NC Fundamental Analysis - NACCO INDUSTRIES-CL A

Fundamental Rating

We assign a fundamental rating of 4 out of 10 to NC. NC was compared to 213 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 does not seem to be growing, but still is valued expensively.

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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.

Of the past 5 years NC 4 years were profitable.

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

1.2 Ratios

The Return On Assets of NC (5.37%) is better than 61.50% of its industry peers.

Looking at the Return On Equity, with a value of 8.33%, NC is in line with its industry, outperforming 52.58% of the companies in the same industry.

		Industry Rank	Sector Rank
ROA	5.37%
ROE	8.33%
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

With a decent Profit Margin value of 13.63%, NC is doing good in the industry, outperforming 62.91% of the companies in the same industry.

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

The Gross Margin of NC (12.96%) is worse than 69.48% 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)	13.63%
GM	12.96%

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%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

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

The number of shares outstanding for NC has been reduced compared to 1 year ago.

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

Compared to 1 year ago, NC has a worse debt to assets ratio.

2.2 Solvency

NC has an Altman-Z score of 2.05. This is not the best score and indicates that NC is in the grey zone with still only limited risk for bankruptcy at the moment.

NC has a better Altman-Z score (2.05) than 68.08% 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 68.08% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Altman-Z	2.05

ROIC/WACCN/A

WACC9.38%

2.3 Liquidity

A Current Ratio of 3.42 indicates that NC has no problem at all paying its short term obligations.

NC has a Current ratio of 3.42. This is amongst the best in the industry. NC outperforms 86.85% of its industry peers.

NC has a Quick Ratio of 2.47. This indicates that NC is financially healthy and has no problem in meeting its short term obligations.

With an excellent Quick ratio value of 2.47, NC belongs to the best of the industry, outperforming 83.57% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	3.42
Quick Ratio	2.47

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

NC shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 204.61%, which is quite impressive.

NC shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -4.26% yearly.

NC shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 14.70%.

NC shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 11.01% yearly.

EPS 1Y (TTM)204.61%

EPS 3Y-12.04%

EPS 5Y-4.26%

EPS Q2Q%8.2%

Revenue 1Y (TTM)14.7%

Revenue growth 3Y7.42%

Revenue growth 5Y11.01%

Sales Q2Q%23.04%

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.

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 7.77, which indicates a rather cheap valuation of NC.

80.28% of the companies in the same industry are more expensive than NC, based on the Price/Earnings ratio.

Compared to an average S&P500 Price/Earnings ratio of 26.43, NC is valued rather cheaply.

		Industry Rank	Sector Rank
PE	7.77
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

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5. Dividend

5.1 Amount

NC has a Yearly Dividend Yield of 2.77%. Purely for dividend investing, there may be better candidates out there.

Compared to an average industry Dividend Yield of 6.81, NC has a dividend in line with its industry peers.

NC's Dividend Yield is comparable with the S&P500 average which is at 2.38.

		Industry Rank	Sector Rank
Dividend Yield	2.77%

5.2 History

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

NC has paid a dividend for at least 10 years, which is a reliable track record.

NC has not decreased their dividend for at least 10 years, which is a reliable track record.

Dividend Growth(5Y)4.13%

Div Incr Years11

Div Non Decr Years11

5.3 Sustainability

NC pays out 19.62% of its income as dividend. This is a sustainable payout ratio.

DP19.62%

EPS Next 2YN/A

EPS Next 3YN/A

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NACCO INDUSTRIES-CL A

NYSE:NC (6/4/2025, 8:04:00 PM)

After market: 35.96 0 (0%)

35.96

-1.15 (-3.1%)

Chartmill FA Rating

GICS SectorEnergy

GICS IndustryGroupEnergy

GICS IndustryOil, Gas & Consumable Fuels

Earnings (Last)04-30 2025-04-30/amc

Earnings (Next)07-30 2025-07-30

Inst Owners35.69%

Inst Owner Change4.32%

Ins Owners32.27%

Ins Owner Change3.14%

Market Cap267.54M

Analysts0

Price TargetN/A

Short Float %0.81%

Short Ratio2.44

Dividend

		Industry Rank	Sector Rank
Dividend Yield	2.77%

Yearly Dividend0.9

Dividend Growth(5Y)4.13%

DP19.62%

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	7.77
Fwd PE	N/A
P/S	1.07
P/FCF	N/A
P/OCF	7.22
P/B	0.65
P/tB	0.66
EV/EBITDA	N/A

EPS(TTM)4.63

EY12.88%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)-1.7

FCFYN/A

OCF(TTM)4.98

OCFY13.86%

SpS33.6

BVpS54.99

TBVpS54.27

PEG (NY)N/A

PEG (5Y)N/A

Profitability

		Industry Rank	Sector Rank
ROA	5.37%
ROE	8.33%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	13.63%
GM	12.96%
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 Turnover0.39

Health

		Industry Rank	Sector Rank
Debt/Equity	0.22
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	201.79%
Cap/Sales	19.9%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	3.42
Quick Ratio	2.47
Altman-Z	2.05

F-Score7

WACC9.38%

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)204.61%

EPS 3Y-12.04%

EPS 5Y-4.26%

EPS Q2Q%8.2%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)14.7%

Revenue growth 3Y7.42%

Revenue growth 5Y11.01%

Sales Q2Q%23.04%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y19.85%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-172.84%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-50.64%

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

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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

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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