WallStSmart
ARLP

Alliance Resource Partners LP

NASDAQ: ARLP · ENERGY · THERMAL COAL

$26.66
+0.72% today

Updated 2026-04-29

Market cap
$3.43B
P/E ratio
14.03
P/S ratio
1.58x
EPS (TTM)
$1.90
Dividend yield
6.80%
52W range
$21 – $29
Volume
0.4M

Alliance Resource Partners LP (ARLP) Stock Valuation Analysis

Fair value estimate, historical valuation range, and quality signals for ARLP.

WallStSmart Verdict
Fairly
Valued

Valuation reasonably reflects current fundamentals. Limited margin of safety at these levels.

Smart Value Score: 53 / 100
P/E (TTM)
14.0x
vs 5Y median of 9.3x
PEG
0.57
Under 1.0 = undervalued
Margin of Safety
+50.90%
Fair value $51.94 vs $26.66
EV / EBITDA
0.0x

ARLP historical valuation range

Where current P/E sits in ARLP's own 5Y range.

NOW
3.3x
5Y Low
6.1x
25th
9.3x
Median
10.6x
75th
14.4x
5Y High
ARLP is trading more expensive than 96% of the last 5Y.
96th percentile · Historically expensive

ARLP intrinsic value (DCF)

DCF-based fair value estimate vs current market price.

Current price
$26.66
Market value
Intrinsic value
$51.94
DCF estimate
Margin of safety
+50.90%
+94.8% upside to fair value

Intrinsic value calculated using discounted cash flow (DCF) model based on projected free cash flows, discount rate, and terminal growth assumptions. A positive margin of safety indicates the current price is below estimated fair value, providing a cushion against estimation error.

ARLP valuation signals

Quick-read green flags, caution flags, and risks based on current metrics.

PEG ratio under 1.0
PEG of 0.57 indicates growth is outpacing the multiple. Traditionally a buy signal for quality compounders.
P/E near 5Y high
Current P/E sits in the 96th percentile of its 5Y range. Historically expensive relative to its own history.
Strong margin of safety
Current price 50.9% below DCF intrinsic value estimate. Meaningful downside cushion.
Weak financial quality
Piotroski F-Score of 0/9 suggests deteriorating fundamentals. Valuation requires closer scrutiny.

P/E Ratio — History

Current: 14.03x

P/S Ratio — History

Current: 1.58x

Is ARLP overvalued in 2026?

Alliance Resource Partners LP (ARLP) currently trades at $26.66 per share with a market capitalization of $3,430,044,000.00. Based on our multi-factor framework, the stock trades at a fair valuation with a Smart Value Score of 53/100. This score blends growth quality, financial health, and price attractiveness into a single institutional-grade read.

The stock trades at a P/E ratio of 14.0x, above its 5-year median of 9.3x. The PEG ratio of 0.57 suggests earnings growth is outpacing the multiple, a classic sign of undervaluation.

Looking at its own history, ARLP is currently trading more expensive than 96% of the last 5Y on P/E. This places it in the 96th percentile of its historical range, a zone where forward returns have typically been muted.

Our discounted cash flow model estimates ARLP's intrinsic value at $51.94 per share, against the current market price of $26.66. This implies a margin of safety of +50.90%. A meaningful cushion exists against model error, making this a reasonable risk-adjusted entry.

Financial quality is a concern. The Piotroski F-Score of 0/9 flags weakening fundamentals that deserve closer scrutiny before the valuation case can be fully trusted.

Bottom line: ARLP trades at a fair valuation on our framework, with a Smart Value Score of 53/100. The valuation is defensible but offers no obvious bargain. Patience or a better entry price may reward disciplined buyers.

Frequently asked questions

Is ARLP overvalued in 2026?

Based on a Smart Value Score of 53/100, ARLP is fairly valued. Price reasonably reflects current fundamentals with limited cushion in either direction.

What is ARLP's fair value?

Our DCF model estimates ARLP's intrinsic value at $51.94 per share, versus the current price of $26.66. This produces a margin of safety of +50.90%.

What P/E ratio does ARLP trade at?

ARLP trades at a P/E of 14.0x on trailing twelve-month earnings, compared to its 5-year median of 9.3x.

Is ARLP a buy based on valuation?

WallStSmart does not issue buy or sell recommendations. Our Smart Value Score of 53/100 reflects the combined read on growth, quality, and price. The profile is balanced. Best suited for investors with an existing thesis.

How does ARLP's valuation compare to its history?

On P/E, ARLP currently sits in the 96th percentile of its own 5Y range. That is historically expensive relative to where it has traded over the period.

What is ARLP's Smart Value Score?

ARLP's Smart Value Score is 53/100. The Smart Value Score is a proprietary WallStSmart metric blending growth quality, financial health, and valuation attractiveness into a single 0-100 read. Scores above 75 are rare and indicate strong multi-factor alignment.