NC Fundamental Analysis - NACCO INDUSTRIES-CL A

Fundamental Rating

NC gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 208 industry peers in the Oil, Gas & Consumable Fuels industry. The financial health of NC is average, but there are quite some concerns on its profitability. NC is valied quite expensively at the moment, while it does show a decent growth rate.

Quickly go to:

1. Profitability

1.1 Basic Checks

In the past year NC was profitable.

In the past year NC had a positive cash flow from operations.

NC had positive earnings in 4 of the past 5 years.

Of the past 5 years NC 4 years had a positive operating cash flow.

1.2 Ratios

NC has a Return On Assets of 4.97%. This is in the better half of the industry: NC outperforms 61.54% of its industry peers.

The Return On Equity of NC (7.59%) is comparable to the rest of the industry.

		Industry Rank	Sector Rank
ROA	4.97%
ROE	7.59%
ROIC	N/A

ROA(3y)3.69%

ROA(5y)4.73%

ROE(3y)5.12%

ROE(5y)6.79%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

NC's Profit Margin of 11.79% is fine compared to the rest of the industry. NC outperforms 61.54% of its industry peers.

In the last couple of years the Profit Margin of NC has declined.

The Gross Margin of NC (13.73%) is worse than 69.71% of its industry peers.

NC's Gross Margin has declined in the last couple of years.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	11.79%
GM	13.73%

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-17.28%

PM growth 5Y-12.76%

GM growth 3Y-17.97%

GM growth 5Y-10.71%

More info and screens

ROA

ROE

ROIC

Operating and Profit Margin

Show most profitable peers

2. Health

2.1 Basic Checks

NC does not have a ROIC to compare to the WACC, probably because it is not profitable.

NC has less shares outstanding than it did 1 year ago.

The number of shares outstanding for NC has been increased compared to 5 years ago.

NC has a worse debt/assets ratio than last year.

2.2 Solvency

An Altman-Z score of 2.14 indicates that NC is not a great score, but indicates only limited risk for bankruptcy at the moment.

NC has a better Altman-Z score (2.14) than 71.15% of its industry peers.

NC has a Debt/Equity ratio of 0.22. This is a healthy value indicating a solid balance between debt and equity.

NC has a better Debt to Equity ratio (0.22) than 69.23% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Altman-Z	2.14

ROIC/WACCN/A

WACC9.19%

2.3 Liquidity

A Current Ratio of 3.91 indicates that NC has no problem at all paying its short term obligations.

With an excellent Current ratio value of 3.91, NC belongs to the best of the industry, outperforming 88.46% of the companies in the same industry.

NC has a Quick Ratio of 2.90. This indicates that NC is financially healthy and has no problem in meeting its short term obligations.

NC has a Quick ratio of 2.90. This is amongst the best in the industry. NC outperforms 85.10% of its industry peers.

		Industry Rank	Sector Rank
Current Ratio	3.91
Quick Ratio	2.9

More info and screens

WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 114.07% over the past year.

Measured over the past years, NC shows a decrease in Earnings Per Share. The EPS has been decreasing by -4.26% on average per year.

NC shows a strong growth in Revenue. In the last year, the Revenue has grown by 27.28%.

Measured over the past years, NC shows a quite strong growth in Revenue. The Revenue has been growing by 11.01% on average per year.

EPS 1Y (TTM)114.07%

EPS 3Y-12.04%

EPS 5Y-4.26%

EPS Q2Q%-45.68%

Revenue 1Y (TTM)27.28%

Revenue growth 3Y7.42%

Revenue growth 5Y11.01%

Sales Q2Q%30.35%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.

No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

More info and screens

Find the best growth stocks

Show best growing peers

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 8.54 indicates a reasonable valuation of NC.

78.85% of the companies in the same industry are more expensive than NC, based on the Price/Earnings ratio.

When comparing the Price/Earnings ratio of NC to the average of the S&P500 Index (26.51), we can say NC is valued rather cheaply.

		Industry Rank	Sector Rank
PE	8.54
Fwd PE	N/A

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

NC has a Yearly Dividend Yield of 2.72%. Purely for dividend investing, there may be better candidates out there.

NC's Dividend Yield is comparable with the industry average which is at 6.32.

NC's Dividend Yield is comparable with the S&P500 average which is at 2.40.

		Industry Rank	Sector Rank
Dividend Yield	2.72%

5.2 History

The dividend of NC has a limited annual growth rate of 4.13%.

NC has been paying a dividend for at least 10 years, so it has a reliable track record.

NC has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.

Dividend Growth(5Y)4.13%

Div Incr Years11

Div Non Decr Years11

5.3 Sustainability

NC pays out 21.96% of its income as dividend. This is a sustainable payout ratio.

DP21.96%

EPS Next 2YN/A

EPS Next 3YN/A

More info and screens

Find the best dividend stocks

Show peers with best dividend

NACCO INDUSTRIES-CL A

NYSE:NC (8/11/2025, 4:10:02 PM)

36.37

-0.77 (-2.07%)

Chartmill FA Rating

GICS SectorEnergy

GICS IndustryGroupEnergy

GICS IndustryOil, Gas & Consumable Fuels

Earnings (Last)08-06 2025-08-06/amc

Earnings (Next)10-29 2025-10-29

Inst Owners35.63%

Inst Owner Change-0.88%

Ins Owners32.22%

Ins Owner Change3.79%

Market Cap270.59M

Analysts0

Price TargetN/A

Short Float %0.68%

Short Ratio3.08

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.72%

Yearly Dividend0.9

Dividend Growth(5Y)4.13%

DP21.96%

Div Incr Years11

Div Non Decr Years11

Ex-Date05-30 2025-05-30 (0.2525)

Surprises & Revisions

EPS beat(2)N/A

Avg EPS beat(2)N/A

Min EPS beat(2)N/A

Max EPS beat(2)N/A

EPS beat(4)N/A

Avg EPS beat(4)N/A

Min EPS beat(4)N/A

Max EPS beat(4)N/A

EPS beat(8)N/A

Avg EPS beat(8)N/A

EPS beat(12)N/A

Avg EPS beat(12)N/A

EPS beat(16)N/A

Avg EPS beat(16)N/A

Revenue beat(2)N/A

Avg Revenue beat(2)N/A

Min Revenue beat(2)N/A

Max Revenue beat(2)N/A

Revenue beat(4)N/A

Avg Revenue beat(4)N/A

Min Revenue beat(4)N/A

Max Revenue beat(4)N/A

Revenue beat(8)N/A

Avg Revenue beat(8)N/A

Revenue beat(12)N/A

Avg Revenue beat(12)N/A

Revenue beat(16)N/A

Avg Revenue beat(16)N/A

PT rev (1m)N/A

PT rev (3m)N/A

EPS NQ rev (1m)N/A

EPS NQ rev (3m)N/A

EPS NY rev (1m)N/A

EPS NY rev (3m)N/A

Revenue NQ rev (1m)N/A

Revenue NQ rev (3m)N/A

Revenue NY rev (1m)N/A

Revenue NY rev (3m)N/A

Valuation

		Industry Rank	Sector Rank
PE	8.54
Fwd PE	N/A
P/S	1.02
P/FCF	N/A
P/OCF	10.72
P/B	0.65
P/tB	0.66
EV/EBITDA	N/A

EPS(TTM)4.26

EY11.71%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)-2.65

FCFYN/A

OCF(TTM)3.39

OCFY9.33%

SpS35.74

BVpS55.53

TBVpS54.85

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	4.97%
ROE	7.59%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	11.79%
GM	13.73%
FCFM	N/A

ROA(3y)3.69%

ROA(5y)4.73%

ROE(3y)5.12%

ROE(5y)6.79%

ROIC(3y)N/A

ROIC(5y)N/A

ROICexc(3y)N/A

ROICexc(5y)N/A

ROICexgc(3y)N/A

ROICexgc(5y)N/A

ROCE(3y)N/A

ROCE(5y)N/A

ROICexcg growth 3YN/A

ROICexcg growth 5YN/A

ROICexc growth 3YN/A

ROICexc growth 5YN/A

OM growth 3YN/A

OM growth 5YN/A

PM growth 3Y-17.28%

PM growth 5Y-12.76%

GM growth 3Y-17.97%

GM growth 5Y-10.71%

F-Score7

Asset Turnover0.42

Health

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	182.41%
Cap/Sales	16.91%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	3.91
Quick Ratio	2.9
Altman-Z	2.14

F-Score7

WACC9.19%

ROIC/WACCN/A

Cap/Depr(3y)235.75%

Cap/Depr(5y)229.12%

Cap/Sales(3y)28.02%

Cap/Sales(5y)28.38%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)114.07%

EPS 3Y-12.04%

EPS 5Y-4.26%

EPS Q2Q%-45.68%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)27.28%

Revenue growth 3Y7.42%

Revenue growth 5Y11.01%

Sales Q2Q%30.35%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y26.05%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-386%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-50.03%

OCF growth 3Y-33.24%

OCF growth 5Y-15.84%

NACCO INDUSTRIES-CL A (NC) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens