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DEC
Diversified Energy Company
380/1000 Overall fit
AI beneficiary 35% 30
Operating leverage 25% 48
Valuation 25% 30
Downside protection 15% 55
First-pass take
Natural gas E&P with limited AI exposure. EBITDA/FCF declined YoY despite acquisitions and 51% margins. Leverage elevated at 2.9x post-Maverick. No valuation metrics disclosed.
Flags
cyclicalcommodity-exposedenergy-transition-riskno-valuation-dataleverage-heavym-and-a-dependentfossil-fuel