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UANCVR Partners, LP
$109.48$1.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
UAN logo

CVR Partners, LP

UAN
NYSE · Fertilizers & Ag Chemicals
$109.48
At close - Nov 6, 4:00 PM EST - USD
Market Cap$1.16B
P/E10.9x
52W High$139.50
Volume47.33K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q3

Cyclical Nitrogen Upcycle Masks Thin Equity and Payout Strain

CVR Partners' fundamentals are driven almost entirely by nitrogen pricing and plant utilization, as shown by quarterly revenue swinging from $132.9M in 2024Q2 to a peak of $202.2M in 2026Q2 before falling to $146.2M in 2026Q3 and operating margin ranging from 41.9% to -2.5%.

GrowthMixed
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

UAN price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

0/12 Beats

EPS beat 0 of last 12 quarters

02

Valuation risk

-31% Peers

P/E is 31% below peer median

03

Market leadership

RS 49 · Lag

Laggard (Underperforming 51% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Feb 3

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
UAN+18.16%
S&P 500 (^GSPC)+7.63%
1-Year Return
UAN+24.42%
S&P 500 (^GSPC)+9.69%
3-Year Return
UAN+76.15%
S&P 500 (^GSPC)+69.86%
5-Year Return
UAN+134.50%
S&P 500 (^GSPC)+57.61%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
10.9x
Forward P/EExpansion
7.9x
EV/EBITDA80th %ile
7.5x
FCF YieldCash Flow
12.9%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
10.9x
11.0x
40th· Fair
EV/EBITDA
7.5x
6.7x
80th· High
Price/FCF
7.8x
5.3x
80th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$230.41+110.5%
Base (Fair)$398.79+264.3%
Bull$692.00+532.1%
$230.41 Bear$398.79 Base$692.00 Bull
Current Market Price: $109.48
Trades at a 72.5% discount to Base DCF ($398.79)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$606M+15.4% YoY
Net income FY25
$99M+62.0% YoY
Free cash flow FY25
$99M-12.9% YoY
Operating margin FY25
21.4%+4.2 pts YoY
ROIC (FY25)12.2%
Avg ROIC 5Y15.5%
ROE (TTM)35.6%
Piotroski Score8 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate0/12 (0%)
Revenue Beat Rate3/12 (75%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 3, 2026
-$1.02-163.0%
vs $1.62
$146M-11.6%
vs $165M
Q3 2026
Jul 29, 2026
$7.33
vs —
$202M
vs —
Q2 2026
Apr 29, 2026
$4.72
vs —
$180M
vs —
Q1 2026
Feb 18, 2026
-$0.97
vs —
$131M
vs —
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Business Wire·Oct 27, 2026
CVR Partners Announces Revised Time for Third Quarter 2026 Earnings Conference Call

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its third quarter 2026 earnings results on Tuesday, November 3, before the opening of trading on the New York Stock Exchange. The Partnership has rescheduled its teleconference call for Tuesday, November 3, at 9:30 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast.

247 Wallst·Oct 27, 2026
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Broadcom, Conoco Phillips, HubSpot, MercadoLibre, Moderna, Occidental Petroleum, PNC Financial, Trimble, and More

Wall Street analysts are reshuffling their bets across chips, crypto, energy, and beyond as the Fed prepares to deliver its next rate verdict. Find out which stocks got surprise upgrades, which took hits despite soaring triple-digit gains, and why one natural gas deal is rewriting the Appalachian energy map.

Business Wire·Oct 20, 2026
CVR Partners to Release Third Quarter 2026 Earnings Results

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Partners, LP (NYSE: UAN), a manufacturer of ammonia and urea ammonium nitrate (UAN) solution fertilizer products, plans to release its third quarter 2026 earnings results on Tuesday, November 3, before the opening of trading on the New York Stock Exchange. The Partnership also will host a teleconference call on Tuesday, November 3, at 10 a.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast live.

Seeking Alpha·Oct 14, 2026
Buy 7 October Dividend Power Dogs If You Dare

Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.

Filtered for CVR Partners, LPMore Headlines
04

Compare before deciding

Benchmark UAN against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for CVR Partners, LP (UAN)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
UAN logoUANCVR Partners, LPCurrent
$109.48$1.16B10.8815.36%16.14%35.58%10.89%
NTR logoNTRNutrien Ltd.
$71.48$34.31B15.503.52%7.78%8.6%3.1%
CF logoCFCF Industries Holdings, Inc.
$119.39$18.34B8.2919.34%27.48%25.78%1.68%
MOS logoMOSThe Mosaic Company
$22.36$7.11B-16.148.36%-3.82%-3.72%3.93%
ANDE logoANDEThe Andersons, Inc.
$55.12$1.88B9.26-2.21%1.84%15.23%1.42%
AVD logoAVDAmerican Vanguard Corporation
$0.96$27.54M-0.51-5.88%-10.7%-27.84%—

Compare UAN vs Peers

CVR Partners, LP (UAN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NTR

Most directly comparable listed peer for UAN.

Scale Benchmark

vs LIN

Larger-name benchmark to compare UAN against a more recognizable public peer.

Peer Set

Compare Top 5

vs NTR, CF, MOS, ANDE

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

UAN SEC Filings & Documents

CVR Partners, LP (UAN) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Nov 3, 2026·SEC

Material company update

Jul 29, 2026·SEC

Material company update

Jun 23, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 18, 2026·SEC

FY 2025

Feb 19, 2025·SEC

FY 2024

Feb 21, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Nov 3, 2026·SEC

FY 2026

Jul 29, 2026·SEC

FY 2026

Apr 29, 2026·SEC

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UAN Frequently Asked Questions

CVR Partners, LP (UAN) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is CVR Partners, LP's revenue?

CVR Partners, LP (UAN) reported $659.5M in revenue over the trailing twelve months. Revenue was $606.0M in fiscal year 2025. That is 130% more than the $262.9M of fiscal year 2008.

How fast is CVR Partners, LP growing?

CVR Partners, LP (UAN) grew revenue by 7.3% over the trailing twelve months, compared with the twelve months before.

Is UAN profitable?

Yes. CVR Partners, LP (UAN) earned $106.4M in net income over the trailing twelve months (a 16.1% net margin).

Dividend & Returns
Does UAN pay dividends?

Yes. CVR Partners, LP (UAN) pays a dividend that yields 10.89% at the current price, a high yield.

What is UAN's return on equity?

CVR Partners, LP (UAN) had a return on equity (ROE) of 35.6% over the trailing twelve months. That is well above the market's typical 10-15%.

What is CVR Partners, LP's free cash flow?

CVR Partners, LP (UAN) generated $148.7M in free cash flow over the trailing twelve months.

What if you invested $1,000 in UAN back in 2008?

Total return calculator · dividends reinvested · 18+ years of data

See returns →