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Nacco Industries Inc. (NC) Fundamental Analysis & AI Grade 2026

NC NYSE Bituminous Coal & Lignite Surface Mining DE CIK: 0000789933
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
68% Confidence
AGREEMENT
C
72% Conf
B
64% Conf

📊 NC Key Takeaways

Revenue: $62.8M
Net Margin: 14.1%
Free Cash Flow: $-36.3M
Current Ratio: 3.30x
Debt/Equity: 0.23x
EPS: $1.17
AI Grade: C with 72% confidence
Nacco Industries Inc. (NC) receives a C fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $62.8M, net profit margin of 14.1%, and return on equity (ROE) of 2.0%, Nacco Industries Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete NC stock analysis for 2026.

Is Nacco Industries Inc. (NC) a Good Investment?

Claude

NACCO exhibits severe operational deterioration with net income collapsing 47.9% YoY despite 16.6% revenue growth, signaling margin compression and cost structure misalignment. The company is generating negative free cash flow of -$36.3M as capital expenditures of $48.6M far exceed operating cash flow of $12.4M, making current cash burn rate unsustainable despite a strong balance sheet.

ChatGPT

Revenue grew 16.6% and the company maintains strong liquidity with low leverage and excellent interest coverage. However, margins and earnings fell sharply YoY and heavy capex left free cash flow barely positive, signaling weaker earnings quality. Wait for margin stabilization and stronger cash conversion before turning more constructive.

Nacco Industries Inc. Key Strengths (NC)

Claude
  • + Conservative leverage with Debt/Equity ratio of 0.23x and strong interest coverage of 9.9x
  • + Exceptional liquidity position with Current Ratio of 3.30x and Quick Ratio of 2.35x
  • + Substantial equity base of $437.1M and $53.2M cash reserves provide financial cushion
  • + Positive revenue growth of 16.6% YoY shows market demand
  • + Operating margins of 17.5% remain reasonable for the sector
ChatGPT
  • + Strong liquidity (current 3.09x, quick 2.17x) and low leverage (D/E 0.23x)
  • + High interest coverage (19.8x) and positive operating cash flow
  • + Solid top-line growth (+16.6% YoY)

NC Stock Risks: Nacco Industries Inc. Investment Risks

Claude
  • ! Catastrophic profitability decline with net income down 47.9% YoY indicates severe margin compression despite revenue growth
  • ! Negative free cash flow of -$36.3M is structurally unsustainable and threatens financial viability
  • ! Extremely weak capital returns (ROE 2.0%, ROA 1.3%) indicate severe capital inefficiency and value destruction
  • ! High capital intensity with capex at 77% of revenue while generating minimal returns
  • ! Cyclical coal industry exposure amid structural energy transition and regulatory headwinds
ChatGPT
  • ! Margin compression with net income down 47.9% YoY and low ROE/ROA
  • ! High capital intensity resulting in weak free cash flow (0.8% margin)
  • ! Cyclical commodity and regulatory risks in coal mining

Key Metrics to Watch

Claude
  • * Free cash flow trajectory and operating cash flow sustainability
  • * Net margin recovery and operating expense control
  • * Capital expenditure levels and return on invested capital
  • * Coal pricing trends and demand outlook
  • * Cash depletion rate relative to reserve duration
ChatGPT
  • * Operating margin
  • * Free cash flow margin

Nacco Industries Inc. (NC) Financial Metrics & Key Ratios

Revenue
$62.8M
Net Income
$8.8M
EPS (Diluted)
$1.17
Free Cash Flow
$-36.3M
Total Assets
$685.7M
Cash Position
$53.2M

💡 AI Analyst Insight

Strong liquidity with a 3.30x current ratio provides a solid financial cushion.

NC Profit Margin, ROE & Profitability Analysis

Gross Margin 22.8%
Operating Margin 17.5%
Net Margin 14.1%
ROE 2.0%
ROA 1.3%
FCF Margin -57.7%

NC vs Materials Sector: How Nacco Industries Inc. Compares

How Nacco Industries Inc. compares to Materials sector averages

Net Margin
NC 14.1%
vs
Sector Avg 10.0%
NC Sector
ROE
NC 2.0%
vs
Sector Avg 14.0%
NC Sector
Current Ratio
NC 3.3x
vs
Sector Avg 1.6x
NC Sector
Debt/Equity
NC 0.2x
vs
Sector Avg 0.6x
NC Sector

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

Is Nacco Industries Inc. Stock Overvalued? NC Valuation Analysis 2026

Based on fundamental analysis, Nacco Industries Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
2.0%
Sector avg: 14%
Net Profit Margin
14.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.23x
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.

Nacco Industries Inc. Balance Sheet: NC Debt, Cash & Liquidity

Current Ratio
3.30x
Quick Ratio
2.35x
Debt/Equity
0.23x
Debt/Assets
36.2%
Interest Coverage
9.92x
Long-term Debt
$100.8M

NC Revenue & Earnings Growth: 5-Year Financial Trend

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 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
-57.7%
Free cash flow / Revenue

NC Quarterly Earnings & Performance

Quarterly financial performance data for Nacco Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $62.8M $4.9M $0.66
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

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

Nacco Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$12.4M
Cash generated from operations
Capital Expenditures
$48.6M
Investment in assets
Dividends Paid
$1.9M
Returned to shareholders

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

Access official SEC EDGAR filings for Nacco Industries Inc. (CIK: 0000789933)

📋 Recent SEC Filings

Date Form Document Action
May 18, 2026 8-K nacco-20260515.htm View →
May 5, 2026 10-Q nacco-20260331.htm View →
May 5, 2026 8-K nacco-20260505.htm View →
Apr 2, 2026 4 xslF345X06/form4.xml View →
Apr 2, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about NC

What is the AI rating for NC?

Nacco Industries Inc. (NC) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NC's key strengths?

Claude: Conservative leverage with Debt/Equity ratio of 0.23x and strong interest coverage of 9.9x. Exceptional liquidity position with Current Ratio of 3.30x and Quick Ratio of 2.35x. ChatGPT: Strong liquidity (current 3.09x, quick 2.17x) and low leverage (D/E 0.23x). High interest coverage (19.8x) and positive operating cash flow.

What are the risks of investing in NC?

Claude: Catastrophic profitability decline with net income down 47.9% YoY indicates severe margin compression despite revenue growth. Negative free cash flow of -$36.3M is structurally unsustainable and threatens financial viability. ChatGPT: Margin compression with net income down 47.9% YoY and low ROE/ROA. High capital intensity resulting in weak free cash flow (0.8% margin).

What is NC's revenue and growth?

Nacco Industries Inc. reported revenue of $62.8M.

Does NC pay dividends?

Nacco Industries Inc. pays dividends, with $1.9M 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 $1.17.

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 grade reflects both perspectives for balanced insights.

What is NC's fundamental grade?

Based on our AI fundamental analysis in May 2026, Nacco Industries Inc. has a C grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is NC stock overvalued or undervalued?

Valuation metrics for NC: ROE of 2.0% (sector avg: 14%), net margin of 14.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is NC's AI grade for 2026?

Our dual AI analysis gives Nacco Industries Inc. a combined C grade for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is NC's free cash flow?

Nacco Industries Inc.'s operating cash flow is $12.4M, with capital expenditures of $48.6M. FCF margin is -57.7%.

How does NC compare to other Materials stocks?

Vs Materials sector averages: Net margin 14.1% (avg: 10%), ROE 2.0% (avg: 14%), current ratio 3.30 (avg: 1.6).

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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