Montauk Renewables 将来の成長
Future 基準チェック /46
Montauk Renewables利益と収益がそれぞれ年間31.2%と16.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.9% 28.7%なると予測されています。
主要情報
31.2%
収益成長率
28.69%
EPS成長率
| Renewable Energy 収益成長 | 26.1% |
| 収益成長率 | 16.3% |
| 将来の株主資本利益率 | 9.92% |
| アナリストカバレッジ | Low |
| 最終更新日 | 12 May 2026 |
今後の成長に関する最新情報
Recent updates
分析記事 • May 13
Montauk Renewables' (NASDAQ:MNTK) Shareholders Have More To Worry About Than Only Soft Earnings
The latest earnings report from Montauk Renewables, Inc. ( NASDAQ:MNTK ) disappointed investors. We did some digging...
ナラティブの更新 • May 09
MNTK: 2026 Guidance Reset Will Shape Long Term Earnings Reappraisal
Analysts have trimmed their price targets on Montauk Renewables, with the updated fair value estimate moving from about $2.85 to $2.00 as they factor in lower revenue growth assumptions, a higher discount rate, and a reduced future P/E multiple, despite stronger modeled profit margins. Analyst Commentary Recent Street research on Montauk Renewables has centered on recalibrated price targets and valuation frameworks, but there are still several constructive threads that bullish analysts highlight for investors.ナラティブの更新 • Apr 24
MNTK: 2026 Production Guidance Will Drive Reassessment Of Long Term Earnings Power
Analysts have trimmed their average price target on Montauk Renewables by a few dollars into the mid single digit range, citing lower fair value estimates, a higher discount rate, and reduced assumed future P/E multiples. At the same time, they are incorporating higher revenue growth and profit margin assumptions following the company’s recent mixed results and guidance.
ナラティブの更新 • Mar 28
MNTK: 2026 Guidance Will Offset Margin And Leverage Concerns For Undervalued Shares
Analysts trimmed their price targets on Montauk Renewables by $0.50 at Clear Street to $3.50 and by $1.50 at B. Riley, citing mixed Q4 results, pressure on EBITDA margins, higher working capital related cash burn, and lower historical trading multiples, along with higher debt leverage from CapEx despite upbeat 2026 guidance.ナラティブの更新 • Mar 13
MNTK: 2026 Guidance Will Support Undervalued Setup Despite Leverage Concerns
Analysts have trimmed their price target on Montauk Renewables to $3.50 from $4.00, citing mixed Q4 results, a lower assumed future P/E multiple and higher perceived risk around leverage and cash burn, even as long term guidance remains positive. Analyst Commentary Bearish analysts are honing in on a few pressure points around Montauk Renewables, particularly how the recent quarter feeds into the risk profile for the next couple of years.ナラティブの更新 • Feb 27
MNTK: Higher Required Return Will Still Support Undervalued Bullish Setup
Analysts have adjusted their price target on Montauk Renewables to $2.00, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions, while keeping the fair value at $2.00. Valuation Changes Fair Value: held steady at $2.00, with no change between the prior and updated estimates.ナラティブの更新 • Feb 12
MNTK: Slightly Lower Discount Rate Will Support Undervalued Bullish Setup
Analysts have raised their price target on Montauk Renewables to $2.00 from $2.00, reflecting slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes keep their overall valuation view effectively unchanged.ナラティブの更新 • Jan 26
MNTK: Lower RINs Pricing Will Shape Undervalued Bullish Setup
Narrative Update Analysts have trimmed their price target on Montauk Renewables to $4.00 from $4.50, citing a lower valuation multiple tied to weaker than expected RINs pricing following regulation changes, along with higher maintenance capex, softer EBITDA growth expectations and larger cash burn. Analyst Commentary Bearish analysts are signaling a more cautious stance on Montauk Renewables after the recent quarterly update, even though results were in line with their own forecasts.分析記事 • Jan 21
Revenues Working Against Montauk Renewables, Inc.'s (NASDAQ:MNTK) Share Price Following 27% Dive
Unfortunately for some shareholders, the Montauk Renewables, Inc. ( NASDAQ:MNTK ) share price has dived 27% in the last...ナラティブの更新 • Jan 12
MNTK: Lower RINs And Higher Capex Will Shape Undervalued Bullish Setup
Analysts have trimmed their price target on Montauk Renewables to $4.00 from $4.50, citing lower assumed valuation multiples tied to softer RINs pricing, higher maintenance capex, slower EBITDA growth and greater cash burn assumptions, along with a higher projected P/E multiple and slightly adjusted discount rate, revenue growth and profit margin inputs in updated models. Analyst Commentary Bearish analysts are signaling a more cautious stance on Montauk Renewables, centering their concerns on the balance between growth expectations, required investment, and current profitability assumptions.分析記事 • Jan 11
Would Montauk Renewables (NASDAQ:MNTK) Be Better Off With Less Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Dec 26
MNTK: Lower RINs And Higher Capex Will Drive Cautious Yet Balanced Outlook
Analysts have trimmed their price target on Montauk Renewables to $4.00 from $4.50, citing a lower justified valuation multiple driven by weaker than expected RINs pricing, higher maintenance capex, softer EBITDA growth and increased cash burn. Analyst Commentary Bearish analysts acknowledge that Montauk Renewables delivered results broadly in line with expectations for the September quarter, but argue that the underlying outlook has weakened enough to justify a lower valuation.ナラティブの更新 • Dec 12
MNTK: Lower RINs And Rising Capex Will Shape Balanced 2025 Outlook
Analysts modestly trimmed their price target on Montauk Renewables to $4.00 from $4.50, citing lower RINs pricing tied to regulatory changes, higher maintenance capex, softer EBITDA growth, and increased cash burn. Analyst Commentary Bearish analysts highlighted that the reduced price target reflects a reassessment of Montauk Renewables valuation in light of a more challenging operating backdrop.分析記事 • Nov 07
Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Inexpensive After Falling 30% But Perhaps Not Attractive Enough
Montauk Renewables, Inc. ( NASDAQ:MNTK ) shares have had a horrible month, losing 30% after a relatively good period...分析記事 • Nov 01
There's Been No Shortage Of Growth Recently For Montauk Renewables' (NASDAQ:MNTK) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Oct 23
Montauk Renewables Is Not Risky Now, But Leverage Is Adding Up
Summary Montauk Renewables faces declining margins due to renewable natural gas oversupply and regulatory headwinds, making current operations unprofitable on a GAAP basis. MNTK relies heavily on government credits for revenue, with 75% of FY 2024 sales from Environmental Attributes, but these credits face quota reductions and price pressure. The company is pivoting to animal-waste gas projects with high capital costs and untested economics, increasing operational and financial risk. Given decreasing margins, rising leverage, and project uncertainties, I initiate coverage of MNTK with a Hold rating, as shares are not sufficiently discounted. Read the full article on Seeking Alpha分析記事 • Jul 23
Does Montauk Renewables (NASDAQ:MNTK) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jul 02
After Leaping 29% Montauk Renewables, Inc. (NASDAQ:MNTK) Shares Are Not Flying Under The Radar
Montauk Renewables, Inc. ( NASDAQ:MNTK ) shares have had a really impressive month, gaining 29% after a shaky period...分析記事 • May 16
There May Be Some Bright Spots In Montauk Renewables' (NASDAQ:MNTK) Earnings
The market for Montauk Renewables, Inc.'s ( NASDAQ:MNTK ) shares didn't move much after it posted weak earnings...分析記事 • May 09
Montauk Renewables, Inc. (NASDAQ:MNTK) Looks Just Right With A 27% Price Jump
Those holding Montauk Renewables, Inc. ( NASDAQ:MNTK ) shares would be relieved that the share price has rebounded 27...分析記事 • Apr 04
Investors Met With Slowing Returns on Capital At Montauk Renewables (NASDAQ:MNTK)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 06
Investors Give Montauk Renewables, Inc. (NASDAQ:MNTK) Shares A 25% Hiding
Montauk Renewables, Inc. ( NASDAQ:MNTK ) shareholders that were waiting for something to happen have been dealt a blow...分析記事 • Jan 05
Earnings Not Telling The Story For Montauk Renewables, Inc. (NASDAQ:MNTK) After Shares Rise 27%
Those holding Montauk Renewables, Inc. ( NASDAQ:MNTK ) shares would be relieved that the share price has rebounded 27...分析記事 • Dec 19
Montauk Renewables (NASDAQ:MNTK) Seems To Use Debt Quite Sensibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Nov 15
Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Hit The Brakes
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...分析記事 • Oct 08
Investors Appear Satisfied With Montauk Renewables, Inc.'s (NASDAQ:MNTK) Prospects As Shares Rocket 26%
Montauk Renewables, Inc. ( NASDAQ:MNTK ) shares have had a really impressive month, gaining 26% after a shaky period...
新しいナラティブ • Sep 18
From Swine Waste To RNG Revolution Bolsters Revenue And Margins
Expansion in digestion capacity and diversification of energy sources suggests robust revenue growth through increased production and new projects.分析記事 • Jul 14
These 4 Measures Indicate That Montauk Renewables (NASDAQ:MNTK) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Jul 11
Montauk Ag To Provide A Multi-Year Earnings Compounding Opportunity
Summary Regulatory changes and industry trends are expected to drive growth in the anaerobic digestion market, with Montauk poised to capture a significant share. The company is well-positioned to capitalize on the growing anaerobic digestion industry, particularly in the dairy and swine RNG sectors. Against recent take-private valuations, I view the current Montauk EV of c$800m and EV/EBITDA multiple of c8x as significantly undervaluing the business and share price. Read the full article on Seeking Alpha分析記事 • Jun 18
Returns On Capital At Montauk Renewables (NASDAQ:MNTK) Have Stalled
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...分析記事 • Mar 16
What You Can Learn From Montauk Renewables, Inc.'s (NASDAQ:MNTK) P/EAfter Its 35% Share Price Crash
Unfortunately for some shareholders, the Montauk Renewables, Inc. ( NASDAQ:MNTK ) share price has dived 35% in the last...分析記事 • Mar 12
Does Montauk Renewables (NASDAQ:MNTK) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 284 | 26 | N/A | 99 | 1 |
| 12/31/2027 | 248 | 9 | N/A | 93 | 2 |
| 12/31/2026 | 212 | 14 | N/A | 83 | 1 |
| 3/31/2026 | 180 | 2 | -99 | 37 | N/A |
| 12/31/2025 | 176 | 2 | -86 | 30 | N/A |
| 9/30/2025 | 161 | -9 | -53 | 31 | N/A |
| 6/30/2025 | 181 | 3 | -20 | 47 | N/A |
| 3/31/2025 | 180 | 7 | -13 | 39 | N/A |
| 12/31/2024 | 176 | 10 | -19 | 44 | N/A |
| 9/30/2024 | 195 | 23 | -6 | 65 | N/A |
| 6/30/2024 | 185 | 19 | -25 | 49 | N/A |
| 3/31/2024 | 195 | 21 | -5 | 67 | N/A |
| 12/31/2023 | 175 | 15 | -22 | 41 | N/A |
| 9/30/2023 | 178 | 16 | -14 | 41 | N/A |
| 6/30/2023 | 178 | 14 | 14 | 60 | N/A |
| 3/31/2023 | 193 | 33 | 26 | 60 | N/A |
| 12/31/2022 | 206 | 35 | 59 | 81 | N/A |
| 9/30/2022 | 201 | 35 | 61 | 81 | N/A |
| 6/30/2022 | 185 | 32 | 42 | 58 | N/A |
| 3/31/2022 | 149 | 9 | 24 | 45 | N/A |
| 12/31/2021 | 148 | -5 | 23 | 43 | N/A |
| 9/30/2021 | 129 | -8 | 13 | 27 | N/A |
| 6/30/2021 | 117 | -19 | 16 | 32 | N/A |
| 3/31/2021 | 113 | -15 | 22 | 35 | N/A |
| 12/31/2020 | 100 | 5 | 11 | 29 | N/A |
| 9/30/2020 | 97 | 3 | 2 | 29 | N/A |
| 12/31/2019 | 106 | 6 | N/A | 28 | N/A |
| 12/31/2018 | 115 | 29 | N/A | 50 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MNTKの予測収益成長率 (年間31.2% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: MNTKの収益 ( 31.2% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: MNTKの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: MNTKの収益 ( 16.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。
高い収益成長: MNTKの収益 ( 16.3% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: MNTKの 自己資本利益率 は、3年後には低くなると予測されています ( 9.9 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 12:05 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Montauk Renewables, Inc. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6
| アナリスト | 機関 |
|---|---|
| Ryan Pfingst | B. Riley Securities, Inc. |
| Craig Irwin | Roth Capital Partners |
| Yim Cheng | Scotiabank Global Banking and Market |