MDU Resources Group Inc (MDU)vsNiSource Inc (NI)
MDU
MDU Resources Group Inc
$20.55
+0.54%
UTILITIES · Cap: $4.18B
NI
NiSource Inc
$45.68
0.00%
UTILITIES · Cap: $21.86B
Smart Verdict
WallStSmart Research — data-driven comparison
NiSource Inc generates 254% more annual revenue ($6.64B vs $1.88B). NI leads profitability with a 14.0% profit margin vs 10.2%. NI appears more attractively valued with a PEG of 2.20. NI earns a higher WallStSmart Score of 62/100 (C+).
MDU
Buy61
out of 100
Grade: C+
NI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.9%
Fair Value
$43.52
Current Price
$20.55
$22.97 discount
Margin of Safety
+6.7%
Fair Value
$47.89
Current Price
$45.68
$2.21 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 20.2%
Earnings expanding 39.4% YoY
Reasonable price relative to book value
Strong operational efficiency at 27.0%
19.8% revenue growth
Areas to Watch
Expensive relative to growth rate
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Revenue declined 0.3%
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : MDU
The strongest argument for MDU centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : NI
The strongest argument for NI centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
Bear Case : MDU
The primary concerns for MDU are PEG Ratio, Return on Equity, Piotroski F-Score.
Bear Case : NI
The primary concerns for NI are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
MDU profiles as a declining stock while NI is a growth play — different risk/reward profiles.
NI carries more volatility with a beta of 0.62 — expect wider price swings.
NI is growing revenue faster at 19.8% — sustainability is the question.
NI generates stronger free cash flow (-134M), providing more financial flexibility.
Bottom Line
NI scores higher overall (62/100 vs 61/100) and 19.8% revenue growth. MDU offers better value entry with a 52.9% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MDU Resources Group Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
MDU Resources Group, Inc. is involved in the regulated power supply and construction materials and services businesses in the United States. The company is headquartered in Bismarck, North Dakota.
NiSource Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
NiSource Inc. is one of the largest fully regulated utility companies in the United States. The company is based in Merrillville, Indiana.
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