Stocks · Energy · Oil & Gas Exploration & Production

Mach Natural Resources LP MNR

$10.29 +0.00% Close, Oct 2, 2026 · NYSE · Market cap $1.72B

Weak trend

Next earnings report: Nov 5, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. The diluted share count rose 41.9% in a year.
  2. Diluted EPS over the last four quarters was $0.56, down 71.1% year over year.
  3. Operating margin narrowed to 20.1% from 31.4% a year earlier.

PromtFinance scores

Each score is a percentile within the Energy sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth56Neutral

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Top 14%
  • EPS growth (TTM, YoY)Bottom 17%
  • FCF growth (TTM, YoY)Bottom 31%
  • Revenue growth, 3-year CAGRTop 31%
  • Revenue growth accelerationTop 48%
Quality73Positive

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalTop 38%
  • Gross marginTop 24%
  • Operating marginTop 35%
  • Cash conversion (OCF / net income)Top 39%
  • Accruals (lower is better)Top 42%
  • Net debt / EBITDA (lower is better)Bottom 41%
  • Interest coverTop 31%
Value74Positive

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldTop 42%
  • Free-cash-flow yieldTop 26%
  • EBITDA / enterprise valueTop 13%
  • Sales / enterprise valueTop 41%
  • P/E vs own 5-year history (lower is better)Bottom 35%
Momentum13Very weak

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthBottom 18%
  • 6-month returnBottom 14%
  • 1-year return vs S&P 500Bottom 14%
  • Distance from 52-week highBottom 28%
  • Trend checklist (0–4)Bottom 18%
Revisions77Positive

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersTop 28%
  • Consecutive EPS beatsTop 50%
  • Share of analysts rating BuyBottom 42%
  • Upside to consensus price targetTop 15%
Stability70Positive

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Top 21%
  • Maximum drawdown, 3 yearsBottom 49%
  • Beta vs S&P 500 (lower is better)Top 20%
  • Net debt / EBITDA (lower is better)Bottom 41%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)39.1%44.1%↑
EPS growth (YoY)-53.8%-71.1%↓
Gross margin35.3%53.2%↑
Operating margin31.4%20.1%↓
FCF margin23.3%11.0%↓

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)44.1%39.1%↑Top 14%
EPS growth (TTM, YoY)-71.1%-53.8%↓Bottom 17%
Gross margin53.2%35.3%↑Top 24%
Operating margin20.1%31.4%↓Top 35%
Net margin16.8%39.2%↓—
Free-cash-flow margin11.0%23.3%↓—
Return on invested capital8.8%—Top 38%
Revenue growth, 3-year CAGR7.8%—Top 31%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
2.29×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-8.6%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.8%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+2.5 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
1.96×
Interest cover (operating income / interest)How many times operating profit covers interest.
7.8×

Shareholder returns

Dividend yield (dividends paid, TTM)
16.77%
Net buyback yield (TTM)
-0.10%
Shareholder yield
16.67%
Share count change, 1 year
+41.9%
Share count change, 3-year CAGR
+20.9%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
1
Beats in the last 8 reports
5 of 8
Average EPS surprise, last 4
+24.0%
Average 2-day reaction, last 8
-0.2%
Positive 20 days after report
2 of 8

Analysts

Consensus price target
$17.25
Target vs current price
+67.6%
Analysts with a rating
15
Share rating Buy or Strong Buy
53%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Aug 6, 2026+59.8%+0.8%-1.2%-3.9%—
May 7, 2026-58.7%-1.6%+5.8%+2.7%+1.0%
Mar 12, 2026+65.4%+0.2%+3.1%-7.8%+0.4%
Nov 6, 2025+29.4%+0.7%-0.2%+3.5%-2.0%
Aug 7, 2025+43.4%+0.4%-1.7%-4.4%-18.3%
May 8, 2025-1.4%+1.1%+7.1%-2.3%+10.4%
Mar 13, 2025-22.7%-1.6%+4.6%-4.5%-8.7%
Nov 12, 2024+18.6%-1.3%-0.7%-10.5%-1.2%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Aug 6, 2026$0.58$0.36+59.8%$406.0M
May 7, 2026$0.21$0.51-58.7%$286.0M
Mar 12, 2026$0.43$0.26+65.4%$361.6M
Nov 6, 2025$0.44$0.34+29.4%$272.6M
Aug 7, 2025$0.76$0.53+43.4%$232.9M
May 8, 2025$0.68$0.69-1.4%$227.0M
Mar 13, 2025$0.34$0.44-22.7%$268.6M
Nov 12, 2024$0.70$0.59+18.6%$221.9M

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)18.4×8.4×77thTop 42%
P/E (forward)7.8×———
EV / EBITDA4.9×——Top 13%
EV / Sales1.98×——Top 41%
Free-cash-flow yield9.30%——Top 26%
Earnings yield5.44%——Top 42%

P/E over the past five years

Range 2.7× – 101.0× since Dec 31, 2022. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
-23.4%
Earnings per share growth (TTM)
-71.1%
Change in P/E multiple
+211.8%

Most of the move came from earnings growth.

Technical state

Trend checklist

  • ✗ Price above 20-day average
  • ✗ Price above 50-day average
  • ✗ Price above 200-day average
  • ✗ 50-day average above 200-day
  • ✗ MACD histogram positive

Trend quality

Days above the 50-day average
0
Days above the 200-day average
0
50-day average slope (20 days)
-5.2%
200-day average slope (20 days)
-0.6%
Distance from 50-day average
-16.1%
Distance from 200-day average
-19.0%
RSI (14)
19.5
Relative volume
0.35×

Risk and drawdowns

Volatility, 60 days (annualized)
28.4%
Volatility vs own 5-year history
47th percentile · Normal for this stock
Beta vs S&P 500 (2 years, weekly)
0.16
Correlation with S&P 500
0.08
Current drawdown from 1-year high
-31.0%
Maximum drawdown, 3 years
-51.2%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Apr 29, 2024Sep 29, 2026-51.2%606 daysNot yet recovered
Oct 27, 2023Dec 21, 2023-21.6%38 days40 days (Feb 21, 2024)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$1.72B
P/E (TTM)
18.4
EPS, diluted (TTM)
$0.56
Revenue (TTM)
$1.45B
Dividend yield
17.49%
52-week range
$10.15 – $15.02
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$392.5M$937.4M$762.3M$969.6M$1.18B
Gross profit$216.3M$547.8M$386.8M$331.8M$392.0M
Operating income$155.4M$522.4M$359.1M$291.0M$335.4M
Net income$138.4M$516.8M$346.6M$185.2M$286.0M
EPS (diluted)$1.46$5.44$0.72$1.90$1.09
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$255.5M$234.9M$226.8M$288.5M$272.6M$387.5M$382.8M$406.0M
Net income$67.4M$221.7M$15.9M$89.7M-$35.7M$216.1M-$35.0M$98.2M
EPS (diluted)$0.70$0.34$0.14$0.76-$0.28$0.47-$0.21$0.58
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$198.5M$553.5M$491.7M$505.3M$507.0M
Capital expenditure-$41.0M-$243.0M-$314.8M-$220.3M-$270.5M
Free cash flow$157.5M$310.5M$176.9M$285.0M$236.4M
Dividends paid-$146.0M-$274.8M-$101.3M-$309.8M-$244.5M
Net share buybacks$101.5M$65.0M$122.2M$128.9M$221.1M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$41.2M
Total assets
$3.68B
Total liabilities
$1.83B
Total debt
$1.19B
Net debt
$1.15B
Shareholders’ equity
$1.84B

As of Jun 30, 2026 (filed Aug 6, 2026).

Dividends

Ex-dateAmountPaid
Aug 17, 2026$0.36Aug 31, 2026
May 21, 2026$0.64Jun 4, 2026
Feb 26, 2026$0.53Mar 12, 2026
Nov 20, 2025$0.27Dec 4, 2025
Aug 21, 2025$0.38Sep 4, 2025
May 22, 2025$0.79Jun 5, 2025
Feb 27, 2025$0.50Mar 13, 2025
Nov 26, 2024$0.60Dec 10, 2024

Short interest

Shares sold short
579,786
Days to cover
1.00
Change vs previous report
+8.1%

FINRA short interest, settlement date Sep 15, 2026.

Stock splits

Oct 1, 1987
3-for-1