MDU Resources Group Inc (MDU)vsSouthwest Gas Holdings Inc (SWX)
MDU
MDU Resources Group Inc
$20.55
+0.54%
UTILITIES · Cap: $4.18B
SWX
Southwest Gas Holdings Inc
$85.82
-0.61%
UTILITIES · Cap: $6.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Southwest Gas Holdings Inc generates 3% more annual revenue ($1.94B vs $1.88B). SWX leads profitability with a 22.7% profit margin vs 10.2%. SWX appears more attractively valued with a PEG of 2.15. MDU earns a higher WallStSmart Score of 61/100 (C+).
MDU
Buy61
out of 100
Grade: C+
SWX
Buy57
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
-289.0%
Fair Value
$22.10
Current Price
$85.82
$63.72 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
Strong operational efficiency at 33.9%
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
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
Moderate valuation
ROE of 6.1% — below average capital efficiency
Revenue declined 13.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : MDU
The strongest argument for MDU centers on Price/Book, Operating Margin, EPS Growth.
Bull Case : SWX
The strongest argument for SWX centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.7% and operating margin at 33.9%.
Bear Case : MDU
The primary concerns for MDU are PEG Ratio, Return on Equity, Piotroski F-Score.
Bear Case : SWX
The primary concerns for SWX are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
SWX carries more volatility with a beta of 0.60 — expect wider price swings.
MDU is growing revenue faster at -0.3% — sustainability is the question.
MDU generates stronger free cash flow (-358M), providing more financial flexibility.
Monitor UTILITIES - REGULATED GAS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MDU scores higher overall (61/100 vs 57/100). 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.
Southwest Gas Holdings Inc
UTILITIES · UTILITIES - REGULATED GAS · USA
Southwest Gas Holdings, Inc. purchases, distributes and transports natural gas in Arizona, Nevada and California. The company is headquartered in Las Vegas, Nevada.
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