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CNR

BEARISH
$85.8 Live
Core Natural Resources, Inc. · NYSE
Target $112.25 (+30.8%)
$63.36 52W Range $114.8

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$4.35B
P/E
N/A
ROE
-5.8%
Profit margin
-3.7%
Debt/Equity
0.13
Dividend yield
0.47%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
CNR exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. Despite massive YoY revenue growth of 81.80% following the Arch merger, the company is struggling with negative profit margins (-3.68%) and a catastrophic YoY EPS decline of -248.1%. The divergence between bullish analyst targets ($112.25) and aggressive insider selling ($6.72M) suggests a significant disconnect between market expectations and internal sentiment. Operational risks, specifically the combustion events at the Leer South mine, further compound the bearish outlook.

Key Strengths

Very low Debt/Equity ratio (0.13)
Exceptional YoY Revenue Growth (81.80%)
Attractive Price-to-Sales ratio (1.05)
Strong liquidity with a Current Ratio of 1.60
Strategic expansion via the Arch merger

Key Risks

Critical financial health (Piotroski F-Score 2/9)
Negative ROE (-5.84%) and ROA (-2.98%)
Severe earnings deterioration (YoY EPS Growth -248.1%)
Operational instability (Combustion-related mine evacuations)
Strong insider selling trend by CEO and Officers
AI Fair Value Estimate
Based on comprehensive analysis
$78.5
-8.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
39
Weak
Value
55
Future
40
Past
50
Health
20
Dividend
30
AI Verdict
High Risk / Speculative
Key drivers: Piotroski F-Score, EPS Collapse, Insider Selling, Operational Mine Risks
Confidence
90%
Value
55/100

Trades at a low multiple of sales, but lacks the earnings power to justify a premium.

Positives
  • Low P/S (1.05)
  • Reasonable P/B (1.19)
Watchpoints
  • Negative current earnings make P/E irrelevant
  • Forward P/E relies on optimistic projections
Future
40/100

Revenue growth is not translating into profitability.

Positives
  • High revenue growth
  • Expanded segment footprint
Watchpoints
  • Negative operating margins
  • Recurring earnings misses
Past
50/100

Long-term gains are being eroded by recent fundamental decay.

Positives
  • Strong 5Y price performance (+869%)
Watchpoints
  • Recent 1M price drop (-22.4%)
  • Consistent earnings surprises to the downside
Health
20/100

Low debt is the only saving grace in an otherwise weak health profile.

Positives
  • Low leverage (Debt/Equity 0.13)
Watchpoints
  • Piotroski F-Score 2/9
  • Negative Profit Margins
Dividend
30/100

Dividend is nominal and provides little value to investors.

Positives
  • Sustainable payout ratio (31.82%)
Watchpoints
  • Negligible yield (0.47%)
  • Dividends are unsustainable if negative earnings persist

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$85.8
Analyst Target
$112.25
Upside/Downside
+30.8%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CNR and closest competitors.

Updated 2026-04-24
CNR
Core Natural Resources, Inc.
Primary
5Y
+869.3%
3Y
+52.0%
1Y
+14.7%
6M
+3.6%
1M
-22.4%
1W
-0.2%
CRG
Crescent Energy Company
Peer
5Y
-8.5%
3Y
+29.9%
1Y
+57.3%
6M
+55.5%
1M
-5.6%
1W
+7.8%
BTU
Peabody Energy Corporation
Peer
5Y
+1129.6%
3Y
+41.6%
1Y
+99.3%
6M
+128.8%
1M
+23.3%
1W
+4.4%
PTE
Patterson-UTI Energy, Inc.
Peer
5Y
+95.1%
3Y
+0.2%
1Y
+89.6%
6M
+79.7%
1M
-1.5%
1W
+6.9%
CSA
Cosan S.A.
Peer
5Y
-72.4%
3Y
-63.5%
1Y
-25.9%
6M
-7.5%
1M
-1.9%
1W
-2.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
11.15
PEG Ratio
N/A
P/B Ratio
1.19
P/S Ratio
1.05
EV/Revenue
1.06
EV/EBITDA
10.85
Market Cap
$4.35B

Profitability

Profit margins and return metrics

Profit Margin -3.68%
Operating Margin -10.01%
Gross Margin 14.89%
ROE -5.84%
ROA -2.98%

Growth

Revenue and earnings growth rates

Revenue Growth +81.8%
Earnings Growth N/A
Q/Q Revenue Growth +82.96%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.13
Low debt
Current Ratio
1.6
Good
Quick Ratio
1.0
Poor
Cash/Share
$8.48

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.0B
Gross Margin
-6.8%
Op. Margin
-12.6%
Net Margin
-7.6%
Total Assets
$6.1B
Liabilities
$2.5B
Equity
$3.7B
Debt/Equity
0.67x
Operating CF
$0.1B
CapEx
$-0.1B
Free Cash Flow
$0.0B
FCF Yield
24%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-07
$N/A
2026-02-12
$-1.54
-160.8% surprise
2025-11-06
$0.61
+170.3% surprise
2025-08-05
$-0.7
-215.1% surprise

Energy Sector Comparison

Comparing CNR against 73 companies in the Energy sector (4 bullish, 26 neutral, 43 bearish)
Return on Equity (ROE)
-5.84%
This Stock
vs
4.94%
Sector Avg
-218.2% (Below Avg)
Profit Margin
-3.68%
This Stock
vs
7.04%
Sector Avg
-152.3% (Weaker)
Debt to Equity
0.13
This Stock
vs
1.48
Sector Avg
-91.4% (Less Debt)
Revenue Growth
81.8%
This Stock
vs
26.9%
Sector Avg
+204.1% (Fast Growth)
Current Ratio
1.6
This Stock
vs
2.27
Sector Avg
-29.5% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BROCK JAMES A
Chief Executive Officer
Gift
2026-03-24
24,440 shares
KLEIN ROSEMARY L
Officer
Sell
2026-03-19
15,000 shares · $1,603,100
BROCK JAMES A
Chief Executive Officer
Sell
2026-03-18
40,760 shares · $4,122,874
ROTHKA JOHN M
Officer
Sell
2026-03-17
1,000 shares · $97,660
NAVARRE RICHARD A
Director
Sell
2026-03-10
6,000 shares · $550,200
ROTHKA JOHN M
Officer
Sell
2026-03-10
3,800 shares · $348,156
KRIEGSHAUSER PATRICK A
Director
Stock Award
2026-02-17
1,610 shares
NAVARRE RICHARD A
Director
Stock Award
2026-02-17
2,200 shares
NAVARRE RICHARD A
Director
Stock Award
2026-02-17
2,200 shares
SLONE DECK S
Officer
Stock Award
2026-02-17
5,060 shares
KLEIN ROSEMARY L
Officer
Stock Award
2026-02-17
5,060 shares
PLATT JOSEPH P JR
Director
Stock Award
2026-02-17
1,610 shares
PLATT JOSEPH P JR
Director
Stock Award
2026-02-17
1,610 shares
BROCK JAMES A
Chairman of the Board
Stock Award
2026-02-17
21,190 shares
SCHULLER GEORGE JOHN JR.
Chief Operating Officer
Stock Award
2026-02-17
7,530 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-16

Canadian National Railway Company (CNR) filed a definitive proxy statement on March 16, 2026, providing shareholders with necessary information and voting materials for the upcoming annual meeting.

10-K
10-K
2026-02-17

CNR completed a merger with Arch on January 14, 2025, expanding its operations into four reportable segments: High CV Thermal, Metallurgical, Powder River Basin, and Core Marine Terminal. The company has retrospectively recast its financial reporting to reflect this new organizational structure. No specific financial metrics or risk factors were detailed in the provided excerpts.

8-K
8-K
2026-02-12

Canadian National Railway Company (CNR) announced its fourth-quarter and full-year financial results.

8-K
8-K
2026-01-12

Canadian National Railway Company filed an 8-K on January 12, 2026, likely to announce the date and time of its upcoming quarterly financial results.

8-K
8-K
2025-12-18
10-Q
10-Q
2025-11-06

Canadian National Railway (CNR) filed its 10-Q report on November 6, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and risk details were not provided in the available excerpt.

8-K
8-K
2025-11-06

Canadian National Railway Company filed an 8-K to report its third-quarter financial results for 2025.

8-K
8-K
2025-10-08

Canadian National Railway Company (CNR) filed an 8-K on October 8, 2025, likely to announce its third-quarter financial results.

10-Q
10-Q
2025-08-05

Canadian National Railway (CNR) filed its 10-Q on August 5, 2025. The filing includes a section on risk factors under Item 1A, although specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2025-08-05

Canadian National Railway Company filed an 8-K on August 5, 2025, likely to announce its second-quarter financial results.

8-K
8-K
2025-07-31
8-K
8-K
2025-06-30
8-K
8-K
2025-05-08
10-Q
10-Q
2025-05-08
8-K
8-K
2025-04-30
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
4 analysts
UBS
2026-03-24
Maintains
Buy Buy
UBS
2026-03-12
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning CNR from our newsroom.

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