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MDU vs HRB

Comparison between MDU Resources Group Inc (MDU, Company) and H&R Block Inc (HRB, Company).

MDU is from the Utilities sector, while HRB is from the Consumer Cyclical sector.

5-Year PerformanceMDU has outperformed HRB, delivering a return of +16.1% compared to +11.8%

MDU vs HRB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MDU
$4.37B
HRB
$4.36B
Max Drawdown
Winner
MDU
62.64%
HRB
68.07%
Sharpe Ratio
Winner
MDU
1.34
HRB
-0.95
5Y Beta
MDU
0.51
Winner
HRB
0.19
Industry
MDU
Utilities - Regulated Gas
HRB
Personal Services
P/E Ratio
MDU
22.36
Winner
HRB
3.86
Forward P/E
MDU
21.19
Winner
HRB
6.20
PEG Ratio
MDU
N/A
HRB
0.00
Dividend Yield
MDU
2.62%
Winner
HRB
4.51%
5Y Dividends CAGR
Winner
MDU
16.52%
HRB
14.59%
5Y EPS CAGR
MDU
5.83%
HRB
N/A
Debt to Equity
MDU
89.40%
Winner
HRB
-6117.40%
Free Cash Flow Yield
MDU
9.26%
Winner
HRB
17.46%

MDU vs HRB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MDU
-4.66%
HRB
-10.20%
3M
MDU
+5.32%
Winner
HRB
+14.01%
6M
Winner
MDU
+12.55%
HRB
-18.59%
1Y
Winner
MDU
+35.78%
HRB
-34.91%
5Y(CAGR)
Winner
MDU
+16.08%
HRB
+11.77%
10Y(CAGR)
Winner
MDU
+12.43%
HRB
+8.16%
Max(CAGR)
Winner
MDU
+9.65%
HRB
+8.00%

MDU vs HRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMDUHRB
2026+8.59%-17.31%
2025+12.26%-15.28%
2024+68.79%+10.56%
2023-2.47%+42.46%
2022+2.01%+54.27%
2021+23.38%+57.47%
2020-6.58%-27.82%
2019+29.95%-4.35%
2018-8.11%-1.51%
2017-3.41%+18.55%
2016+63.31%-27.65%
2015-20.60%+3.13%
2014-19.73%+17.52%
2013+44.41%+56.75%
2012+1.82%+20.01%
2011+7.36%+36.59%
2010-12.46%-45.21%
2009+8.57%+4.01%
2008-19.86%+25.50%
2007+10.19%-17.80%
2006+16.10%-3.56%
2005+27.28%+2.74%
2004+14.17%-10.56%
2003+40.69%+36.56%
2002-3.98%-6.58%
2001-8.91%+126.24%
2000+70.65%+2.14%
1999-14.76%+5.72%

MDU vs HRB Drawdown Comparison

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

The maximum drawdown for HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 1630 trading sessions.

The current MDU drawdown is -6.00%. The current HRB drawdown is -44.72%.

RankMDUHRB
#1-62.15%
Jul 1, 2008 - Aug 1, 2013
-62.06%
Nov 2, 2015 - Apr 25, 2022
#2-52.77%
Apr 24, 2014 - Jan 23, 2020
-58.52%
Jul 15, 2005 - Feb 4, 2013
#3-52.04%
Apr 26, 2001 - Jul 16, 2004
-55.53%
Aug 20, 2024 - Feb 12, 2026
#4-51.39%
Feb 20, 2020 - Mar 10, 2021
-41.96%
Aug 20, 2002 - Nov 26, 2003
#5-25.25%
May 7, 2021 - Jul 24, 2023
-40.99%
Nov 17, 1999 - Feb 28, 2001
#6-23.60%
Nov 2, 1999 - Jul 13, 2000
-39.12%
Aug 18, 2022 - Nov 22, 2023
#7-21.47%
Nov 26, 2024 - Oct 23, 2025
-25.99%
Feb 11, 2004 - Jun 16, 2005
#8-20.47%
Apr 25, 2007 - May 13, 2008
-22.48%
Feb 25, 2002 - Aug 16, 2002
#9-18.88%
Jul 26, 2023 - Mar 7, 2024
-20.24%
Oct 3, 2001 - Dec 6, 2001
#10-15.91%
Dec 28, 2000 - Mar 27, 2001
-17.96%
Aug 1, 2013 - Feb 24, 2014
#11-14.30%
Oct 3, 2005 - Apr 21, 2006
-17.82%
Aug 27, 2014 - Nov 28, 2014
#12-13.11%
Aug 2, 2013 - Oct 22, 2013
-16.27%
Apr 25, 2022 - May 11, 2022
#13-11.36%
Aug 18, 2006 - Oct 24, 2006
-16.14%
Feb 5, 2015 - Aug 5, 2015
#14-11.33%
Jul 26, 2024 - Sep 13, 2024
-14.31%
Feb 25, 2014 - Jun 11, 2014
#15-9.99%
Oct 18, 2024 - Nov 6, 2024
-11.76%
Sep 6, 2001 - Oct 1, 2001

Correlation

Correlation between MDU and HRB is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

MDU vs HRB dividend yield comparison.

YearMDUHRB
20261.32%2.44%
20252.77%3.65%
20241.89%2.63%
20233.16%2.52%
20222.88%3.07%
20212.77%4.54%
20203.17%6.56%
20192.74%4.39%
20183.33%3.90%
20172.88%3.59%
20162.62%3.74%
20154.01%2.40%
20143.04%2.38%
20132.28%2.75%
20123.18%4.31%
20113.05%3.98%
20103.13%5.04%
20092.64%2.65%
20082.78%2.57%
20072.03%2.99%
20062.04%2.26%
20052.26%1.91%
20042.62%1.71%
20032.77%1.37%
20023.65%1.69%
20012.38%1.39%
20002.65%2.78%
19991.05%0.63%

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