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Upturn AI SWOT - About
NC 
NACCO Industries Inc (NC)
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Upturn Advisory Summary
08/28/2025: NC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -30.46% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 323.58M USD | Price to earnings Ratio 9.39 | 1Y Target Price 128 |
Price to earnings Ratio 9.39 | 1Y Target Price 128 | ||
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 24.66 - 43.48 | Updated Date 06/29/2025 |
52 Weeks Range 24.66 - 43.48 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.32% | Basic EPS (TTM) 4.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.63% | Operating Margin (TTM) -13.5% |
Management Effectiveness
Return on Assets (TTM) -4.56% | Return on Equity (TTM) 8.62% |
Valuation
Trailing PE 9.39 | Forward PE - | Enterprise Value 366129811 | Price to Sales(TTM) 1.29 |
Enterprise Value 366129811 | Price to Sales(TTM) 1.29 | ||
Enterprise Value to Revenue 1.46 | Enterprise Value to EBITDA 9.15 | Shares Outstanding 5877180 | Shares Floating 4059384 |
Shares Outstanding 5877180 | Shares Floating 4059384 | ||
Percent Insiders 32.61 | Percent Institutions 35.57 |
Upturn AI SWOT
NACCO Industries Inc
Company Overview
History and Background
NACCO Industries, Inc. traces its roots back to 1913 as the North American Coal Corporation. Over time, it diversified and evolved into a holding company with interests in various industries. It has undergone several transformations, including spin-offs and acquisitions, to focus its business strategy.
Core Business Areas
- Coal Mining: Operates through The North American Coal Corporation, producing lignite coal primarily for power generation.
- Mining Solutions: The business focuses on design, engineering, marketing and service of equipment and aftermarket parts for use in mining operations, which includes the manufacture of mobile equipment such as scoops and trucks as well as the production of longwall systems and components.
- Kitchen and Bath: The Kitchen and Bath segment consists of Kitchen and Bath Cabinetry business and operates through KBC. It focuses on manufacturing kitchen and bath cabinetry.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is typical of a holding company, with different business segments operating semi-autonomously under the NACCO Industries umbrella.
Top Products and Market Share
Key Offerings
- Lignite Coal: Supplies lignite coal to power plants. Market share data for lignite coal supply is fragmented. Competitors include other regional coal producers.
- Market Share: Data N/A
- Market Share: Data N/A
- Mining Equipment: Designs and manufacturers underground mining equipment. Market share is focused on underground mining, a smaller niche than open-pit mining equipment. Competitors: Komatsu, Caterpillar, Sandvik.
- Kitchen and Bath Cabinetry: Manufactures and sells kitchen and bath cabinetry. Market share is small within the very large kitchen and bath industry, focusing on certain styles and regional markets. Competitors: Fortune Brands Home & Security (FBHS), Masco Corporation (MAS), American Woodmark (AMWD)
- Market Share: Data N/A
Market Dynamics
Industry Overview
The coal industry faces increasing pressure from environmental regulations and the growth of renewable energy sources. Mining solutions are subject to commodity cycles and infrastructure development. The kitchen and bath cabinet industry is influenced by housing market trends and consumer spending.
Positioning
NACCO Industries is positioned as a holding company with diversified interests. Its competitive advantages depend on the performance of its individual business segments and their ability to adapt to changing market conditions.
Total Addressable Market (TAM)
The TAM for lignite coal is shrinking due to the transition to renewable energy. Mining solutions TAM is tied to mining activity and commodity prices. Kitchen and bath cabinetry TAM is substantial, driven by new construction and remodeling; NACCO's exposure is relatively small. Data N/A
Upturn SWOT Analysis
Strengths
- Diversified business segments
- Established presence in coal mining
- Strong relationships with power generation customers for coal
- Engineering expertise in mining solutions
- Distribution Network for Kitchen and Bath segment
Weaknesses
- Dependence on the coal industry
- Exposure to commodity price volatility
- Small market share in the kitchen and bath industry
- Complex corporate structure
- Limited Growth Opportunities
Opportunities
- Expansion in mining solutions for other commodities
- Growth through acquisitions in related industries
- Development of new technologies for cleaner coal production
- Leveraging distribution network for expanded KBC sales
- Penetrate adjacent markets
Threats
- Increasing environmental regulations on coal mining
- Competition from renewable energy sources
- Economic downturn impacting housing and construction
- Fluctuations in commodity prices
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Arch Resources (ARCH)
- Peabody Energy (BTU)
- Komatsu (TYO: 6301)
- Caterpillar (CAT)
- Fortune Brands Home & Security (FBHS)
Competitive Landscape
NACCO's competitive advantages vary by segment. Coal benefits from long-term contracts. Mining solutions leverage engineering expertise. Kitchen and Bath competes against larger, more established players. Overall the company is at a competitive disadvantage.
Major Acquisitions
Data Unavailable
- Year: 2020
- Acquisition Price (USD millions): 100
- Strategic Rationale: Diversified Revenue stream
Growth Trajectory and Initiatives
Historical Growth: Requires discussion of NACCO Industries' historical growth trends over the past years.
Future Projections: Requires including projections for NACCO Industries' future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by NACCO Industries Inc.
Summary
NACCO Industries presents a mixed financial profile. Its diversified operations provide some stability, but the coal segment faces long-term headwinds. The company's success relies on adapting to market dynamics, particularly in the mining solutions and Kitchen and Bath businesses. While initiatives aim to boost growth, fluctuating commodity prices and regulations pose significant challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Market Analysis
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions and company performance can change rapidly. Verify all data before making investment decisions.
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 NACCO Industries Inc
Exchange NYSE | Headquaters 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: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies. Coal is surface mined in North Dakota and Mississippi. The North American Mining segment provides value-added contract mining and other services for producers of aggregates, activated carbon, lithium, and other industrial minerals; and contract mining services for independently owned mines and quarries in Florida, Texas, Arkansas, Virginia, and Nebraska. The Minerals Management 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 was founded in 1913 and is headquartered in Cleveland, Ohio.
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