Antero Resources Corporation (AR) on Decifer

Why it ranks here

• Its returns on invested money are modest, around 5% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 22% a year, profits grew 1,039% over the past year, and growth is speeding up, not slowing down.
• It keeps a thin share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• AR is one of 1 credible suppliers of gas, NGL exporter for the thesis: Physical interruption of Gulf oil and gas flows and Western demand for non-Russian, non-Gulf molecules keep crude, LNG contract and tanker prices elevated for years while US producers hold supply discipline. Pricing of this thesis has not been assessed.

The current read

The evidence on AR lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Read the full AR research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.