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Upturn AI SWOT - About
NC 
NACCO Industries Inc (NC)
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Upturn Advisory Summary
09/12/2025: NC (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.
Analysis of Past Performance
Type Stock | Historic Profit -30.38% | Avg. Invested days 30 | 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 09/12/2025 |
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. (NC) traces its roots back to the North American Coal Corporation, founded in 1913. Over time, it diversified through various acquisitions and divestitures, evolving into a holding company. A significant spin-off occurred, creating Hyster-Yale Materials Handling. NC now focuses on natural resources and legacy coal operations.
Core Business Areas
- Coal Mining: The coal mining segment focuses on surface mining of coal, primarily for power generation.
- North American Mining: NACCO Natural Resources manages surface mining operations, equipment, and reclamation.
Leadership and Structure
NACCO Industries Inc. operates under a holding company structure. The leadership team consists of the CEO, CFO, and other executive officers responsible for overseeing the company's various business segments. The board of directors provides strategic oversight.
Top Products and Market Share
Key Offerings
- Coal: NACCO produces and sells coal primarily to electric utilities. Market share data is not readily available; however, it is a smaller player in a consolidated coal market. Competitors include Peabody Energy (BTU) and Arch Resources (ARCH).
- Mining Services: NACCO provides mining services through NACCO Natural Resources. Market share data unavailable; however, competes with contract mining firms.
Market Dynamics
Industry Overview
The coal industry faces headwinds due to environmental regulations and the shift towards renewable energy sources. Mining services are influenced by commodity prices and the demand for raw materials.
Positioning
NACCO holds a niche position in the coal mining and mining services sectors, primarily operating in specific regional markets. Competitive advantages center around long-term supply agreements and operational efficiencies.
Total Addressable Market (TAM)
The global coal market is valued at hundreds of billions of dollars, although declining. NACCOu2019s TAM is smaller and localized due to its specific mining operations and contracts. The mining services TAM is also large, driven by commodity demands.
Upturn SWOT Analysis
Strengths
- Long-term supply agreements
- Experienced management team
- Operational efficiency in mining operations
- Strong reclamation practices
- NACCO Natural Resources experience in land management
Weaknesses
- Exposure to declining coal market
- Limited diversification
- Dependence on specific customer relationships
- Regulatory risk associated with mining activities
Opportunities
- Expansion into other natural resources mining
- Diversification into renewable energy projects
- Strategic acquisitions to expand market reach
- Leveraging expertise in land reclamation for new ventures
- Increase demand in mineral markets
Threats
- Stricter environmental regulations
- Decline in demand for coal
- Fluctuations in commodity prices
- Increased competition from larger mining companies
- Economic downturns
Competitors and Market Share
Key Competitors
- BTU
- ARCH
- CEIX
Competitive Landscape
NACCO is a smaller player compared to larger, diversified mining companies. Its competitive advantage lies in specific regional markets and customer relationships. It's disadvantaged due to its smaller scale and concentration in coal.
Growth Trajectory and Initiatives
Historical Growth: NACCO's historical growth has been influenced by fluctuations in the coal market and strategic decisions regarding diversification.
Future Projections: Future growth is uncertain given the challenges facing the coal industry and the limited diversification so far.
Recent Initiatives: NACCO has been focused on managing its existing coal operations and exploring opportunities in other natural resources.
Summary
NACCO Industries faces significant headwinds due to its reliance on the declining coal industry. Its strengths lie in established mining operations and long-term supply agreements, however. The company needs to diversify into other natural resources or renewable energy to secure long-term growth. Its small size and concentration in coal pose significant risks in the long term. NACCO's survival depends on its ability to adapt to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Market Analysis
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and based on publicly available information. Future performance is not guaranteed.
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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