Evenly matched
11 companies value 21 bn revenue 17 bn margin 1.4% free cash flow 0.8 bn avg. score 4.1
HCC holds 21.2% of the group's value, 1.0x the runner-up · BTU leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CNR | Core Natural Resources, Inc. United States · score 5.8 | 21% | 4.5 bn | 4.3 bn | 2.3% | 0.3 bn | 5.8% | 0.5% | Production and export of metallurgical and thermal coal · Pennsylvania — revenue of $4.3bn | |
| 2 | HCC | WARRIOR MET COAL, INC. United States · score 6.7 | 21% | 4.5 bn | 1.7 bn | 13.0% | 0.3 bn | 6.7% | 0.4% | Metallurgical coal for steelmaking, from Alabama · Alabama — revenue of $1.7bn | |
| 3 | ARLP | Alliance Resource Partners United States · score 6.8 | 16% | 3.3 bn | 2.2 bn | 12.3% | 0.4 bn | 10.8% | — | Coal mining in the Illinois Basin and Appalachia · Thermal coal with long contracts and high distributions | |
| 4 | BTU | Peabody Energy United States · score 0.8 | 14% | 2.9 bn | 4.0 bn | -4.1% | -0.2 bn | -6.6% | 1.3% | Metallurgical and thermal coal mining · Largest US coal miner; a sector in structural decline, but with high cash generation in the cycle | |
| 5 | AMR | Alpha Metallurgical Resources United States · score 1.8 | 10% | 2.0 bn | 2.1 bn | -2.2% | 0.0 bn | -0.1% | 0.0% | Metallurgical coal for steelmaking · Focused on metallurgical coal (for steelmaking), not thermal coal | |
| 6 | NRP | NATURAL RESOURCE PARTNERS LP United States · score 7.3 | 7% | 1.5 bn | — | — | 0.2 bn | 10.6% | — | Royalties on coal, minerals and soda ash · Texas | |
| 7 | SXC | SunCoke Energy, Inc. United States · score 2.6 | 4% | 0.9 bn | 1.9 bn | -2.9% | 0.0 bn | 3.3% | 4.7% | Largest independent coke producer in the Americas, for 65 years · Illinois — revenue of $1.9bn | |
| 8 | WHK | WhiteHawk Minerals Corp. United States · score 3.7 | 3% | 0.7 bn | 0.1 bn | -36.6% | 0.0 bn | 3.5% | 1.8% | Mineral and metallurgical coal royalties · Pennsylvania — revenue of $97m | |
| 9 | METC | Ramaco Resources, Inc. United States · score 0.2 | 2% | 0.5 bn | 0.5 bn | -12.0% | -0.1 bn | -23.6% | 0.9% | Metallurgical coal and critical minerals · Kentucky — revenue of $515m | |
| 10 | NC | NACCO INDUSTRIES INC United States · score 6.5 | 1% | 0.2 bn | 0.3 bn | 6.2% | 0.0 bn | 10.4% | 3.1% | Coal mining, contract mining and mineral royalties · Ohio — revenue of $278m | |
| 11 | AREC | American Resources Corp United States · score 2.7 | 1% | 0.1 bn | 0.0 bn | — | -0.0 bn | -11.7% | — | Coal and critical minerals mining · Indiana |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- LNG and gas exports 11 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
and 5 industries more
- Subsea and offshore equipment 3 companies
- Offshore drilling 5 companies
- Fracking and pressure pumping services 13 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.