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CRGY Stock Analysis - Crescent Energy Co AI Rating

CRGY NYSE Crude Petroleum & Natural Gas DE CIK: 0001866175
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
AI Rating
HOLD
62% Confidence

📊 CRGY Key Takeaways

Revenue: $3.6B
Net Margin: 3.7%
Free Cash Flow: $1.7B
Current Ratio: 1.48x
Debt/Equity: 1.07x
EPS: $0.00
AI Rating: HOLD with 62% confidence

Investment Thesis

Crescent Energy demonstrates strong operational cash generation with exceptional 46.9% FCF margin and solid revenue growth of 22.1% YoY, indicating healthy operational efficiency in the energy sector. However, profitability deteriorated significantly with net income declining 20.5% YoY despite revenue growth, suggesting margin compression from commodity price volatility or operational challenges. Elevated leverage (1.07x debt-to-equity) and minimal cash reserves ($10.2M) present balance sheet risks that constrain financial flexibility.

CRGY Strengths

  • + Exceptional free cash flow margin of 46.9% demonstrates strong operational efficiency and cash generation capability
  • + Revenue growth of 22.1% YoY shows positive top-line momentum in the energy market
  • + Adequate interest coverage ratio of 5.4x indicates manageable debt servicing capacity
  • + Solid current ratio of 1.48x provides near-term liquidity for operational needs

CRGY Risks

  • ! Net income declined 20.5% YoY despite revenue growth, indicating significant margin compression and profitability stress
  • ! Extremely low cash position of $10.2M relative to $12.4B in assets creates financial vulnerability and limited strategic flexibility
  • ! High leverage with debt-to-equity ratio of 1.07x and $5.5B long-term debt limits borrowing capacity and increases financial risk
  • ! Minimal ROE (2.6%) and ROA (1.1%) indicate poor capital efficiency despite strong cash flow generation
  • ! Energy sector commodity price exposure creates inherent volatility in profitability

Key Metrics to Watch

CRGY Financial Metrics

Revenue
$3.6B
Net Income
$132.9M
EPS (Diluted)
$0.00
Free Cash Flow
$1.7B
Total Assets
$12.4B
Cash Position
$10.2M

💡 AI Analyst Insight

The 46.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

CRGY Profitability Ratios

Gross Margin N/A
Operating Margin 6.4%
Net Margin 3.7%
ROE 2.6%
ROA 1.1%
FCF Margin 46.9%

CRGY vs Energy Sector

How Crescent Energy Co compares to Energy sector averages

Net Margin
CRGY 3.7%
vs
Sector Avg 12.0%
CRGY Sector
ROE
CRGY 2.6%
vs
Sector Avg 14.0%
CRGY Sector
Current Ratio
CRGY 1.5x
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.

CRGY Balance Sheet & Liquidity

Current Ratio
1.48x
Quick Ratio
1.48x
Debt/Equity
1.07x
Debt/Assets
58.5%
Interest Coverage
5.37x
Long-term Debt
$5.5B

CRGY 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 Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
46.9%
Free cash flow / Revenue

CRGY Quarterly Performance

Quarterly financial performance data for Crescent Energy Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
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
Q2 2023 $492.3M $5.2M N/A

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

CRGY Capital Allocation

Operating Cash Flow
$1.7B
Cash generated from operations
Stock Buybacks
$33.5M
Shares repurchased (TTM)
Dividends Paid
$115.1M
Returned to shareholders

CRGY SEC Filings

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

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 4 xslF345X06/wk-form4_1773865901.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773865883.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773865869.xml View →
Mar 18, 2026 4 xslF345X06/wk-form4_1773865858.xml View →
Mar 9, 2026 8-K crgy-20260303.htm View →

Frequently Asked Questions about CRGY

What is the AI rating for CRGY?

Crescent Energy Co (CRGY) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are CRGY's key strengths?

Exceptional free cash flow margin of 46.9% demonstrates strong operational efficiency and cash generation capability. Revenue growth of 22.1% YoY shows positive top-line momentum in the energy market.

What are the risks of investing in CRGY?

Net income declined 20.5% YoY despite revenue growth, indicating significant margin compression and profitability stress. Extremely low cash position of $10.2M relative to $12.4B in assets creates financial vulnerability and limited strategic flexibility.

What is CRGY's revenue and growth?

Crescent Energy Co reported revenue of $3.6B.

Does CRGY pay dividends?

Crescent Energy Co pays dividends, with $115.1M 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?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI 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: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI