NC
NEUTRAL
$48.18
Live
NACCO Industries, Inc. · NYSE
$32.16
52W Range
$59.42
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated May 01, 2026
Market cap
$363.02M
P/E
20.5
ROE
4.2%
Profit margin
6.3%
Debt/Equity
0.26
Dividend yield
2.1%
AI Analysis
AI-powered fundamental assessment
Confidence
80%
NC presents a classic value trap profile: strong balance sheet metrics contrasted with deteriorating operational performance. The Piotroski F-Score of 4/9 indicates stable but mediocre financial health, while the absence of an Altman Z-Score prevents a definitive bankruptcy risk assessment. While the stock trades below its Graham Number ($55.28) and book value (P/B 0.83), the significant gap between the current price and the growth-based intrinsic value ($16.45) suggests the market is pricing in asset value rather than earnings power. Negative operating margins and declining revenue growth are primary concerns.
Key Strengths
Very low Debt/Equity ratio (0.26) compared to sector average (1.30)
Strong liquidity with a Current Ratio of 3.09
Trading at a discount to book value (P/B 0.83)
Sustainable dividend payout ratio (41.91%)
P/E ratio (20.50) is lower than the energy sector average (31.15)
Key Risks
Negative Operating Margin (-11.70%) indicates core business inefficiency
Negative Return on Assets (ROA: -3.92%)
Declining revenue growth both YoY (-5.20%) and Q/Q (-5.17%)
Severe recent Q/Q EPS contraction (-150%)
Bearish insider sentiment with consistent selling and zero buying
AI Fair Value Estimate
Based on comprehensive analysis
$36.5
-24.2% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
56
Moderate
65
30
60
70
55
AI Verdict
Neutral/Value Play
Key drivers: Strong balance sheet, Poor operational efficiency, Asset-based valuation premium
Confidence
85%
Value
65/100
Ref P/E, PEG, Graham Number
Positives
- P/B < 1.0
- Price below Graham Number
- Low PEG ratio (0.30)
Watchpoints
- Price significantly above growth-based intrinsic value ($16.45)
Future
30/100
Ref Growth rates
Positives
- YoY EPS growth showed a spike (+85.1%)
Watchpoints
- Negative revenue growth
- Crashing Q/Q EPS
- Bearish technical trend
Past
60/100
Ref Historical trends
Positives
- Strong 5Y (+127.1%) and 1Y (+41.3%) price appreciation
Watchpoints
- Highly volatile earnings surprise history
Health
70/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Low leverage
- High current ratio
- Piotroski F-Score 4/9 (Stable)
Watchpoints
- Negative ROA
Dividend
55/100
Ref Yield, Payout
Positives
- Consistent payout
- Manageable payout ratio
Watchpoints
- Low yield (2.10%) relative to risk profile
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$48.18
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for NC and closest competitors.
Updated 2026-04-30
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
NC
NACCO Industries, Inc.
Primary
|
+127.1% | +45.9% | +41.3% | +15.7% | -7.3% | -0.0% |
|
EU
enCore Energy Corp.
Peer
|
-40.5% | -11.2% | +54.2% | -47.5% | -7.1% | -4.7% |
|
PNRG
PrimeEnergy Resources Corporation
Peer
|
+348.1% | +123.1% | +19.7% | +31.8% | -3.1% | -7.8% |
|
GTE
Gran Tierra Energy Inc.
Peer
|
+27.5% | +10.0% | +89.7% | +128.6% | -3.0% | +9.6% |
|
NOA
North American Construction Group Ltd.
Peer
|
+15.6% | -20.7% | -2.4% | -4.2% | +8.8% | +4.9% |
NC
NACCO Industries, Inc.
Primary
5Y
+127.1%
3Y
+45.9%
1Y
+41.3%
6M
+15.7%
1M
-7.3%
1W
-0.0%
EU
enCore Energy Corp.
Peer
5Y
-40.5%
3Y
-11.2%
1Y
+54.2%
6M
-47.5%
1M
-7.1%
1W
-4.7%
PNR
PrimeEnergy Resources Corporation
Peer
5Y
+348.1%
3Y
+123.1%
1Y
+19.7%
6M
+31.8%
1M
-3.1%
1W
-7.8%
GTE
Gran Tierra Energy Inc.
Peer
5Y
+27.5%
3Y
+10.0%
1Y
+89.7%
6M
+128.6%
1M
-3.0%
1W
+9.6%
NOA
North American Construction Group Ltd.
Peer
5Y
+15.6%
3Y
-20.7%
1Y
-2.4%
6M
-4.2%
1M
+8.8%
1W
+4.9%
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
20.5
Forward P/E
N/A
PEG Ratio
0.3
P/B Ratio
0.83
P/S Ratio
1.31
EV/Revenue
1.53
EV/EBITDA
-27.74
Market Cap
$363.02M
Profitability
Profit margins and return metrics
Profit Margin
6.34%
Operating Margin
-11.7%
Gross Margin
13.88%
ROE
4.21%
ROA
-3.92%
Growth
Revenue and earnings growth rates
Revenue Growth
-5.2%
Earnings Growth
N/A
Q/Q Revenue Growth
-5.17%
Q/Q Earnings Growth
N/A
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.26
Low debt
Current Ratio
3.09
Strong
Quick Ratio
1.43
Good
Cash/Share
$6.6
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.1B
Gross Margin
18.0%
Op. Margin
-11.7%
Net Margin
-5.8%
Total Assets
$0.7B
Liabilities
$0.2B
Equity
$0.4B
Debt/Equity
0.54x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
-25%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-05
$N/A
2016-11-01
$-0.07
-112.1% surprise
2015-05-05
$0.14
+104.4% surprise
2015-03-09
$2.01
-33.2% surprise
Energy Sector Comparison
Comparing NC against 137 companies in the Energy sector
(14 bullish, 51 neutral, 72 bearish)
P/E Ratio
20.5
This Stock
vs
30.64
Sector Avg
-33.1%
(Discount)
Return on Equity (ROE)
4.21%
This Stock
vs
10.58%
Sector Avg
-60.2%
(Below Avg)
Profit Margin
6.34%
This Stock
vs
7.94%
Sector Avg
-20.2%
(Weaker)
Debt to Equity
0.26
This Stock
vs
1.27
Sector Avg
-79.6%
(Less Debt)
Revenue Growth
-5.2%
This Stock
vs
19.16%
Sector Avg
-127.1%
(Slower)
Current Ratio
3.09
This Stock
vs
2.26
Sector Avg
+36.8%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
NC
NACCO Industries, Inc.
|
NEUTRAL | $363.02M | 20.5 | 4.2% | 6.3% | $48.18 | |
|
EU
enCore Energy Corp.
|
BEARISH | $355.26M | - | -21.8% | -131.7% | $1.82 | Compare |
|
PNRG
PrimeEnergy Resources Corporation
|
BEARISH | $339.94M | 18.98 | 12.1% | 12.8% | $206.15 | Compare |
|
GTE
Gran Tierra Energy Inc.
|
BEARISH | $310.63M | - | -60.1% | -32.4% | $8.8 | Compare |
|
NOA
North American...
|
BEARISH | $416.85M | 17.67 | 8.0% | 2.6% | $14.67 | Compare |
NC
NACCO Industries, Inc.
NEUTRAL
Mkt Cap
$363M
P/E
20.5
ROE
4.2%
Price
$48.18
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-01 | LABARRE DENNIS W | Director | Stock Award | 563 | - |
| 2026-04-01 | RANKIN VICTOIRE G | Beneficial Owner of more than 10% of a Class of Security | Stock Award | 955 | - |
| 2026-04-01 | TAPLIN BRITTON T | Director | Stock Award | 563 | - |
| 2026-04-01 | RANKIN MATTHEW M | Director | Stock Award | 563 | - |
| 2026-04-01 | RANKIN ALFRED M ET AL | Chairman of the Board | Stock Award | 955 | - |
| 2026-04-01 | JUMPER JOHN P | Director | Stock Award | 563 | - |
| 2026-04-01 | SACHS VALERIE GENTILE | Director | Stock Award | 563 | - |
| 2026-04-01 | SHAPARD ROBERT S | Director | Stock Award | 563 | - |
| 2026-04-01 | DALRYMPLE JOHN S. III | Director | Stock Award | 563 | - |
| 2026-04-01 | RANKIN ELIZABETH B | Beneficial Owner of more than 10% of a Class of Security | Stock Award | 563 | - |
| 2026-04-01 | MILLER MICHAEL SIDNEY | Director | Stock Award | 563 | - |
| 2026-04-01 | MCDONALD WILLIAM PAUL | Director | Stock Award | 563 | - |
| 2026-03-13 | LOVEMAN ELIZABETH I. | Officer | Sale | 1,662 | $85,493 |
| 2026-03-12 | LOVEMAN ELIZABETH I. | Officer | Sale | 4,053 | $210,936 |
| 2026-03-09 | MAXWELL THOMAS A | Officer and Treasurer | Sale | 1,785 | $86,662 |
LABARRE DENNIS W
Director
2026-04-01
563 shares
RANKIN VICTOIRE G
Beneficial Owner of more than 10% of a Class of Security
2026-04-01
955 shares
TAPLIN BRITTON T
Director
2026-04-01
563 shares
RANKIN MATTHEW M
Director
2026-04-01
563 shares
RANKIN ALFRED M ET AL
Chairman of the Board
2026-04-01
955 shares
JUMPER JOHN P
Director
2026-04-01
563 shares
SACHS VALERIE GENTILE
Director
2026-04-01
563 shares
SHAPARD ROBERT S
Director
2026-04-01
563 shares
DALRYMPLE JOHN S. III
Director
2026-04-01
563 shares
RANKIN ELIZABETH B
Beneficial Owner of more than 10% of a Class of Security
2026-04-01
563 shares
MILLER MICHAEL SIDNEY
Director
2026-04-01
563 shares
MCDONALD WILLIAM PAUL
Director
2026-04-01
563 shares
LOVEMAN ELIZABETH I.
Officer
2026-03-13
1,662 shares
·
$85,493
LOVEMAN ELIZABETH I.
Officer
2026-03-12
4,053 shares
·
$210,936
MAXWELL THOMAS A
Officer and Treasurer
2026-03-09
1,785 shares
·
$86,662
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Past News Coverage
Recent headlines mentioning NC from our newsroom.
Newest → oldest
No matching news yet.