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Peabody Energy Corp. (BTU) Stock Fundamental Analysis & AI Rating 2026

BTU NYSE Bituminous Coal & Lignite Surface Mining DE CIK: 0001064728
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
80% Confidence
AGREEMENT
SELL
82% Conf
HOLD
77% Conf

📊 BTU Key Takeaways

Revenue: $3.9B
Net Margin: -1.4%
Free Cash Flow: $-77.7M
Current Ratio: 1.85x
Debt/Equity: 0.09x
EPS: $-0.43
AI Rating: SELL with 82% confidence
Peabody Energy Corp. (BTU) receives a SELL rating with 80% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.9B, net profit margin of -1.4%, and return on equity (ROE) of -1.5%, Peabody Energy Corp. demonstrates mixed fundamentals in the Materials sector. Below is our complete BTU stock analysis for 2026.

Is Peabody Energy Corp. (BTU) a Good Investment?

Claude

Peabody Energy is unprofitable with negative operating and net margins despite a substantial revenue increase, indicating poor operational efficiency rather than healthy growth. The company is destroying shareholder value with negative ROE/ROA and free cash flow, while managing acceptable liquidity and leverage ratios that provide limited support. The fundamental profitability crisis and negative interest coverage pose significant risks to long-term viability.

ChatGPT

Peabody Energy's fundamentals are mixed: the balance sheet is strong with low leverage, solid liquidity, and meaningful cash on hand, but current profitability is weak with operating and net losses. Revenue growth appears unusually large relative to the loss profile, which raises questions about growth quality and earnings durability, while negative free cash flow suggests capital intensity is currently pressuring shareholder returns.

Why Buy Peabody Energy Corp. Stock? BTU Key Strengths

Claude
  • + Strong liquidity position with current ratio of 1.85x and cash reserves of $575.3M
  • + Conservative leverage with debt-to-equity ratio of 0.09x, providing financial flexibility
  • + Positive operating cash flow of $333.7M demonstrates some cash generation despite net losses
ChatGPT
  • + Strong balance sheet with low debt-to-equity of 0.09x and substantial equity base
  • + Healthy liquidity profile with 1.85x current ratio, 1.40x quick ratio, and $575.3M in cash
  • + Positive operating cash flow of $333.7M despite reported net loss

BTU Stock Risks: Peabody Energy Corp. Investment Risks

Claude
  • ! Negative net income of -$52.9M with deteriorating net margin of -1.4%, indicating unprofitability
  • ! Negative free cash flow of -$77.7M despite positive operating cash flow, suggesting capital intensity exceeds generation
  • ! Negative interest coverage of -1.8x raises concerns about debt service capability and financial distress risk
  • ! Declining EPS of -$0.43 with 115.9% YoY deterioration signals shareholder value destruction
  • ! Operating margin of -2.1% demonstrates fundamental operational inefficiency despite 8696% revenue growth
ChatGPT
  • ! Negative operating margin, net margin, ROE, and ROA indicate weak current profitability
  • ! Free cash flow is negative due to heavy capital expenditure, reducing financial flexibility
  • ! Revenue surge of +8696.1% YoY appears low quality or non-recurring unless matched by sustained profit improvement

Key Metrics to Watch

Claude
  • * Path to operating profitability and return to positive operating margins
  • * Free cash flow sustainability and whether capital expenditure investments drive future returns
  • * Interest coverage ratio recovery and debt service adequacy metrics
ChatGPT
  • * Operating margin and net income trend
  • * Free cash flow relative to capital expenditures

Peabody Energy Corp. (BTU) Financial Metrics & Key Ratios

Revenue
$3.9B
Net Income
$-52.9M
EPS (Diluted)
$-0.43
Free Cash Flow
$-77.7M
Total Assets
$5.8B
Cash Position
$575.3M

💡 AI Analyst Insight

Peabody Energy Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BTU Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -2.1%
Net Margin -1.4%
ROE -1.5%
ROA -0.9%
FCF Margin -2.0%

BTU vs Materials Sector: How Peabody Energy Corp. Compares

How Peabody Energy Corp. compares to Materials sector averages

Net Margin
BTU -1.4%
vs
Sector Avg 10.0%
BTU Sector
ROE
BTU -1.5%
vs
Sector Avg 14.0%
BTU Sector
Current Ratio
BTU 1.9x
vs
Sector Avg 1.6x
BTU Sector
Debt/Equity
BTU 0.1x
vs
Sector Avg 0.6x
BTU Sector

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

Is Peabody Energy Corp. Stock Overvalued? BTU Valuation Analysis 2026

Based on fundamental analysis, Peabody Energy Corp. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
-1.5%
Sector avg: 14%
Net Profit Margin
-1.4%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.09x
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.

Peabody Energy Corp. Balance Sheet: BTU Debt, Cash & Liquidity

Current Ratio
1.85x
Quick Ratio
1.40x
Debt/Equity
0.09x
Debt/Assets
38.3%
Interest Coverage
-1.82x
Long-term Debt
$321.2M

BTU Revenue & Earnings Growth: 5-Year Financial Trend

BTU 5-year financial data: Year 2021: Revenue $4.6B, Net Income -$185.1M, EPS $-2.04. Year 2022: Revenue $5.0B, Net Income -$1.9B, EPS $-19.14. Year 2023: Revenue $5.0B, Net Income $371.4M, EPS $3.22. Year 2024: Revenue $5.0B, Net Income $1.3B, EPS $8.31. Year 2025: Revenue $4.9B, Net Income $815.6M, EPS $5.00.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Peabody Energy Corp.'s revenue has shown modest growth of 7% over the 5-year period. The most recent EPS of $5.00 reflects profitable operations.

BTU 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
-2.0%
Free cash flow / Revenue

BTU Quarterly Earnings & Performance

Quarterly financial performance data for Peabody Energy Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.0B -$63.3M $-0.52
Q2 2025 $890.1M $6.8M $0.06
Q1 2025 $937.0M $34.4M $0.27
Q3 2024 $1.1B $101.3M $0.74
Q2 2024 $1.0B $179.2M $1.15
Q1 2024 $983.6M $39.6M $0.29
Q3 2023 $1.1B $119.9M $0.82
Q2 2023 $1.3B $179.2M $1.15

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

Peabody Energy Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$333.7M
Cash generated from operations
Capital Expenditures
$411.4M
Investment in assets
Dividends Paid
$36.5M
Returned to shareholders

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

Access official SEC EDGAR filings for Peabody Energy Corp. (CIK: 0001064728)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 8-K btu-20260330.htm View →
Mar 26, 2026 DEF 14A btu-20260325.htm View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773347050.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773346945.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773346828.xml View →

Frequently Asked Questions about BTU

What is the AI rating for BTU?

Peabody Energy Corp. (BTU) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BTU's key strengths?

Claude: Strong liquidity position with current ratio of 1.85x and cash reserves of $575.3M. Conservative leverage with debt-to-equity ratio of 0.09x, providing financial flexibility. ChatGPT: Strong balance sheet with low debt-to-equity of 0.09x and substantial equity base. Healthy liquidity profile with 1.85x current ratio, 1.40x quick ratio, and $575.3M in cash.

What are the risks of investing in BTU?

Claude: Negative net income of -$52.9M with deteriorating net margin of -1.4%, indicating unprofitability. Negative free cash flow of -$77.7M despite positive operating cash flow, suggesting capital intensity exceeds generation. ChatGPT: Negative operating margin, net margin, ROE, and ROA indicate weak current profitability. Free cash flow is negative due to heavy capital expenditure, reducing financial flexibility.

What is BTU's revenue and growth?

Peabody Energy Corp. reported revenue of $3.9B.

Does BTU pay dividends?

Peabody Energy Corp. pays dividends, with $36.5M distributed to shareholders in the trailing twelve months.

Where can I find BTU SEC filings?

Official SEC filings for Peabody Energy Corp. (CIK: 0001064728) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BTU's EPS?

Peabody Energy Corp. has a diluted EPS of $-0.43.

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 rating reflects both perspectives for balanced insights.

Is BTU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Peabody Energy Corp. has a SELL rating with 80% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BTU stock overvalued or undervalued?

Valuation metrics for BTU: ROE of -1.5% (sector avg: 14%), net margin of -1.4% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy BTU stock in 2026?

Our dual AI analysis gives Peabody Energy Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BTU's free cash flow?

Peabody Energy Corp.'s operating cash flow is $333.7M, with capital expenditures of $411.4M. FCF margin is -2.0%.

How does BTU compare to other Materials stocks?

Vs Materials sector averages: Net margin -1.4% (avg: 10%), ROE -1.5% (avg: 14%), current ratio 1.85 (avg: 1.6).

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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: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI