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Crescent Energy Co (CRGY) Stock Fundamental Analysis & AI Rating 2026

CRGY NYSE Crude Petroleum & Natural Gas DE CIK: 0001866175
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
68% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
72% Conf

📊 CRGY Key Takeaways

Revenue: $1.2B
Net Margin: -35.5%
Free Cash Flow: $409.2M
Current Ratio: 0.57x
Debt/Equity: 1.12x
EPS: $0.00
AI Rating: HOLD with 65% confidence
Crescent Energy Co (CRGY) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of -35.5%, and return on equity (ROE) of -9.0%, Crescent Energy Co demonstrates mixed fundamentals in the Energy sector. Below is our complete CRGY stock analysis for 2026.

Is Crescent Energy Co (CRGY) a Good Investment?

Claude

Crescent Energy demonstrates strong operational fundamentals with 22.1% revenue growth and healthy 27.7% operating margins, supported by robust free cash flow generation of $409.2M despite a significant net loss of -$419.8M. However, material balance sheet stress including a weak current ratio of 0.57x, minimal cash of $9.8M relative to $5.2B debt, and negative equity returns create near-term financial risk that offsets the underlying business quality.

ChatGPT

Crescent Energy shows solid top-line momentum and very strong operating cash generation, with revenue up 22.1% year over year and operating cash flow of $1.68B. However, earnings quality is mixed because net income fell 20.5%, margins remain thin, and returns on equity and assets are modest. The balance sheet is workable but still leveraged, so the fundamental picture supports a neutral stance until profitability improves more consistently.

Why Buy Crescent Energy Co Stock? CRGY Key Strengths

Claude
  • + Strong topline growth of 22.1% YoY demonstrates market demand for energy commodities
  • + Healthy operating margin of 27.7% with $327.5M operating income shows core business profitability
  • + Robust free cash flow of $409.2M (34.6% FCF margin) despite net loss indicates non-cash charges, not operational deterioration
ChatGPT
  • + Revenue growth of 22.1% year over year indicates strong production and/or pricing-driven expansion
  • + Operating cash flow of $1.68B and reported free cash flow margin of 46.9% suggest strong cash-generating capacity
  • + Liquidity is adequate with a 1.48x current ratio and interest coverage of 5.4x, reducing near-term financial stress

CRGY Stock Risks: Crescent Energy Co Investment Risks

Claude
  • ! Large net loss of -$419.8M with unclear composition suggests significant impairments, financing costs, or restructuring charges requiring clarification
  • ! Severe liquidity constraints with current ratio of 0.57x and cash position of only $9.8M relative to $5.2B long-term debt creates refinancing risk
  • ! Negative ROE (-9.0%) and ROA (-3.5%) with moderate 1.12x debt-to-equity ratio indicate shareholder value destruction and leverage risk in commodity price downturns
ChatGPT
  • ! Net income declined 20.5% year over year, showing pressure on bottom-line profitability despite higher revenue
  • ! Leverage remains meaningful with $5.52B of long-term debt and debt-to-equity of 1.07x
  • ! Profitability is still modest with a 6.4% operating margin, 3.7% net margin, 2.6% ROE, and 1.1% ROA

Key Metrics to Watch

Claude
  • * Composition and trend of non-cash charges driving loss disparity between operating and net income
  • * Cash position trajectory and debt reduction progress from $409.2M annual FCF generation
  • * Interest coverage sustainability at 7.7x and refinancing capability as debt matures
ChatGPT
  • * Net margin and operating margin trend
  • * Debt reduction and interest coverage

Crescent Energy Co (CRGY) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$-419.8M
EPS (Diluted)
$0.00
Free Cash Flow
$409.2M
Total Assets
$12.0B
Cash Position
$9.8M

💡 AI Analyst Insight

The 34.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

CRGY Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 27.7%
Net Margin -35.5%
ROE -9.0%
ROA -3.5%
FCF Margin 34.6%

CRGY vs Energy Sector: How Crescent Energy Co Compares

How Crescent Energy Co compares to Energy sector averages

Net Margin
CRGY -35.5%
vs
Sector Avg 12.0%
CRGY Sector
ROE
CRGY -9.0%
vs
Sector Avg 14.0%
CRGY Sector
Current Ratio
CRGY 0.6x
vs
Sector Avg 1.3x
CRGY Sector
Debt/Equity
CRGY 1.1x
vs
Sector Avg 0.6x
CRGY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Crescent Energy Co Stock Overvalued? CRGY Valuation Analysis 2026

Based on fundamental analysis, Crescent Energy Co shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-9.0%
Sector avg: 14%
Net Profit Margin
-35.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.12x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Crescent Energy Co Balance Sheet: CRGY Debt, Cash & Liquidity

Current Ratio
0.57x
Quick Ratio
0.57x
Debt/Equity
1.12x
Debt/Assets
60.9%
Interest Coverage
7.67x
Long-term Debt
$5.2B

CRGY Revenue & Earnings Growth: 5-Year Financial Trend

CRGY 5-year financial data: Year 2021: Revenue $1.5B, Net Income $0, EPS N/A. Year 2022: Revenue $3.1B, Net Income $0, EPS N/A. Year 2023: Revenue $3.1B, Net Income -$19.4M, EPS N/A. Year 2024: Revenue $3.1B, Net Income $96.7M, EPS N/A. Year 2025: Revenue $3.6B, Net Income $67.6M, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Crescent Energy Co's revenue has grown significantly by 142% over the 5-year period, indicating strong business expansion.

CRGY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
34.6%
Free cash flow / Revenue

CRGY Quarterly Earnings & Performance

Quarterly financial performance data for Crescent Energy Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $950.2M -$2.2M N/A
Q3 2025 $744.9M $3.4M N/A
Q2 2025 $653.3M $13.4M N/A
Q1 2025 $657.5M -$2.2M N/A
Q3 2024 $642.4M $3.4M N/A
Q2 2024 $492.3M $5.2M N/A
Q1 2024 $590.1M -$24.2M N/A
Q3 2023 $642.4M $12.1M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Crescent Energy Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$409.2M
Cash generated from operations
Dividends Paid
$39.3M
Returned to shareholders

CRGY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Crescent Energy Co (CIK: 0001866175)

📋 Recent SEC Filings

Date Form Document Action
May 4, 2026 10-Q crgy-20260331.htm View →
May 4, 2026 8-K crgy-20260504.htm View →
Apr 9, 2026 8-K crgy-20260409.htm View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775162519.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775162506.xml View →

Frequently Asked Questions about CRGY

What is the AI rating for CRGY?

Crescent Energy Co (CRGY) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CRGY's key strengths?

Claude: Strong topline growth of 22.1% YoY demonstrates market demand for energy commodities. Healthy operating margin of 27.7% with $327.5M operating income shows core business profitability. ChatGPT: Revenue growth of 22.1% year over year indicates strong production and/or pricing-driven expansion. Operating cash flow of $1.68B and reported free cash flow margin of 46.9% suggest strong cash-generating capacity.

What are the risks of investing in CRGY?

Claude: Large net loss of -$419.8M with unclear composition suggests significant impairments, financing costs, or restructuring charges requiring clarification. Severe liquidity constraints with current ratio of 0.57x and cash position of only $9.8M relative to $5.2B long-term debt creates refinancing risk. ChatGPT: Net income declined 20.5% year over year, showing pressure on bottom-line profitability despite higher revenue. Leverage remains meaningful with $5.52B of long-term debt and debt-to-equity of 1.07x.

What is CRGY's revenue and growth?

Crescent Energy Co reported revenue of $1.2B.

Does CRGY pay dividends?

Crescent Energy Co pays dividends, with $39.3M distributed to shareholders in the trailing twelve months.

Where can I find CRGY SEC filings?

Official SEC filings for Crescent Energy Co (CIK: 0001866175) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CRGY's EPS?

Crescent Energy Co has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CRGY a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Crescent Energy Co has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CRGY stock overvalued or undervalued?

Valuation metrics for CRGY: ROE of -9.0% (sector avg: 14%), net margin of -35.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CRGY stock in 2026?

Our dual AI analysis gives Crescent Energy Co a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CRGY's free cash flow?

Crescent Energy Co's operating cash flow is $409.2M, with capital expenditures of N/A. FCF margin is 34.6%.

How does CRGY compare to other Energy stocks?

Vs Energy sector averages: Net margin -35.5% (avg: 12%), ROE -9.0% (avg: 14%), current ratio 0.57 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI