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Antero Resources Corporation (AR) Stock Analysis

Energy

Antero Resources Corporation

$35.80

$-0.95 (-2.59%)

Last Updated: May 26, 2026

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Analysis

Company Overview

Antero Resources Corporation operates as an independent entity focused on the development, production, exploration, and acquisition of natural gas, natural gas liquids (NGLs), and oil properties located within the United States. The company functions within the Energy sector, specifically the Oil & Gas E&P industry, where its activities involve extracting hydrocarbons from the ground and managing associated marketing operations. This enterprise employs a workforce of 632 individuals and holds a total market capitalization of $13.36B, reflecting its significant standing as a major player in the upstream energy market. With annual revenue reaching $5.14B, these financial figures indicate that the company possesses substantial scale, allowing it to engage in large-volume resource extraction and marketing activities that are critical to meeting national energy demand.

Financial Health

The company reports a trailing twelve-month revenue of $5.14B, net income of $634.42M, and EBITDA of $1.69B, illustrating a robust top-line performance supported by significant operating earnings before interest, taxes, depreciation, and amortization. The substantial gap between the $5.14B in revenue and the $634.42M in net income reveals a cost structure where operating expenses, including depletion, depletion-related costs, and administrative overhead, consume approximately 87.7% of gross revenue before reaching the bottom line. Free cash flow stands at $-467,250, indicating a period of negative cash generation which suggests the company is currently investing heavily in capital expenditures or working capital requirements rather than generating surplus cash for immediate distribution. Gross margin is reported at 66.4%, which indicates high profitability on the sale of raw energy commodities before accounting for operational costs. Operating margin sits at 22.2%, reflecting the efficiency of the company's core production and marketing operations after covering all operating expenses. Profit margin is 12.3%, demonstrating the final percentage of revenue that translates into actual net earnings available to shareholders. The company holds a debt load of $3.53B against a current ratio of 0.55, meaning its current assets are less than its current liabilities, which points to a balance sheet that is highly leveraged and potentially reliant on long-term financing or asset sales to meet short-term obligations. Return on equity is 9.0% and return on assets is 4.3%, metrics that reveal how effectively management is utilizing shareholder capital and total assets to generate profit, with the lower ROA relative to ROE suggesting the impact of the high debt load on overall asset efficiency.

Valuation Assessment

The stock trades with a trailing P/E ratio of 21.33 and a forward P/E of 10.65, implying that the market expects earnings to nearly double in the future to justify the current share price, or that the current earnings are significantly higher than anticipated for the upcoming year. The price-to-book ratio is 1.77, indicating that the market values the company at a premium of 77% over its net asset book value, which may reflect expectations of future growth or the scarcity of the underlying oil and gas reserves. The price-to-sales ratio stands at 2.60, while the EV/EBITDA metric is listed as N/A, suggesting that analysts rely more heavily on earnings-based multiples rather than enterprise value multiples for this specific valuation context. The 52-week high is $44.37 and the 52-week low is $29.10, placing the current trading environment within a range where the stock has experienced significant volatility over the last year. Given the forward P/E of 10.65 compared to the trailing P/E of 21.33, the valuation appears to be priced for aggressive earnings expansion in the coming fiscal periods. The beta value of 0.50 indicates that the stock's price volatility is half that of the broader market, suggesting it behaves as a lower-beta asset that is less sensitive to general market fluctuations than typical large-cap energy peers.

Growth & Income

Revenue growth year-over-year is 11.1%, while earnings growth year-over-year is 29.9%, demonstrating that earnings are expanding significantly faster than revenue, which implies improved operational efficiency, cost control, or margin expansion in the current business environment. The company does not pay dividends, evidenced by a dividend yield of N/A and a payout ratio of 0.0%, meaning the firm retains all of its net income rather than distributing cash to shareholders. Instead of providing regular income through dividends, the company reinvests its earnings back into the business to fund exploration, acquisition, or debt reduction activities aimed at sustaining future production levels. The overall growth and income profile is characterized by strong double-digit earnings expansion and a zero-dividend strategy that prioritizes capital allocation for internal growth opportunities over shareholder payouts.

Peer Comparison

Antero Resources Corporation (AR) operates in the Oil & Gas E&P industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Antero Resources Corporation AR $11.09B 11.6
ConocoPhillips COP $142.02B 19.8
Canadian Natural Resources Limited CNQ.TO $135.03B 11.8
Canadian Natural Resources Limited CNQ $97.67B 11.8

The Oil & Gas E&P industry average P/E ratio is 63.5x. Antero Resources Corporation trades at a P/E of 11.6.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Antero Resources Corporation

Antero Resources Corporation, an independent oil and natural gas company, engages in the development, production, exploration, and acquisition of natural gas, natural gas liquids (NGLs), and oil properties in the United States. It operates in three segments: Exploration and Production; Marketing; and Equity Method Investment in Antero Midstream. As of December 31, 2025, the company had approximately 537,000 net acres in the Appalachian Basin; and approximately 168,000 net acres in the Upper Devonian Shale. Its gathering and compression systems also comprise 731 miles of gas gathering pipelines in the Appalachian Basin. The company was formerly known as Antero Resources Appalachian Corporation and changed its name to Antero Resources Corporation in June 2013. Antero Resources Corporation was incorporated in 2002 and is headquartered in Denver, Colorado.

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Key Statistics

Market Cap
$11.09B
P/E Ratio
11.59
52-Week High
$45.75
52-Week Low
$29.10
Avg Volume
5.61M
Beta
0.36

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States
Employees
632