MNR
HoldBargain BinMach Natural Resources LP · Energy · United States · $2.1B · Avg Vol: $10M/d
Bargain Bin: Looks like a bargain; the quality and the trend say why it is in the bin.
ABOUT MACH NATURAL RESOURCES LP
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Mach Natural Resources LP is an independent oil and gas company focused on the acquisition, development, and production of oil, natural gas, and natural gas liquids in the Anadarko Basin, primarily in Oklahoma. Its competitive moat is derived from its concentrated asset base in a prolific region, operational efficiencies, and ability to optimize production through horizontal drilling techniques. Mach Natural Resources operates as a specialized E&P player, leveraging its regional focus for cost-effective resource extraction.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 937.4M | 762.3M | 969.6M | 1.2B | 7.8% | 1.3B | 1.4B | 1.4B | 10.5% |
| EPS | 5.44 | 0.72 | 1.90 | 1.09 | -41.5% | 0.55 | 1.19 | 1.25 | 6.9% |
| Shares | 95.0M | 95.0M | 103.5M | 168.2M | +77.1% | 166.9M | — | — | — |
| Debt | 99.7M | 824.5M | 766.2M | 1.2B | 126.8% | 1.2B | — | — | — |
| Equity | 0 | 0 | 0 | 0 | — | — | — | — | — |
| Op CF | 553.5M | 491.7M | 505.3M | 507.0M | -2.9% | 558.3M | — | — | — |
| Inv CF | -372.7M | -1.0B | -306.3M | -899.2M | — | — | — | — | — |
| Fin CF | -210.7M | 658.8M | -246.0M | 329.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of MNR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MNR | Mach Natural Resources LP(you) | $2.1B | 64 | Hold |
| GPOR | Gulfport Energy Corporation | $3.1B | 65 | Hold |
| NOG | Northern Oil and Gas, Inc. | $2.7B | 53 | Hold |
| BSM | Black Stone Minerals, L.P. | $3.2B | 73 | Buy |
| HPK | HighPeak Energy, Inc. | $1.0B | 61 | Hold |
| KRP | Kimbell Royalty Partners, LP | $2.0B | 86 | Strong Buy |
| TALO | Talos Energy Inc. | $2.8B | 82 | Strong Buy |
| MUR | Murphy Oil Corporation | $5.1B | 72 | Buy |
| CNX | CNX Resources Corporation | $5.4B | 57 | Hold |
| BKV | BKV Corporation | $2.7B | 39 | Hold |
Peer medians: ROE 10.1% · P/E 17.2x · Gross margin 43.5%
Company Deep Dive
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