CVR Partners LP

CVR Partners LP (UAN) Stock Analysis

$132.220

+4.813 (+3.64%)At close

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High
132.745
Open
129.180
VWAP
130.63
Volume
30.79K
Mkt Cap
—
Low
126.940
Amount
4.02M
EV/EBITDA, TTM
0.00

CVR Partners, LP owns, operates and grows its nitrogen fertilizer business. The Company produces and distributes nitrogen fertilizer products, which are used by farmers to improve the yield and quality of their crops, primarily corn and wheat. It produces these products at two manufacturing facilities, one located in Coffeyville, Kansas, operated by its subsidiary, Coffeyville Resources Nitrogen Fertilizers, LLC, and one located in East Dubuque, Illinois operated by its subsidiary, East Dubuque Nitrogen Fertilizers, LLC. The facilities manufacture ammonia and can further upgrade such ammonia to other nitrogen fertilizer products, principally urea ammonium nitrate (UAN). Its products are sold on a wholesale basis in the United States of America. Coffeyville, Kansas, nitrogen fertilizer manufacturing facility includes a 1,300-ton-per-day ammonia unit, a 3,100-ton-per-day UAN unit and a dual-train gasifier complex with a capacity of 89 million standard cubic feet per day of hydrogen.

AI analysis of CVR Partners LP (UAN)

Buy

CVR Partners LP (UAN) is a good buy right now due to its strong financial performance, highlighted by a gross margin of 46.10% in Q2 2026 and a forward P/E ratio of 10.20, which suggests it is undervalued compared to its earnings potential. Additionally, the recent dividend announcement of $6.08 per share reflects robust cash flow and profitability, attracting investor interest. However, a key risk is the decline in net income in Q4 2025, which was -10.27 million USD, indicating potential volatility in earnings.

Analyst Ratings (2)

Buy
1 Buy
1 Hold
0 Sell
Current: 132.22
Low
—
Average
—
High
—

Valuation Metrics

The current forward P/E ratio for CVR Partners LP (UAN) is 10.20, compared to its 5-year average forward P/E of -4.88.

Forward P/E

Overvalued
5Y Average P/E
-4.88
Current P/E
10.20
Overvalued
6.90
Undervalued
-16.67

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
5.56
Current EV/EBITDA
0.00
Overvalued
14.34
Undervalued
-3.22

Forward P/S

Fair
5Y Average P/S
0.93
Current P/S
0.00
Overvalued
2.43
Undervalued
-0.56

Alphio AI Price Scenarios for UAN

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%UAN

$117.88

Scenario price

B

Base

Base · 50%UAN

$106.98

Scenario price

B

Bear

Bear · 25%UAN

$101.78

Scenario price

Whales holding UAN

I

Icahn Capital LP

+ HoldingUAN

+20.24%

3M Return

Events Timeline

2026-07-29 (ET)

16:30:00

CVR Partners Reports Q2 Revenue of $202.19M

2026-06-22 (ET)

19:00:00

CVR Energy Appoints Dane Neumann as New CEO

18:00:00

CVR Energy Appoints Dane Neumann as CEO

2026-04-29 (ET)

16:30:00

CVR Partners Q1 Revenue Reaches $180.05M

2026-01-26 (ET)

07:40:00

Coffeyville Facility Turnaround Completed; Strong Nitrogen Fertilizer Demand

News

UAN FAQ — answered by Alphio AI

CVR Partners, LP owns, operates and grows its nitrogen fertilizer business. The Company produces and distributes nitrogen fertilizer products, which are used by farmers to improve the yield and quality of their crops, primarily corn and wheat. It produces these products at two manufacturing facilities, one located in Coffeyville, Kansas, operated by its subsidiary, Coffeyville Resources Nitrogen Fertilizers, LLC, and one located in East Dubuque, Illinois operated by its subsidiary, East Dubuque Nitrogen Fertilizers, LLC. The facilities manufacture ammonia and can further upgrade such ammonia to other nitrogen fertilizer products, principally urea ammonium nitrate (UAN). Its products are sold on a wholesale basis in the United States of America. Coffeyville, Kansas, nitrogen fertilizer manufacturing facility includes a 1,300-ton-per-day ammonia unit, a 3,100-ton-per-day UAN unit and a dual-train gasifier complex with a capacity of 89 million standard cubic feet per day of hydrogen. It operates in the Basic Materials sector.

CVR Partners LP (UAN) is a good buy right now due to its strong financial performance, highlighted by a gross margin of 46.10% in Q2 2026 and a forward P/E ratio of 10.20, which suggests it is undervalued compared to its earnings potential. Additionally, the recent dividend announcement of $6.08 per share reflects robust cash flow and profitability, attracting investor interest. However, a key risk is the decline in net income in Q4 2025, which was -10.27 million USD, indicating potential volatility in earnings.

2 analysts cover UAN: 1 rate it Buy, 1 Hold and 0 Sell.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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