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CNX vs LBRT

CNX
CNX Resources Corporation
NEUTRAL
Price
$38.45
Market Cap
$5.46B
Sector
Energy
AI Confidence
85%
LBRT
Liberty Energy Inc.
BEARISH
Price
$33.05
Market Cap
$5.39B
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
CNX
9.66
LBRT
36.32
Forward P/E
CNX
8.66
LBRT
93.5
P/B Ratio
CNX
1.26
LBRT
2.58
P/S Ratio
CNX
2.64
LBRT
1.33
EV/EBITDA
CNX
5.52
LBRT
11.11

Profitability

Gross Margin
CNX
73.06%
LBRT
19.74%
Operating Margin
CNX
57.91%
LBRT
0.37%
Profit Margin
CNX
30.66%
LBRT
3.71%
ROE
CNX
15.01%
LBRT
7.66%
ROA
CNX
6.31%
LBRT
1.31%

Growth

Revenue Growth
CNX
41.2%
LBRT
4.5%
Earnings Growth
CNX
--
LBRT
16.0%

Financial Health

Debt/Equity
CNX
0.6
LBRT
0.83
Current Ratio
CNX
0.44
LBRT
2.21
Quick Ratio
CNX
0.29
LBRT
1.88

Dividends

Dividend Yield
CNX
--
LBRT
1.06%
Payout Ratio
CNX
0.0%
LBRT
37.36%

AI Verdict

CNX NEUTRAL

CNX presents a dichotomy of exceptional profitability and concerning short-term liquidity. With a Piotroski F-Score of 4/9, the company is categorized as stable but lacks the financial strength of a high-score firm. While the Graham Number ($52.19) suggests significant defensive undervaluation and revenue growth is robust at 41.2%, these positives are countered by a dangerously low current ratio (0.44) and bearish insider sentiment.

Strengths
Exceptional operating margins of 57.91%
Strong top-line growth with 41.2% YoY revenue increase
Attractive valuation with a P/E of 9.66 and P/B of 1.26
Risks
Severe short-term liquidity risk indicated by a current ratio of 0.44
Bearish insider activity with $2.81M in director sales and zero buys
Bearish technical trend (0/100 score)
LBRT BEARISH

LBRT exhibits a significant valuation disconnect, trading at $33.05 despite a Graham Number of $16.21 and an Intrinsic Value of $26.85. While the Piotroski F-Score of 4/9 indicates stable but mediocre financial health, the forward P/E of 93.50 suggests a looming earnings contraction or extreme overpricing. Despite a massive 1-year price surge of 175.5%, the underlying fundamentals—specifically a low operating margin of 0.37% and revenue growth lagging far behind the sector average—do not support current levels. Bearish insider activity at 52-week highs further signals a lack of confidence in further upside.

Strengths
Strong short-term price momentum (1Y Change +175.5%)
Healthy liquidity with a Current Ratio of 2.21 and Quick Ratio of 1.88
Consistent earnings beat track record (3 of last 4 quarters)
Risks
Extreme valuation premium (Price is ~103% above Graham Number)
Alarming Forward P/E of 93.50 indicating expected earnings decline
Very thin operating margins (0.37%) leaving little room for error

Compare Another Pair

CNX vs LBRT: Head-to-Head Comparison

This page compares CNX Resources Corporation (CNX) and Liberty Energy Inc. (LBRT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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