Added to YB: 2025-10-20
Pitch date: 2025-10-16
DEC [bullish]
Diversified Energy Company
+37.51%
current return
Author Info
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Company Info
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.
Market Cap
$1.1B
Pitch Price
$9.40
Price Target
N/A
Dividend
7.94%
EV/EBITDA
4.16
P/E
3.19
EV/Sales
2.52
Sector
Oil, Gas and Consumable Fuels
Category
value
Sunshine and DEC is throwing off cash
DEC: Moving US listing soon, could join S&P600 bringing $165M passive flows. Trading 4x EV/EBITDA vs 13.3x peers. Canvas acquisition adds $1.56/share net income, taking 2025 EBITDA to $1B. Gas supply tightening with shale growth slowing while LNG demand +3bcf. Underinvestment suggests supply shortfall ahead.
Read full article (4 min)