CNX Resources Corporation (CNX) Stock

CNX Resources Corporation (CNX) is a Energy stock trading at $36.43 (as of 2026-08-20), with a market capitalization of $5.39B and a trailing P/E of 5.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

CNX Resources Corporation, an independent natural gas and midstream company, acquires, explores for, develops, and produces natural gas properties in the Appalachian Basin. The company operates in two segments, Shale and Coalbed Methane. It produces and sells pipeline quality natural gas primarily for gas wholesalers. The company owns rights to extract natural gas in Pennsylvania, West Virginia, and Ohio from approximately 526,000 net Marcellus Shale acres; and approximately 610,000 net acres of Utica Shale, as well as rights to extract natural gas from other shale and shallow oil and gas positions from approximately 1,006,000 net acres in Illinois, Indiana, New York, Ohio, Pennsylvania, Virginia, and West Virginia. It also owns rights to extract coalbed methane (CBM) in Virginia from approximately 282,000 net CBM acres in Central Appalachia, as well as 1,733,000 net CBM acres in West Virginia, Pennsylvania, Ohio, Illinois, Indiana, and New Mexico. In addition, the company designs, builds, and operates natural gas gathering systems to move gas from the wellhead to interstate pipelines or other local sales points; owns and operates approximately 2,600 miles of natural gas gathering pipelines, as well as various natural gas processing facilities. It also offers turn-key solutions for water sourcing, delivery, and disposal for its natural gas operations and for third parties. The company was formerly known as CONSOL Energy Inc. and changed its name to CNX Resources Corporation in November 2017. CNX Resources Corporation was founded in 1860 and is headquartered in Canonsburg, Pennsylvania.

Understand CNX Resources Corporation: how it makes money

CNX Resources produces and sells pipeline quality natural gas from Appalachian Basin shale and coalbed methane properties, and earns money primarily from the sale of produced gas to gas wholesalers.

CNX's profit engine is the combination of (1) producing and monetizing natural gas volumes and (2) managing downside through hedging coverage, while protecting returns through drilling and cost efficiency.

Business quality (Exceptional): Strong operational focus signals, with hedging and cost improvement metrics that can support cash margins, but the operating outcome is still sensitive to how much volume is hedged versus exposed and to the capital required for methane and emissions initiatives.

Valuation: At 4× earnings, CNX trades 74% below the Petroleum & Natural Gas average (17×). Note: one-time items can distort reported P/E.

Bull case

  • Large Appalachian resource base: CNX owns rights to extract natural gas from approximately 526,000 net Marcellus Shale acres and approximately 610,000 net acres of Utica Shale.
  • Operational cost and efficiency focus: Reported metrics include Cost Improvement Drilling of 20 percent and a Capital Efficiency Ratio Production per CapEx of 0.85, along with reductions in Utica drilling and completion costs versus 2023.
  • Hedging covers most volume: The Hedged Volume Portion is shown as 85 percent, with the Unhedged Exposed Volume Portion at 15 percent.

Bear case

  • Not all production is hedged: With Unhedged Exposed Volume Portion at 15 percent, some of CNX's volume remains exposed to factors affecting natural gas pricing and realized outcomes.
  • Emissions initiatives require capital: Capital Invested for Methane Emission Reduction Projects is shown as 0.01 USD_B, which can pressure funds available for other priorities.
  • Environmental attribute revenue appears small: Revenue Associated with Environmental Attributes New Technologies Group is shown as 0.01 USD_B, suggesting limited diversification from that revenue stream.
Valuation — source: SEC EDGAR (first-party)
Price$36.43
Market Cap$5.39B
P/E Ratio5.7
Price / Book1.11
Price / Sales2.07
FCF Yield9.8%
DCF Value (model)$58.43
DCF Upside vs Price60.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.24B
Net Margin28.3%
Revenue Growth (YoY)-35.7%
EPS Growth (YoY)-54.6%
FCF Growth (YoY)-18.6%
Valuation vs Sector & Industry
Stock P/E5.7
Sector P/E (Energy)16.8
Industry P/E (Petroleum & Natural Gas)16.7
vs Sector-66.2%
vs Industry-65.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($694.14M)
Institutional Holders Tracked10
Company
SectorEnergy
IndustryPetroleum & Natural Gas
CEOAlan K. Shepard
Employees458
CountryUS
IPO Date1999-04-30

Related Companies (Business model: Exploration & Production (Upstream Oil & Gas); 8 closest by market cap; US-domiciled)

  • Matador Resources Company (MTDR)
  • Magnolia Oil & Gas Corporation (MGY)
  • Murphy Oil Corporation (MUR)
  • Hess Midstream LP (HESM)
  • California Resources Corporation (CRC)
  • Crescent Energy Company (CRGY)
  • Comstock Resources, Inc. (CRK)
  • Par Pacific Holdings, Inc. (PARR)
CNX earnings history · CNX institutional & insider holders · CNX KPIs & operating metrics · CNX financials · CNX investor presentations & press releases · CNX SEC filings · CNX peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.