MNR
MACH NATURAL RESOURCES LP
Next earnings Aug 5, 2026 · consensus $0.33 EPS, $370M rev
Last earnings -1.6% on 2026-05-07
$12.73
▲ +0.79%$12.73▲ +0.71%
over 1Y
L $9.95EODHDH $14.26
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.8%
1W+0.8%
1M-5.0%
3M-8.7%
YTD+23.1%
1Y+0.7%
Buy
Conviction
Horizon
Medium (3–12mo)
Street · 13 analysts
Buy
Revenue grew 21.2% YoY.
Revenue (FY2025) $1.18B · FY2025
The read
The fundamentals carry the rating, but the price is rich (~27% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
MACH NATURAL RESOURCES LP shows $1.18B in FY2025 revenue (+21.2% YoY), a 12.2% net margin.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $392M | $937M | $762M | $970M | $1.18B |
| Gross profit | — | — | — | — | — |
| Operating income | $155M | $522M | $359M | $291M | $245M |
| Net income | $138M | $517M | $68.5M | $185M | $143M |
| Diluted EPS | — | — | $0.72 | $1.90 | $1.09 |
| Net margin | 35.3% | 55.1% | 9.0% | 19.1% | 12.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$3.24B
EV / EBITDA6.0
EV / Sales2.8
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield6.7%
FCF yield—
Quality & risk
ROIC (est.)—
Free cash flow—
Total debt$1.14B
Net cash-$1.10B
Piotroski F-Score4/8
Capital returns
Buyback yield—
Dividend yield (est.)—
Shareholder yield—
Shares Δ YoY+42.2%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗8-KPeriod ending 2026-05-222026-05-22open ↗424B5Filing2026-05-22open ↗424B5Filing2026-05-22open ↗4Period ending 2026-05-152026-05-19open ↗SCHEDULE 13G/AFiling2026-05-12open ↗8-KPeriod ending 2026-05-072026-05-07open ↗10-QPeriod ending 2026-03-312026-05-07open ↗4Period ending 2026-04-082026-04-13open ↗4Period ending 2026-04-082026-04-10open ↗SCHEDULE 13G/AFiling2026-04-08open ↗4Period ending 2026-04-082026-04-08open ↗8-KPeriod ending 2026-04-062026-04-08open ↗
Frequently asked
- Is MACH NATURAL RESOURCES LP (MNR) a buy?
- MNR currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Revenue grew 21.2% YoY.
- What is MNR's fair value?
- A Modified-Graham model based on MNR's SEC fundamentals estimates a fair value of about $9.27. It is an estimate from reported earnings, not a price target.
- Is MNR overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, MNR currently appears overvalued relative to its SEC-grounded earnings power.
- What is MACH NATURAL RESOURCES LP's quality score?
- MNR scores 75.44117647058823/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001980088, latest 10-Q filed 2026-05-07) · EODHD · as of 6/26/2026, 7:27:02 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.