Infinity Natural Resources, Inc. Class A (INR) AI Stock Analysis

• Market Cap: $902.80M
• Dividend Yield: N/A
• Average Volume (3M): 320.82K
• Price to Earnings (P/E): ―
• Beta (1Y): 0.90
• Revenue Growth: N/A
• EPS Growth: N/A
• Country: US
• Employees: 80
• Sector: Energy
• Sector Strength: 55
• Industry: Oil & Gas Exploration & Production
• EPS (TTM): -2.27
• Shares Outstanding: 15,237,500
• 10 Day Avg. Volume: 513,940
• 30 Day Avg. Volume: 320,818
• PEG Ratio: -0.02
• Price to Book (P/B): <0.01
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -0.01
• Enterprise Value/Market Cap: -100.19
• Enterprise Value/Revenue: -0.83
• Enterprise Value/Gross Profit: -3.49
• Enterprise Value/Ebitda: -12.25
• 1Y Price Target: $25.75
• Price Target Upside: 48.24% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 8

• Rating: 69 Neutral
• Price Target: $17.50 ▲(0.75%Upside)

Infinity Natural Resources, Inc. is supported by a strong financial foundation and impressive operational growth evidenced in the earnings call. However, technical indicators point to bearish momentum, and the lack of valuation metrics limits a more favorable score. Market volatility and high capital expenditures are notable risks.

Positive Factors

Acquisitions

The recently announced acquisition of Encino Acquisition Partners by EOG Resources improves the credibility of the Utica, which should help draw investors to INR.

Financial Performance

INR has the best EBITDA and cash flow margins due to its higher oil mix than its Appalachia peers.

Valuation

The company is attractively valued at a 30% discount to the natural gas peer group average based on EV/2026E EBITDA.

Negative Factors

Macroeconomic Environment

The uncertain macroeconomic environment through 2025, with expected volatility in energy markets, poses a risk to the company's performance.

Market Valuation Concerns

There is a noted concern about Infinity Natural Resources' small relative scale compared to domestic peers, affecting market valuation.

Infinity Natural Resources, Inc. Class A Business Overview & Revenue Model

Company Description

Infinity Natural Resources, Inc. Class A (INR) is a diversified energy company primarily engaged in the exploration, development, and production of natural resources, including oil, natural gas, and renewable energy sources. The company operates across various sectors, focusing on sustainable and efficient extraction methods to meet the growing global demand for energy. With a commitment to environmental stewardship, INR integrates advanced technologies to minimize its environmental impact while optimizing resource recovery.

How the Company Makes Money

Infinity Natural Resources, Inc. generates revenue through a combination of traditional and renewable energy operations. The company's primary revenue streams include the sale of crude oil and natural gas extracted from its various fields. Additionally, INR invests in renewable energy projects such as wind and solar farms, which contribute to its income through the sale of electricity to the grid and long-term power purchase agreements. Strategic partnerships with technology firms enhance INR's extraction and production efficiencies, while joint ventures with other energy companies expand its market reach and resource base, further bolstering its financial performance.

Infinity Natural Resources, Inc. Class A Financial Statement Overview

Summary

Infinity Natural Resources, Inc. demonstrates exceptional financial performance, with substantial revenue growth and strong profitability margins. The balance sheet is robust, showing zero debt, and cash flow management has improved significantly, although further enhancement in cash conversion is advisable.

Income Statement

Infinity Natural Resources, Inc. has demonstrated substantial revenue growth from $161.73 million in 2023 to $53.15 billion in 2024, indicating a strategic expansion or acquisition. The company maintains strong profitability with a high gross profit margin of 45.3% and a net profit margin of 25.5% in 2024, which showcases efficient cost management and strong bottom-line performance. Additionally, the EBIT and EBITDA margins are both at 43.5%, highlighting robust operational efficiency.

Balance Sheet

The balance sheet is notably strong, with a debt-to-equity ratio of 0, indicating no leverage, which is an excellent sign of financial stability. The equity ratio of 8.6% might seem low, but given the large asset base and zero debt, the company maintains a solid financial structure. The high cash reserves further ensure liquidity and provide a buffer for future investments or downturns.

Cash Flow

The free cash flow improved significantly from a negative position in 2023 to $1.36 billion in 2024, signifying better cash management and operational efficiency. The operating cash flow to net income ratio is 0.1, which is low, suggesting that a significant portion of income is not yet translating into cash flow. The improvement in free cash flow is a positive sign, but the company should focus on improving its cash conversion cycle.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022
Income Statement
Total Revenue	55.51B	259.02M	161.73M	143.16M
Gross Profit	25.95B	180.51M	76.84M	100.89M
EBITDA	7.04B	144.54M	152.38M	89.04M
Net Income	7.63B	49.29M	86.67M	68.13M
Balance Sheet
Total Assets	1.30T	915.47M	688.51M	266.70M
Cash, Cash Equivalents and Short-Term Investments	90.74B	2.20M	1.50M	739.00K
Total Debt	0.00	260.90M	172.00M	58.98M
Total Liabilities	1.19T	407.22M	230.05M	117.20M
Stockholders Equity	106.81B	508.24M	458.46M	149.51M
Cash Flow
Free Cash Flow	-22.32B	-78.45M	-330.21M	-30.68M
Operating Cash Flow	-22.66B	177.67M	106.47M	64.98M
Investing Cash Flow	-34.15B	-256.12M	-436.69M	-95.66M
Financing Cash Flow	59.51B	79.15M	330.98M	29.00M

Infinity Natural Resources, Inc. Class A Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
LEU	73 Outperform	$3.06B	30.96	85.99%	―	58.72%	38.27%
INR	69 Neutral	$902.80M	―		―	―	―
Sector *	68 Neutral	$15.23B	10.08	6.34%	5.20%	4.06%	-66.99%
MRC	67 Neutral	$1.12B	41.18	8.29%	―	-9.84%	-111.71%
SBR	66 Neutral	$963.69M	12.37	798.58%	7.74%	-11.35%	-11.76%
CLMT	57 Neutral	$1.42B	―	31.18%	―	0.67%	-6298.08%
KOS	57 Neutral	$1.01B	4.03	-1.15%	―	-11.11%	-105.10%

Infinity Natural Resources, Inc. Class A Corporate Events

Infinity Natural Resources Amends Credit Agreement with Citibank

On May 29, 2025, Infinity Natural Resources, Inc. announced a second amendment to its credit agreement involving Citibank, N.A. as the administrative agent and collateral agent. This amendment is expected to impact the company’s financial arrangements and could influence its operational flexibility and stakeholder relations.

The most recent analyst rating on (INR) stock is a Buy with a $30.00 price target. To see the full list of analyst forecasts on Infinity Natural Resources, Inc. Class A stock, see the INR Stock Forecast page.

Infinity Natural Resources Reports Q1 2025 Financial Results

On May 12, 2025, Infinity Natural Resources, Inc. reported its financial and operational results for the first quarter of 2025, highlighting the placement of six wells into sales ahead of schedule and within budget. The company achieved a net daily production of 26.5 MBoe/d, despite a reported net loss of $128.4 million due to a one-time non-cash share-based compensation expense related to its IPO. Infinity reduced its total net debt by approximately $250.7 million, maintaining a liquidity of $343.6 million as of March 31, 2025. The company remains on track with its 2025 development program and plans to accelerate its natural gas projects in response to market conditions, while maintaining flexibility in its oil-weighted development plans.

The most recent analyst rating on (INR) stock is a Buy with a $30.00 price target. To see the full list of analyst forecasts on Infinity Natural Resources, Inc. Class A stock, see the INR Stock Forecast page.