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NOA

BEARISH
$14.67 Live
North American Construction Group Ltd. · NYSE
Target $25.14 (+71.4%)
$12.07 52W Range $18.24

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$416.85M
P/E
17.67
ROE
8.0%
Profit margin
2.6%
Debt/Equity
2.05
Dividend yield
2.36%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
NOA presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a concerning lack of liquidity. While the stock trades near its Graham Number ($14.92), this defensive value is offset by a catastrophic collapse in earnings growth (-96.60% YoY) and a consistent failure to meet analyst estimates (0/4 beats in the last year). The significant divergence between the current price ($14.67) and the growth-based intrinsic value ($5.81) suggests the market is pricing in a recovery that is not yet supported by the fundamentals.

Key Strengths

Trades slightly below the Graham Number ($14.92)
Very low Price-to-Sales ratio (0.32)
Low PEG ratio (0.38) suggesting potential undervaluation if growth returns
Sustainable dividend payout ratio (42.11%)
Positive gross margins (29.55%)

Key Risks

Severe earnings collapse (-96.60% YoY)
Liquidity risk with a Current Ratio of 0.88 and Quick Ratio of 0.68
High leverage with Debt/Equity at 2.05, well above sector average (1.28)
Abysmal earnings track record with an average surprise of -72.58% over 4 quarters
Strongly bearish technical trend (0/100)
AI Fair Value Estimate
Based on comprehensive analysis
$7.85
-46.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
35
Weak
Value
55
Future
10
Past
20
Health
30
Dividend
60
AI Verdict
High Risk / Value Trap
Key drivers: Earnings collapse, Liquidity constraints, High debt load, Technical breakdown
Confidence
90%
Value
55/100

Ref P/E 17.67, PEG 0.38, Graham Number $14.92

Positives
  • P/S ratio is very low
  • Price is near Graham Number
Watchpoints
  • Current price is significantly above growth-based intrinsic value ($5.81)
Future
10/100

Ref Growth rates -96.60% YoY

Positives
  • Forward P/E (6.19) suggests expected recovery
Watchpoints
  • Revenue growth is stagnant (0.00%)
  • Earnings growth is nearly -100%
Past
20/100

Ref Historical trends and Earnings surprises

Positives
  • 5Y change is positive (+15.6%)
Watchpoints
  • 3Y change is negative (-20.7%)
  • Consistent earnings misses over the last 4 quarters
Health
30/100

Ref Piotroski F-Score 4/9, Current Ratio 0.88

Positives
  • Piotroski F-Score is 4/9 (Stable)
Watchpoints
  • Current Ratio < 1.0
  • Debt/Equity 2.05 is high for the sector
Dividend
60/100

Ref Yield 2.36%, Payout 42.11%

Positives
  • Reasonable payout ratio
  • Consistent dividend rate
Watchpoints
  • Low yield (2.36%) relative to the risk profile

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$14.67
Analyst Target
$25.14
Upside/Downside
+71.4%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
NOA
North American Construction Group Ltd.
Primary
5Y
+15.6%
3Y
-20.7%
1Y
-2.4%
6M
-4.2%
1M
+8.8%
1W
+4.9%
NC
NACCO Industries, Inc.
Peer
5Y
+127.1%
3Y
+45.9%
1Y
+41.3%
6M
+15.7%
1M
-7.3%
1W
-0.0%
FTW
Presidio Production Company
Peer
5Y
+6.8%
3Y
+6.8%
1Y
+4.3%
6M
+1.5%
1M
-7.3%
1W
-1.2%
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%

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
17.67
Forward P/E
6.19
PEG Ratio
0.38
P/B Ratio
1.23
P/S Ratio
0.32
EV/Revenue
0.97
EV/EBITDA
3.79
Market Cap
$416.85M

Profitability

Profit margins and return metrics

Profit Margin 2.63%
Operating Margin 6.95%
Gross Margin 29.55%
ROE 8.0%
ROA 3.91%

Growth

Revenue and earnings growth rates

Revenue Growth N/A
Earnings Growth -96.6%
Q/Q Revenue Growth N/A
Q/Q Earnings Growth -96.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
2.05
High debt
Current Ratio
0.88
Weak
Quick Ratio
0.68
Poor
Cash/Share
$3.62

Financial Statement Flow

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

Revenue
$0.3B
Gross Margin
12.7%
Op. Margin
6.9%
Net Margin
0.0%
Total Assets
$1.8B
Liabilities
$1.4B
Equity
$0.5B
Debt/Equity
2.99x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.0B
FCF Yield
12%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-13
$N/A
2026-03-11
$-0.14
-119.5% surprise
2025-11-12
$0.67
-1.1% surprise
2025-08-13
$0.02
-97.2% surprise

Energy Sector Comparison

Comparing NOA against 137 companies in the Energy sector (14 bullish, 51 neutral, 72 bearish)
P/E Ratio
17.67
This Stock
vs
30.64
Sector Avg
-42.3% (Discount)
Return on Equity (ROE)
8.0%
This Stock
vs
10.58%
Sector Avg
-24.4% (Below Avg)
Profit Margin
2.63%
This Stock
vs
7.94%
Sector Avg
-66.8% (Weaker)
Debt to Equity
2.05
This Stock
vs
1.27
Sector Avg
+61.6% (Higher)
Current Ratio
0.88
This Stock
vs
2.26
Sector Avg
-60.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Past News Coverage

Recent headlines mentioning NOA from our newsroom.

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