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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
10/23/2026: NC (1-star) is currently NOT-A-BUY. Pass it for now.
NACCO Industries is a specialized mining and natural resources firm that provides contract mining and resource management services. Its primary strength lies in stable, long-term, cost-plus mining contracts that provide reliable cash flow while minimizing direct exposure to volatile commodity prices. The investment story centers on the company's transition from legacy coal operations toward growth in industrial and critical mineral services. However, investors must monitor risks related to the structural decline of coal and the regulatory environment for its utility customers. NACCO may suit value-oriented dividend investors looking for stable exposure to the mining sector, provided they understand the cyclical and regulatory nature of the business.
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 | NACCO is characterized by steady, contract-based operations rather than aggressive growth. |
| Momentum investor | Weak fit | The stock typically lacks the high-volatility price swings favored by momentum traders. |
| Value investor | Strong fit | The company often trades at reasonable valuations relative to its stable cash flows and asset base. |
| Dividend investor | Strong fit | NACCO provides a consistent dividend supported by stable, long-term contract structures. |
| Low-risk investor | Mixed fit | While operations are stable, the company operates in the mining industry which involves inherent regulatory and environmental risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Although contracts mitigate immediate price risk, the overall sector remains sensitive to energy pricing. |
| Valuation risk | Low | The stock historically trades at valuations commensurate with its stable, slow-growth business model. |
| Competition risk (coal mining) | Medium | The sector faces intense pressure from consolidation and a shrinking customer base. |
| Business quality | Medium | The firm has a solid reputation for operational excellence and cost management in complex environments. |
| Dividend income | Medium / high | Dividends are well-supported, but are subject to the long-term viability of current mining contracts. |
| Execution risk | Medium | Efficiently managing large-scale mining operations requires strict adherence to safety and environmental standards. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -33.3% | 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 10/23/2026 |
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 260.51M USD | Price to earnings Ratio 15.01 | 1Y Target Price 128 |
Price to earnings Ratio 15.01 | 1Y Target Price 128 | ||
Volume (30-day avg) 25.1K shares | Beta 0.56 | 52 Weeks Range 32.32 - 58.75 | Updated Date 10/24/2026 |
52 Weeks Range 32.32 - 58.75 | Updated Date 10/24/2026 | ||
Dividends yield (FY) 3.05% | Basic EPS (TTM) 2.3 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Coal Mining | Long-term surface mining contracts for power generators. | The company gets paid to mine coal under fixed-fee, long-term deals, reducing exposure to price swings. |
| North American Mining | Contract mining for aggregates and industrial minerals. | Provides specialized mining labor and equipment services to other industrial companies for a fee. |
| Minerals Management | Royalty and lease income from mineral rights. | Collects passive income by leasing land to other companies for resource extraction. |
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 15.01 | Forward PE 6.57 | Enterprise Value 372.93M | Price to Sales(TTM) 0.93 |
Enterprise Value 372.93M | Price to Sales(TTM) 0.93 | ||
Enterprise Value to Revenue 1.34 | Enterprise Value to EBITDA 19.96 | Shares Outstanding 5.98M | Shares Floating 4.08M |
Shares Outstanding 5.98M | Shares Floating 4.08M | ||
Percent Insiders 32.95 | Percent Institutions 37.02 |
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.
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