Intrinsiqq
MACH NATURAL RESOURCES LP logoMach Natural Resources LPMNR
$10.59-0.75%
MACH NATURAL RESOURCES LP logo

Mach Natural Resources LP

MNR

$10.59

-$0.08 (-0.75%)

⊜ Compare
ProfitabilitySolid marginsGrowthAcceleratingCash FlowStrong conversionValuationFairly valued
What stands out

20.84% operating margin is above average.

What's changing

Revenue grew 21.2%, still solid. Margins contracted 9.2pp, which offsets some of the top-line progress.

What deserves caution

Operating margin contracted 9.2pp YoY, cost discipline may be slipping.

Valuation context

18.9x earnings, 3.2x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.

Price History

-11.8%

Valuation & Multiples

Based on TTM earnings · Diluted shares

Market Cap$1.77B
EPS$0.56
P/E18.91
P/FCF3.17
EV/EBITDA5.27
FCF Yield31.6%
Div. Yield16.28%
Net Debt/FCF2.1x
52-Week Range
$10.24$14.91

Profitability & Returns

Revenue (TTM)

$1.35B

▲ +21.2% YoY

Net Income (TTM)

$101M

▼ -22.8% YoY

Op. Margin

14.40%

▼ -9.2pp YoY

ROIC

—

Cash Flow & Balance Sheet

FCF (TTM)

$558M

▲ +0.9% YoY

Op. Cash Flow (TTM)

$558M

▲ +0.3% YoY

Net Debt

$1.15B

Cash & Equiv.

$41M

3Y CAGR: +7.8%

3Y CAGR: -2.9%

Continue Research

SourceComputed from the 10-Q filed 31 Jul 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 3 Oct 2026. How this is calculated.

Price from market data, live as of 22 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.

Is Mach Natural Resources LP (MNR) overvalued?

At a P/E of 18.9 and a price-to-free-cash-flow of 3.2, Mach Natural Resources LP (MNR) trades below a two-stage DCF intrinsic value of about $160.87 per share, so at $10.59 the stock looks undervalued (1,419.1% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.

On quality, Mach Natural Resources LP scores 35/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 16.3%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.

Frequently asked

What is Mach Natural Resources LP's fair value?+

Intrinsiqq's two-stage DCF estimates an intrinsic value of about $160.87 per share for MNR, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $120.65. At today's $10.59, that puts the stock about 1,419.1% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.

Is Mach Natural Resources LP a high-quality business?+

Mach Natural Resources LP scores 35 out of 100 on Intrinsiqq's quality score, a weighted blend of 7 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a 14.4% operating margin. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.

Does Mach Natural Resources LP (MNR) pay a dividend, and how much?+

Yes, Mach Natural Resources LP pays a regular dividend of about $1.71 per share per year (typically in quarterly installments), a yield of roughly 16.3% at the current price. That is a payout ratio of about 286.0% of earnings, so the dividend is stretched at this level. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For MNR's full payout history, growth streak and dividend-safety score, see the dividends tab.

Is Mach Natural Resources LP a good stock to buy right now?+

That depends on valuation and quality together, not either alone. MNR currently trades below its estimated intrinsic value and scores 35/100 on quality (lower-quality). It also yields about 16.3%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.

Related stocks: Crude Petroleum & Natural Gas

Spot a number that looks wrong? Check it in MNR's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.