WallStSmart

Alliance Resource Partners LP (ARLP)vsCore Natural Resources, Inc. (CNR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Core Natural Resources, Inc. generates 95% more annual revenue ($4.23B vs $2.17B). ARLP leads profitability with a 11.4% profit margin vs -1.5%. CNR appears more attractively valued with a PEG of 0.35. ARLP earns a higher WallStSmart Score of 53/100 (C-).

ARLP

Buy

53

out of 100

Grade: C-

Growth: 2.0Profit: 6.0Value: 8.7Quality: 5.8
Piotroski: 3/9

CNR

Hold

48

out of 100

Grade: D+

Growth: 6.0Profit: 2.5Value: 5.7Quality: 6.3
Piotroski: 5/9Altman Z: 2.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARLPUndervalued (+44.5%)

Margin of Safety

+44.5%

Fair Value

$45.92

Current Price

$25.62

$20.30 discount

UndervaluedFair: $45.92Overvalued
CNRSignificantly Overvalued (-20.8%)

Margin of Safety

-20.8%

Fair Value

$76.71

Current Price

$93.44

$16.73 premium

UndervaluedFair: $76.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARLP4 strengths · Avg: 8.3/10
Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.558/10

Growing faster than its price suggests

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

CNR2 strengths · Avg: 10.0/10
PEG RatioValuation
0.3510/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Areas to Watch

ARLP3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.5%2/10

Revenue declined 4.5%

EPS GrowthGrowth
-88.5%2/10

Earnings declined 88.5%

CNR4 concerns · Avg: 2.0/10
Operating MarginProfitability
1.3%3/10

Operating margin of 1.3%

Return on EquityProfitability
-1.7%2/10

ROE of -1.7% — below average capital efficiency

EPS GrowthGrowth
-81.1%2/10

Earnings declined 81.1%

Profit MarginProfitability
-1.5%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : ARLP

The strongest argument for ARLP centers on Debt/Equity, PEG Ratio, P/E Ratio. PEG of 0.55 suggests the stock is reasonably priced for its growth.

Bull Case : CNR

The strongest argument for CNR centers on PEG Ratio, Price/Book. PEG of 0.35 suggests the stock is reasonably priced for its growth.

Bear Case : ARLP

The primary concerns for ARLP are Piotroski F-Score, Revenue Growth, EPS Growth.

Bear Case : CNR

The primary concerns for CNR are Operating Margin, Return on Equity, EPS Growth.

Key Dynamics to Monitor

ARLP profiles as a declining stock while CNR is a turnaround play — different risk/reward profiles.

ARLP carries more volatility with a beta of 0.19 — expect wider price swings.

CNR is growing revenue faster at 6.6% — sustainability is the question.

CNR generates stronger free cash flow (46M), providing more financial flexibility.

Bottom Line

ARLP scores higher overall (53/100 vs 48/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alliance Resource Partners LP

ENERGY · THERMAL COAL · USA

Alliance Resource Partners, LP, a diversified natural resources company, produces and markets coal primarily for industrial and utility users in the United States. The company is headquartered in Tulsa, Oklahoma.

Core Natural Resources, Inc.

ENERGY · THERMAL COAL · USA

Cornerstone Building Brands, Inc. designs, designs, manufactures, markets, and installs exterior building products for the commercial, residential, and repair and remodeling markets in the United States, Canada, Mexico, and internationally. The company is headquartered in Cary, North Carolina.

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