RankAlpha logo
Back to Rankings

MDU

MDU Resources GroupD
NYSE / Utilities
Last Price
At close
2026-07-22
View Chart
Current thesis
The post-earnings read-through is that core regulated operations were resilient enough to absorb unusually warm weather, with rate relief, Badger Wind recovery and customer growth helping offset lower volumes. Guidance was reaffirmed, and Bakken East now has tangible commercial interest rather than just concept-stage optionality.
Posture
Defensive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.0.
What can break
Bakken East has meaningful commercial interest but still lacks a final investment decision; the projected $2.7 billion to $3.2 billion cost is incremental to the current capital plan and could require balance-sheet, partnership or equity funding. [#8-K-2026-05-07]
Momentum
34
Value
41
Sentiment
45
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $22.00 · Bull $25.00 · Bear $19.00
Data freshness
Prices
As of 2026-07-22
Fundamentals
As of 2026-07-22 • Vendor: Data Vendor v1
Scores
As of 2026-07-22 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-22
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Neutral
Target $23.57
Why
Momentum34 · Δ7d -3.4
Value41 · Δ7d -0.0
Sentiment45 · Δ7d +0.5
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Lead driver: Value · See fundamentals
Momentum
34
26% active weight
Current posture
7d trendFlat
Δ7d
-3.4
Δ21d
-7.1
Value
41
39% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
+0.1
Sentiment
45
34% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
-0.6
Why this grade

Composite grade D. Momentum 33.6 / Value 41.0 / Sentiment 45.5

Fundamentals (TTM)
As of 2026-07-22
Market Cap
$4.41B
Beta
0.82
Shares Out
209.01M
P/E (TTM)
56.0
P/S (TTM)
3.01
P/FCF (TTM) · Derived
-9.13
Rev YoY
-10.2%
EPS YoY
-2.4%
Gross Margin
+22.4%
Op Margin
+9.9%
Net Debt
$2.68B
Current Ratio
0.78
As of 2026-07-22 • Updated nightlySource: Internal modelMethodology