Dakota Gold Corp.

Dakota Gold Corp.

DCยทAMEX

$5.52

-6.8%
Basic MaterialsGold

Dakota Gold Corp. engages in the acquisition and exploration of mineral properties. It primarily explores for gold deposits. The company holds 100% interest in the Blind Gold, City Creek, Homestake Paleoplacer, Tinton, West Corridor, Ragged Top, Poorman Anticline, Maitland, and South Lead/Whistler Gulch projects located Homestake District, South Dakota. It also holds an option to acquire 100% interest in the Barrick Option and the Richmond Hill Option projects situated in Homestake District, South Dakota. Dakota Gold Corp. was incorporated in 2017 and is based in Lead, South Dakota.

At a Glance

Live Snapshot
Market Cap$739.28M
EPS-0.2700
P/E Ratio-20.44
Earnings Date08/12/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -20.4).

Valuation inputs: P/E -20.4, earnings yield N/A, momentum -6.8%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -26.3%, ROIC -27.2%).

Profitability stack: net margin 0.0%, ROE -26.3%, ROIC -27.2%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +2.9%, momentum -6.8%, net margin 0.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Dakota Gold Corp. Market vs Earnings Trajectory

DC ยท AMEX

Loading price and EPS data...

Dakota Gold Corp.

Dakota Gold Corp. Fair Value Envelope

DC ยท AMEX

Our analysis suggests that DC has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $5.52, this represents a potential HIDDEN relative to our calculated worth for Dakota Gold Corp..

Intrinsic Value
Current Price: $5.52
3Y-43.0%
5Y-25.0%
10Y+3599.0%

No Revenue Data

DC has not reported any revenue values in the available annual periods.

3Y-19.0%
5Y+15.0%
10Y+16692.0%
3Y-18.0%
5Y+157.0%
10Y+14930.0%
3Y-22.0%
5Y+35.0%
10Y+4190.0%
3Y+6.0%
5Y-4.0%
10Y+13537.0%
Dakota Gold Corp.

Dakota Gold Corp. Profit Bridge

DC ยท AMEX
Revenue0.00
Cost of Goods Sold (198.76K)
Gross Profit-198.76K
Operating Expenses (30.56M)
Operating Income-30.75M
Interest Expense (0.00)
Other Income/Expense1.15M
Pretax Income-29.60M
Income Tax (-63.00K)
Net Income-29.60M
Net Income
-29.60M

Profitability Analysis

No Gross Profit Margin Data

DC has not reported any gross profit margin values in the available annual periods.

No Operating Profit Margin Data

DC has not reported any operating profit margin values in the available annual periods.

No Net Profit Margin Data

DC has not reported any net profit margin values in the available annual periods.

-26.31%
Return on Equity
-28%
3Y-25.0%
5Y+17.0%
10Y+14.0%
-25.55%
Return on Assets
-28%
3Y-24.0%
5Y+19.0%
10Y+23.0%
-27.16%
Return on Invested Capital
-27%
3Y-23.0%
5Y+25.0%
10Y+56.0%
DC

Dakota Gold Corp. Cash Conversion Engine

DC ยท AMEX
Net Income-29.54M
Depreciation & Amortization198.76K
Stock-Based Compensation3.45M
Change in Working Capital441.17K
Others0.00
Capital Expenditures-196.44K
Free Cash Flow-25.64M

Cash Flow Quality Analysis

FCF Conversion Rate

86.8%

Strong cash conversion. Most reported earnings translate into actual cash flow, suggesting solid fundamentals.

CapEx Intensity

-0.8%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+20.0%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$441.17K

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

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Dakota Gold Corp. Funding & Solvency Profile

DC ยท AMEX
Cash & Cash Equivalents106.91M
Net Receivables0.00
Inventory0.00
Other Current Assets757.01K
Total Current Assets108 M
Property, Plant & Equipment2.14M
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets83.88M
Total Non-Current Assets86 M
Total Assets
193.68M

Financial Health Analysis

Current Ratio

38.50x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.01x

Conservative capital structure. The company relies primarily on equity financing, indicating low financial risk.

Working Capital

105 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

56% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Dakota Gold Corp. Street Expectations Map

DC ยท AMEX

Wall Street analysts project that DC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 9.88, with estimates ranging from a low of 9.75 to a high of 10.00.

Lowest Target
9.75
76.63%
Consensus Target
9.88
78.99%
Highest Target
10.00
81.16%

The consensus 1-year price target stands at 9.88, with estimates ranging from a low of 9.75 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+79.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

2.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Dakota Gold Corp. Insider Positioning

DC ยท AMEX

During the last 12 months, insiders have purchased $100K and sold $3.20M worth of DC shares, resulting in $3.10M of net selling activity.

3 Months

Bought

17.9K

100.36K

Sold

29.0K

161.68K

Net Activity

-61K

-$61K

3-6 Months

Bought

0

0.00

Sold

338.6K

2.30M

Net Activity

-2.3M

-$2.30M

6-9 Months

Bought

0

0.00

Sold

150.0K

738.64K

Net Activity

-739K

-$739K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
KTJ

Kenner Todd J

Director

17.9K sharesโ€ข1 transactions

$100K

Top Sellers

1
QR

Quartermain Robert

Director, Officer: Chief Executive Officer

263.4K sharesโ€ข2 transactions

$1.80M

2
OST

O'Rourke Stephen T.

Director

150.0K sharesโ€ข3 transactions

$739K

3
CS

Campbell Shawn

Officer: Chief Financial Officer

76.2K sharesโ€ข2 transactions

$495K

4
BJM

Berry James Mccoy

Officer: Vice President Of Exploration

12.4K sharesโ€ข1 transactions

$87K

5
GJS

Grafton Jennifer S

Director

15.5K sharesโ€ข1 transactions

$86K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.10M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.03:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$61K

Negative recent trend with net selling. Insiders have reduced positions in recent months, which could signal caution.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.

No Dividend Yield Data

DC has not reported any dividend yield values in the available annual periods.

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dc Dividend History

DC
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%