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CRGY 
Crescent Energy Co (CRGY)
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Upturn Advisory Summary
12/11/2025: CRGY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $14.18
1 Year Target Price $14.18
| 9 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -47.06% | Avg. Invested days 23 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/11/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.49B USD | Price to earnings Ratio - | 1Y Target Price 14.18 |
Price to earnings Ratio - | 1Y Target Price 14.18 | ||
Volume (30-day avg) 12 | Beta 1.19 | 52 Weeks Range 6.57 - 16.11 | Updated Date 12/11/2025 |
52 Weeks Range 6.57 - 16.11 | Updated Date 12/11/2025 | ||
Dividends yield (FY) 4.87% | Basic EPS (TTM) -0.31 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.65% | Operating Margin (TTM) 12.44% |
Management Effectiveness
Return on Assets (TTM) 2.1% | Return on Equity (TTM) -0.27% |
Valuation
Trailing PE - | Forward PE 6.18 | Enterprise Value 5824323328 | Price to Sales(TTM) 0.69 |
Enterprise Value 5824323328 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 1.62 | Enterprise Value to EBITDA 3.97 | Shares Outstanding 254631591 | Shares Floating 185028046 |
Shares Outstanding 254631591 | Shares Floating 185028046 | ||
Percent Insiders 4.25 | Percent Institutions 81.54 |
Upturn AI SWOT
Crescent Energy Co
Company Overview
History and Background
Crescent Energy Co. was formed in November 2021 through the business combination of Simmons First National Corporation (NASDAQ: SFNC) and Crescent Bank and Trust. This merger aimed to create a larger, more diversified financial institution with a strong presence in the Gulf South region.
Core Business Areas
- Commercial Banking: Provides a wide range of services to businesses, including commercial loans, lines of credit, treasury management, and deposit accounts. Focuses on small and medium-sized businesses.
- Consumer Banking: Offers personal checking and savings accounts, consumer loans, mortgages, and credit cards to individuals.
- Wealth Management: Provides investment advisory services, retirement planning, and estate planning to individuals and businesses.
Leadership and Structure
Crescent Energy Co. is a publicly traded company with a board of directors and a senior management team responsible for its strategic direction and operations. Specific details on the current leadership team and organizational chart are best found in their latest investor relations filings.
Top Products and Market Share
Key Offerings
- Commercial Loans: Provides various types of loans to businesses for working capital, equipment financing, and real estate acquisition. Market share data is not readily available publicly for specific loan products but operates in a highly competitive market. Key competitors include regional banks and national financial institutions.
- Deposit Accounts: Offers a range of checking, savings, and money market accounts with varying interest rates and features. Competitors include a broad spectrum of banks and credit unions.
- Mortgage Lending: Facilitates home loans for purchase and refinancing. Competes with national mortgage lenders, other banks, and specialized mortgage companies.
Market Dynamics
Industry Overview
The banking and financial services industry in the US is highly regulated and competitive, influenced by interest rate environments, economic conditions, technological advancements (FinTech), and evolving customer preferences. Regional banks like Crescent Energy Co. often focus on building strong community relationships.
Positioning
Crescent Energy Co. positions itself as a community-focused bank offering personalized service and a comprehensive suite of financial products. Its competitive advantage lies in its regional expertise and commitment to customer relationships, particularly within the Gulf South.
Total Addressable Market (TAM)
The TAM for banking services in the US is substantial, encompassing trillions of dollars in deposits and loans. Crescent Energy Co. targets a specific segment of this market, primarily within its geographic footprint. Its positioning is to be a leading regional financial partner, capturing a significant share of its addressable market within its operating states.
Upturn SWOT Analysis
Strengths
- Strong regional presence and customer loyalty in the Gulf South.
- Diversified revenue streams from commercial, consumer, and wealth management.
- Experienced management team with deep industry knowledge.
- Agile structure allowing for personalized customer service.
Weaknesses
- Smaller scale compared to national banking giants.
- Potential exposure to regional economic downturns.
- Reliance on traditional banking models may limit innovation pace.
- Limited brand recognition outside of its core operating areas.
Opportunities
- Expansion into new geographic markets or product lines.
- Leveraging technology to enhance digital banking capabilities and customer experience.
- Strategic acquisitions to increase scale and market share.
- Growing demand for specialized financial advisory services.
Threats
- Intensifying competition from FinTech companies and large national banks.
- Rising interest rates can impact lending margins and loan demand.
- Cybersecurity risks and data breaches.
- Changes in regulatory landscape and compliance burdens.
Competitors and Market Share
Key Competitors
- Hancock Whitney Corporation (HWC)
- First Bancorp (FBP)
- IberiaBank (now part of First Horizon National Corporation - FHN)
- Regions Financial Corporation (RF)
Competitive Landscape
Crescent Energy Co. competes in a fragmented market with both larger national banks and numerous smaller regional and community banks. Its advantage lies in its localized approach and dedicated customer service, while larger competitors may offer broader product suites and deeper technological integration. Its disadvantages include a smaller capital base and potentially less aggressive pricing power compared to larger players.
Major Acquisitions
Crescent Bank and Trust
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Formed Crescent Energy Co. to create a larger, more diversified financial institution with enhanced scale and geographic reach in the Gulf South.
Growth Trajectory and Initiatives
Historical Growth: Crescent Energy Co. has demonstrated growth through organic expansion and strategic acquisitions. The merger with Crescent Bank was a significant step in increasing its asset size and market reach. Growth is typically measured by increases in total assets, loans, deposits, and revenue.
Future Projections: Analyst projections for Crescent Energy Co. would depend on their outlook for the banking sector, interest rates, and the company's ability to execute its strategic plans. Projections often focus on earnings per share (EPS) growth and revenue increases.
Recent Initiatives: Key initiatives likely include enhancing digital banking platforms, optimizing operational efficiency, expanding its commercial lending capabilities, and potentially further strategic consolidation within its operating regions.
Summary
Crescent Energy Co. is a regional financial institution with a solid foundation in the Gulf South, benefiting from strong community ties and a diversified business model. Its strengths lie in personalized customer service and regional expertise. However, it faces challenges from larger competitors and evolving FinTech, necessitating continued investment in digital capabilities and strategic growth to maintain its competitive edge and capitalize on market opportunities.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Financial News Outlets
- Industry Analysis Reports
Disclaimers:
This information is for analytical and informational purposes only and does not constitute investment advice. Financial data is subject to change and should be verified with official company releases and reliable financial data providers. Market share estimates are approximations and may vary depending on the methodology and data source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Crescent Energy Co
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2021-12-08 | CEO & Director Mr. David C. Rockecharlie | ||
Sector Energy | Industry Oil & Gas E&P | Full time employees 987 | Website https://crescentenergyco.com |
Full time employees 987 | Website https://crescentenergyco.com | ||
Crescent Energy Company, an energy company, engages in the exploration and production of crude oil, natural gas, and natural gas liquids in the United States. Its activities are focused in Texas and the Rocky Mountain region. The company was founded in 2011 and is headquartered in Houston, Texas.
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