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← CockpitCompetitor Analysis › INR Infinity Natural Resources, Inc. Class AOpen in the cockpit ↗

Infinity Natural Resources, Inc. Class AINRCompetitor analysis, valuation and peers

United States · USD·Energy›Integrated Oil
Momentum weak 35
Mkt cap
$811M
US dollars, full cap
Free float
81%
of shares outstanding
$/day
$3.20M
20-day average traded
Fwd P/E
4.5×
forward earnings
ROIC−WACC
+3.1 pp
WACC 6.0%
Hurdle
n/a
no reverse DCF
Official | Implied
B- / B
agencies · bond market
Next earnings
3 days
9 Nov 2026
Close · USD$12.79
1D+4.4%
1W-12.2%
1M-4.2%
3M-8.3%
6M-17.2%
YTD-13.2%
1Y+14.0%
ATR %4.5%
Beta-0.24
52w lowhigh34.7% off high

What Infinity Natural Resources does

Employees: 101

Infinity Natural Resources at a glance

Size Infinity Natural Resources (INR) is a United States Energy company (Integrated Oil) with a market value of $811M, the 2386th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.79 on 6 Nov 2026.

Performance Over six months the shares fell 17.2%, against -7.5% for the median peer and -1.1% for the United States market (cap-weighted) — 7th lowest of 21 in its peer set.

Growth Revenue grew 75.4% over the last twelve months (peer median +10.5%); the operating margin is 43.9% (peer median 20.2%).

Valuation It trades at 4.5× forward earnings against a peer median of 9.0× (4th cheapest of 14).

Capital Return on invested capital runs 3.1 points above its cost of capital (6.0% WACC).

Credit Infinity Natural Resources has 1 bond outstanding ($550M), rated B- by the agencies and trading like B at a weighted spread of 330 bp.

Short interest Short interest is 18.5% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 92INR 80
Six months, rebased to 100: Infinity Natural Resources against the median of its 20 peers (local-currency closes).

Infinity Natural Resources financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$523M$356M$259M$162M$143M
Revenue growth—+38%+60%+13%—
Gross profit$264M$165M$107M$57.6M$100M
EBITDA$368M$116M$167M$106M$114M
Net income$61.0M$13.8M$49.3M$86.7M$68.1M
Free cash flow-$800M-$168M-$78.5M-$330M-$30.7M
Capital expenditure$1.11B$430M$256M$437M$95.7M
Total debt$540M$152M$261M$172M$59.0M

Quarterly statements and history in the cockpit →

Infinity Natural Resources competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%-20%-10%0%+10%1907TXOLGNREPXSOIL000968TBN300191300483ECKOSOKEABIR002960600759GFR12050467PENINR6-month return →1-month return →
Up and to the right = strong over both horizons. Infinity Natural Resources is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%+75%5×10×15×1907TXOLGNREPXSOIL300483KOSOKEABIR0029600467KELPENINRRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Infinity Natural Resources is the large dot.

Infinity Natural Resources competitors and peer comparison

How Infinity Natural Resources compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Infinity Natural Resources against its 20 peers (data as of 6 Nov 2026)
MeasureINRPeer medianRank in peer set
1-month return-4.2%-7.5%9th highest of 21
6-month return-17.2%-7.5%7th lowest of 21
Distance from 52-week high-34.7%-24.8%8th lowest of 21
Revenue growth (TTM)+75.4%+10.5%2nd highest of 20
Operating margin43.9%20.2%highest of 20
Forward P/E4.5×9.0×4th cheapest of 14
ROIC minus cost of capital+3.1 pp+2.3 pp8th highest of 20
EV / EBITDA6.5×4.1×7th most expensive of 16
Net debt / EBITDA1.4×0.8×4th most indebted of 16
Bond spread330 bp315 bp2nd widest of 4

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Infinity Natural Resources INRUnited States$811M-17%+75%44%4.5×n/an/a
China Risun 1907.HKHong Kong$841M-45%-2%3%9.0×n/an/a
TXO Partners, L.P TXOUnited States$728M+7%+50%23%6.9×-13.3%+36.9%
Logan Energy LGN.VCanada$726M+61%+64%28%9.3×n/an/a
Riley Exploration Permian REPXUnited States$913M+24%+23%39%4.2×-7.1%+164.3%
Saturn Oil & Gas SOIL.TOCanada$941M+13%+6%28%3.0×-13.8%+161.8%
Shanxi Blue Flame 000968.SZChina$961M-28%-1%14%n/a-6.8%+7.9%
Tamboran Resources TBNUnited States$1.01B-19%n/an/an/an/an/a
Sino Geophysical 300191.SZChina$1.10B-47%+136%14%n/an/an/a
Sino Prima Gas Technology 300483.SZChina$1.11B-15%+40%24%12.5×-8.7%+13.3%
Totalenergies EP Gabon EC.PAFrance$1.14B-5%-13%25%n/a-10.7%-0.6%
Kosmos Energy KOSUnited States$1.26B-23%+23%23%4.6×-6.4%+9.9%
Okea OKEA.OLNorway$513M+19%+2%36%4.8×n/an/a
Birchcliff Energy BIR.TOCanada$1.29B+3%+10%20%13.5×1.9%+5.8%
Hankook Shell Oil 002960.KSSouth Korea$500M+3%+4%16%17.1×-10.0%+11.5%
Geo-Jade Petroleum 600759.SSChina$1.33B-54%+42%30%n/a-0.7%+2.8%
Greenfire Resources GFR.TOCanada$1.36B+3%-2%17%n/an/an/a
CITIC Resources 1205.HKHong Kong$481M-13%-29%4%n/an/an/a
United Energy 0467.HKHong Kong$1.44B-10%+28%14%3.6×n/an/a
Kelt Exploration KEL.TOCanada$1.45B+4%+30%17%12.4×n/an/a
Panoro Energy PEN.OLNorway$441M-16%-23%16%11.1×n/an/a

Infinity Natural Resources bonds and credit

Infinity Natural Resources has 1 bond outstanding with $550M face value. The agencies rate it B-; its bonds trade like B. Weighted yield 7.96%, a spread of 330 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Which companies are Infinity Natural Resources's closest peers?
The cockpit's peer set: China Risun (1907.HK), TXO Partners, L.P (TXO), Logan Energy (LGN.V), Riley Exploration Permian (REPX), Saturn Oil & Gas (SOIL.TO), Shanxi Blue Flame (000968.SZ), Tamboran Resources (TBN), Sino Geophysical (300191.SZ).
Is Infinity Natural Resources expensive compared with its peers?
On forward p/e it trades at 4.5× against a peer median of 9.0×, 4th cheapest of 14 in its peer set.
How has Infinity Natural Resources stock performed?
Over six months to 6 Nov 2026 the shares returned -17.2% against -7.5% for the median peer; over one year +14.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.