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NC Stock Analysis 2026 - NACCO INDUSTRIES INC AI Rating

NC NYSE Bituminous Coal & Lignite Surface Mining DE CIK: 0000789933
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
SELL
52% Conf
Pending
Analysis scheduled

📊 NC Key Takeaways

Revenue: $277.2M
Net Margin: 6.3%
Free Cash Flow: $2.3M
Current Ratio: 3.09x
Debt/Equity: 0.23x
EPS: $2.35
AI Rating: SELL with 52% confidence

Is NC a Good Investment? Thesis Analysis

Claude

Despite 16.6% revenue growth, net income collapsed 47.9% YoY, indicating severe operational deterioration and cost pressures that cannot be absorbed or passed through. Minimal free cash flow generation (0.8% margin) combined with capital-intensive operations and anemic returns (ROE 4.1%, ROA 2.7%) present a concerning fundamental picture, despite adequate balance sheet strength.

Why Buy NC? Key Strengths

Claude
  • + Strong balance sheet with low leverage (Debt/Equity 0.23x) and substantial liquidity (3.09x current ratio)
  • + Robust interest coverage ratio of 19.8x eliminates solvency concerns
  • + Positive operating cash flow of $50.9M provides a cash generation base

NC Investment Risks to Consider

Claude
  • ! Earnings collapse of 47.9% YoY contradicts revenue growth, signaling fundamental operational distress and margin compression
  • ! Critically weak free cash flow generation (0.8% FCF margin) leaves minimal capital for shareholder returns or strategic flexibility
  • ! Cyclical commodity exposure combined with low returns on assets (2.7%) and equity (4.1%) suggest structural profitability challenges in the bituminous coal sector

Key Metrics to Watch

Claude
  • * Operating and gross margin trend reversal—whether compression stabilizes or continues deteriorating
  • * Free cash flow as percentage of revenue—sustainability of 0.8% margin or recovery to healthier levels
  • * Capital expenditure efficiency—whether elevated capex ($48.6M) translates to future revenue or margin improvement

NC Financial Metrics

Revenue
$277.2M
Net Income
$17.6M
EPS (Diluted)
$2.35
Free Cash Flow
$2.3M
Total Assets
$661.2M
Cash Position
$49.7M

💡 AI Analyst Insight

The relatively thin 0.8% FCF margin may limit capital allocation flexibility. Strong liquidity with a 3.09x current ratio provides a solid financial cushion.

NC Profitability Ratios

Gross Margin 13.9%
Operating Margin 7.9%
Net Margin 6.3%
ROE 4.1%
ROA 2.7%
FCF Margin 0.8%

NC vs Default Sector

How NACCO INDUSTRIES INC compares to Default sector averages

Net Margin
NC 6.3%
vs
Sector Avg 12.0%
NC Sector
ROE
NC 4.1%
vs
Sector Avg 15.0%
NC Sector
Current Ratio
NC 3.1x
vs
Sector Avg 1.8x
NC Sector
Debt/Equity
NC 0.2x
vs
Sector Avg 0.7x
NC Sector

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

Is NC Overvalued or Undervalued?

Based on fundamental analysis, NACCO INDUSTRIES INC has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
4.1%
Sector avg: 15%
Net Profit Margin
6.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.23x
Sector avg: 0.7x

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.

NC Balance Sheet & Liquidity

Current Ratio
3.09x
Quick Ratio
2.17x
Debt/Equity
0.23x
Debt/Assets
35.1%
Interest Coverage
19.78x
Long-term Debt
$100.8M

NC 5-Year Financial Trend & Growth Analysis

NC 5-year financial data: Year 2021: Revenue $191.8M, Net Income $14.8M, EPS $2.10. Year 2022: Revenue $241.7M, Net Income $48.1M, EPS $6.69. Year 2023: Revenue $241.7M, Net Income $74.2M, EPS $10.06. Year 2024: Revenue $237.7M, Net Income -$39.6M, EPS $-5.29. Year 2025: Revenue $277.2M, Net Income $33.7M, EPS $4.55.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: NACCO INDUSTRIES INC's revenue has grown significantly by 44% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.55 reflects profitable operations.

NC 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
0.8%
Free cash flow / Revenue

NC Quarterly Performance

Quarterly financial performance data for NACCO INDUSTRIES INC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $61.7M $3.3M $1.78
Q2 2025 $52.3M $3.3M $0.44
Q1 2025 $53.3M $4.6M $0.61
Q3 2024 $46.5M $2.5M $-0.51
Q2 2024 $52.3M $2.5M $0.34
Q1 2024 $50.1M $4.6M $0.61
Q3 2023 $46.5M $2.5M $-0.51
Q2 2023 $61.4M $2.5M $0.34

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

NC Capital Allocation

Operating Cash Flow
$50.9M
Cash generated from operations
Stock Buybacks
$2.5M
Shares repurchased (TTM)
Capital Expenditures
$48.6M
Investment in assets
Dividends Paid
$7.3M
Returned to shareholders

NC SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for NACCO INDUSTRIES INC (CIK: 0000789933)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about NC

What is the AI rating for NC?

NACCO INDUSTRIES INC (NC) has an AI rating of SELL with 52% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NC's key strengths?

Claude: Strong balance sheet with low leverage (Debt/Equity 0.23x) and substantial liquidity (3.09x current ratio). Robust interest coverage ratio of 19.8x eliminates solvency concerns.

What are the risks of investing in NC?

Claude: Earnings collapse of 47.9% YoY contradicts revenue growth, signaling fundamental operational distress and margin compression. Critically weak free cash flow generation (0.8% FCF margin) leaves minimal capital for shareholder returns or strategic flexibility.

What is NC's revenue and growth?

NACCO INDUSTRIES INC reported revenue of $277.2M.

Does NC pay dividends?

NACCO INDUSTRIES INC pays dividends, with $7.3M distributed to shareholders in the trailing twelve months.

Where can I find NC SEC filings?

Official SEC filings for NACCO INDUSTRIES INC (CIK: 0000789933) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NC's EPS?

NACCO INDUSTRIES INC has a diluted EPS of $2.35.

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 NC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, NACCO INDUSTRIES INC has a SELL rating with 52% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NC stock overvalued or undervalued?

Valuation metrics for NC: ROE of 4.1% (sector avg: 15%), net margin of 6.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NC stock in 2026?

Our dual AI analysis gives NACCO INDUSTRIES INC a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NC's free cash flow?

NACCO INDUSTRIES INC's operating cash flow is $50.9M, with capital expenditures of $48.6M. FCF margin is 0.8%.

How does NC compare to other Default stocks?

Vs Default sector averages: Net margin 6.3% (avg: 12%), ROE 4.1% (avg: 15%), current ratio 3.09 (avg: 1.8).

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: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI