Added to YB: 2025-11-07
Pitch date: 2025-11-04
DEC [bullish]
Diversified Energy Company
+31.92%
current return
Author Info
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Company Info
Diversified Energy Company, an independent energy company, engages in the production, transportation and marketing of natural gas, oil, and liquids primarily in the Appalachian and Central regions of the United States.
Market Cap
$1.1B
Pitch Price
$9.79
Price Target
N/A
Dividend
7.94%
EV/EBITDA
4.16
P/E
3.19
EV/Sales
2.52
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
DEC to Sep
DEC (earnings): 66% EBITDA margin, £3/share annual land sale potential, debt down $100M in 3Q, $60M synergies achieved, OGMP 2.0 certified (only 65 companies globally), FCF guidance $440M implies strong Q4. ARO risk overstated at $460M vs $1.4B assumed. One of few >$1B EBITDA cos that doubled earnings.
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