Added to YB: 2026-04-24
Pitch date: 2026-02-20
FF [bullish]
FutureFuel Corp.
+25.15%
current return
Author Info
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Company Info
FutureFuel Corp., together with its subsidiaries, manufactures and sells diversified inorganic chemicals, bio-based fuel, and bio-based specialty chemical products in the United States.
Market Cap
$214.9M
Pitch Price
$4.20
Price Target
8.00 (+52%)
Dividend
0.82%
EV/EBITDA
-4.33
P/E
-4.11
EV/Sales
1.75
Sector
Oil, Gas and Consumable Fuels
Category
value
FutureFuel Corp. - $FF
FF: Biodiesel facility idled since 2023 on poor RVO policy, restarting as EPA finalizes 2026-27 RVO end-March driving demand from 3.35bn to 5.2-5.6bn gals (vs 4.5bn industry capacity). At $0.30/gal margin (low end of $0.20-$0.50/gal historical): $25-30M FCF on $100M EV (3-4x). Trading 2x FCF post $30M land sale. PT $8 on 7x EBIT. 6% yield + 14% buyback.
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