PBF vs MDU

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

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

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

PBF vs MDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

PBF

$4.37B

Winner

MDU

$4.37B

Max Drawdown

PBF

92.01%

Winner

MDU

62.64%

Sharpe Ratio

PBF

0.98

Winner

MDU

1.34

5Y Beta

PBF

0.72

Winner

MDU

0.51

Industry

PBF

Oil & Gas Refining & Marketing

MDU

Utilities - Regulated Gas

P/E Ratio

Winner

PBF

-108.57

MDU

22.36

Forward P/E

Winner

PBF

11.99

MDU

21.19

Dividend Yield

Winner

PBF

2.81%

MDU

2.62%

5Y Dividends CAGR

PBF

N/A

MDU

16.52%

5Y EPS CAGR

PBF

-50.45%

Winner

MDU

5.83%

Debt to Equity

Winner

PBF

50.76%

MDU

89.40%

Free Cash Flow Yield

PBF

-15.65%

Winner

MDU

9.26%

PBF vs MDU - Historical Returns

Returns include dividend reinvestment.

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

PBF

-11.51%

Winner

MDU

-4.66%

PBF

-20.28%

Winner

MDU

+5.32%

Winner

PBF

+45.42%

MDU

+12.55%

Winner

PBF

+66.45%

MDU

+35.78%

5Y(CAGR)

Winner

PBF

+22.47%

MDU

+16.08%

10Y(CAGR)

PBF

+7.29%

Winner

MDU

+12.43%

Max(CAGR)

PBF

+5.83%

Winner

MDU

+9.65%

PBF vs MDU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PBF vs MDU Drawdown Comparison

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

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

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

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

Correlation

Correlation between PBF and MDU 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)

PBF vs MDU dividend yield comparison.

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