MDU Resources vs New Jersey Resources
MDU and NJR side by side, both in gas production and distribution. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How MDU and NJR compare
New Jersey Resources is the larger company, worth 1.4 times as much as MDU Resources ($5.6B against $4.1B).
On earnings, New Jersey Resources is cheaper: it trades at 15.4× trailing earnings, against 21.1× for MDU Resources.
New Jersey Resources grew revenue faster over the last twelve months (7.0% versus −0.72% for MDU Resources).
New Jersey Resources keeps more of each dollar of sales as profit, with a net margin of 24.0% compared with 10.3% at MDU Resources.
Both pay dividends: MDU Resources yields 2.9% and New Jersey Resources 3.5%.
New Jersey Resources scores higher on the StockData Score (12 against 6 for MDU Resources), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | MDU | NJR |
|---|---|---|
| Size and price | ||
| Market cap | $4.1B | $5.6B |
| Share price | $19.59 | $55.59 |
| Change, 1 year | −7.5% | 20.8% |
| Change, 5 years | −31.2% | 45.4% |
| Beta (5Y) | 0.64 | 0.32 |
| Employees | 2,096 | 1,376 |
| StockData Score | ||
| Total score | 6 | 12 (better) |
| Valuation score | 2 | 4 (better) |
| Growth score | 2 (better) | 0 |
| Performance score | 0 | 4 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/E | 21.1× | 15.4× (better) |
| P/S | 2.2× (better) | 3.7× |
| P/B | 1.4× (better) | 2.1× |
| EV/EBITDA | 12.5× | 12.3× (better) |
| PEG | – | 2.88 |
| FCF yield | −7.8% | – |
| Fair value | $18.48 | $60.14 |
| Margin of safety | −6.0% | 7.6% (better) |
| Growth | ||
| Revenue growth (TTM) | −0.72% | 7.0% (better) |
| Revenue growth, 5Y average | −19.5% | 10.1% (better) |
| Net income growth (TTM) | 13.8% (better) | −11.1% |
| EPS growth (TTM) | 12.0% (better) | −11.7% |
| EPS growth, 5Y average | −13.8% | 14.3% (better) |
| Profitability | ||
| Operating margin | 17.1% | 36.1% (better) |
| Net margin | 10.3% | 24.0% (better) |
| FCF margin | −17.2% | – |
| Return on equity | 6.8% | 14.5% (better) |
| Return on invested capital | 5.5% | 7.0% (better) |
| Financial health | ||
| Debt / equity | 0.87 (better) | 1.40 |
| Net debt / EBITDA | 4.80 (better) | 4.86 |
| Interest coverage | 2.5× | 4.1× (better) |
| Current ratio | 0.88 (better) | 0.66 |
| Altman Z-score | 1.07 | 1.29 (better) |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.9% | 3.5% (better) |
| Payout ratio | 59.9% | 51.5% |
| Years of dividend growth | 1 | 16 (better) |
| Dividend growth, 5Y average | −8.3% | 7.5% (better) |
| Buyback yield | −4.1% | – |
| Shareholder yield | −1.2% | 3.5% (better) |
| Ownership | ||
| Held by institutions | 92.3% | 79.4% |
| Held by insiders | 0.81% | 0.57% |
| Insider net buying, 12 months | $104K (better) | −$1.7M |
| Short interest, % of float | 9.0% | 4.5% |
Go deeper
- MDU stock overview
- MDU income statement
- MDU valuation and score
- NJR stock overview
- NJR income statement
- NJR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.