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Cvr Partners, LP (UAN) Stock Fundamental Analysis & AI Rating 2026

UAN NYSE Agricultural Chemicals DE CIK: 0001425292
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
BUY
78% Conf
Pending
Analysis scheduled

📊 UAN Key Takeaways

Revenue: $606.0M
Net Margin: 16.3%
Free Cash Flow: $98.8M
Current Ratio: 2.21x
Debt/Equity: N/A
EPS: $9.33
AI Rating: BUY with 78% confidence
Cvr Partners, LP (UAN) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $606.0M, net profit margin of 16.3%, Cvr Partners, LP demonstrates strong fundamentals in the Materials sector. Below is our complete UAN stock analysis for 2026.

Is Cvr Partners, LP (UAN) a Good Investment?

Claude

CVR Partners demonstrates strong fundamental performance with 62% YoY net income growth, robust free cash flow generation of $98.8M, and healthy operating margins of 21.2%. Despite elevated debt of $569.1M, excellent interest coverage of 8.2x and strong liquidity indicate the company can service obligations while maintaining financial stability and funding growth.

Why Buy Cvr Partners, LP Stock? UAN Key Strengths

Claude
  • + Exceptional net income growth of 62% YoY significantly outpacing 15.4% revenue growth indicates operational leverage and improved efficiency
  • + Strong free cash flow generation of $98.8M with 16.3% FCF margin provides flexibility for debt reduction and distributions
  • + Excellent financial position with 2.21x current ratio, 1.36x quick ratio, and 8.2x interest coverage ratio demonstrating solid liquidity and debt servicing capability
  • + Healthy operating margin of 21.2% and net margin of 16.3% in agricultural chemicals sector

UAN Stock Risks: Cvr Partners, LP Investment Risks

Claude
  • ! Significant leverage with $569.1M long-term debt against only $69.2M cash creates refinancing and economic cycle risk
  • ! Agricultural chemicals sector exposure to commodity price volatility, regulatory changes, and agricultural production cycles
  • ! Incomplete financial data including missing gross margin, stockholders' equity, and debt/equity ratio limits comprehensive assessment of capital structure efficiency

Key Metrics to Watch

Claude
  • * Operating cash flow and free cash flow trends relative to debt service obligations and distribution sustainability
  • * Net margin expansion trajectory and whether 62% net income growth is sustainable or reflects temporary favorable conditions
  • * Debt reduction progress and leverage ratio improvement given strong cash generation capability

Cvr Partners, LP (UAN) Financial Metrics & Key Ratios

Revenue
$606.0M
Net Income
$98.7M
EPS (Diluted)
$9.33
Free Cash Flow
$98.8M
Total Assets
$969.5M
Cash Position
$69.2M

💡 AI Analyst Insight

Strong liquidity with a 2.21x current ratio provides a solid financial cushion.

UAN Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 21.2%
Net Margin 16.3%
ROE N/A
ROA 10.2%
FCF Margin 16.3%

UAN vs Materials Sector: How Cvr Partners, LP Compares

How Cvr Partners, LP compares to Materials sector averages

Net Margin
UAN 16.3%
vs
Sector Avg 10.0%
UAN Sector
ROE
UAN 0.0%
vs
Sector Avg 14.0%
UAN Sector
Current Ratio
UAN 2.2x
vs
Sector Avg 1.6x
UAN Sector
Debt/Equity
UAN 0.0x
vs
Sector Avg 0.6x
UAN Sector

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

Is Cvr Partners, LP Stock Overvalued? UAN Valuation Analysis 2026

Based on fundamental analysis, Cvr Partners, LP has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
N/A
Sector avg: 14%
Net Profit Margin
16.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
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.

Cvr Partners, LP Balance Sheet: UAN Debt, Cash & Liquidity

Current Ratio
2.21x
Quick Ratio
1.36x
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
8.18x
Long-term Debt
$569.1M

UAN Revenue & Earnings Growth: 5-Year Financial Trend

UAN 5-year financial data: Year 2021: Revenue $532.6M, Net Income -$35.0M, EPS $-3.09. Year 2022: Revenue $835.6M, Net Income -$98.2M, EPS $-8.77. Year 2023: Revenue $835.6M, Net Income $78.2M, EPS $7.31. Year 2024: Revenue $835.6M, Net Income $286.8M, EPS $27.07. Year 2025: Revenue $681.5M, Net Income $172.4M, EPS $16.31.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cvr Partners, LP's revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $16.31 reflects profitable operations.

UAN 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
16.3%
Free cash flow / Revenue

UAN Quarterly Earnings & Performance

Quarterly financial performance data for Cvr Partners, LP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $125.2M $3.8M $0.36
Q2 2025 $132.9M $12.6M $2.48
Q1 2025 $127.7M $12.6M $1.19
Q3 2024 $125.2M $731.0K $0.07
Q2 2024 $132.9M $12.6M $2.48
Q1 2024 $127.7M $12.6M $1.19
Q3 2023 $130.6M $731.0K $0.07
Q2 2023 $183.0M $59.9M $5.66

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

Cvr Partners, LP Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$149.6M
Cash generated from operations
Capital Expenditures
$50.8M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Cvr Partners, LP (CIK: 0001425292)

📋 Recent SEC Filings

Date Form Document Action
Mar 18, 2026 8-K cvi-20260317.htm View →
Mar 3, 2026 8-K cvi-20260225.htm View →
Feb 18, 2026 10-K cvi-20251231.htm View →
Feb 18, 2026 8-K cvi-20260218.htm View →
Jan 26, 2026 8-K cvi-20260126.htm View →

Frequently Asked Questions about UAN

What is the AI rating for UAN?

Cvr Partners, LP (UAN) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UAN's key strengths?

Claude: Exceptional net income growth of 62% YoY significantly outpacing 15.4% revenue growth indicates operational leverage and improved efficiency. Strong free cash flow generation of $98.8M with 16.3% FCF margin provides flexibility for debt reduction and distributions.

What are the risks of investing in UAN?

Claude: Significant leverage with $569.1M long-term debt against only $69.2M cash creates refinancing and economic cycle risk. Agricultural chemicals sector exposure to commodity price volatility, regulatory changes, and agricultural production cycles.

What is UAN's revenue and growth?

Cvr Partners, LP reported revenue of $606.0M.

Does UAN pay dividends?

Cvr Partners, LP does not currently pay dividends.

Where can I find UAN SEC filings?

Official SEC filings for Cvr Partners, LP (CIK: 0001425292) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UAN's EPS?

Cvr Partners, LP has a diluted EPS of $9.33.

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 UAN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Cvr Partners, LP has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is UAN stock overvalued or undervalued?

Valuation metrics for UAN: ROE of N/A (sector avg: 14%), net margin of 16.3% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy UAN stock in 2026?

Our dual AI analysis gives Cvr Partners, LP a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is UAN's free cash flow?

Cvr Partners, LP's operating cash flow is $149.6M, with capital expenditures of $50.8M. FCF margin is 16.3%.

How does UAN compare to other Materials stocks?

Vs Materials sector averages: Net margin 16.3% (avg: 10%), ROE N/A (avg: 14%), current ratio 2.21 (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: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI