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Diversified Energy Co (DEC) Stock Fundamental Analysis & AI Rating 2026

DEC NYSE Crude Petroleum & Natural Gas X0 CIK: 0001922446
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
70% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
78% Conf

📊 DEC Key Takeaways

Revenue: $1.8B
Net Margin: 18.6%
Free Cash Flow: $280.0M
Current Ratio: 0.60x
Debt/Equity: 2.76x
EPS: $4.58
AI Rating: HOLD with 62% confidence
Diversified Energy Co (DEC) receives a HOLD rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of 18.6%, and return on equity (ROE) of 34.7%, Diversified Energy Co demonstrates mixed fundamentals in the Energy sector. Below is our complete DEC stock analysis for 2026.

Is Diversified Energy Co (DEC) a Good Investment?

Claude

DEC demonstrates strong profitability with excellent margins (29.2% operating, 18.6% net) and robust free cash flow generation ($280M), supported by exceptional revenue growth of 141.5% YoY. However, significant financial leverage (2.76x debt-to-equity, 2.5x interest coverage) and weak liquidity metrics (0.60x current ratio) create material solvency risks that offset operational strength.

ChatGPT

Diversified Energy shows solid operating profitability and healthy free cash flow generation, with revenue growth accelerating sharply and operating margins holding at a strong 29.2%. However, growth quality is mixed because net income was essentially flat year over year despite the revenue surge, while leverage, weak liquidity, and thin interest coverage create meaningful balance-sheet risk that tempers the fundamental outlook.

Why Buy Diversified Energy Co Stock? DEC Key Strengths

Claude
  • + Exceptional revenue growth of 141.5% YoY indicating strong commodity demand or successful acquisitions
  • + Robust profitability with 29.2% operating margin and 18.6% net margin, demonstrating operational efficiency
  • + Strong free cash flow generation of $280M (15.3% FCF margin) providing debt service and capital flexibility
  • + Outstanding ROE of 34.7% indicating efficient use of shareholder capital
  • + Substantial operating cash flow of $464.6M supporting cash-based assessments
ChatGPT
  • + Strong operating profitability with a 29.2% operating margin and 18.6% net margin
  • + Positive free cash flow of $280.02M supports debt service and capital allocation flexibility
  • + High reported ROE of 34.7% and sharply higher diluted EPS indicate efficient earnings generation

DEC Stock Risks: Diversified Energy Co Investment Risks

Claude
  • ! Critical liquidity stress with current ratio of 0.60x and quick ratio of 0.58x indicating potential short-term payment difficulties
  • ! High leverage with 2.76x debt-to-equity ratio and $2.7B long-term debt against only $984.1M equity
  • ! Weak interest coverage of 2.5x leaves limited margin for earnings deterioration or rate increases in cyclical commodity sector
  • ! Minimal cash position of $29.7M relative to $5.2B total liabilities creates refinancing and operational risks
  • ! Cyclical industry exposure to oil and gas prices; strong results heavily dependent on commodity pricing environment
ChatGPT
  • ! High leverage with debt/equity of 2.76x and $2.72B of long-term debt
  • ! Weak liquidity with a 0.60x current ratio, 0.58x quick ratio, and only $29.70M of cash
  • ! Revenue growth appears lower quality because net income declined slightly year over year and interest coverage is only 2.5x

Key Metrics to Watch

Claude
  • * Debt-to-equity ratio trend and absolute debt levels relative to cash generation capacity
  • * Current and quick ratios to monitor liquidity position and refinancing needs
  • * Interest coverage ratio sustainability as commodity prices potentially normalize
  • * Free cash flow growth and allocation (debt reduction vs. shareholder returns)
  • * Revenue sustainability and margins if commodity prices decline from current elevated levels
ChatGPT
  • * Interest coverage and long-term debt reduction
  • * Operating cash flow and free cash flow conversion versus net income

Diversified Energy Co (DEC) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$341.1M
EPS (Diluted)
$4.58
Free Cash Flow
$280.0M
Total Assets
$6.2B
Cash Position
$29.7M

💡 AI Analyst Insight

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

DEC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 29.2%
Net Margin 18.6%
ROE 34.7%
ROA 5.5%
FCF Margin 15.3%

DEC vs Energy Sector: How Diversified Energy Co Compares

How Diversified Energy Co compares to Energy sector averages

Net Margin
DEC 18.6%
vs
Sector Avg 12.0%
DEC Sector
ROE
DEC 34.7%
vs
Sector Avg 14.0%
DEC Sector
Current Ratio
DEC 0.6x
vs
Sector Avg 1.3x
DEC Sector
Debt/Equity
DEC 2.8x
vs
Sector Avg 0.6x
DEC Sector

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

Is Diversified Energy Co Stock Overvalued? DEC Valuation Analysis 2026

Based on fundamental analysis, Diversified Energy Co has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
34.7%
Sector avg: 14%
Net Profit Margin
18.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.76x
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.

Diversified Energy Co Balance Sheet: DEC Debt, Cash & Liquidity

Current Ratio
0.60x
Quick Ratio
0.58x
Debt/Equity
2.76x
Debt/Assets
83.9%
Interest Coverage
2.46x
Long-term Debt
$2.7B

DEC Revenue & Earnings Growth: 5-Year Financial Trend

DEC 5-year financial data: Year 2025: Revenue $1.9B, Net Income $748.7M, EPS $15.76.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Diversified Energy Co's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $15.76 reflects profitable operations.

DEC 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
15.3%
Free cash flow / Revenue

Diversified Energy Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$464.6M
Cash generated from operations
Capital Expenditures
$184.6M
Investment in assets
Dividends Paid
$85.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Diversified Energy Co (CIK: 0001922446)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775162512.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775162389.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775162180.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775161548.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775161388.xml View →

Frequently Asked Questions about DEC

What is the AI rating for DEC?

Diversified Energy Co (DEC) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DEC's key strengths?

Claude: Exceptional revenue growth of 141.5% YoY indicating strong commodity demand or successful acquisitions. Robust profitability with 29.2% operating margin and 18.6% net margin, demonstrating operational efficiency. ChatGPT: Strong operating profitability with a 29.2% operating margin and 18.6% net margin. Positive free cash flow of $280.02M supports debt service and capital allocation flexibility.

What are the risks of investing in DEC?

Claude: Critical liquidity stress with current ratio of 0.60x and quick ratio of 0.58x indicating potential short-term payment difficulties. High leverage with 2.76x debt-to-equity ratio and $2.7B long-term debt against only $984.1M equity. ChatGPT: High leverage with debt/equity of 2.76x and $2.72B of long-term debt. Weak liquidity with a 0.60x current ratio, 0.58x quick ratio, and only $29.70M of cash.

What is DEC's revenue and growth?

Diversified Energy Co reported revenue of $1.8B.

Does DEC pay dividends?

Diversified Energy Co pays dividends, with $85.0M distributed to shareholders in the trailing twelve months.

Where can I find DEC SEC filings?

Official SEC filings for Diversified Energy Co (CIK: 0001922446) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DEC's EPS?

Diversified Energy Co has a diluted EPS of $4.58.

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 DEC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Diversified Energy Co has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DEC stock overvalued or undervalued?

Valuation metrics for DEC: ROE of 34.7% (sector avg: 14%), net margin of 18.6% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

Should I buy DEC stock in 2026?

Our dual AI analysis gives Diversified Energy Co a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is DEC's free cash flow?

Diversified Energy Co's operating cash flow is $464.6M, with capital expenditures of $184.6M. FCF margin is 15.3%.

How does DEC compare to other Energy stocks?

Vs Energy sector averages: Net margin 18.6% (avg: 12%), ROE 34.7% (avg: 14%), current ratio 0.60 (avg: 1.3).

Is Diversified Energy Co carrying too much debt?

DEC has a debt-to-equity ratio of 2.76x, which is above the Energy sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is DEC's return on equity (ROE) so high?

Diversified Energy Co has a return on equity of 34.7%, significantly above the Energy sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 18.6% net margin.

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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 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI