DEC logo

Diversified Energy Company Stock Price

NYSE:DEC Community·US$964.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

DEC Share Price Performance

US$13.28
-1.42 (-9.66%)
US$22.43
Fair Value
US$13.28
-1.42 (-9.66%)
40.8% undervalued intrinsic discount
US$22.43
Fair Value
Price US$13.28
AnalystConsensusTarget US$22.43
AnalystHighTarget US$26.00
AnalystLowTarget US$19.00

DEC Community Narratives

·
Fair Value US$22.43 40.8% undervalued intrinsic discount

LNG Exports And Data Center Demand Will Support Long Term Cash Rich Production

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
·
Fair Value US$26 48.9% undervalued intrinsic discount

Low-Decline Gas Assets And LNG Demand Will Drive Powerful Long-Term Upside

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value US$19 30.1% undervalued intrinsic discount

Future LNG Exposure And Asset Retirement Risks Will Eventually Be Rewarded

1users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$26
48.9% undervalued intrinsic discount
Profit Margin
13.16%
Future PE
11.76x
Price in 2028
US$34.15

Trending Discussion

No trending discussion available.

Updated Narratives

DEC logo

DEC: Anadarko Basin ABS Funding Will Underpin Future Cash Flow Upside

Fair Value: US$19 30.1% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DEC logo

DEC: Anadarko Basin Expansion And Buybacks Will Support Future Upside

Fair Value: US$22.43 40.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
DEC logo

Low-Decline Gas Assets And LNG Demand Will Drive Powerful Long-Term Upside

Fair Value: US$26 48.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with slight risk.

4 Risks
3 Rewards

Diversified Energy Company Key Details

US$1.8b

Revenue

US$815.8m

Cost of Revenue

US$1.0b

Gross Profit

US$520.7m

Other Expenses

US$503.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
6.96
55.67%
27.37%
388.2%
View Full Analysis

About DEC

Founded
2001
Employees
1987
CEO
Robert Hutson
WebsiteView website
www.div.energy

Diversified Energy Company, an independent energy company, engages in the production, transportation and marketing of natural gas, oil, and liquids primarily in the Appalachian and Central regions of the United States. It also operates in the Bossier and Haynesville shale formations and the Cotton Valley sandstones in East Texas and West Louisiana, the Barnett Shale in North Texas and the Mid-Continent producing areas across Central Texas, along with the Anadarko Basin across North Texas and Oklahoma and Permian Basin in West Texas and New Mexico. Diversified Energy Company was founded in 2001 and is headquartered in Birmingham, Alabama.

Recent DEC News & Updates

Narrative Update Jul 10

DEC: Anadarko Basin ABS Funding Will Underpin Future Cash Flow Upside

Analysts have raised their fair value estimate for Diversified Energy from $15.00 to $19.00, citing updated assumptions around discount rates, revenue growth expectations, profit margins, and a higher future P/E multiple. What's in the News for Diversified Energy Diversified Energy completed a roughly $1.175b acquisition of oil and gas assets in Oklahoma's Anadarko Basin, funded primarily by an $895m private issuance of fixed rate asset backed securities through its DP Eagle LLC vehicle, with proceeds also used for liquidity reserves and transaction costs (source: recent news reports).
Narrative Update Jun 26

DEC: Anadarko Basin Expansion And Buybacks Will Support Future Upside

Analysts have raised their price target for Diversified Energy from $20.50 to about $22.43, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the revision. What’s in the News for Diversified Energy Diversified Energy and Carlyle's Global Credit platform agreed to acquire a bolt-on portfolio of oil and natural gas properties in the Anadarko Basin of Oklahoma from Camino Natural Resources, with Diversified funding about $210 million through its senior secured bank facility.
Seeking Alpha Jun 08

Diversified Energy: Stronger Numbers, Same Complicated Model

Summary Diversified Energy has improved operationally, with Q1 2026 production, adjusted EBITDA, and free cash flow all showing significant growth. DEC's acquisition-driven scale, particularly from Maverick, Sheridan, and Camino, is enhancing cash flow but increasing business complexity and integration risks. Leverage has decreased to 2.2x net debt/EBITDA, supporting ongoing dividends and buybacks, yet the debt-heavy, acquisition-dependent model remains a key risk. My valuation finds DEC fairly priced near $13–14 per share, with upside capped by market reluctance to pay a premium for complex, debt-laden stories. Read the full article on Seeking Alpha

Recent updates

No updates