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Company Analysis

National Fuel Gas Company NFG

A comprehensive view of key metrics, scores, and financial health for National Fuel Gas Company

Overview of National Fuel Gas Company

NFG NYQ
Energy Oil & Gas Integrated Framework: Commodities & Mining Mid Cap
National Fuel Gas Company (NFG), is a Mid Cap company, in the Oil & Gas Integrated industry, last closed at $77.55, about 54.0% overvalued vs fair value, -7.8% 1Y return, ranked 75/255 in sector.
Metrics P/E 16.3× Rev Growth 17.1% ROE 17.5% Gross Margin 46.1% Div Yield 2.26%
USD 77.55
0.98%
(Delayed)
• Vol 90d: 21.1%
52-Week Range
Market Cap
$7.30B
Enterprise Value
$9.80B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Weak
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Weak
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 88%
Updated: Mar 8
Top Beats
No strong beats yet

Quick Facts

Website https://www.nationalfuel.com
HQ Williamsville, NY
Employees 2,322
Fiscal year Sep 30

Next Events

Earnings Jul 29 Estimated

Fair Value Snapshot

Bear Base Bull
$32
$36
$39
Current: $77.55 -54% vs base

Engine Room Money Flow™

Mid Cap

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

Flow Steps
Revenue
$2.3B
17.1%%
Gross Profit
$1.0B
28.4%%
Operating Income
$955.3M
31.1%%
EBITDA
$1.3B
91.3%%
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
0.36x
Poor

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

$247.5M
132.2% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
0/5
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating National Fuel Gas Company's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
72
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
83
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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 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing NFG's balance between Growth (33.8%), Profitability (39.3%), and Safety (26.9%). Growth 34% Safety 27% Profitability 39%

Click axes to expand details. Marker shows current allocation.

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Growth

65th percentile vs peers
66
Key Signals
Rev Growth YoY 17.1% 75p EPS Growth YoY 5.77 95p Revenue CAGR 3Y 1.4% 42p EPS CAGR 3Y -2.6% 49p TSR 55.8% 61p
Strengths
  • EPS Growth YoY in top 20% of peers (5.77, 95th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Growth above peer median with strong metric coverage (100%)
  • Operating Margin in top 20% of peers (41.9%, 86th percentile)
Risks

No significant risks identified for this axis.

Profitability

76th percentile vs peers
76
Key Signals
Strengths
Risks
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Safety

52th percentile vs peers
52
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for National Fuel Gas Company.

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
$35.67
- - -
-54.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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