NFG Stock Analysis — National Fuel Gas Company
Sector: Energy
AI Verdict
NFG trades at 10.5x next year's earnings with nearly 45% growth expected—this is cheap for the growth you're getting, and the integrated utility model makes that growth more credible than most energy peers.
Competitive Moat
NFG operates a vertically integrated natural gas business, controlling both upstream production and regulated utility distribution. This structure insulates it from commodity price swings and creates stable cash flows through regulated rate recovery.
Summary
NFG is on watch due to analyst expectations for 44.9% forward EPS growth and a forward P/E of just 10.5x.
Where It Stands
NFG delivered 112.8% trailing revenue growth and trades at 10.5x forward earnings, a steep discount to the energy sector median of 12x.
Key Metrics
- Trailing P/E: 15.2x
- Forward P/E: 10.5x
- PEG Ratio: 0.34
- Earnings Growth: +0.4%
- Revenue Growth: +1.1%
- Dividend Yield: 0.03%
- 52-Week High: $97.06
- 52-Week Low: $77.22
Analyst Consensus
6 Buy · 3 Hold · 0 Sell (9 analysts)
Bull Case
With a 44.9% EPS growth forecast and a trailing PEG ratio of 0.34, the current valuation looks cheap for the growth on offer.
Bear Case
If the P/E reverts to the sector median of 12x, upside is capped unless the 44.9% EPS growth actually materializes.
Catalyst to Watch
Watch for quarterly earnings reports to confirm whether the 44.9% EPS growth is tracking as expected.