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NFGNational Fuel Gas Company
$78.61$7.5B
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  4. Financial Ratios

National Fuel Gas Company (NFG) Financial Ratios

Latest Ratios: P/E Ratio 13.8x · EV/EBITDA 8.1x · ROE 17.4%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

NFG Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$7.5B$8.4B$5.6B$4.8B$5.7B$4.8B$3.6B$4.1B$4.8B$4.9B$4.6B
Enterprise Value$10.3B$11.2B$8.3B$7.4B$8.3B$7.6B$6.2B$6.2B$6.7B$6.7B$6.5B
P/E Ratio →13.8416.2672.1510.0410.0113.23—13.3712.3817.15—
P/S Ratio3.283.702.882.202.592.762.312.403.043.083.16
P/B Ratio2.322.721.971.622.732.701.811.902.502.863.00
P/FCF39.9145.0141.5421.088157.11120.93——154.8220.80619.71
P/OCF6.797.665.253.876.986.084.825.867.887.117.79

P/E links to full P/E history page with 30-year chart

NFG EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—4.924.293.413.804.344.043.684.244.244.51
EV / EBITDA8.088.8312.516.367.027.7618.597.928.878.19—
EV / EBIT12.6113.2036.909.5810.2312.12518.5212.5713.5311.88—
EV / FCF—59.9261.8932.6011964.82190.13——215.5828.60883.97

NFG Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin66.1%66.1%42.0%39.0%41.3%43.6%36.7%35.5%37.9%43.0%42.2%
Operating Margin35.7%35.7%10.8%34.7%37.3%36.7%1.9%30.2%32.6%37.6%-28.7%
Net Profit Margin22.8%22.8%4.0%21.9%25.9%20.9%-8.0%18.0%24.6%17.9%-20.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE17.4%17.4%2.7%18.9%29.3%19.4%-6.0%14.9%21.5%17.5%-16.4%
ROA6.1%6.1%0.9%5.9%7.4%5.0%-1.8%4.9%6.5%4.8%-4.8%
ROIC10.6%10.6%2.8%11.0%13.2%10.4%0.5%9.4%10.6%12.7%-8.4%
ROCE10.8%10.8%2.9%11.2%13.4%9.9%0.5%8.8%9.4%11.0%-7.3%

NFG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.920.920.980.901.291.561.371.021.101.401.37
Debt / EBITDA2.232.234.172.292.272.868.022.782.802.91—
Net Debt / Equity—0.900.960.881.271.541.361.010.981.071.28
Net Debt / EBITDA2.202.204.112.252.232.837.962.752.502.23—
Debt / FCF—14.9020.3411.523807.7169.20——60.767.81264.26
Interest Coverage5.455.451.635.866.244.270.104.654.354.71-3.32

NFG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.440.440.320.510.390.420.680.861.241.271.36
Quick Ratio0.350.350.250.410.300.330.500.671.061.151.13
Cash Ratio0.050.050.030.070.020.030.040.050.520.860.43
Asset Turnover—0.260.230.260.280.230.210.260.260.260.26
Inventory Turnover8.598.5913.6216.277.448.1711.4813.7312.7012.1411.88
Days Sales Outstanding—36.2133.4537.3068.7849.9738.8845.2045.1433.4942.04

NFG Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.6%2.2%3.3%3.7%3.0%3.4%4.3%3.6%3.0%2.9%2.9%
Payout Ratio36.3%36.3%237.1%36.9%29.7%44.8%—48.4%36.6%49.1%—

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield7.2%6.1%1.4%10.0%10.0%7.6%—7.5%8.1%5.8%—
FCF Yield2.5%2.2%2.4%4.7%0.0%0.8%——0.6%4.8%0.2%
Buyback Yield0.8%0.7%1.2%0.1%0.2%0.1%4.5%0.2%0.0%0.0%0.0%
Total Shareholder Yield3.4%2.9%4.5%3.8%3.1%3.5%8.8%3.8%3.0%2.9%2.9%
Shares Outstanding—$91M$92M$92M$92M$92M$88M$87M$86M$86M$85M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Regulatory and commodity price exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q3)

Margin Resilience Amid Commodity Swings

NFG's gross margin averaged 46.1% over the last four quarters, with operating margin at 38.9% in Q3 2026, reflecting low-cost Marcellus production and regulated utility stability, as per the latest quarterly data.

The 43.1% gross margin in Q3 2026, while down from 47.8% a year earlier, remains well above the 40% threshold, indicating that the integrated model continues to buffer against commodity price volatility. Operating margin of 38.9% is supported by the fee-based midstream and utility segments, which likely provide a stable earnings base. However, the 2024Q4 operating margin of -52.8% highlights the potential for severe swings when gas prices collapse, underscoring the importance of segment diversification.

Capital Returns Rebound from Impairment

ROIC improved to 2.5% in Q3 2026 from -2.6% in Q4 2024, but remains below the cost of capital, suggesting the recent earnings recovery is still rebuilding value, based on reported figures.

The sharp recovery from the negative ROIC in late 2024 reflects the rebound in natural gas prices and the absence of ceiling test write-downs, which had depressed returns. However, the current ROIC of 2.5% is still modest, indicating that the capital-intensive asset base requires higher commodity prices or improved capital efficiency to generate attractive returns. The 10-quarter trend shows cyclicality, with ROIC peaking at 4.2% in Q2 2025 and Q2 2026, suggesting that the company's returns are highly sensitive to the gas price cycle.

Working Capital Efficiency Improves

NFG's cash conversion cycle shortened to 30 days in Q3 2026 from 36 days a year earlier, driven by a DPO of 43 days, indicating improved supplier leverage, as per the quarterly data.

The reduction in CCC is primarily due to a lower DSO of 53 days and a stable DPO, which suggests that NFG is managing its receivables more effectively. However, the DIO of 20 days is relatively low, reflecting the nature of the gas business where inventory is minimal. The negative CCC in Q4 2025 (-4 days) indicates that the company was able to finance its working capital needs through supplier credit, a favorable position that may not be sustainable if gas prices decline.

Leverage Elevated but Manageable

Debt-to-equity rose to 0.91 in Q3 2026 from 0.63 in Q2, while interest coverage improved to 5.8x, suggesting that the increased debt is still serviceable, based on the latest balance sheet.

The jump in leverage reflects a $1.2B debt issuance, likely to fund capital expenditures and bolster liquidity, as cash surged to $1.2B. Despite the higher debt load, interest coverage of 5.8x remains above the 2.5x low seen in Q1 2025, indicating that earnings are sufficient to cover interest expenses. However, the D/EBITDA of 10.81x in Q3 2026 is elevated compared to the 5-7x range seen in prior quarters, which may raise concerns about refinancing risk if interest rates remain high.

Liquidity Bolstered by Cash Buffer

NFG's current ratio surged to 3.20 in Q3 2026 from 0.62 in Q2, as cash jumped to $1.2B, providing a robust cushion against short-term obligations, as reported in the latest balance sheet.

The dramatic improvement in liquidity is largely due to the debt issuance, which increased cash reserves significantly. This buffer appears sufficient to cover near-term liabilities, but the quick ratio of 3.07 indicates that the liquidity is not dependent on inventory, which is typical for a gas utility. However, the historical current ratio has been below 1.0 in most quarters, suggesting that the current level may be temporary and could normalize as the cash is deployed into capital projects.

Valuation Discount to Pure-Play Peers

NFG trades at a forward P/E of 11.07 and EV/EBITDA of 8.30, below the peer average of 17.23 and 12.10, respectively, suggesting a conglomerate discount, based on current market data.

The discount likely reflects the market's difficulty in valuing the mix of volatile E&P and stable regulated utility earnings under one roof. Compared to pure-play utilities like NJR (P/E 17.23) and SR (P/E 18.24), NFG's lower multiple may indicate that the market is pricing in higher risk from its commodity exposure. However, the EV/EBITDA of 8.30 is closer to midstream peers like NWN (7.83), suggesting that the market may be valuing NFG more on its midstream and utility cash flows than its E&P segment.

Misapplied P/E on Cyclical Earnings

The P/E ratio is commonly misapplied to NFG because its earnings are subject to non-cash ceiling test write-downs and commodity price swings, making trailing P/E misleading, as per the full cost accounting method.

NFG's use of full cost accounting means that a drop in gas prices can trigger large non-cash impairments, as seen in Q4 2024 when net margin was -45.1%, distorting the P/E. Investors should instead focus on EV/EBITDA or price-to-cash flow, which are less affected by non-cash charges. The forward P/E of 11.07 is more informative, but it still relies on analyst estimates that may not fully capture the volatility of the E&P segment. A more appropriate metric would be EV/EBITDA, which at 8.30 appears reasonable given the integrated asset base.

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NFG — Frequently Asked Questions

Quick answers to the most common questions about buying NFG stock.

What is National Fuel Gas Company's P/E ratio?

National Fuel Gas Company's current P/E ratio is 13.8x. The historical average is 21.0x. This places it at the 37th percentile of its historical range.

What is National Fuel Gas Company's EV/EBITDA?

National Fuel Gas Company's current EV/EBITDA is 8.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.6x.

What is National Fuel Gas Company's ROE?

National Fuel Gas Company's return on equity (ROE) is 17.4%. The historical average is 11.3%.

Is NFG stock overvalued?

Based on historical data, National Fuel Gas Company is trading at a P/E of 13.8x. This is at the 37th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is National Fuel Gas Company's dividend yield?

National Fuel Gas Company's current dividend yield is 2.63% with a payout ratio of 36.3%.

What are National Fuel Gas Company's profit margins?

National Fuel Gas Company has 66.1% gross margin and 35.7% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does National Fuel Gas Company have?

National Fuel Gas Company's Debt/EBITDA ratio is 2.2x, indicating moderate leverage. A ratio between 2-4x is manageable but warrants monitoring.