COMPARE · Data as of August 27, 2026
BTU vs CNR
Verdict: Side-by-side breakdown using the Bull Rankings model. BTU scored 13.0, CNR scored 46.0 — CNR leads.
Compare another set
BTU
Peabody Energy Corporation
13
$29.44 · $3.6B
fundamentals as of
Score gap
33.0
CNR leads
CNR
Core Natural Resources, Inc.
46
$101.66 · $5.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCNR+31.5%
- Strongest balance sheetCNR0.12
- Highest qualityCNR48 / 100
- Largest discount to fair valueCNR-17%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BTU
stronger →← stronger
CNR
31
Qualityreturns · margins · balance sheet
48
14
Growthrevenue & earnings expansion
50
5
Valuevaluation vs sector peers
41
CNR is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
BTU
CNR
-$192mF
FCF
$260mC
-0.7%D+
Rev
+31.5%A
0.13A
D/E
0.12A
0.9xA-
P/S
—
—
PEG
0.77A-
—
P/E
51.1xC
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BTU
CNR
—
Price vs fair valuelower is cheaper
17% below
—
Growth the price implies10-yr FCF · lower = less priced in
~10%/yr
—
1-yr DCF upside
-8%
—
5-yr DCF upside
+21%
—
10-yr DCF upside
+80%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BTU
No notable signals flagged.
CNR
Why this score
- Buying back stock
- Cut its dividend
- Cyclical growth
The companies
BTUPeabody Energy Corporation
Why now
Thermal Coal · market cap $3.6b. Down 28% from 52-week high of $41.14 — deep drawdown territory. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $30.75 (implying +4% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$192m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.3%) — path to GAAP profitability is the core thesis risk. ROE -7% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
CNRCore Natural Resources, Inc.
Why now
Thermal Coal · market cap $5.0b. 11% off the 52-week high of $114.80. Revenue growing +32% — in hypergrowth territory. PEG 0.77 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $107.00 (implying +5% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 51.1x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Net margin 2.3% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE 3% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BTU and CNR diverge
On the headline score the gap is 33.0 points in favor of CNR. The widest single difference is Growth, where CNR leads by 35.9 points.
- GrowthBTU 14.1 · CNR 50.0CNR +35.9
- ValueBTU 5.1 · CNR 40.7CNR +35.6
- QualityBTU 30.6 · CNR 47.9CNR +17.3
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.