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Mdu Resources Group Inc. (MDU) Stock Fundamental Analysis & AI Rating 2026

MDU NYSE Mining & Quarrying of Nonmetallic Minerals (No Fuels) CIK: 0000067716
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
87% Confidence
N/A
SELL
87% Conf
Pending
Analysis scheduled

📊 MDU Key Takeaways

Revenue: $606.0M
Net Margin: 13.3%
Free Cash Flow: $56.8M
Current Ratio: 0.78x
Debt/Equity: 0.89x
EPS: $0.39
AI Rating: SELL with 87% confidence
Mdu Resources Group Inc. (MDU) receives a SELL rating with 87% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $606.0M, net profit margin of 13.3%, and return on equity (ROE) of 2.8%, Mdu Resources Group Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete MDU stock analysis for 2026.

Is Mdu Resources Group Inc. (MDU) a Good Investment?

Claude

MDU Resources exhibits severe operational and financial deterioration with net income declining 32% YoY despite flat revenue growth, paired with concerning liquidity metrics (current ratio 0.78x) and critically low returns on capital (ROE 2.8%, ROA 1.1%). The capital-intensive mining operations are generating inadequate returns on equity while the company carries substantial debt ($2.6B) with minimal cash reserves relative to obligations.

Why Buy Mdu Resources Group Inc. Stock? MDU Key Strengths

Claude
  • + Positive operating cash flow of $149.2M provides liquidity buffer
  • + Free cash flow generation of $56.8M demonstrates ability to service debt and invest
  • + Moderate interest coverage ratio of 4.0x suggests manageable debt service capacity

MDU Stock Risks: Mdu Resources Group Inc. Investment Risks

Claude
  • ! Current ratio of 0.78x indicates liquidity crisis risk; cannot cover short-term obligations with current assets
  • ! Net income collapse of -32.3% YoY signals deteriorating operational performance in cyclical sector
  • ! Extremely weak returns: ROE of 2.8% and ROA of 1.1% indicate capital destruction relative to asset base
  • ! Revenue stagnation at 0.7% YoY growth with high CapEx demands ($92.4M annually)

Key Metrics to Watch

Claude
  • * Quarterly revenue trend and operating cash flow sustainability
  • * Current ratio improvement and working capital management
  • * Return on equity trajectory and debt reduction progress

Mdu Resources Group Inc. (MDU) Financial Metrics & Key Ratios

Revenue
$606.0M
Net Income
$80.8M
EPS (Diluted)
$0.39
Free Cash Flow
$56.8M
Total Assets
$7.7B
Cash Position
$53.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

MDU Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 19.1%
Net Margin 13.3%
ROE 2.8%
ROA 1.1%
FCF Margin 9.4%

MDU vs Materials Sector: How Mdu Resources Group Inc. Compares

How Mdu Resources Group Inc. compares to Materials sector averages

Net Margin
MDU 13.3%
vs
Sector Avg 10.0%
MDU Sector
ROE
MDU 2.8%
vs
Sector Avg 14.0%
MDU Sector
Current Ratio
MDU 0.8x
vs
Sector Avg 1.6x
MDU Sector
Debt/Equity
MDU 0.9x
vs
Sector Avg 0.6x
MDU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Mdu Resources Group Inc. Stock Overvalued? MDU Valuation Analysis 2026

Based on fundamental analysis, Mdu Resources Group Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
2.8%
Sector avg: 14%
Net Profit Margin
13.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.89x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Mdu Resources Group Inc. Balance Sheet: MDU Debt, Cash & Liquidity

Current Ratio
0.78x
Quick Ratio
0.75x
Debt/Equity
0.89x
Debt/Assets
0.0%
Interest Coverage
4.03x
Long-term Debt
$2.6B

MDU Revenue & Earnings Growth: 5-Year Financial Trend

MDU 5-year financial data: Year 2023: Revenue $4.6B, Net Income $378.1M, EPS $1.87. Year 2024: Revenue $1.8B, Net Income $367.5M, EPS $1.81. Year 2025: Revenue $1.9B, Net Income $414.7M, EPS $2.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Mdu Resources Group Inc.'s revenue has declined by 60% over the 5-year period, indicating business contraction. The most recent EPS of $2.03 reflects profitable operations.

MDU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.4%
Free cash flow / Revenue

MDU Quarterly Earnings & Performance

Quarterly financial performance data for Mdu Resources Group Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $599.3M $80.8M $0.39
Q3 2025 $290.7M $13.8M $0.09
Q2 2025 $343.1M $13.8M $0.07
Q1 2025 $588.2M $82.0M $0.40
Q3 2024 $991.3M $38.4M $0.32
Q2 2024 $1.0B $38.4M $0.30
Q1 2024 $1.2B $38.4M $0.19

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Mdu Resources Group Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$149.2M
Cash generated from operations
Capital Expenditures
$92.4M
Investment in assets
Dividends Paid
$28.6M
Returned to shareholders

MDU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Mdu Resources Group Inc. (CIK: 0000067716)

📋 Recent SEC Filings

Date Form Document Action
May 13, 2026 8-K mdu-20260511.htm View →
May 7, 2026 10-Q mdu-20260331.htm View →
May 7, 2026 8-K mdu-20260507.htm View →
Apr 1, 2026 4 xslF345X06/doc4.xml View →
Apr 1, 2026 4 xslF345X06/doc4.xml View →

Frequently Asked Questions about MDU

What is the AI rating for MDU?

Mdu Resources Group Inc. (MDU) has an AI rating of SELL with 87% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MDU's key strengths?

Claude: Positive operating cash flow of $149.2M provides liquidity buffer. Free cash flow generation of $56.8M demonstrates ability to service debt and invest.

What are the risks of investing in MDU?

Claude: Current ratio of 0.78x indicates liquidity crisis risk; cannot cover short-term obligations with current assets. Net income collapse of -32.3% YoY signals deteriorating operational performance in cyclical sector.

What is MDU's revenue and growth?

Mdu Resources Group Inc. reported revenue of $606.0M.

Does MDU pay dividends?

Mdu Resources Group Inc. pays dividends, with $28.6M distributed to shareholders in the trailing twelve months.

Where can I find MDU SEC filings?

Official SEC filings for Mdu Resources Group Inc. (CIK: 0000067716) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MDU's EPS?

Mdu Resources Group Inc. has a diluted EPS of $0.39.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MDU a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Mdu Resources Group Inc. has a SELL rating with 87% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MDU stock overvalued or undervalued?

Valuation metrics for MDU: ROE of 2.8% (sector avg: 14%), net margin of 13.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy MDU stock in 2026?

Our dual AI analysis gives Mdu Resources Group Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is MDU's free cash flow?

Mdu Resources Group Inc.'s operating cash flow is $149.2M, with capital expenditures of $92.4M. FCF margin is 9.4%.

How does MDU compare to other Materials stocks?

Vs Materials sector averages: Net margin 13.3% (avg: 10%), ROE 2.8% (avg: 14%), current ratio 0.78 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI