LanzaTech Global, Inc. (LNZA) | Investment Case

1. Company Snapshot

1.a. Company Description

LanzaTech Global, Inc.operates as a nature-based carbon refining company in the United States and internationally.The company transforms waste carbon into the chemical building blocks for consumer goods, such as sustainable fuels, fabrics, and packaging.

LanzaTech Global, Inc.was founded in 2005 and is headquartered in Skokie, Illinois.

Show Full description

1.b. Last Insights on LNZA

LanzaTech Global, Inc.'s recent performance was negatively impacted by a lackluster first quarter 2025 earnings release, which reported a decline in revenue and a significant increase in operating expenses. The company's financial results were also marred by a non-binding acquisition offer from Carbon Direct Capital Management, which valued the company at a mere $0.02 per share, a stark contrast to its current market value. Furthermore, the company's leadership changes, including the appointment of a new Chief Financial Officer and the assumption of interim General Counsel duties, may indicate a period of transition and potential disruption to its operations.

1.c. Company Highlights

Last Price	14.6
Change Percentage	-4.70%
Open	14.45
Previous Close	15.32
Market Cap ( Millions)	34
Volume	172
Year High	274
Year Low	11.2
M A 50	20.78
M A 200	29.6

FCF Yield	-239.61%
Dividend Yield	0.00%
ROE	-2259.92%
Debt / Equity	126.82%
Net Debt / EBIDTA	2.93%
Price To Book	2.57
Price Earnings Ratio	-0.45
Price To FCF	-0.42
Price To sales	0.85
EV / EBITDA	-0.31

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

World's First Commercial Ethanol-to-Jet Fuel Plant Operational

Nov -13

Source: globenewswire.com

LanzaTech Secures €40 Million EU Innovation Fund Grant for first-of-its-kind integrated CCUS project in Norway

Nov -05

Source: globenewswire.com

LanzaTech Reaffirms Importance of LanzaJet through Amended and Restated LanzaJet Agreements that Enable the Acceleration of Sustainable Aviation Fuel Commercialization

Oct -23

Source: globenewswire.com

Best Momentum Stocks to Buy for October 8th

Oct -08

Source: zacks.com

New Strong Buy Stocks for October 8th

Oct -08

Source: zacks.com

LanzaTech Global, Inc. (LNZA) Reports Q2 Loss, Tops Revenue Estimates

Aug -19

Source: zacks.com

LanzaTech Reports Second Quarter 2025 Financial Results

Aug -19

Source: globenewswire.com

LanzaTech Announces Reverse Stock Split as Part of Nasdaq Compliance Plan

Aug -15

Source: globenewswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.02%)

6. Segments

Engineering and Other Services

Expected Growth: 10.27%

LanzaTech Global's 10.27% growth in Engineering and Other Services is driven by increasing demand for sustainable solutions, expansion into new markets, and strategic partnerships. The company's innovative gas fermentation technology and expertise in biofuel production are key differentiators, enabling it to capitalize on the growing trend towards renewable energy and carbon reduction.

Joint Development Agreements

Expected Growth: 12.47%

LanzaTech Global, Inc.'s 12.47% growth in Joint Development Agreements is driven by increasing demand for low-carbon fuels, strategic partnerships with industry leaders, and expansion into new markets. Additionally, advancements in gas fermentation technology and government incentives for sustainable energy solutions contribute to the company's growth momentum.

Contract Research

Expected Growth: 10.47%

LanzaTech Global, Inc.'s Contract Research segment growth of 10.47% is driven by increasing demand for sustainable biotechnology solutions, strategic partnerships with leading companies, and expansion into new markets. Additionally, the company's innovative gas fermentation technology and strong research and development capabilities contribute to its growth momentum.

CarbonSmart

Expected Growth: 13.38%

CarbonSmart from LanzaTech Global, Inc. growth of 13.38% driven by increasing demand for low-carbon fuels, government incentives for sustainable technologies, and strategic partnerships with major industries such as aviation and steel. Additionally, the company's proprietary microbe-based carbon capture technology and expanding production capacity contribute to its rapid growth.

Licensing

Expected Growth: 14.1%

Licensing from LanzaTech Global, Inc. drives growth through access to patented microbial fermentation technology, enabling production of low-carbon fuels and chemicals. This partnership leverages LanzaTech's expertise in gas fermentation, increasing efficiency and reducing costs. The 14.1% growth rate is attributed to the scalability of this technology, expanding market reach, and increasing demand for sustainable energy solutions.

7. Detailed Products

Low-Carbon Ethanol

LanzaTech's low-carbon ethanol is a sustainable alternative to traditional fossil fuels, produced through the fermentation of waste biomass.

Sustainable Chemicals

LanzaTech's sustainable chemicals are produced through the fermentation of waste biomass, replacing traditional fossil fuel-based production methods.

Carbon Capture Technology

LanzaTech's carbon capture technology captures and converts CO2 from industrial sources into valuable chemicals and fuels.

Bioreactors

LanzaTech's bioreactors are designed for the efficient fermentation of waste biomass into low-carbon fuels and chemicals.

Gas Fermentation Technology

LanzaTech's gas fermentation technology converts waste gases into low-carbon fuels and chemicals.

8. LanzaTech Global, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

LanzaTech Global, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the ongoing research and development in the field of carbon capture and utilization.

Bargaining Power Of Customers

LanzaTech Global, Inc. has a diverse customer base, and no single customer has significant bargaining power, reducing the threat of customer bargaining power.

Bargaining Power Of Suppliers

LanzaTech Global, Inc. relies on a few key suppliers for critical components, giving them some bargaining power, but the company's strong relationships and diversification efforts mitigate this risk.

Threat Of New Entrants

The threat of new entrants is high due to the growing interest in carbon capture and utilization, and the relatively low barriers to entry in the industry.

Intensity Of Rivalry

The intensity of rivalry in the industry is moderate, with a few established players and some new entrants, but LanzaTech Global, Inc.'s strong market position and technology leadership help to mitigate the threat of rivalry.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	14.84%
Debt Cost	3.95%
Equity Weight	85.16%
Equity Cost	11.87%
WACC	10.69%
Leverage	17.42%

11. Quality Control: LanzaTech Global, Inc. passed 5 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Montrose Environmental Group

A-Score: 3.8/10

Value: 5.3

Growth: 4.0

Quality: 3.1

Yield: 0.0

Momentum: 7.5

Volatility: 2.7

1-Year Total Return ->

Enviri

A-Score: 3.7/10

Value: 6.9

Growth: 3.4

Quality: 1.1

Yield: 0.0

Momentum: 6.5

Volatility: 4.0

1-Year Total Return ->

Aqua Metals

A-Score: 3.1/10

Value: 7.4

Growth: 5.0

Quality: 6.2

Yield: 0.0

Momentum: 0.0

Volatility: 0.0

1-Year Total Return ->

Quest Resource

A-Score: 3.1/10

Value: 9.6

Growth: 3.0

Quality: 3.4

Yield: 0.0

Momentum: 0.0

Volatility: 2.3

1-Year Total Return ->

Perma-Fix Environmental Services

A-Score: 2.7/10

Value: 6.8

Growth: 0.4

Quality: 5.4

Yield: 0.0

Momentum: 1.0

Volatility: 2.3

1-Year Total Return ->

LanzaTech

A-Score: 2.6/10

Value: 8.0

Growth: 3.6

Quality: 3.8

Yield: 0.0

Momentum: 0.0

Volatility: 0.0

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

15.12%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

10.69%

LanzaTech Global, Inc. - US51655R1014

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on LNZA

1.c. Company Highlights

Weak Momentum

More Volatile

Average Quality

Revenues Miss

Earnings Miss

Revenues Beats

Earnings Beats

Lower Quality

Cheaper

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.02%)

6. Segments

Engineering and Other Services

Expected Growth: 10.27%

Joint Development Agreements

Expected Growth: 12.47%

Contract Research

Expected Growth: 10.47%

CarbonSmart

Expected Growth: 13.38%

Licensing

Expected Growth: 14.1%

7. Detailed Products

Low-Carbon Ethanol

Sustainable Chemicals

Carbon Capture Technology

Bioreactors

Gas Fermentation Technology

8. LanzaTech Global, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: LanzaTech Global, Inc. passed 5 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

14.6$

Current Price

14.6$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA