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Venture Global, Inc. (VG) Fundamental Analysis & AI Grade 2026

VG NYSE Natural Gas Distribution DE CIK: 0002007855
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
78% Confidence
N/A
C
78% Conf
Pending
Analysis scheduled

📊 VG Key Takeaways

Revenue: $4.6B
Net Margin: 10.6%
Free Cash Flow: $-2.4B
Current Ratio: 0.87x
Debt/Equity: 5.06x
EPS: $0.19
AI Grade: C with 78% confidence
Venture Global, Inc. (VG) receives a C fundamental grade with 78% confidence from our AI analysis based on SEC 10-K filings. With revenue of $4.6B, net profit margin of 10.6%, and return on equity (ROE) of 6.7%, Venture Global, Inc. demonstrates mixed fundamentals in the Utilities sector. Below is our complete VG stock analysis for 2026.

Is Venture Global, Inc. (VG) a Good Investment?

Claude

While Venture Global exhibits exceptional 177% revenue growth and 25% operating margins, the company faces severe financial stress from unsustainable capital expenditure ($3.2B) that far exceeds operating cash flow ($763M), resulting in -$2.4B free cash flow. The highly leveraged balance sheet (5.06x Debt/Equity) combined with deteriorating liquidity ratios (Current 0.87x) and weak capital efficiency metrics (6.7% ROE, 0.9% ROA) indicate structural financial vulnerability inappropriate for a utility-sector business.

Venture Global, Inc. Key Strengths (VG)

Claude
  • + Exceptional revenue growth of 176.9% YoY demonstrates strong market demand and expansion
  • + Robust operating margins of 25% show operational efficiency and pricing power
  • + Positive operating cash flow of $763M indicates underlying business generates cash from operations

VG Stock Risks: Venture Global, Inc. Investment Risks

Claude
  • ! Severe negative free cash flow of -$2.4B is unsustainable and indicates capital spending far exceeds cash generation
  • ! Excessive leverage with 5.06x Debt/Equity ratio and $36.6B debt against minimal $1.6B cash creates financial distress risk
  • ! Liquidity crisis indicators with Current Ratio 0.87x and Quick Ratio 0.80x below prudent 1.0x threshold
  • ! Poor capital efficiency despite high margins: ROE of 6.7% and ROA of 0.9% suggest capital is not generating adequate returns
  • ! Capital intensity ($3.2B capex) is structurally misaligned with cash generation capacity

Key Metrics to Watch

Claude
  • * Free Cash Flow trend and path to positive FCF sustainability
  • * Debt/Equity ratio trajectory and refinancing needs given negative FCF
  • * Operating Cash Flow growth relative to capex spending plans
  • * Liquidity ratios movement and access to capital markets for refinancing

Venture Global, Inc. (VG) Financial Metrics & Key Ratios

Revenue
$4.6B
Net Income
$488.0M
EPS (Diluted)
$0.19
Free Cash Flow
$-2.4B
Total Assets
$56.3B
Cash Position
$1.6B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

VG Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 25.0%
Net Margin 10.6%
ROE 6.7%
ROA 0.9%
FCF Margin -52.6%

VG vs Utilities Sector: How Venture Global, Inc. Compares

How Venture Global, Inc. compares to Utilities sector averages

Net Margin
VG 10.6%
vs
Sector Avg 12.0%
VG Sector
ROE
VG 6.7%
vs
Sector Avg 10.0%
VG Sector
Current Ratio
VG 0.9x
vs
Sector Avg 0.8x
VG Sector
Debt/Equity
VG 5.1x
vs
Sector Avg 1.4x
VG Sector

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

Is Venture Global, Inc. Stock Overvalued? VG Valuation Analysis 2026

Based on fundamental analysis, Venture Global, Inc. has mixed fundamental signals relative to the Utilities sector in 2026.

Return on Equity
6.7%
Sector avg: 10%
Net Profit Margin
10.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
5.06x
Sector avg: 1.4x

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.

Venture Global, Inc. Balance Sheet: VG Debt, Cash & Liquidity

Current Ratio
0.87x
Quick Ratio
0.80x
Debt/Equity
5.06x
Debt/Assets
78.1%
Interest Coverage
N/A
Long-term Debt
$36.6B

VG Revenue & Earnings Growth: 5-Year Financial Trend

VG 5-year financial data: Year 2025: Revenue $13.8B, Net Income $3.6B, EPS $1.25.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Venture Global, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.25 reflects profitable operations.

VG 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
-52.6%
Free cash flow / Revenue

VG Quarterly Earnings & Performance

Quarterly financial performance data for Venture Global, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $2.9B $517.0M $0.15
Q3 2025 $926.0M -$294.0M $-0.15
Q2 2025 $1.1B $352.0M $0.12
Q1 2025 $1.4B $517.0M $0.15

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

Venture Global, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$763.0M
Cash generated from operations
Capital Expenditures
$3.2B
Investment in assets
Dividends Paid
$180.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Venture Global, Inc. (CIK: 0002007855)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 8-K vg-20260601.htm View →
Jun 1, 2026 4 xslF345X06/primarydocument.xml View →
Jun 1, 2026 4 xslF345X06/primarydocument.xml View →
Jun 1, 2026 4 xslF345X06/primarydocument.xml View →
Jun 1, 2026 4 xslF345X06/primarydocument.xml View →

Frequently Asked Questions about VG

What is the AI rating for VG?

Venture Global, Inc. (VG) has an AI grade of C with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VG's key strengths?

Claude: Exceptional revenue growth of 176.9% YoY demonstrates strong market demand and expansion. Robust operating margins of 25% show operational efficiency and pricing power.

What are the risks of investing in VG?

Claude: Severe negative free cash flow of -$2.4B is unsustainable and indicates capital spending far exceeds cash generation. Excessive leverage with 5.06x Debt/Equity ratio and $36.6B debt against minimal $1.6B cash creates financial distress risk.

What is VG's revenue and growth?

Venture Global, Inc. reported revenue of $4.6B.

Does VG pay dividends?

Venture Global, Inc. pays dividends, with $180.0M distributed to shareholders in the trailing twelve months.

Where can I find VG SEC filings?

Official SEC filings for Venture Global, Inc. (CIK: 0002007855) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VG's EPS?

Venture Global, Inc. has a diluted EPS of $0.19.

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 VG's fundamental grade?

Based on our AI fundamental analysis in June 2026, Venture Global, Inc. has a C grade with 78% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is VG stock overvalued or undervalued?

Valuation metrics for VG: ROE of 6.7% (sector avg: 10%), net margin of 10.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is VG's AI grade for 2026?

Our dual AI analysis gives Venture Global, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VG's free cash flow?

Venture Global, Inc.'s operating cash flow is $763.0M, with capital expenditures of $3.2B. FCF margin is -52.6%.

How does VG compare to other Utilities stocks?

Vs Utilities sector averages: Net margin 10.6% (avg: 12%), ROE 6.7% (avg: 10%), current ratio 0.87 (avg: 0.8).

Is Venture Global, Inc. carrying too much debt?

VG has a debt-to-equity ratio of 5.06x, which is above the Utilities sector average of 1.4x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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 14, 2026 | Data as of: 2026-03-31 | Powered by Claude AI