Employees: 189
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).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| 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 |
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.
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.
| Measure | MNTK | Peer median | Rank 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 margin | 1.6% | 6.3% | 8th lowest of 21 |
| Forward P/E | 21.9× | 15.9× | 2nd most expensive of 6 |
| ROIC minus cost of capital | -6.9 pp | -2.1 pp | 7th lowest of 21 |
| EV / EBITDA | 14.6× | 7.3× | 3rd most expensive of 9 |
| Net debt / EBITDA | 3.9× | 0.0× | 2nd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Montauk Renewables MNTK | United States | $387M | +86% | +4% | 2% | 21.9× | n/a | n/a |
| Focus Hotmelt 301283.SZ | China | $390M | -32% | +28% | 8% | 14.5× | n/a | n/a |
| Zhejiang Lanyu Digital Technology 301585.SZ | China | $390M | -18% | +22% | 13% | n/a | n/a | n/a |
| Yung Chi Paint & Varnish Mfg 1726.TW | Taiwan | $371M | 0% | -1% | 12% | n/a | -13.1% | +4.1% |
| Chongqing Sanxia Paints 000565.SZ | China | $371M | -28% | +18% | -12% | n/a | n/a | n/a |
| Uzin Utz UZU.DE | Germany | $369M | -4% | +9% | 8% | 13.9× | 0.4% | +5.7% |
| Aspen Aerogels ASPN | United States | $407M | -4% | -49% | -41% | n/a | 9.9% | +22.0% |
| Hunan Resun 001218.SZ | China | $408M | -27% | +37% | 5% | n/a | n/a | n/a |
| USI 1304.TW | Taiwan | $358M | -20% | -14% | -4% | n/a | n/a | n/a |
| Jiangsu Jingxue Insulation Technology 301010.SZ | China | $354M | -1% | -28% | -1% | n/a | 33.3% | +2.2% |
| Jiangsu Yabang Dyestuff 603188.SS | China | $350M | -22% | +13% | -9% | n/a | n/a | n/a |
| Hangzhou Toka Ink 688571.SS | China | $429M | -26% | +4% | 7% | n/a | n/a | n/a |
| Essentra ESNT.L | United Kingdom | $430M | +37% | +7% | 8% | 15.9× | 18.7% | -19.6% |
| Praise Victor Industrial 7768.TW | Taiwan | $434M | n/a | +3% | 16% | n/a | n/a | n/a |
| Sanlux 002224.SZ | China | $458M | -22% | +8% | -4% | n/a | n/a | n/a |
| Guangzhou Jointas Chemical Joint Stock 002909.SZ | China | $326M | -16% | -10% | -3% | n/a | n/a | n/a |
| Hubei Xiangyuan New Material Technology 300980.SZ | China | $461M | -52% | +15% | 5% | n/a | 21.6% | +13.8% |
| Indigo Paints INDIGOPNTS.NS | India | $462M | -1% | +12% | 13% | 23.8× | 27.6% | +14.2% |
| Nippon Carbon 5302.T | Japan | $323M | -4% | +3% | 12% | 16.8× | 3.5% | +7.1% |
| Matsumoto Yushiseiyaku 4365.T | Japan | $467M | +10% | -1% | 20% | n/a | n/a | n/a |
| Dai Nippon Toryo 4611.T | Japan | $321M | +45% | +25% | 5% | n/a | n/a | n/a |