MDU Resources Group Inc (MDU)vsNewJersey Resources Corporation (NJR)
MDU
MDU Resources Group Inc
$20.55
+0.54%
UTILITIES · Cap: $4.18B
NJR
NewJersey Resources Corporation
$54.12
-0.17%
UTILITIES · Cap: $5.47B
Smart Verdict
WallStSmart Research — data-driven comparison
NewJersey Resources Corporation generates 15% more annual revenue ($2.15B vs $1.88B). NJR leads profitability with a 15.2% profit margin vs 10.2%. NJR appears more attractively valued with a PEG of 2.10. MDU earns a higher WallStSmart Score of 61/100 (C+).
MDU
Buy61
out of 100
Grade: C+
NJR
Buy53
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
-140.7%
Fair Value
$21.96
Current Price
$54.12
$32.16 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 23.0% year-over-year
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
Earnings declined 88.4%
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 : NJR
The strongest argument for NJR centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 15.2% and operating margin at -7.5%. Revenue growth of 23.0% demonstrates continued momentum.
Bear Case : MDU
The primary concerns for MDU are PEG Ratio, Return on Equity, Piotroski F-Score.
Bear Case : NJR
The primary concerns for NJR are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
MDU profiles as a declining stock while NJR is a growth play — different risk/reward profiles.
NJR carries more volatility with a beta of 0.58 — expect wider price swings.
NJR is growing revenue faster at 23.0% — sustainability is the question.
NJR generates stronger free cash flow (-140M), providing more financial flexibility.
Bottom Line
MDU scores higher overall (61/100 vs 53/100). 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.
NewJersey Resources Corporation
UTILITIES · UTILITIES - REGULATED GAS · USA
New Jersey Resources Corporation, an energy services portfolio company, provides regulated gas distribution and retail and wholesale energy services. The company is headquartered in Wall, New Jersey.
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