Is Atlas Energy Solutions (AESI) overvalued or fairly valued?

MarketChacha shows Atlas Energy Solutions's valuation in context — a forward P/E of about 38.2, a price-to-book of about 1.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Atlas Energy Solutions's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (5.85×) from reported figures — education, not a rating.

What is Atlas Energy Solutions's revenue?

Atlas Energy Solutions reported revenue of $1.1B for FY2025, with net profit of $-50.3M, per official filings.

What is the share price of Atlas Energy Solutions (AESI)?

Atlas Energy Solutions last traded at $14.63 (+2.7% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Atlas Energy Solutions

AESI · NYSE · Energy · United States

$14.63+2.7%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:34 PM

Snapshot

TickerAESI

ExchangeNYSE

SectorEnergy

IndustryOil & Gas Equipment & Services

CountryUnited States

Employees1,511

HeadquartersAustin, United States

Market cap$1.8B

P/B1.6

Volume1.83M

Websiteatlas.energy

Filings tracked6

About Atlas Energy Solutions

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

Profile as reported by Yahoo Finance.

Who owns it

Insiders34.4%
Institutions65.6%
Public & other0.0%

335 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.9.20%
Encompass Capital Advisors, LLC7.31%
Vanguard Portfolio Management LLC3.88%
Cooperman, Leon G.3.27%
Vanguard Capital Management LLC2.83%
State Street Corporation2.69%
Barrow, Hanley Mewhinney & Strauss, LLC2.52%
Janus Henderson Group PLC2.05%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

Forensic scorecard

Margin has compressed by about 21.8 points over the period — profitability is trending down.

Cash conversion5.85×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend17.2% → -4.6%

Margin has compressed by about 21.8 points over the period — profitability is trending down.

Return on equity-4.2%

Latest ROE of -4.2% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $291.9M · EPS -0.06

Est. earnings growth +66.1%

Next fiscal year

Rev $1.3B · EPS 0.38

Est. earnings growth +166.2%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$7.6452-wk range$20.13

Delayed · as reported by Yahoo Finance

New to these terms?

P/E ROE ROCE Margins Market cap

Browse the Learn hub →

Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$1.8B

Day change

+2.7%

Fwd P/E

38.2

P/B

1.6

Div yield

7.02%

Beta

0.98

Revenue (FY2025)

$1.1B

Net margin

-4.6%

ROE

-4.2%

Revenue CAGR (2y)

+33.6%

EPS (FY2025)

-0.41

Net profit (FY2025)

$-50.3M

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

Ask MarketChacha about AESI

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$1.1B	$-50.3M	-0.41	-4.6%	-4.2%
FY2024	$1.1B	$59.9M	0.55	5.7%	5.8%
FY2023	$614.0M	$105.4M	1.48	17.2%	12.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q1	$265.6M	$-47.3M	-0.38	-17.8%
2025Q3	$259.6M	—	-0.19	—
2025Q2	$288.7M	—	-0.04	—
2025Q1	$297.6M	$1.2M	0.01	0.4%
2024Q3	$304.4M	$3.9M	0.04	1.3%
2024Q2	$287.5M	$14.8M	0.13	5.2%
2024Q1	$192.7M	$26.8M	0.26	13.9%
2023Q3	$157.6M	$29.4M	0.51	18.7%
2023Q2	$161.8M	$38.5M	0.67	23.8%
2023Q1	$153.4M	$1.7M	0.03	1.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Shareholder vote results
SEC5/8/2026material
10-Q filing
SEC5/5/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/4/2026material
8-K — Material agreement, Material financial obligation, Unregistered equity sale, Other events, Exhibits
SEC4/9/2026material
8-K — Results of operations, Reg FD disclosure, Other events, Exhibits
SEC4/6/2026material
8-K — Results of operations, Reg FD disclosure, Other events, Exhibits
SEC4/1/2026material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed · as reported by yahoo finance) are delayed and shown for reference only. Verify with the linked sources before acting.