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Diversified Energy Co (DEC) Fundamental Analysis & AI Grade 2026

DEC NYSE Crude Petroleum & Natural Gas X0 CIK: 0001922446
Update Pending • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
83% Confidence
NEUTRAL
D
88% Conf
B
78% Conf

📊 DEC Key Takeaways

Revenue: $27.1M
Net Margin: -591.7%
Free Cash Flow: $110.7M
Current Ratio: 0.47x
Debt/Equity: 3.62x
EPS: $-2.13
AI Grade: D with 88% confidence
Diversified Energy Co (DEC) receives a C fundamental grade with 83% confidence from our AI analysis based on SEC 10-K filings. With revenue of $27.1M, net profit margin of -591.7%, and return on equity (ROE) of -21.9%, Diversified Energy Co demonstrates mixed fundamentals in the Energy sector. Below is our complete DEC stock analysis for 2026.

Is Diversified Energy Co (DEC) a Good Investment?

Claude

Diversified Energy Co faces a critical financial crisis with a current ratio of 0.47x indicating inability to meet short-term obligations, combined with massive operating losses (-923% margin) and negative interest coverage (-3.9x) preventing debt service from operations. Despite 141.5% revenue growth and positive free cash flow, the company's extreme leverage (3.62x Debt/Equity) and minimal cash reserves ($54.5M against $2.7B debt) create substantial bankruptcy risk unless immediate operational turnaround occurs.

ChatGPT

Diversified Energy shows solid operating profitability and healthy free cash flow generation, with revenue growth accelerating sharply and operating margins holding at a strong 29.2%. However, growth quality is mixed because net income was essentially flat year over year despite the revenue surge, while leverage, weak liquidity, and thin interest coverage create meaningful balance-sheet risk that tempers the fundamental outlook.

Diversified Energy Co Key Strengths (DEC)

Claude
  • + Strong revenue growth of 141.5% YoY demonstrates market demand
  • + Positive free cash flow of $110.7M provides temporary liquidity buffer
  • + Substantial asset base of $6.2B with established operations
ChatGPT
  • + Strong operating profitability with a 29.2% operating margin and 18.6% net margin
  • + Positive free cash flow of $280.02M supports debt service and capital allocation flexibility
  • + High reported ROE of 34.7% and sharply higher diluted EPS indicate efficient earnings generation

DEC Stock Risks: Diversified Energy Co Investment Risks

Claude
  • ! Critical liquidity crisis with current ratio 0.47x and quick ratio 0.45x - current liabilities exceed current assets
  • ! Operating income of -$250.6M with -923% operating margin and -3.9x interest coverage ratio - cannot cover debt service from operations
  • ! Extreme leverage at 3.62x Debt/Equity with only $54.5M cash against $2.7B long-term debt
  • ! Negative profitability across all metrics (ROE -21.9%, ROA -2.6%, net margin -591.7%)
  • ! Positive FCF may not be sustainable given ongoing GAAP operating losses
ChatGPT
  • ! High leverage with debt/equity of 2.76x and $2.72B of long-term debt
  • ! Weak liquidity with a 0.60x current ratio, 0.58x quick ratio, and only $29.70M of cash
  • ! Revenue growth appears lower quality because net income declined slightly year over year and interest coverage is only 2.5x

Key Metrics to Watch

Claude
  • * Liquidity metrics (current ratio, cash balance, burn rate) - days to insolvency
  • * Operating income and margin trajectory - path to profitability
  • * Debt refinancing activity and covenant compliance
  • * Operating cash flow sustainability versus GAAP losses
  • * Capital structure changes (equity raises, debt restructuring)
ChatGPT
  • * Interest coverage and long-term debt reduction
  • * Operating cash flow and free cash flow conversion versus net income

Diversified Energy Co (DEC) Financial Metrics & Key Ratios

Revenue
$27.1M
Net Income
$-160.6M
EPS (Diluted)
$-2.13
Free Cash Flow
$110.7M
Total Assets
$6.2B
Cash Position
$54.5M

💡 AI Analyst Insight

The 407.9% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

DEC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -923.1%
Net Margin -591.7%
ROE -21.9%
ROA -2.6%
FCF Margin 407.9%

DEC vs Energy Sector: How Diversified Energy Co Compares

How Diversified Energy Co compares to Energy sector averages

Net Margin
DEC -591.7%
vs
Sector Avg 12.0%
DEC Sector
ROE
DEC -21.9%
vs
Sector Avg 14.0%
DEC Sector
Current Ratio
DEC 0.5x
vs
Sector Avg 1.3x
DEC Sector
Debt/Equity
DEC 3.6x
vs
Sector Avg 0.6x
DEC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Diversified Energy Co Stock Overvalued? DEC Valuation Analysis 2026

Based on fundamental analysis, Diversified Energy Co shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-21.9%
Sector avg: 14%
Net Profit Margin
-591.7%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.62x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Diversified Energy Co Balance Sheet: DEC Debt, Cash & Liquidity

Current Ratio
0.47x
Quick Ratio
0.45x
Debt/Equity
3.62x
Debt/Assets
88.1%
Interest Coverage
-3.90x
Long-term Debt
$2.7B

DEC Revenue & Earnings Growth: 5-Year Financial Trend

DEC 5-year financial data: Year 2025: Revenue $1.9B, Net Income $748.7M, EPS $15.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Diversified Energy Co's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $15.76 reflects profitable operations.

DEC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
407.9%
Free cash flow / Revenue

DEC Quarterly Earnings & Performance

Quarterly financial performance data for Diversified Energy Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $27.1M -$160.6M $-2.13

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Diversified Energy Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$168.7M
Cash generated from operations
Capital Expenditures
$58.0M
Investment in assets
Dividends Paid
$22.1M
Returned to shareholders

DEC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Diversified Energy Co (CIK: 0001922446)

📋 Recent SEC Filings

Date Form Document Action
Jun 2, 2026 4 xslF345X06/wk-form4_1780432629.xml View →
May 21, 2026 8-K dec-20260520.htm View →
May 19, 2026 8-K dec-20260513.htm View →
May 12, 2026 8-K dec-20260506.htm View →
May 12, 2026 8-K dec-20260506.htm View →

Frequently Asked Questions about DEC

What is the AI rating for DEC?

Diversified Energy Co (DEC) has a Combined AI Grade of C from Claude (D) and ChatGPT (B) with 83% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DEC's key strengths?

Claude: Strong revenue growth of 141.5% YoY demonstrates market demand. Positive free cash flow of $110.7M provides temporary liquidity buffer. ChatGPT: Strong operating profitability with a 29.2% operating margin and 18.6% net margin. Positive free cash flow of $280.02M supports debt service and capital allocation flexibility.

What are the risks of investing in DEC?

Claude: Critical liquidity crisis with current ratio 0.47x and quick ratio 0.45x - current liabilities exceed current assets. Operating income of -$250.6M with -923% operating margin and -3.9x interest coverage ratio - cannot cover debt service from operations. ChatGPT: High leverage with debt/equity of 2.76x and $2.72B of long-term debt. Weak liquidity with a 0.60x current ratio, 0.58x quick ratio, and only $29.70M of cash.

What is DEC's revenue and growth?

Diversified Energy Co reported revenue of $27.1M.

Does DEC pay dividends?

Diversified Energy Co pays dividends, with $22.1M distributed to shareholders in the trailing twelve months.

Where can I find DEC SEC filings?

Official SEC filings for Diversified Energy Co (CIK: 0001922446) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DEC's EPS?

Diversified Energy Co has a diluted EPS of $-2.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is DEC's fundamental grade?

Based on our AI fundamental analysis in June 2026, Diversified Energy Co has a C grade with 83% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is DEC stock overvalued or undervalued?

Valuation metrics for DEC: ROE of -21.9% (sector avg: 14%), net margin of -591.7% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is DEC's AI grade for 2026?

Our dual AI analysis gives Diversified Energy Co a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DEC's free cash flow?

Diversified Energy Co's operating cash flow is $168.7M, with capital expenditures of $58.0M. FCF margin is 407.9%.

How does DEC compare to other Energy stocks?

Vs Energy sector averages: Net margin -591.7% (avg: 12%), ROE -21.9% (avg: 14%), current ratio 0.47 (avg: 1.3).

Is Diversified Energy Co carrying too much debt?

DEC has a debt-to-equity ratio of 3.62x, which is above the Energy sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI