MDU vs PBF

Comparison between MDU Resources Group Inc (MDU, Company) and PBF Energy Inc - Class A (PBF, Company).

MDU is from the Utilities sector, while PBF is from the Energy sector.

5-Year PerformancePBF has outperformed MDU, delivering a return of +22.5% compared to +16.1%

MDU vs PBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDU(COMPANY)	PBF(COMPANY)
Market Cap	$4.37B	$4.37B
Max Drawdown	62.64%	92.01%
Sharpe Ratio	1.34	0.98
5Y Beta	0.51	0.72
Industry	Utilities - Regulated Gas	Oil & Gas Refining & Marketing
P/E Ratio	22.36	-108.57
Forward P/E	21.19	11.99
Dividend Yield	2.62%	2.81%
5Y Dividends CAGR	16.52%	N/A
5Y EPS CAGR	5.83%	-50.45%
Debt to Equity	89.40%	50.76%
Free Cash Flow Yield	9.26%	-15.65%

Market Cap

Winner

MDU

$4.37B

PBF

$4.37B

Max Drawdown

Winner

MDU

62.64%

PBF

92.01%

Sharpe Ratio

Winner

MDU

1.34

PBF

0.98

5Y Beta

Winner

MDU

0.51

PBF

0.72

Industry

MDU

Utilities - Regulated Gas

PBF

Oil & Gas Refining & Marketing

P/E Ratio

MDU

22.36

Winner

PBF

-108.57

Forward P/E

MDU

21.19

Winner

PBF

11.99

Dividend Yield

MDU

2.62%

Winner

PBF

2.81%

5Y Dividends CAGR

MDU

16.52%

PBF

N/A

5Y EPS CAGR

Winner

MDU

5.83%

PBF

-50.45%

Debt to Equity

MDU

89.40%

Winner

PBF

50.76%

Free Cash Flow Yield

Winner

MDU

9.26%

PBF

-15.65%

MDU vs PBF - Historical Returns

Returns include dividend reinvestment.

Period	MDU	PBF
1 month	-4.66%	-11.51%
3 months	+5.32%	-20.28%
6 months	+12.55%	+45.42%
1 year	+35.78%	+66.45%
5 years(CAGR)	+16.08%	+22.47%
10 years(CAGR)	+12.43%	+7.29%
Max(CAGR)	+9.65%	+5.83%

Winner

MDU

-4.66%

PBF

-11.51%

Winner

MDU

+5.32%

PBF

-20.28%

MDU

+12.55%

Winner

PBF

+45.42%

MDU

+35.78%

Winner

PBF

+66.45%

5Y(CAGR)

MDU

+16.08%

Winner

PBF

+22.47%

10Y(CAGR)

Winner

MDU

+12.43%

PBF

+7.29%

Max(CAGR)

Winner

MDU

+9.65%

PBF

+5.83%

MDU vs PBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MDU	PBF
2026	+8.59%	+32.62%
2025	+12.26%	+5.87%
2024	+68.79%	-38.60%
2023	-2.47%	+19.40%
2022	+2.01%	+192.12%
2021	+23.38%	+89.62%
2020	-6.58%	-77.40%
2019	+29.95%	-2.52%
2018	-8.11%	-7.09%
2017	-3.41%	+30.89%
2016	+63.31%	-17.48%
2015	-20.60%	+44.65%
2014	-19.73%	-10.54%
2013	+44.41%	+11.55%
2012	+1.82%	+10.67%
2011	+7.36%	N/A
2010	-12.46%	N/A
2009	+8.57%	N/A
2008	-19.86%	N/A
2007	+10.19%	N/A
2006	+16.10%	N/A
2005	+27.28%	N/A
2004	+14.17%	N/A
2003	+40.69%	N/A
2002	-3.98%	N/A
2001	-8.91%	N/A
2000	+70.65%	N/A
1999	-14.76%	N/A

MDU vs PBF Drawdown Comparison

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

The maximum drawdown for PBF was -91.50%, occurring on Oct 28, 2020. Recovery took 1221 trading sessions.

The current MDU drawdown is -6.00%. The current PBF drawdown is -34.92%.

Rank	MDU	PBF
#1	-62.15% Jul 1, 2008 - Aug 1, 2013	-91.50% Oct 3, 2018 - Aug 11, 2023
#2	-52.77% Apr 24, 2014 - Jan 23, 2020	-76.04% Apr 5, 2024 - Apr 8, 2025
#3	-52.04% Apr 26, 2001 - Jul 16, 2004	-50.54% Nov 27, 2015 - Apr 17, 2018
#4	-51.39% Feb 20, 2020 - Mar 10, 2021	-48.92% Mar 4, 2013 - Nov 18, 2015
#5	-25.25% May 7, 2021 - Jul 24, 2023	-26.53% Sep 28, 2023 - Mar 13, 2024
#6	-23.60% Nov 2, 1999 - Jul 13, 2000	-17.78% Jun 4, 2018 - Aug 7, 2018
#7	-21.47% Nov 26, 2024 - Oct 23, 2025	-11.40% Sep 4, 2018 - Oct 3, 2018
#8	-20.47% Apr 25, 2007 - May 13, 2008	-9.70% Aug 7, 2018 - Aug 29, 2018
#9	-18.88% Jul 26, 2023 - Mar 7, 2024	-7.97% Aug 11, 2023 - Sep 7, 2023
#10	-15.91% Dec 28, 2000 - Mar 27, 2001	-6.81% Jan 2, 2013 - Jan 17, 2013
#11	-14.30% Oct 3, 2005 - Apr 21, 2006	-3.64% Mar 20, 2024 - Mar 28, 2024
#12	-13.11% Aug 2, 2013 - Oct 22, 2013	-3.50% Sep 14, 2023 - Sep 28, 2023
#13	-11.36% Aug 18, 2006 - Oct 24, 2006	-3.30% Apr 26, 2018 - May 2, 2018
#14	-11.33% Jul 26, 2024 - Sep 13, 2024	-3.13% Jan 17, 2013 - Jan 24, 2013
#15	-9.99% Oct 18, 2024 - Nov 6, 2024	-3.05% May 21, 2018 - May 30, 2018

Correlation

Correlation between MDU and PBF is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (1999 - 2026)

MDU vs PBF dividend yield comparison.

Year	MDU	PBF
2026	1.32%	1.47%
2025	2.77%	4.06%
2024	1.89%	3.86%
2023	3.16%	1.93%
2022	2.88%	0.49%
2021	2.77%	0.00%
2020	3.17%	4.23%
2019	2.74%	3.83%
2018	3.33%	3.67%
2017	2.88%	3.39%
2016	2.62%	4.30%
2015	4.01%	3.26%
2014	3.04%	4.50%
2013	2.28%	3.81%
2012	3.18%	0.00%
2011	3.05%	0.00%
2010	3.13%	0.00%
2009	2.64%	0.00%
2008	2.78%	0.00%
2007	2.03%	0.00%
2006	2.04%	0.00%
2005	2.26%	0.00%
2004	2.62%	0.00%
2003	2.77%	0.00%
2002	3.65%	0.00%
2001	2.38%	0.00%
2000	2.65%	0.00%
1999	1.05%	0.00%