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

• Market Cap: $1.11B
• Dividend Yield: N/A
• Average Volume (3M): 309.80K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.36
• Revenue Growth: N/A
• EPS Growth: N/A
• Country: US
• Employees: 80
• Sector: Energy
• Sector Strength: 54
• Industry: Oil & Gas Exploration & Production
• EPS (TTM): -2.27
• Shares Outstanding: 15,237,500
• 10 Day Avg. Volume: 257,803
• 30 Day Avg. Volume: 309,804
• PEG Ratio: 0.03
• Price to Book (P/B): 0.24
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -0.01
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $25.75
• Price Target Upside: 48.24% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 8

Infinity Natural Resources, Inc. shows a strong financial position with no debt and significant revenue growth. The technical analysis reveals positive momentum, though caution is advised due to potential overbought conditions. Valuation is hard to gauge due to missing metrics, but strong growth prospects are evident. The earnings call indicates robust operational performance with strategic flexibility in the face of market challenges.

Positive Factors

Production and Growth

Stronger liquids boosted production ahead of estimates.

Strategic Positioning

Infinity Natural Resources is favored for their unique positioning as a pure-play single-basin SMID cap operator in Appalachia, well-positioned to act as a consolidator across moderately disaggregated operational areas.

Valuation

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

Negative Factors

Company Scale

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

Management Risk

There is deal risk as the executive team does not have a track record running a public company, despite being experienced operators.

Market Volatility

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

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

Company Description

Infinity Natural Resources, Inc. is an energy company. The Company focuses on the acquisition, development, and production of hydrocarbons in the Appalachian Basin.

How the Company Makes Money

Infinity Natural Resources, Inc. generates its revenue primarily through the sale of extracted oil and natural gas. The company operates oil fields and natural gas wells, extracting these resources and selling them to various markets, including industrial clients, utilities, and refineries. Additionally, INR may engage in strategic partnerships and joint ventures to expand its exploration and production capabilities. The company might also invest in technology to enhance extraction efficiency and reduce costs, thereby maximizing its profit margins. Market factors such as global energy demand, commodity prices, and regulatory changes significantly influence INR's earnings.

Infinity Natural Resources, Inc. Class A Financial Statement Overview

Summary

Infinity Natural Resources, Inc. is in a strong financial position with significant revenue growth and profitability. It maintains zero debt and substantial cash reserves, ensuring financial stability. Although cash flow improvements are noted, there is room for better cash conversion.

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
	EBIT
25.00B	93.74M	52.70M	95.46M
	EBITDA
7.04B	144.54M	152.38M	89.04M
	Net Income Common Stockholders
7.63B	49.29M	86.67M	68.13M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
1.50M	2.20M	1.50M	739.00K
	Total Assets
688.51M	915.47M	688.51M	266.70M
	Total Debt
172.00M	260.90M	172.00M	58.98M
	Net Debt
170.49M	258.69M	170.49M	58.25M
	Total Liabilities
230.05M	407.22M	230.05M	117.20M
	Stockholders Equity
458.46M	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
INR	80 Outperform	$1.11B	―		―	―	―
LEU	79 Outperform	$1.61B	14.52	85.99%	―	58.72%	38.27%
SBR	66 Neutral	$953.05M	12.24	798.58%	8.12%	-11.35%	-11.76%
MRC	65 Neutral	$1.13B	41.18	8.29%	―	-9.84%	-111.71%
CLMT	57 Neutral	$1.21B	―	31.18%	―	0.67%	-6298.08%
KOS	57 Neutral	$989.48M	4.03	-1.15%	―	-11.11%	-105.10%
Sector *	56 Neutral	$7.27B	3.51	-4.45%	5.66%	0.09%	-52.20%

Infinity Natural Resources, Inc. Class A Corporate Events

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.

Spark’s Take on INR Stock

According to Spark, TipRanks’ AI Analyst, INR is a Outperform.

Infinity Natural Resources, Inc. exhibits strong financial health with notable revenue growth, profitability, and a debt-free balance sheet. The recent IPO further fortifies its financial position, supporting future expansion. Technical indicators are mixed, and valuation remains uncertain due to missing P/E and dividend yield data. Overall, the stock presents a solid investment case with some caution due to mixed technical signals and valuation challenges.

To see Spark’s full report on INR stock, click here.

Infinity Natural Resources Strengthens Balance Sheet with IPO

Infinity Natural Resources, Inc. reported its financial and operational results for the fourth quarter and full year of 2024, highlighting a net loss of $5.5 million for the quarter but a net income of $49.3 million for the year. The company successfully raised $286.5 million through its IPO in February 2025, which strengthened its balance sheet by eliminating debt and increasing liquidity to $354.3 million. The company also placed seven wells into sales in Ohio’s Utica Shale and achieved a total net daily production of 24.1 MBoe/d for the year. Looking ahead to 2025, Infinity expects a 40% increase in production and plans to continue its development with a capital budget of up to $280 million.