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Company Analysis

Mach Natural Resources LP MNR

A comprehensive view of key metrics, scores, and financial health for Mach Natural Resources LP

Overview of Mach Natural Resources LP

MNR NYQ
Energy Oil & Gas E&P Mid Cap
Mach Natural Resources LP (MNR), is a Mid Cap company, in the Oil & Gas E&P industry, last closed at $13.48, about 40.8% overvalued vs fair value, +0.4% 1Y return, ranked 88/255 in sector.
$13.48
1.28%
As of April 28, 2026
Previous close • Vol 90d: 34.7%
52-Week Range
Market Cap
$2.27B
Enterprise Value
$3.38B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Good
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 87%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.machnr.com
HQ Oklahoma City, OK
Employees 505
Fiscal year Dec 31

Next Events

Earnings May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$7
$8
$9
Current: $13.48 -41% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
27.2%%
Gross Profit
$331.8M
-14.2%%
Operating Income
$291.0M
-19%%
EBITDA
None
13.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
0.77x
Good

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$309.8M
108.7% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
1
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Mach Natural Resources LP's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
42
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Commodities & Mining vs Industry Peers 89% Coverage
Trade-Off Triangle Visualization A ternary plot showing MNR's balance between Growth (38.3%), Profitability (33.7%), and Safety (28.0%). Growth 38% Safety 28% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

75th percentile vs peers
76
Key Signals
Rev Growth YoY 27.2% 76p Revenue CAGR 3Y 35.2% 83p EPS CAGR 3Y 37.5% 87p EPS Growth YoY -13.3% 55p
Strengths
  • Revenue CAGR 3Y in top 20% of peers (35.2%, 83th percentile)
  • EPS CAGR 3Y in top 20% of peers (37.5%, 87th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Growth above peer median with strong metric coverage (90%)
Risks

No significant risks identified for this axis.

Profitability

66th percentile vs peers
67
Key Signals
Strengths
Risks
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Safety

55th percentile vs peers
55
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Mach Natural Resources LP.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$7.98
- - -
-40.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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