AI

AleAnna, Inc.

ANNA·NASDAQ

$3.22

-3.9%
EnergyOil & Gas Exploration & Production

AleAnna, Inc., a natural gas resource company, focuses on delivering critical natural gas supplies in Italy. It operates through onshore conventional natural gas exploration and renewable natural gas development. The company was founded in 2007 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$131.83M
EPS0.0442
P/E Ratio72.85
Earnings Date05/14/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

High confidence

Valuation multiple is elevated (P/E 72.8).

Valuation inputs: P/E 72.8, earnings yield +1.4%, momentum -3.9%.

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

Driver

High confidence

Return profile is soft (ROE +5.1%, ROIC +2.4%).

Profitability stack: net margin +7.2%, ROE +5.1%, ROIC +2.4%.

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 +42.5%, momentum -3.9%, net margin +7.2%.

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

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AleAnna, Inc. Market vs Earnings Trajectory

ANNA · NASDAQ

Loading price and EPS data...

AI

AleAnna, Inc. Fair Value Envelope

ANNA · NASDAQ

Our analysis suggests that ANNA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $3.22, this represents a potential HIDDEN relative to our calculated worth for AleAnna, Inc..

Intrinsic Value
Current Price: $3.22
3Y-106.0%
5Y-106.0%
10Y-106.0%
3Y-
5Y-
10Y-
3Y-155.0%
5Y-155.0%
10Y-155.0%
3Y-344.0%
5Y-344.0%
10Y-344.0%
3Y-124.0%
5Y-124.0%
10Y-124.0%
3Y+547.0%
5Y+547.0%
10Y+547.0%
AI

AleAnna, Inc. Profit Bridge

ANNA · NASDAQ
Revenue25.04M
Cost of Goods Sold (9.26M)
Gross Profit15.77M
Operating Expenses (12.87M)
Operating Income2.90M
Interest Expense (0.00)
Other Income/Expense1.24M
Pretax Income4.15M
Income Tax (1.26M)
Net Income1.80M
Net Income
1.80M

Profitability Analysis

Gross Margin

63.0%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

11.6%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

7.2%

Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.

Effective Tax Rate

30.5%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

High margin compression: Large gap between gross and net margins suggests operational inefficiencies or heavy debt burden. Focus on expense management and deleveraging.

63.01%
Gross Profit Margin
268%
3Y-
5Y-
10Y-
11.59%
Operating Profit Margin
-101%
3Y-
5Y-
10Y-
7.19%
Net Profit Margin
-101%
3Y-
5Y-
10Y-
5.07%
Return on Equity
-112%
3Y-77.0%
5Y-77.0%
10Y-77.0%
1.76%
Return on Assets
-112%
3Y-108.0%
5Y-108.0%
10Y-108.0%
2.42%
Return on Invested Capital
-141%
3Y-115.0%
5Y-115.0%
10Y-115.0%
A

AleAnna, Inc. Cash Conversion Engine

ANNA · NASDAQ
Net Income5.41B
Depreciation & Amortization2.93B
Stock-Based Compensation774.22M
Change in Working Capital2.54M
Others-10.01B
Capital Expenditures-7.01M
Free Cash Flow3.15M

Cash Flow Quality Analysis

FCF Conversion Rate

0.1%

Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.

CapEx Intensity

69.0%

Very high capital intensity consumes most operating cash flow. Limited flexibility for dividends or debt reduction.

FCF Growth Trend

+107.9%

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

Working Capital Impact

+$2.54M

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

Cash Flow Quality Insight

Capital-intensive growth: Heavy reinvestment limits current cash available but may drive future returns. Assess whether CapEx supports compelling growth opportunities with adequate ROI.

a

AleAnna, Inc. Funding & Solvency Profile

ANNA · NASDAQ
Cash & Cash Equivalents31.12M
Net Receivables14.02M
Inventory0.00
Other Current Assets-7.29M
Total Current Assets38 M
Property, Plant & Equipment151.46K
Goodwill & Intangible Assets0.00
Long-Term Investments0.00
Other Non-Current Assets63.35M
Total Non-Current Assets64 M
Total Assets
101.36M

Financial Health Analysis

Current Ratio

1.85x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

0.67x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

17 M

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

Asset Composition

37% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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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AleAnna, Inc. Street Expectations Map

ANNA · NASDAQ

No Target Data

No analyst price targets available for anna.

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AleAnna, Inc. Insider Positioning

ANNA · NASDAQ

During the last 12 months, insiders have sold $963K worth of ANNA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

256.4K

962.94K

Net Activity

-963K

-$963K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
WCJ

Wilder C John

10 Percent Owner

256.4K shares6 transactions

$963K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $963K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

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

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

No Dividend Yield Data

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

 

anna Dividend History

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