BKV Corporation engages in the acquisition, operation, and development of natural gas and NGL properties.
$17.55-2.99%
报价 2026-11-06
市值
$1.92B
EV
$3.31B
PE (TTM)
8.2x
预期 PE (FY2026)
11.3x
52 周区间距高点 -45.4%
$17.55$32.16
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Oil & Gas Exploration & Production
爆发潜力
2026-11-07不在筛选范围：industry: Oil & Gas Exploration & Production
电话会信号
辅助标签Q3 20262026-11-05
扩产需求加速AI 词频高上调指引供不应求融资需求
指引 上调
信心 4
分析师 4
“We continue to target our original timeframe for executing a PPA within 2026 to early 2027.”
原文引用（5）
- 扩产：Supporting an increase in planned modular generation in Temple to 400 MW from 200 MW.
- 需求加速：demand for reliable electricity continues to accelerate
- 上调指引：We now expect production to exceed 1 Bcf a day, a meaningful milestone for BKV, while maintaining our original capital guidance
- 供不应求：the demand is growing and there's no more dispatchable generation
- 融资需求：we completed an upsized offering of 1.625% convertible notes, raising $575 million
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研究结论
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事件
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同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| BKVBKV Corporation | $1.92B | -3.0% | +81.0% | 37.2% | 8.2x | 5.6x | – | |
| SMSM Energy Company | $7.12B | +1.0% | +141.5% | 73.5% | 10.3x | 3.5x | 26.1x | |
| CRGYCrescent Energy Company | $3.71B | +0.7% | +40.4% | 93.3% | 63.4x | 5.4x | 3.9x | |
| TRMDTORM plc | $3.52B | +0.2% | – | 45.3% | 7.0x | 5.6x | 23.4x | Cheap |
| CLMTCalumet, Inc. | $3.48B | -8.6% | +22.4% | 1.3% | – | – | 32.8x | |
| DHTDHT Holdings, Inc. | $3.33B | +1.0% | – | 38.3% | 13.5x | 9.7x | – | |
| TNKTeekay Tankers Ltd. | $2.97B | +4.6% | – | 42.9% | 5.9x | 4.1x | 9.5x | Cheap |
| BTEBaytex Energy Corp. | $2.92B | -0.9% | – | 4.4% | – | 4.8x | – | |
| NOGNorthern Oil and Gas, Inc. | $2.43B | +3.2% | +4.4% | 47.3% | – | 17.5x | – | |
| 同行中位数 | – | – | +31.4% | 44.1% | 10.3x | 5.4x | 23.4x |
研究全文
L2 基本面 memo
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财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $478.4M | $465.5M | $379.7M | $241.1M | $197.1M | $204.3M | $225.8M | $174.3M |
| Gross Margin | 37.2% | 48.2% | 23.6% | 27.8% | 80.8% | 81.4% | 82.3% | 72.1% |
| Operating Margin | 14.1% | 26.1% | 8.7% | 12.1% | 3.8% | 62.9% | -41.5% | -32.3% |
| Net Income | $29.4M | $75.8M | $44.1M | $70.4M | $76.9M | $104.6M | $-78.7M | $-57.5M |
| Diluted EPS | 0.27 | 0.67 | 0.42 | 0.75 | 0.9 | 1.23 | -0.93 | -0.81 |
| Operating Cash Flow | $164.5M | $109.7M | $72M | $69.4M | $74.5M | $76.2M | $22.6M | $43.8M |