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← CockpitCompetitor Analysis › MNTK Montauk Renewables, Inc.Open in the cockpit ↗

Montauk Renewables, Inc.MNTKCompetitor analysis, valuation and peers

United States · USD·Materials›Industrial Specialties
Momentum leader 98
Mkt cap
$387M
US dollars, full cap
Free float
29%
of shares outstanding
$/day
$1.14M
20-day average traded
Fwd P/E
21.9×
forward earnings
ROIC−WACC
-6.9 pp
WACC 7.5%
Hurdle
n/a
no reverse DCF
Next earnings
3 days
9 Nov 2026
Close · USD$2.72
1D+12.9%
1W+23.1%
1M-0.7%
3M+60.0%
6M+86.3%
YTD+62.9%
1Y+34.0%
ATR %7.5%
Beta1.28
52w lowhigh17.1% off high

What Montauk Renewables does

Employees: 189

Montauk Renewables at a glance

Size Montauk Renewables (MNTK) is a United States Materials company (Industrial Specialties) with a market value of $387M, the 2887th largest of 3,117 United States companies the cockpit tracks. Shares closed at $2.72 on 6 Nov 2026.

Performance Over six months the shares gained 86.3%, against -15.8% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 20 in its peer set.

Growth Revenue grew 4.3% over the last twelve months (peer median +7.5%); the operating margin is 1.6% (peer median 6.3%).

Valuation It trades at 21.9× forward earnings against a peer median of 15.9× (2nd most expensive of 6).

Capital Return on invested capital runs 6.9 points below its cost of capital (7.5% WACC).

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

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026MNTK 192Peer median 84
Six months, rebased to 100: Montauk Renewables against the median of its 20 peers (local-currency closes).

Montauk Renewables financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$189M$176M$176M$175M$213M
Revenue growth—0%0%-18%—
Gross profit$65.7M$68.8M$85.6M$94.0M$135M
EBITDA$36.2M$34.5M$41.7M$46.3M$78.1M
Net income$7.93M$1.75M$9.73M$14.9M$35.2M
Free cash flow-$83.4M-$86.2M-$19.3M-$22.0M$58.8M
Capital expenditure$127M$117M$63.1M$63.1M$22.3M
Total debt$157M$138M$63.5M$68.1M$76.2M

Quarterly statements and history in the cockpit →

Montauk Renewables 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

-50%0%+50%-20%-10%0%+10%3012833015851726000565UZUASPN001218301010603188ESNT300980INDIGOPNTS43654611MNTK6-month return →1-month return →
Up and to the right = strong over both horizons. Montauk Renewables is the large dot.

Fundamentals: revenue growth against valuation

+10%+20%+30%15×20×301283UZUESNTINDIGOPNTS5302MNTKRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Montauk Renewables is the large dot.

Montauk Renewables competitors and peer comparison

How Montauk Renewables 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.

Montauk Renewables against its 20 peers (data as of 6 Nov 2026)
MeasureMNTKPeer medianRank in peer set
1-month return-0.7%-11.3%6th highest of 21
6-month return+86.3%-15.8%highest of 20
Distance from 52-week high-17.1%-32.9%6th highest of 21
Revenue growth (TTM)+4.3%+7.5%10th lowest of 21
Operating margin1.6%6.3%8th lowest of 21
Forward P/E21.9×15.9×2nd most expensive of 6
ROIC minus cost of capital-6.9 pp-2.1 pp7th lowest of 21
EV / EBITDA14.6×7.3×3rd most expensive of 9
Net debt / EBITDA3.9×0.0×2nd most indebted of 11

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
Montauk Renewables MNTKUnited States$387M+86%+4%2%21.9×n/an/a
Focus Hotmelt 301283.SZChina$390M-32%+28%8%14.5×n/an/a
Zhejiang Lanyu Digital Technology 301585.SZChina$390M-18%+22%13%n/an/an/a
Yung Chi Paint & Varnish Mfg 1726.TWTaiwan$371M0%-1%12%n/a-13.1%+4.1%
Chongqing Sanxia Paints 000565.SZChina$371M-28%+18%-12%n/an/an/a
Uzin Utz UZU.DEGermany$369M-4%+9%8%13.9×0.4%+5.7%
Aspen Aerogels ASPNUnited States$407M-4%-49%-41%n/a9.9%+22.0%
Hunan Resun 001218.SZChina$408M-27%+37%5%n/an/an/a
USI 1304.TWTaiwan$358M-20%-14%-4%n/an/an/a
Jiangsu Jingxue Insulation Technology 301010.SZChina$354M-1%-28%-1%n/a33.3%+2.2%
Jiangsu Yabang Dyestuff 603188.SSChina$350M-22%+13%-9%n/an/an/a
Hangzhou Toka Ink 688571.SSChina$429M-26%+4%7%n/an/an/a
Essentra ESNT.LUnited Kingdom$430M+37%+7%8%15.9×18.7%-19.6%
Praise Victor Industrial 7768.TWTaiwan$434Mn/a+3%16%n/an/an/a
Sanlux 002224.SZChina$458M-22%+8%-4%n/an/an/a
Guangzhou Jointas Chemical Joint Stock 002909.SZChina$326M-16%-10%-3%n/an/an/a
Hubei Xiangyuan New Material Technology 300980.SZChina$461M-52%+15%5%n/a21.6%+13.8%
Indigo Paints INDIGOPNTS.NSIndia$462M-1%+12%13%23.8×27.6%+14.2%
Nippon Carbon 5302.TJapan$323M-4%+3%12%16.8×3.5%+7.1%
Matsumoto Yushiseiyaku 4365.TJapan$467M+10%-1%20%n/an/an/a
Dai Nippon Toryo 4611.TJapan$321M+45%+25%5%n/an/an/a

Questions

Which companies are Montauk Renewables's closest peers?
The cockpit's peer set: Focus Hotmelt (301283.SZ), Zhejiang Lanyu Digital Technology (301585.SZ), Yung Chi Paint & Varnish Mfg (1726.TW), Chongqing Sanxia Paints (000565.SZ), Uzin Utz (UZU.DE), Aspen Aerogels (ASPN), Hunan Resun (001218.SZ), USI (1304.TW).
Is Montauk Renewables expensive compared with its peers?
On forward p/e it trades at 21.9× against a peer median of 15.9×, 2nd most expensive of 6 in its peer set.
How has Montauk Renewables stock performed?
Over six months to 6 Nov 2026 the shares returned +86.3% against -15.8% for the median peer; over one year +34.0%.

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.