Atlas Energy Solutions Inc.: stock overview

AESINYSEEnergy · Crude Petroleum & Natural Gas

Price

$5.57

November 13, 2026Market cap $692M

What Ploutos Investor adds for Atlas Energy Solutions

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See the plans
  • The full history: 5 fiscal years, from 2021
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

Sign in with a free account to see the last 5 fiscal years.

Notes on these figures

  • The share price has fallen 32% since Nov 3, 2026, when the 10-Q these figures come from was filed ($8.14 then, $5.57 on Nov 13, 2026). The figures date from before that move.10-Q

In short

Atlas Energy Solutions had revenue of $1.1B over the last 12 months and a net loss of $140M. Revenue grew by 58.8% a year on average over the last 4 years. It pays no dividend.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$692M
124M shares
P/E
–
Revenue, 12 months
$1.1B
+58.8% a year over 4 years
Net margin
-13.0%
2025: -4.6%, above 21% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+33.6% a year over 2 years

  • 202510-K
    Revenue$1.1B
  • 202410-K
    Revenue$1.1B
  • 202310-K
    Revenue$614M

Fiscal years in figures

AESI's revenue, profit, cash flow and dividend with each year-end price, from 2021 to 2022, 2 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $1.7B
$692M
Enterprise value 
$1.7B
P/E 
–
EV / EBIT 
–
EV / Revenue 
1.6
P/B 3-year median: 2.0
0.6
FCF yield 3-year median: -3.9%
–
Earnings yield 3-year median: 2.5%
–

Profitability

Gross margin 
5.4%
Operating margin 
-10.2%
Net margin 3-year median: 5.7%
-13.0%
ROIC 
-4.6%
ROIC, 5-year average 
12.9%
ROE 
-12.1%

Growth

Revenue, yearly change 
+3.7%
EPS, yearly change 
-174.6%
FCF, yearly change 
–
Revenue, average a year 
+58.8%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
–
Total debt 
$1.1B
Of which operating leases 
$20M
Net cash 
–
Net debt / EBITDA 
21.0x
Interest cover 
–
Current ratio 
1.22

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
0.03%
Total returned 
0.03%
Shares, yearly change 
+2.0%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 13).

Gross margin

13.8%

Above 14% of all companies (its industry has too few to compare).

Operating margin

-1.0%

Above 21% of the 80 companies in its industry, and 32% of all.

Net margin

-4.6%

Above 21% of the 88 companies in its industry, and 25% of all.

ROE

-4.2%

Above 15% of the 76 companies in its industry, and 24% of all.

ROA

-2.3%

Above 19% of the 89 companies in its industry, and 25% of all.

Revenue growth

3.7%

Above 51% of the 86 companies in its industry, and 41% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
Atlas Energy Solutions Inc.
Exchange
NYSE
Industry (SIC)
1311 · Crude Petroleum & Natural Gas
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
124M

Other companies: Energy

The largest companies of the same sector, each with its own page.

The Energy sectorAll companies

The full analysis

What do Atlas Energy Solutions's filings show?

These are Atlas Energy Solutions's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about AESI

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What is AESI's market cap?

Atlas Energy Solutions Inc.'s market cap is $692M, at a price of $5.57 on November 13, 2026 and 124M shares.

How much revenue does AESI have?

Atlas Energy Solutions had revenue of $1.1B over the last 12 months. Over the last 4 years it changed by +58.8% a year on average.

Does AESI pay a dividend?

No. Atlas Energy Solutions paid no regular dividend over the last 12 months.

Where do the figures come from?

From Atlas Energy Solutions Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.