2.03%
20060.76%2.04%
20050.45%2.26%
20040.00%2.62%
20030.00%2.77%
20020.00%3.65%
20010.00%2.38%
20000.00%2.65%
19990.00%1.05%

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