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Battalion Oil Corp. (BATL) Fundamental Analysis & AI Grade 2026

BATL NYSE Crude Petroleum & Natural Gas DE CIK: 0001282648
Updated This Month • Analysis: May 15, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
86% Confidence
AGREEMENT
D
92% Conf
C
79% Conf

📊 BATL Key Takeaways

Revenue: $39.2M
Net Margin: -144.2%
Free Cash Flow: $-2.2M
Current Ratio: 0.90x
Debt/Equity: 1.03x
EPS: $-3.72
AI Grade: D with 92% confidence
Battalion Oil Corp. (BATL) receives a C fundamental grade with 86% confidence from our AI analysis based on SEC 10-K filings. With revenue of $39.2M, net profit margin of -144.2%, and return on equity (ROE) of -35.9%, Battalion Oil Corp. demonstrates mixed fundamentals in the Energy sector. Below is our complete BATL stock analysis for 2026.

Is Battalion Oil Corp. (BATL) a Good Investment?

Claude

Battalion Oil faces severe operational distress with -144% net margin, massive losses ($56.5M) on minimal revenue growth (0.7%), and negative free cash flow indicating the company is burning capital. Deteriorating liquidity (0.90x current ratio) combined with debt exceeding equity (1.03x) and negative interest coverage (-0.4x) create an acute financial viability crisis.

ChatGPT

Battalion Oil shows solid operating cash generation and free cash flow relative to revenue, but the underlying earnings quality looks weak because operating margin is only 3.0% and interest coverage is an extremely thin 0.2x. Negative stockholders' equity, sub-1.0 liquidity ratios, and heavy long-term debt make the balance sheet fragile, so the current profitability does not appear durable enough to offset financial risk.

Battalion Oil Corp. Key Strengths (BATL)

Claude
  • + Positive operating cash flow of $2.1M provides some near-term liquidity relief
  • + Cash reserves of $46.4M offer runway for operational restructuring
  • + 7 insider Form 4 filings indicate management engagement with potential strategic actions
ChatGPT
  • + Strong operating cash flow and free cash flow generation
  • + Positive net income in the latest period
  • + Cash balance provides some near-term liquidity support

BATL Stock Risks: Battalion Oil Corp. Investment Risks

Claude
  • ! Net income deteriorated -410% YoY to -$56.5M with all profitability margins deeply negative (operating -5.4%, net -144.2%)
  • ! Debt of $162.5M exceeds equity ($157.1M) with negative interest coverage ratio (-0.4x) indicating inability to service debt from operations
  • ! Current ratio of 0.90x and quick ratio of 0.88x signal imminent liquidity crisis with liabilities exceeding current assets
  • ! Negative free cash flow of -$2.2M combined with capex exceeding cash generation shows unsustainable cash burn trajectory
ChatGPT
  • ! Negative stockholders' equity signals a highly stressed capital structure
  • ! Interest coverage of 0.2x indicates weak ability to service debt from operations
  • ! Current and quick ratios below 1.0x point to tight short-term liquidity

Key Metrics to Watch

Claude
  • * Path to operating profitability and margin expansion trajectory
  • * Quarterly cash burn rate and adequacy of $46.4M reserves
  • * Debt restructuring announcements or covenant compliance status
  • * Operating cash flow sustainability and return to positive free cash flow
ChatGPT
  • * Interest coverage and debt reduction progress
  • * Operating cash flow and free cash flow sustainability

Battalion Oil Corp. (BATL) Financial Metrics & Key Ratios

Revenue
$39.2M
Net Income
$-56.5M
EPS (Diluted)
$-3.72
Free Cash Flow
$-2.2M
Total Assets
$412.4M
Cash Position
$46.4M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BATL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -5.4%
Net Margin -144.2%
ROE -35.9%
ROA -13.7%
FCF Margin -5.7%

BATL vs Energy Sector: How Battalion Oil Corp. Compares

How Battalion Oil Corp. compares to Energy sector averages

Net Margin
BATL -144.2%
vs
Sector Avg 12.0%
BATL Sector
ROE
BATL -35.9%
vs
Sector Avg 14.0%
BATL Sector
Current Ratio
BATL 0.9x
vs
Sector Avg 1.3x
BATL Sector
Debt/Equity
BATL 1.0x
vs
Sector Avg 0.6x
BATL Sector

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

Is Battalion Oil Corp. Stock Overvalued? BATL Valuation Analysis 2026

Based on fundamental analysis, Battalion Oil Corp. shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-35.9%
Sector avg: 14%
Net Profit Margin
-144.2%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.03x
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.

Battalion Oil Corp. Balance Sheet: BATL Debt, Cash & Liquidity

Current Ratio
0.90x
Quick Ratio
0.88x
Debt/Equity
1.03x
Debt/Assets
0.0%
Interest Coverage
-0.37x
Long-term Debt
$162.5M

BATL Revenue & Earnings Growth: 5-Year Financial Trend

BATL 5-year financial data: Year 2020: Revenue $284.2M, Net Income $46.0M, EPS $0.29. Year 2022: Revenue $357.4M, Net Income -$28.3M, EPS $-1.74. Year 2023: Revenue $357.4M, Net Income $18.5M, EPS $1.12. Year 2024: Revenue $218.5M, Net Income -$3.0M, EPS $-0.92. Year 2025: Revenue $193.2M, Net Income -$31.9M, EPS $-3.90.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Battalion Oil Corp.'s revenue has declined by 32% over the 5-year period, indicating business contraction. The most recent EPS of $-3.90 indicates the company is currently unprofitable.

BATL 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
-5.7%
Free cash flow / Revenue

BATL Quarterly Earnings & Performance

Quarterly financial performance data for Battalion Oil Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $39.1M -$735.0K $-0.35
Q3 2025 $43.4M -$105.0K $0.34
Q2 2025 $42.6M -$105.0K $-0.21
Q1 2025 $47.4M -$105.0K $-0.35
Q3 2024 $45.1M -$105.0K $0.34
Q2 2024 $49.1M -$105.0K $-0.35
Q1 2024 $49.5M -$4.7M $1.28
Q3 2023 $53.4M -$4.7M $1.59

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

Battalion Oil Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.1M
Cash generated from operations
Stock Buybacks
$2.1M
Shares repurchased (TTM)
Capital Expenditures
$4.3M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Battalion Oil Corp. (CIK: 0001282648)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/tm2615529-4_4seq1.xml View →
May 13, 2026 10-Q batl-20260331x10q.htm View →
May 13, 2026 8-K batl-20260513x8k.htm View →
May 5, 2026 8-K batl-20260505x8k.htm View →
Apr 30, 2026 DEF 14A batl-20260611xdef14a.htm View →

Frequently Asked Questions about BATL

What is the AI rating for BATL?

Battalion Oil Corp. (BATL) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BATL's key strengths?

Claude: Positive operating cash flow of $2.1M provides some near-term liquidity relief. Cash reserves of $46.4M offer runway for operational restructuring. ChatGPT: Strong operating cash flow and free cash flow generation. Positive net income in the latest period.

What are the risks of investing in BATL?

Claude: Net income deteriorated -410% YoY to -$56.5M with all profitability margins deeply negative (operating -5.4%, net -144.2%). Debt of $162.5M exceeds equity ($157.1M) with negative interest coverage ratio (-0.4x) indicating inability to service debt from operations. ChatGPT: Negative stockholders' equity signals a highly stressed capital structure. Interest coverage of 0.2x indicates weak ability to service debt from operations.

What is BATL's revenue and growth?

Battalion Oil Corp. reported revenue of $39.2M.

Does BATL pay dividends?

Battalion Oil Corp. does not currently pay dividends.

Where can I find BATL SEC filings?

Official SEC filings for Battalion Oil Corp. (CIK: 0001282648) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BATL's EPS?

Battalion Oil Corp. has a diluted EPS of $-3.72.

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 BATL's fundamental grade?

Based on our AI fundamental analysis in June 2026, Battalion Oil Corp. has a C grade with 86% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is BATL stock overvalued or undervalued?

Valuation metrics for BATL: ROE of -35.9% (sector avg: 14%), net margin of -144.2% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is BATL's AI grade for 2026?

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

What is BATL's free cash flow?

Battalion Oil Corp.'s operating cash flow is $2.1M, with capital expenditures of $4.3M. FCF margin is -5.7%.

How does BATL compare to other Energy stocks?

Vs Energy sector averages: Net margin -144.2% (avg: 12%), ROE -35.9% (avg: 14%), current ratio 0.90 (avg: 1.3).

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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 15, 2026 | Data as of: 2026-03-31 | Powered by Claude AI