0.05%
8.50%
24.54%
5.19%
14.78%
-19.15%
212.20%
AI Spotlight on UAN
Company Description
CVR Partners, LP, together with its subsidiaries, engages in the production and sale of nitrogen fertilizer products in the United States.The company offers ammonia products for agricultural and industrial customers; and urea and ammonium nitrate products to agricultural customers, as well as retailers and distributors.CVR GP, LLC serves as the general partner of the company.
CVR Partners, LP was incorporated in 2007 and is headquartered in Sugar Land, Texas.
Market Data
| Last Price | 82.42 |
| Change Percentage | 0.05% |
| Open | 82.15 |
| Previous Close | 82.38 |
| Market Cap ( Millions) | 871 |
| Volume | 15389 |
| Year High | 88.94 |
| Year Low | 61.62 |
| M A 50 | 76.87 |
| M A 200 | 75.07 |
Financial Ratios
| FCF Yield | 10.47% |
| Dividend Yield | 8.12% |
| ROE | 17.65% |
| Debt / Equity | 191.94% |
| Net Debt / EBIDTA | 264.41% |
| Price To Book | 3.03 |
| Price Earnings Ratio | 16.57 |
| Price To FCF | 9.55 |
| Price To sales | 1.65 |
| EV / EBITDA | 7.87 |
News
- Jan -26 - CVR Partners, LP: The Ultimate Fertilizer Play
- Nov -27 - Why is Carl Icahn loading up on this fertilizer stock since election day?
- Oct -29 - CVR Partners, LP Common Units (UAN) Q3 2024 Earnings Call Transcript
- Oct -28 - CVR Partners Reports Third Quarter 2024 Results
- Oct -15 - CVR Partners to Release Third Quarter 2024 Earnings Results
- Jul -31 - CVR Partners: Focus Less On A Takeover, More On The Near 10% Distribution
- Jul -30 - CVR Partners, LP Common Units (UAN) Q2 2024 Earnings Call Transcript
- Jul -29 - CVR Partners Reports Second Quarter 2024 Results
- Jul -16 - CVR Partners to Release Second Quarter 2024 Earnings Results
- Jun -23 - Want $13,000 in Passive Income? Invest $10,000 in These 11 Dividend Stocks
- May -12 - CVR Partners: The Chances Of A Near-Term Sale Are Increasing
- Apr -29 - CVR Partners Reports First Quarter 2024 Results and Announces a Cash Distribution of $1.92
- Apr -25 - Want $5,000 In Passive Income? Invest $5,000 Into These 5 Dividend Stocks
- Apr -24 - CVR Partners: Q1 Distribution Outlook And Potential Buyout
- Apr -24 - Want $3,000 In Passive Income? Invest $1,000 Into These 15 Dividend Stocks
- Apr -16 - CVR Partners to Release First Quarter 2024 Earnings Results
- Apr -10 - CVR Partners: Is This Huge Yield A Buy?
- Mar -24 - Warren Buffett Sold Some of His Apple and All of 4 Other Stocks
- Mar -19 - CVR Partners Likely To Be Bought: What Is Its Real Value?
- Mar -08 - CVR Partners Provides Update on Availability of 2023 K-1 Tax Packages
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Urea Ammonium Nitrate
Expected Growth : 4.5 %
What the company do ?
Urea Ammonium Nitrate (UAN) from CVR Partners, LP is a liquid fertilizer solution containing 32% nitrogen, used for crop nutrition and plant growth.
Why we expect these perspectives ?
Growing demand for crop nutrition and plant growth, increasing adoption of precision agriculture, and rising need for sustainable farming practices drive the growth of the UAN market.
Segment n°2 -> Ammonia
Expected Growth : 4.5 %
What the company do ?
Ammonia from CVR Partners, LP is a nitrogen-based fertilizer produced through a process that converts natural gas into ammonia, used in agriculture and industrial applications.
Why we expect these perspectives ?
Growing demand for ammonia-based fertilizers in agriculture, increasing adoption in industrial applications, and rising natural gas production drive the market growth.
Segment n°3 -> Freight
Expected Growth : 4.5 %
What the company do ?
Freight from CVR Partners, LP refers to the cost of transporting goods, including rail and trucking expenses, incurred by the company in its fertilizer and ammonia production business.
Why we expect these perspectives ?
The freight segment of CVR Partners, LP is expected to grow driven by increasing demand for fertilizer and ammonia, expansion of production capacity, and rising transportation costs.
Segment n°4 -> Urea Products
Expected Growth : 4.5 %
What the company do ?
CVR Partners, LP's Urea Products segment produces and sells ammonia and urea ammonium nitrate (UAN) solutions for agricultural and industrial applications.
Why we expect these perspectives ?
Growing demand for fertilizers in agriculture, increasing adoption of precision farming, and rising industrial applications drive the growth of CVR Partners' Urea Products segment.
Segment n°5 -> Other
Expected Growth : 4.5 %
What the company do ?
CVR Partners, LP's 'Other' segment includes fees and revenues from its nitrogen fertilizer plant, as well as other miscellaneous income.
Why we expect these perspectives ?
The 'Other' segment of CVR Partners, LP is expected to grow driven by increasing demand for nitrogen fertilizers, expansion of the nitrogen fertilizer plant, and diversification of revenue streams through miscellaneous income.
Cvr Partners, Lp Products
| Product Range | What is it ? |
|---|---|
| Nitrogen Fertilizers | CVR Partners, LP produces nitrogen fertilizers, including ammonia, urea ammonium nitrate (UAN) and ammonium nitrate (AN) for agricultural and industrial applications. |
| Sulfuric Acid | CVR Partners, LP produces sulfuric acid, a strong acid used in various industrial processes. |
| Ammonia | CVR Partners, LP produces anhydrous ammonia, a key ingredient in the production of nitrogen fertilizers. |
| UAN (Urea Ammonium Nitrate) | CVR Partners, LP produces UAN, a liquid fertilizer used in agriculture. |
| Ammonium Nitrate (AN) | CVR Partners, LP produces AN, a nitrogen-based fertilizer used in agriculture. |
CVR Partners, LP's Porter Forces
Threat Of Substitutes
The threat of substitutes for CVR Partners, LP is moderate due to the availability of alternative products and services in the energy industry.
Bargaining Power Of Customers
The bargaining power of customers for CVR Partners, LP is low due to the company's strong market position and limited customer concentration.
Bargaining Power Of Suppliers
The bargaining power of suppliers for CVR Partners, LP is moderate due to the presence of multiple suppliers in the energy industry.
Threat Of New Entrants
The threat of new entrants for CVR Partners, LP is high due to the relatively low barriers to entry in the energy industry.
Intensity Of Rivalry
The intensity of rivalry for CVR Partners, LP is high due to the competitive nature of the energy industry and the presence of several established players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 64.51% |
| Debt Cost | 5.24% |
| Equity Weight | 35.49% |
| Equity Cost | 10.53% |
| WACC | 7.12% |
| Leverage | 181.75% |
CVR Partners, LP : Quality Control
CVR Partners, LP passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| USLM | United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. It extracts limestone from open-pit quarries and an underground mine, and processes it … |
| IPI | Intrepid Potash, Inc., together with its subsidiaries, engages in the extraction and production of the potash in the United States and internationally. It operates through three segments: Potash, Trio, and … |
| WLKP | Westlake Chemical Partners LP acquires, develops, and operates ethylene production facilities and related assets in the United States. The company's ethylene production facilities primarily convert ethane into ethylene. It also … |
| FRD | Friedman Industries, Incorporated engages in steel processing, pipe manufacturing and processing, and the steel and pipe distribution businesses the United States. It operates in two segments, Coil and Tubular. The … |
| ODC | Oil-Dri Corporation of America, together with its subsidiaries, develops, manufactures, and markets sorbent products in the United States and internationally. It operates in two segments, Retail and Wholesale Products Group; … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Westlake Chemical Partners
A-Score
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CVR Partners
A-Score
1-Year Total Return ->
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US Lime & Minerals
A-Score
1-Year Total Return ->
4
Oil-Dri
A-Score
1-Year Total Return ->
5
Intrepid Potash
A-Score
1-Year Total Return ->
6
