Mach Natural Resources LP MNR

Competitive advantage analysis · energy

Corporate Default
Overall moat score
51/100
Moderate

About Mach Natural Resources LP

Mach Natural Resources LP, an independent upstream oil and gas company, focuses on the acquisition, development, and production of oil, natural gas, and natural gas liquids reserves in the Anadarko Basin region of Western Oklahoma, Southern Kansas, and the panhandle of Texas. It owns a portfolio of midstream assets, as well as owns plants and water infrastructure. The company was … Full MNR analysis →

Competitive advantage assessment

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.32), raising refinancing risk.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.33), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
49

Where MNR ranks in Oil & Gas E&P

Mach Natural Resources LP ranks #41 of 93 scored companies in Oil & Gas E&P by moat score — the top 44%. The widest moat in the group is Texas Pacific Land Corporation (TPL) at 84/100.

Moat scores for companies ranked near MNR in Oil & Gas E&P
# Company Moat score Rating
37 Occidental Petroleum Corporatio OXY 55/100 Moderate
38 CNX Resources Corporation CNX 54/100 Moderate
39 Kolibri Global Energy Inc. KGEI 54/100 Moderate
40 Antero Resources Corporation AR 53/100 Moderate
41 Mach Natural Resources LP MNR 51/100 Moderate
42 Baytex Energy Corp BTE 50/100 Developing
43 Murphy Oil Corporation MUR 49/100 Developing
44 San Juan Basin Royalty Trust SJT 49/100 Developing
45 Diversified Energy Company plc DEC 49/100 Developing

See every Commodities & Mining company ranked by moat score →

How MNR scores on the Corporate Default defenses

Pricing Power

Score 49 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 66 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 50 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 51 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 46 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 43 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding MNR's moat

What is Mach Natural Resources LP's moat score?

Mach Natural Resources LP (MNR) scores 51 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #41 of 93 scored companies in Oil & Gas E&P, the top 44%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 92 companies in Oil & Gas E&P. Its strongest defense is Cost Advantage (66/100) and its weakest is Scale & Market Position (43/100).

How does Mach Natural Resources LP compare with other Oil & Gas E&P companies?

Mach Natural Resources LP ranks #41 of 93 scored companies in Oil & Gas E&P by moat score. The widest moat in Oil & Gas E&P is Texas Pacific Land Corporation (TPL) at 84/100. The companies ranked closest are Antero Resources Corporation (AR) at 53 just above it and Baytex Energy Corp (BTE) at 50 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 92 companies in Oil & Gas E&P. The defenses are then weighted to produce the overall score out of 100.

Why is Mach Natural Resources LP scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Mach Natural Resources LP?

The Corporate Default template measures 6 defenses, and MNR scores: Pricing Power (49), Cost Advantage (66), Customer Stickiness (50), Capital Efficiency (51), Resilience (46), Scale & Market Position (43). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000