Montauk Renewables, Inc. (MNTK)
Basic Materials · NCM
Fundamentals
Valuation and ratings
Montauk Renewables, Inc. trades at USD1.87, close to the USD1.84 our discounted cash flow model puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 29 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 180.0 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
MNTK earnings and analyst estimates
Recommendation mix, 3 analyst ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Montauk Renewables, Inc.
Montauk Renewables, Inc., a renewable energy company, engages in recovery and processing of biogas from landfills and other non-fossil fuel sources. It operates in two segments, Renewable Natural Gas and Renewable Electricity Generation. The company develops, owns, and operates renewable natural gas (RNG) and renewable electricity projects. It captures methane, prevents it from being released into the atmosphere, and converts it into either RNG or electrical power for the electrical grid. The company's customers for RNG and renewable identification numbers (RIN) include large, long-term owner-operators of landfills and livestock farms, local utilities, and large refiners in the natural gas and refining sectors. Montauk Renewables, Inc. was founded in 1980 and is headquartered in Pittsburgh, Pennsylvania.
Super investor ownership
8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Hosking Partners, Hosking Partners LLP$456.5K · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$407.8K · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$237.9K · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$235.3K · 0.0% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$136.0K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Montauk Renewables, Inc. (MNTK) undervalued?
Against our discounted cash flow estimate of USD1.84, MNTK at USD1.87 is 2% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own MNTK?
8 of the institutions we track reported a position in MNTK in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is MNTK's P/E ratio?
MNTK trades at 180.0 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
When does MNTK report earnings next?
Montauk Renewables, Inc. is scheduled to report on 5 Aug 2026. Companies move earnings dates, so read it as scheduled rather than certain.
The full research page for MNTK, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.