Educational research only—not investment advice or a recommendation. Scores and estimates may use delayed, incomplete, restated, or corrected market and filing data. Independently verify information before making an investment decision.

CVR Partners, LP

UANNYSE
Wall Street Score · overall investment43/100
$124.54USD+$0.78 (+0.63%)
Company website www.cvrpartners.com
Headquarters2277 Plaza Drive, Sugar Land, TX, 77479, US
Financial statement currencyUSD · no FX conversion applied
Basic Materials · Agricultural Inputs
Price updated todayFinancials updated Oct 28, 2026

UAN · Price history

Price at last available close

$124.54

+$0.96 (+0.78%) 1M

2026-10-28

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Company & revenue

About CVR Partners, LP

Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.

Who they are

Operating alongside its subsidiaries, CVR Partners, LP focuses on the production and distribution of nitrogen fertilizers across the United States. The company supplies ammonia to both agricultural and industrial clients. Furthermore, it provides urea and ammonium nitrate primarily to agricultural customers, as well as to retailers and distributors.

How they make money

CVR Partners, LP operates as a nitrogen fertilizer manufacturer, generating revenue primarily through the production and sale of ammonia and urea ammonium nitrate (UAN) solution. The company utilizes a gasification process to convert petroleum coke into hydrogen, which is then used to produce ammonia, a key component in its fertilizer products, which are sold to agricultural customers.

Products & services

The company produces and sells nitrogen-based fertilizer products, specifically ammonia and urea ammonium nitrate (UAN) solution, primarily for agricultural use.

Brands & revenue mix

No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.

Product / operating segments

Product, UANUSD 374.32M61.8%

Period ended 2025-12-31Source

Product, AmmoniaUSD 143.09M23.6%

Period ended 2025-12-31Source

Products, OtherUSD 51.25M8.5%

Period ended 2025-12-31Source

Product, Urea ProductsUSD 37.38M6.2%

Period ended 2025-12-31Source

Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.

Geographic revenue

No reconciled geographic revenue breakdown was confirmed for the current research period.

Customer types

  • Agricultural fertilizer distributors and retailersSource

Customer concentration

The company does not disclose specific customer concentration figures in its 2025 annual report.

Suppliers, materials & equipment

  • Petroleum coke suppliers — The company relies on suppliers for petroleum coke, which is a primary feedstock for its gasification process. Specific supplier names are not disclosed.Source

Business relationships & partnerships

  • CVR Energy, Inc. — CVR Energy acts as the parent company, owning the general partner and a significant interest in the partnership, and provides various administrative and operational services under a service agreement.Source

Strengths

  • Strategic location of fertilizer facilities with access to key agricultural marketsSource
  • Integrated gasification process allowing for cost-effective hydrogen productionSource

Risks

  • Volatility in commodity prices for nitrogen fertilizer products and feedstocksSource
  • Operational risks associated with complex manufacturing facilities and potential for unplanned downtimeSource

Wall Street Score

Overall investment score · Quality, value, risk and opportunity

43

Weak

PoorElite

View category scores →

Company Quality

How good is the actual business—regardless of today’s stock price?

64

Fair

Financial Strength

71

Business Quality / Moat

45

Management

95

Growth Quality

44

Risk / Durability

63

Weak Company · Expensive Stock

Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.

Opportunity

Opportunity Score · How does the current price compare with estimated value?

50

Avoid

Based on current valuation, company quality, recent trends, and available market signals.

View score details →

Model Outlook

12-month model · What does the model think happens next?

53/100

Building Historical Record

Model Score 53/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.

Probability unavailable — the model has not produced a calibrated probability yet.

Click for full breakdown →

WSS View

The quick read

The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.

At today’s price, the WSS valuation framework currently reads as moderate rather than unusually attractive.

The model outlook is currently moderate.

What we like

No strong positive signal is being highlighted from the currently available summary data.

What to watch
  • •Valuation is a weaker part of the current profile
  • •Revenue fundamentals are weak
  • •Asset quality is a weaker factor

Company-specific research

Questions worth answering for UAN

Research inputs 100% complete

These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.

  • •Can UAN maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
  • •Is UAN's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
  • •Is UAN's debt load manageable relative to cash generation, interest costs and upcoming maturities?
  • •What future growth or profitability would be needed to justify UAN's current valuation?
Business analysis: 16 days ago · Fresh

Essential Investment Snapshot

Wall Street Score

43

0–100 · Weak

Opportunity Score

50

0–100 · Fair

Market Cap

$1.32B

P/E Ratio

8.2

EPS

$15.16

52-Week High

$139.50

52-Week Low

$91.44

Beta

0.14

Intrinsic Value

$128.86

Shares Outstanding

10.6M

Total Revenue

$676.9M

Total Debt

$569.0M

Reported Dividend Yield

9.56%

View dividend history

Liquidation Value / Share

$32.83

Estimated net asset value per share

Momentum & Volatility Signals

Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.

0–100 market signals
Momentum
45/ 100
-7 pts / 5d

Weakening momentum

5D -2.0% · 20D +0.6% · RSI 47 · Price vs 20D avg -1.1%
Volatility
14/ 100
-2 pts / 5d

Low movement

20D realized vol 23.5% · 60D 29.7% · Acceleration 0.79x
Momentum = Where is it going?

A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.

Volatility = How violently is it moving?

A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.

Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.

Notices for UAN

Detected from reported data — verify before acting.

Dividend history reported

The provider reports a dividend yield. Confirm the latest declaration before treating it as a current payment.

Community Sentiment

0 active · 0 total calls
0% Bullish (0) 0% Bearish (0)

No personal call yet on UAN.

Potential upside factors

  • +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
  • +Strategic location of fertilizer facilities with access to key agricultural markets.
  • +Integrated gasification process allowing for cost-effective hydrogen production.
  • +Positive free cash flow may provide capacity to invest in growth.

Potential downside factors

  • −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Agricultural Inputs industry.
  • −Volatility in commodity prices for nitrogen fertilizer products and feedstocks.
  • −Operational risks associated with complex manufacturing facilities and potential for unplanned downtime.

These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.

Create a free account to make a call.

Scores

Click any score for full breakdown
Wall Street Score
Weak43/ 100
Weak (0–50)Fair (51–71)Strong (72+)

Weak

43

Tap for breakdown →

Fair

60

Debt Cost5.1%
Debt Reduction YoY0.6%
Debt / Equity2.23x

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Poor

38

Revenue YoY11.7%
Revenue CAGR-5.7%
Net Margin23.7%

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Poor

27

Asset Growth YoY-4.8%
Liquidation/Share$32.83
Net Assets/MCap0.37x

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Fair

64

Earnings Yield12.2%
Buyback Yield0.2%
Debt Cost5.1%

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Elite

95

ROIC16.7%
ROE46.2%
ROA15.2%

Tap for breakdown →

Weak

45

EPS Growth11.0%
FCF/Share Growth28.7%
Rev/Share Growth6.2%

Tap for breakdown →

Poor

35

Intrinsic Value$128.86
Value Reference$77.32
MOS3.2%

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Fair

51

Revenue38
Moat45
Valuation35

Tap for breakdown →

Poor

8

MOS %3.2%
Value Reference$77.32
Deep Discount Reference$51.54

Tap for breakdown →

Poor

26

Interest Coverage4.3x
ROIC16.7%
FCF Yield7.5%

Tap for breakdown →

Weak

49

Financial26
Valuation35
Debt60

Tap for breakdown →

Fair

63

Survival Years3.5 yrs
Current Ratio2.21x
FCF Margin16.3%

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Score Changes

3 historical score records available

Previous Score

44

Oct 1, 2026

Change

-0.3

points

Current Score

43

Oct 28, 2026

Category Changes

Revenue-0.1
Debt0
Assets-0.1
Capital-1.0
Management0
Moat0
Valuation-0.8
Buffett-0.1

UAN decreased 0.3 points because some fundamentals weakened.

Projected Score

Projected Score

53

Projected Change

+9.6 points

Preliminary comparable-period financial changes suggest improvement of approximately 9.6 points. This is a projected estimate, not the official WallStreetScore.

Price vs. Value

Near Fair Value

Current Price

$124.54

Model Intrinsic Value

$128.86

Difference

−$4.32

-3.4% vs IV

Margin of Safety

3.4%

UndervaluedFair ValueOvervalued
Value Reference: $77.32
Deep Discount Reference: $51.54

Financial Charts

Revenue

201420152016201720182019202020212022202320242025$0$250M$500M$750M$1.0B

Additional Metrics

Operating Cash Flow

201520172019202120232025$0$80M$160M$240M$320M

Total Debt

201520172019202120232025$0$200M$400M$600M$800M

Total Assets

201520172019202120232025$0$350M$700M$1.1B$1.4B

Net Margin %

No data
Monetary values in USD. Share counts in raw units.

Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.

Line ItemTTM2025202420232022202120202019201820172016
Revenue$676.9M$606.0M$525.3M$681.5M····························
Cost of Revenue$475.3M$442.7M$406.5M$449.0M····························
Gross Profit$201.6M$163.4M$118.9M$232.5M····························
Research & Development$0.00$0.00$0.00$0.00····························
SG&A Expenses$34.2M$33.6M$28.4M$29.5M····························
Operating Expenses$11.2M$33.6M$28.4M$31.1M····························
EBITDA$276.4M$210.9M$178.9M$281.1M····························
Operating Income$190.4M$129.8M$90.4M$201.4M····························
Interest Expense$15.5M$30.3M$29.8M$28.7M····························
Income Before Tax$160.2M$98.6M$61.0M$172.7M····························
Income Tax Expense-$23K-$23K$77K$289K····························
Net Income$160.2M$98.7M$60.9M$172.4M····························
Basic EPS$15.16$9.33$5.76$16.31····························
Basic Shares10.57M10.57M10.57M10.57M····························
Diluted Shares10.57M10.57M10.57M10.57M····························
Upgrade to Premium for up to 10 annual periods, where available.
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Earnings Summary

Estimated earnings date:Nov 3, 2026
Estimated EPS: $1.62Estimated revenue: $165.4M
Jun 30, 2026Q2FY2026

Revenue

$202.2M

Estimate unavailable.

Revenue Beat/Miss

Not available (no estimate stored)

EPS

$7.33

Estimate unavailable.

EPS Beat/Miss

Not available (no estimate stored)

Debt Change

-2.6%

Cash Change

+20.2%

Margin Change

+15.3 pp

Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.

Financial Changes Since Prior Period

What Improved

  • Margins expanded
  • Cash position grew
  • Debt reduced

Potential Score Impact

Positive indicators included revenue growth, EPS growth, cash levels, debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.

Stored Earnings Analysis

Revenue increased 20.0%. EPS increased 99.7%. Cash increased 20.2%. Total debt declined 2.6%. Net income margin improved by 15.3 percentage points.

Earnings-Call Transcript

Earnings-call transcript analysis is not currently available.

These results may influence future scores when the next evaluation is completed.

Upgrade to Premium to unlock all earnings history.View plans
Earnings data: 120 days ago · Stale

Insider Activity

Guru / Smart Money

Guru Score

42

Smart Money

42

Number of Gurus

1

Total Guru Value

Avg Portfolio Weight

Largest Holder

Largest Holder %

New Positions

Increased Positions

Reduced Positions

Exited Positions

Net Guru Sentiment

Loading data...

Short Interest

Government disclosed trading activity is available on the Smart Money directory. Filings may be delayed and may not represent complete current holdings.

Dividend History

A dividend is reported, but detailed payment history is temporarily unavailable or awaiting refresh.

Conservative Projected Values

3 Years

$———.——

Premium

5 Years

$———.——

Premium

10 Years

$———.——

Premium

Conservative Projection Rate

——%

Premium

Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.

Conservative Projected Values

Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.

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Historical Outperformance Record

Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.

Start 7-Day Free Trial

Historical Trends

3 historical records
Jul 24, 26Oct 1, 26Oct 28, 260255075100

Historical Score Chart

3 of 3 records shown

Wall Street Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Debt Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Revenue Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Asset Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Capital Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Management Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Moat Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Valuation Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Buffett Score

Jul 24, 26Oct 1, 26Oct 28, 260255075100

Intrinsic Value

Jul 24, 26Oct 1, 26Oct 28, 26$75.00$90.00$105.00$120.00$135.00

Value Reference

Jul 24, 26Oct 1, 26Oct 28, 26$45.00$54.00$63.00$72.00$81.00

Margin of Safety %

Jul 24, 26Oct 1, 26Oct 28, 26-0.6%-0.4%-0.2%0.0%0.2%

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News

Rumor Mill · UAN

Corporate developments & opportunities

Explore market →

No reviewed developments match this filter.

Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.

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