Infinity Natural Resources, Inc (INR) Fair Value & Analysis
Energy · US · Market cap $240M
Infinity Natural Resources, Inc
INR · US
Fair value as of: Jul 24, 2026
From 14 valuation models · updated 14 days ago
Share price +0.2% over the past month.
Below-average quality, screening 169% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (33/100). That raises the risk this is a value trap rather than a bargain.
- The price is below even our cautious bear case ($23.96). The market is more pessimistic than our downside scenario.
- A fairly wide model range ($23.96 to $44.49) leaves room in how you read the outcome.
Price vs Fair Value (18 months)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 24, 2026.
How to read this chart
18‑month range $11.20 – $21.89 · fair‑value band $23.96 – $44.49 · the $12.74 price screens below the $34.22 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 24, 2026.
Analysis
Infinity Natural Resources, Inc (INR) currently trades at $12.74, while our model-based Fair Value estimate is $34.22, implying the stock looks roughly 168.6% undervalued today. We read business quality at 33/100 (below-average quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Infinity Natural Resources, Inc generated revenue of $426M at a net margin of 10.9%. Revenue grew 81.8% year over year. It earns a return on equity of 17.5%. The balance sheet holds a net cash position of $112B. Fundamentals as of Jul 24, 2026
Our scenario range runs from $23.96 (bear case) to $44.49 (bull case); at $12.74, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 35% below its 52-week high and 14% above its 52-week low, currently below its 200-day average. For context, the median of 10 Energy peers we cover trades at -26% fair-value upside, at 169%, INR screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 14 models by family
Widest divergence: Growth Earnings ($57.12) versus Asset-Based ($10.97). Highest evidence: ROIC Compounder (72).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 24, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 41 · Market factors (momentum, volatility) 21
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Infinity Natural Resources, Inc. engages in the acquisition, exploration, and development of properties to produce crude oil, natural gas, and natural gas liquids in the United States.
Full company description
Infinity Natural Resources, Inc. engages in the acquisition, exploration, and development of properties to produce crude oil, natural gas, and natural gas liquids in the United States. The company holds interests in the Utica Shale Oil covering an area of approximately 64,000 net surface acres located in Ohio; and the Marcellus Shale Dry Gas covering an area of approximately 34,000 net surface acres and the Utica Deep Dry Gas covering an area of 34,000 net acres situated in Pennsylvania. The company was founded in 2017 and is based in Morgantown, West Virginia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
Infinity Natural Resources, Inc reported revenue of $356M in FY2025 versus $143M in FY2022, a compound +35.5%/yr. Reported net income was $23.8M in FY2025, compounding −29.6%/yr from FY2022.
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Peer Group
Oil & Gas E&P · 316 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Oil & Gas E&P median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Oil & Gas E&P stocks, each showing price versus our Fair Value estimate (as of Jul 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CNOOC Limited 600938 | ¥28.97 | ¥32.55 | +12% |
| ConocoPhillips explores for, COP | $109.04 | $91.79 | -16% |
| Canadian Natural Resources Limited CNQ | $42.86 | $31.54 | -26% |
| EOG Resources, Inc EOG | $139.89 | $130.19 | -7% |
| Occidental Petroleum Corporation OXY | $54.86 | $30.68 | -44% |
| Diamondback Energy, Inc FANG | $183.39 | $106.12 | -42% |
| Devon Energy Corporation DVN | $43.83 | $27.06 | -38% |
| Woodside Energy Group WDS | A$30.46 | A$20.71 | -32% |
| EQT Corporation EQT | $48.85 | $42.85 | -12% |
| Texas Pacific Land Corporation TPL | $415.70 | $79.20 | -81% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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