Energy
National Fuel Gas Company(NFG)
Live Price
Offline$75.89
-0.07% today
1Y Change
-9.27%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $7.89B
- Revenue Growth
- +17.1%
- EPS Growth
- +582.1%
- Dividend Yield
- 2.6%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
National Fuel Gas Company (NFG) is a Energy stock with a market cap of $7.89B and listed on NYSE. The stock last traded around $75.89 and down 9.3% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +17.1%, EPS growth of +582.1%, a dividend yield of 2.6%. What stands out right now is revenue +17.1%, EPS +582.1%, free cash flow +39.0% with operating margin 41.4% and ROIC 8.9%. The dividend matters to the case here, with a current yield around 2.6%. Valuation is more restrained than many high-expectation growth names at P/E 11.5 and price/sales 3.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines NFG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+17.1% vs +11.2% peer median
Operating Margin
Above sector median
+41.4% vs +8.6% peer median
P/E
Above sector median
11.5 vs 7.9 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 29, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +17.1% and EPS at +582.1%, with operating margin around 41.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.0% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 29, 2026 | โ | -4.2% | -7.4% | -11.3% |
2026 Jan 28, 2026 | +7.8% | +1.1% | +1.3% | +7.1% |
2025 Nov 5, 2025 | +9.9% | -1.8% | +0.1% | +3.5% |
Benchmark Edge
NFG vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
NFG
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
NFG Max Drawdown
-21.19%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for NFG and SPY.
Company Overview
National Fuel Gas Company
New York Stock Exchange
National Fuel Gas Company operates as a diversified energy company. It operates through four segments: Exploration and Production, Pipeline and Storage, Gathering, and Utility. The Exploration and Production segment explores for, develops, and produces natural gas and oil in California and in the Appalachian region of the United States. As of September 30, 2021, it had proved developed and undeveloped reserves of 21,537 thousand barrels of oil and 3,723,433 million cubic feet of natural gas. The Pipeline and Storage segment provides interstate natural gas transportation and storage services through an integrated gas pipeline system in Pennsylvania and New York; and owns and operates underground natural gas storage fields. This segment also transports natural gas for National Fuel Gas Distribution Corporation, as well as for other utilities, industrial companies, and power producers in New York State; and owns and operates the Empire Pipeline. The Gathering segment builds, owns, and operates natural gas processing and pipeline gathering facilities in the Appalachian region, as well as provides gathering services to Seneca Resources Company, LLC. The Utility segment sells natural gas or provides natural gas transportation services to approximately 753,000 customers in Buffalo, Niagara Falls, and Jamestown, New York; and Erie and Sharon, Pennsylvania. The company markets gas to industrial, wholesale, commercial, public authority, and residential customers primarily in western and central New York, and northwestern Pennsylvania. As of September 30, 2021, the company also owned approximately 95,000 acres of timber property; and managed approximately 2,500 additional acres of timber cutting rights. National Fuel Gas Company was incorporated in 1902 and is headquartered in Williamsville, New York.
- Leadership
- David Bauer
- IPO Date
- May 3, 1973
- Employees
- 2.3k
- Street Address
- 6363 Main Street
- Mailing
- Williamsville, NY, 14221
- Region
- Williamsville, NY, US
- Reporting Currency
- USD
- Investor Line
- 716 857 7000
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 11.5
- EV/EBITDA
- 6.7
- Price/Sales
- 3.2
- Price/Book
- 2.1
Growth
- Revenue
- +17.1%
- EPS
- +582.1%
- Free Cash Flow
- +39.0%
Profitability
- Gross Margin
- 50.0%
- Operating Margin
- 41.4%
- Net Margin
- 27.5%
- ROE
- 20.4%
- ROIC
- 8.9%
Balance Sheet
- Debt/Equity
- 0.63
- Current Ratio
- 0.62
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.