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Upturn AI Summary - About
NACCO Industries Inc(NC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for NC
09/25/2026: NC (1-star) is currently NOT-A-BUY. Pass it for now.
NACCO Industries is a holding company providing contract mining services and managing mineral assets, primarily serving the electric utility sector. The company's main strength lies in its long-term, cost-plus contracts that provide predictable cash flow despite the secular decline of the coal industry. Its primary growth opportunity involves pivoting toward non-coal industrial mining and mineral rights management. However, the company faces significant risks from plant closures and environmental regulations. NACCO may best suit dividend-focused or value-oriented investors who monitor the company's ability to successfully diversify its business model away from traditional coal assets in the coming years.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company operates in a structurally declining industry with limited high-growth prospects. |
| Momentum investor | Mixed fit | The stock lacks strong, consistent price momentum and typically trades based on long-term utility contract stability. |
| Value investor | Strong fit | The stock often trades at low valuation multiples, potentially offering value if the underlying assets are correctly priced. |
| Dividend investor | Strong fit | The company provides a reliable dividend supported by stable cash flows from long-term contracts. |
| Low-risk investor | Mixed fit | While the business model is stable, the regulatory and secular risks to the coal industry create significant long-term uncertainty. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price is susceptible to shifts in energy policy and general market sentiment toward coal. |
| Valuation risk | Low | The stock typically trades at modest multiples, limiting downside valuation risk. |
| Competition risk (coal industry transition) | High | The primary industry is shrinking, creating intense pressure to diversify. |
| Business quality | Medium | The company has a solid operational record but relies on a declining end market. |
| Dividend income | Medium | Dividends are stable but may be at risk if long-term contracts are not replaced. |
| Execution risk | Medium | Successfully pivoting the business model to new mining sectors is execution-intensive. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -33.34% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 284.05M USD | Price to earnings Ratio 16.45 | 1Y Target Price 128 |
Price to earnings Ratio 16.45 | 1Y Target Price 128 | ||
Volume (30-day avg) 21.3K shares | Beta 0.45 | 52 Weeks Range 36.03 - 58.75 | Updated Date 09/25/2026 |
52 Weeks Range 36.03 - 58.75 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 2.70% | Basic EPS (TTM) 2.29 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Coal Mining | Mining services for utility customers via long-term contracts. | The company gets paid to mine coal for others rather than selling the coal itself, reducing price risk. |
| North American Mining | Contract mining for non-coal minerals and heavy materials. | This is the growth area where the company attempts to apply its mining expertise to other industries. |
| Minerals Management | Leasing mineral-rich land to third parties for royalties. | This provides high-margin, passive income from land holdings. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 16.45 | Forward PE 6.57 | Enterprise Value 355.80M | Price to Sales(TTM) 1.02 |
Enterprise Value 355.80M | Price to Sales(TTM) 1.02 | ||
Enterprise Value to Revenue 1.28 | Enterprise Value to EBITDA 19.05 | Shares Outstanding 5.98M | Shares Floating 4.09M |
Shares Outstanding 5.98M | Shares Floating 4.09M | ||
Percent Insiders 32.89 | Percent Institutions 37.15 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About NACCO Industries Inc
Exchange NYSE | Headquarters Cleveland, OH, United States | ||
IPO Launch date 1977-06-17 | President, CEO & Non-Independent Director Mr. John C. Butler Jr. | ||
Sector Energy | Industry Thermal Coal | Full time employees 600 | Website https://nacco.com |
Full time employees 600 | Website https://nacco.com | ||
NACCO Industries, Inc., together with its subsidiaries, engages in the natural resources business. The company operates through three segments: Utility Coal Mining, Contract Mining, and Minerals and Royalties. The Utility Coal Mining operates surface coal mines under long-term contracts for power plants and a synfuels plant. This segment operates coal mines in North Dakota and Mississippi. The Contract Mining segment provides value-added contract mining and other services for producers of industrial minerals and products; contract mining services for independently owned mines and quarries in Florida, Arkansas, and Nebraska; and dragline services. The Minerals and Royalties segment is involved in the leasing of its royalty and mineral interests to third-party exploration and production companies, and other mining companies, which grants them the rights to explore, develop, mine, produce, market, and sell gas, oil, and coal. The company also provides natural resource restoration and reclamation services that include stream and wetland mitigation solutions. NACCO Industries, Inc. was founded in 1913 and is headquartered in Cleveland, Ohio.
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