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v0.1
NC$51.06+1.39%
Fair $51.06+0.0%

NC

NACCO Industries, Inc.

Energy / Thermal CoalNYSE

$51.06

+0.70 (+1.39%)

Fairly Valued+0.0%Fair Value $51.06Fund rank 27/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 1unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.1%, below the 5% threshold
Thesis & Journal · NCLocal privado en este navegador · NACCO Industries, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$385M

P/E

17.9x

↑

EV/EBITDA

10.0x

↑

ROE

4.1%

↑

Gross Margin

13.9%

↓

Debt/Equity

0.25

↓
52-Week Range$51
$35$59

TradingView lightweight chart

NC price, volumen y niveles de valoración

Último $51.06Periodo +1182.6%
Fair value: $51.06

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

-12.4%

FCF CAGR

-22.1%

FCF margin

0.8%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $277.2M · net income $17.6M · FCF $2.3M

2009-FY → 2025-FY

Gross margin

13.9%-3.8% pts

Operating margin

-14.6%-17.2% pts

Net margin

6.3%+5.0% pts

FCF margin

0.8%-4.5% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$277.2M$277.2M$237.7M$214.8M$241.7M$191.8M$128.4M$141.0M$135.4M$104.8M$111.1M$148.0M$896.8M$932.7M$873.4M$790.5M$885.6M$2.31B
Net Income$17.6M$17.6M$33.7M$-39.6M$74.2M$48.1M$14.8M$39.6M$34.8M$30.3M$29.6M$22.0M$-38.1M$44.5M$108.7M$162.1M$79.5M$31.1M
EBITDA$44.2M$44.2M$63.9M$-32.3M$116.6M$78.5M$31.6M$55.1M$58.3M$45.6M$11.4M$13.6M$-38.2M$85.9M$85.6M$80.4M$112.5M$112.7M
EPS2.352.354.55-5.2910.066.692.105.665.004.414.323.13-1.151.252.954.402.180.28
Gross Margin13.9%13.9%12.5%6.8%28.1%22.6%13.2%22.1%22.1%16.1%10.9%-7.6%20.6%23.7%25.9%26.5%27.8%17.7%
Operating Margin-14.6%-14.6%-18.1%-26.8%-0.4%28.9%10.5%27.5%32.2%31.3%-1.5%-2.5%-7.4%6.6%7.7%8.1%10.6%2.6%
Net Margin6.3%6.3%14.2%-18.4%30.7%25.1%11.5%28.1%25.7%29.0%26.7%14.9%-4.3%4.8%12.4%20.5%9.0%1.3%
Balance Sheet
Debt/Equity0.250.250.270.120.060.060.150.060.030.190.430.800.910.510.480.130.79—
Current Ratio3.313.31————————————————
Cash Flow
Free Cash Flow$2.3M$2.3M$-32.4M$9.1M$25.2M$35.6M$-32.7M$28.1M$33.7M$25.6M$83.8M$103.6M$-37.7M$-4.4M—$135.0M$47.3M$123.5M
Returns
ROE4.1%4.1%8.3%-10.4%17.4%13.7%4.9%13.7%13.9%13.8%13.4%10.9%-18.0%14.9%38.6%28.1%17.8%—
Valuation
P/E17.8517.856.69—3.66—————————————
EV/EBITDA9.999.994.09—1.61—————————————
P/B0.890.890.560.730.64—————————————
Growth & Yield
Revenue Growth16.6%16.6%10.7%-11.1%—49.4%-8.9%4.1%29.2%-5.7%-24.9%-83.5%-3.8%6.8%10.5%-10.7%-61.7%—
EPS Growth-48.4%-48.4%186.0%-152.6%—218.6%-62.9%13.2%13.4%2.1%38.0%372.9%-191.8%-57.7%-33.0%102.3%674.8%—
Dividend Yield2.1%2.1%————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$4.53

Spread vs growth

-72.8%

5Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$5.48

Spread vs growth

-66.8%

10Y implied EPS CAGR

14.2%

razonable

EPS terminal req.

$8.83

Spread vs growth

-62.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +42.3%

Total return

+42.3%

Start / end P/E

8.0x → 21.7x

EPS bridge

4.55 → 2.35

Residual

-82.9%

EPS growth-48.4%
Multiple rerating+171.4%
Dividend+2.1%
Residual / FX / buybacks / cross-term-82.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.