Greenfire Resources Ltd. GFR

5.87 (0.31) (5.02%) as of 25 Sep
Market cap
$1.5B
P/E
0.0×

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 46.81%

Capital & Financial Ratios

Market Cap 1,490.00
Revenue 421.56
Net Income (27.03)
Free Cash Flow (43.43)
Net Debt 19.34
Current Ratio 0.96
Debt/Equity 0.03
P/E ratio 0.00
P/S ratio 1.75
P/B ratio 0.89
Past 5Y EPS Growth —
This Y EPS Growth —
Next Y EPS Growth —
Next 5Y EPS Growth —
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 81 49 30 2
Receivables 26 41 47 50
Inventory 10 11 15 15
Other — — 8 1
121 105 107 76
2023 2024 2025 Q'26
Payables 44 45 63 63
ST’ Debt 33 181 — —
Other 14 14 3 13
97 245 69 80
in millions of $

Compound Annual Growth

10y 5y 3y
Sales — — —
Cash Flow — — 0.00%
Earnings — — 0.00%
Book Value — — 42.39%

Revenue

Mar Jun Sep Dec Year
’26 104 124 — — —
’25 123 102 99 94 418
’24 144 153 136 144 577
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 1 26 — — —
’25 24 14 36 24 98
’24 13 62 (13) 44 105
’23 0 0 — 64 64
’22 0 0 0 (1) (2)
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 (35) (15) — — —
’25 6 5 22 (16) 18
’24 (11) 46 (29) 35 42
’23 0 0 — 39 39
’22 0 0 0 (1) (2)
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 (0.42) 0.31 — — —
’25 0.16 0.50 (0.09) (0.08) 0.47
’24 (0.51) 0.31 0.60 0.78 1.24
’23 0.04 0.07 — (0.05) (1.85)
’22 (0.02) 0.00 (0.02) 0.01 (0.02)
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — — — — 9.65 9.80 4.72 4.68 3.81

Analyst estimates 2026–2028

Powerpack
Low Price
— — — — — 10.03 10.17 12.49 8.16 7.38
High Price
— — — — — — — 165 193 197
Employees
— — — — — — — 3 3 2
Revenue/Emp
— — — — — — — 483 577 418
Revenue
— — — — — — — 91.46% 93.33% 91.46%
Gross Margin
— — — — — (1) 0 (86) 27 40
EBT
— — — — — 0.00% 0.00% (17.83%) 4.62% 9.47%
EBT Margin
— 0 — — — (1) (1) (101) 89 34
Net Income
— — — — — — — 50 59 60
Depreciation
— — — — — 0.00 0.00 8.88 8.34 5.78
Revenue/Sh
— — — — — (0.01) (0.02) (1.85) 1.28 0.47
Earnings/Sh
— — — — — (0.03) (0.04) 1.18 1.53 1.35
Cash Flow/Sh
— — — — — 0.00 0.00 (0.45) (0.92) (1.10)
Capex/Sh
— — — — — (0.03) (0.04) 0.72 0.60 0.24
Free CF/Sh
— — — — — 7.74 7.71 9.46 8.67 11.54
Book Value/Sh
— — — — — 38 38 54 69 72
Shares
— — — — — — — 73.14 5.65 9.71
PE Ratio
— — — — — — — 0.00 0.85 0.82
PS Ratio
— — — — — — — 0.66 0.81 0.41
PB Ratio
— — — — — — — 0.00 1.18 0.78
EV/Sales
— — — — — — — 8.62 16.33 18.35
EV/FCF
— — — — — (1) (2) 64 105 98
Op' Cash Flow
— — — — — — — (25) (64) (80)
Capex
— — — — — (1) (2) 39 42 18
FCF
— — — — — 1 (1) 25 (140) 38
Working Cap'
— — — — — 0 0 285 242 2
Total Debt
— — — — — (1) 0 203 193 (28)
Net Debt
— — — — — 290 289 515 599 835
Sh' Equity
— — — — — (0.37%) (0.28%) (17.08%) 9.92% 3.70%
ROA
— — — — — 0.00% 0.00% (3.40%) 6.84% 5.75%
ROIC
— — — — — 0.00% (0.30%) (25.00%) 15.90% 4.74%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

Greenfire Resources Ltd. (GFR) key facts

  • Greenfire Resources Ltd. (GFR) is an Oil & Gas E&P company in the Energy sector, listed on the New York Stock Exchange.
  • Greenfire Resources Ltd.’s revenue for fiscal 2025 (year ended December 2025) was $418.3 million, down 27.5% from fiscal 2024.
  • Net income was $34.0 million, or $0.47 per share (basic), a net margin of 8.13%.
  • As of September 25, 2026, GFR traded at $5.87, a market capitalization of $1.5 billion.
  • Return on equity was 4.74% and debt-to-equity 0.03.

Source: company filings (standardised) and stockrow calculations.

Greenfire Resources Ltd. (GFR) Latest News

News by impact score

Fine-tune

26 Sep

3

Greenfire Resources is up 22% year-to-date, prompting questions whether the rally outpaces what its sales can justify. The piece argues the stock price should reflect revenue power and long‑term cash flow, with a 3.4x price‑to‑sales multiple versus a peer average near 3.5x but well above the Oil & Gas sector’s ~1.9x. A broad valuation framework suggests the current multiple may be richer than fundamentals imply, though it aligns more with peers than the wider industry. Simply Wall St’s narratives and a noted warning sign urge closer scrutiny of whether revenue growth, margins, and risk can sustain the valuation. The article frames comparisons to undervalued stocks to test the thesis as new results emerge." Valuation‑driven assessment could influence sentiment and perceived trajectory, but lacks concrete operational or strategic moves.

25 Sep

4

Greenfire Resources closed a rights offering raising about CA$775 million to pay down bridge financing from its Connacher Oil and Gas acquisition, expanding the share count. Short-term momentum cooled, with a 7-day return of -7.21% and 30-day -0.64%, though 90-day (+9.38%) and year-to-date (+28.48%) gains persist. The stock trades around $6.18. Internal analysis points to a large intrinsic discount, about 81%, vs a SWS fair value of roughly $33.33 per share; the stock’s 3.6x price-to-sales ratio is viewed as expensive relative to peers. Greenfire still posts a net loss (~$36.93m on $581.47m revenue) and faces execution risk as it pays down acquisition-related debt. The event signals potential value if debt relief unlocks cash flow, but dilution risks and near-term momentum remain headwinds. Debt repayment improves leverage and future cash flow potential, but dilution and short-term momentum shifts create notable near-term risk.

16 Sep

3

Greenfire Resources Ltd. closed its rights offering. Rights offering closure secures additional capital for Greenfire Resources Ltd. without shifting core business trajectory.

3

Greenfire Resources Ltd. announced preliminary results for its rights offering. Rights offering results determine capital raised and share dilution for Greenfire Resources Ltd.

7 Aug

3

Greenfire Resources Ltd. announces terms of upsized rights offering to raise additional capital from existing shareholders. Upsized rights offering allows Greenfire to raise more capital, affecting its balance sheet and share structure without fundamentally shifting operations.

5 Aug

4

Greenfire Resources Ltd. reported second quarter 2026 results and closed the acquisition of Connacher Oil and Gas Limited. Acquisition of Connacher Oil and Gas Limited expands Greenfire Resources asset base and production scale.

14 Jul

4

Greenfire Resources Ltd. acquires Canadian oil sands producer Connacher for $900 million. The $900 million acquisition of Connacher substantially expands Greenfire's oil sands assets and production scale.

13 Jul

5

Greenfire Resources to acquire Connacher Oil and Gas for C$1.28 billion. C$1.28 billion acquisition of Connacher expands Greenfire's oil and gas assets and market position.

5

Greenfire Resources Ltd. acquires Connacher Oil and Gas Limited for C$1.277 billion in cash consideration. C$1.277 billion acquisition of Connacher Oil and Gas fundamentally expands Greenfire Resources operations and market position.

4

Greenfire Resources plans C$575M rights offering to fund Connacher deal. C$575M rights offering funds major Connacher acquisition significantly expanding company scale and altering capital structure.

3

Greenfire Resources Ltd. announces intention to conduct a rights offering. Rights offering enables capital raise but risks share dilution affecting valuation.

5 May

4

Greenfire Resources Ltd. reported first quarter 2026 results and provided an operational update. Quarterly earnings results and operational updates represent major financial disclosures that significantly influence investor sentiment and the company's market trajectory.

25 Apr

4

Greenfire Resources Ltd. (GFR) insiders purchased CA$24.2 million worth of stock, significantly increasing their holdings. Insider buying of CA$24.2m signals strong confidence and can positively influence investor sentiment and stock performance.

12 Mar

4

Greenfire Resources Ltd. (GFR) reported year-end 2025 reserves, fourth quarter and full-year 2025 financial and operational results, and provided an operational update. Annual reserves and full-year financial results drive significant shifts in investor sentiment and company valuation.

26 Jan

3

Private equity firms and institutions holding 72% of Greenfire Resources Ltd. (NYSE:GFR) experienced an increase in the value of their holdings last week, indicating positive market sentiment and potential growth for the company. The increase in holdings value suggests a moderately noticeable influence on investor sentiment and market performance.

30 Dec

3

Greenfire Resources Ltd. (GFR) has experienced notable stock performance fluctuations recently, prompting analysis of whether these changes are linked to the company's fundamentals. Investors are assessing various factors, including financial metrics and market conditions, to determine the sustainability of GFR's stock movements. The company's operational strategies and market positioning are under scrutiny as stakeholders seek insights into future performance. Recent stock performance is influenced by key operational factors and market conditions, but the overall effect is expected to be somewhat limited.

19 Dec

4

Greenfire Resources Ltd. has successfully closed its rights offering, raising approximately $3.5 million. The company plans to use the proceeds for refinancing initiatives, including settling existing debt and funding ongoing operations. This move is expected to strengthen the company's financial position and support its strategic objectives. The successful rights offering and refinancing initiatives are likely to significantly enhance the company's financial stability and operational capacity.

17 Dec

4

Greenfire Resources Ltd. (GFR) has announced preliminary results for its rights offering, indicating strong interest from shareholders. The offering aims to raise capital to support the company's growth initiatives and operational strategies. GFR's management expressed optimism about the results, which reflect confidence in the company's future prospects and market position. The rights offering is expected to significantly enhance GFR's capital structure and support its growth initiatives.

15 Dec

4

Greenfire Resources Ltd. (GFR) is navigating recent developments that could influence its market position and operational strategies. The company is focusing on enhancing its resource management and sustainability practices, which may attract investor interest and align with evolving industry standards. Strategic partnerships and technological advancements are also being explored to bolster GFR's competitive edge in the energy sector. Overall, these initiatives signal a proactive approach to adapting to market changes and improving long-term viability. Strategic partnerships and sustainability initiatives are likely to significantly impact GFR's market positioning and investor sentiment.

25 Nov

4

Greenfire Resources Ltd. (GFR) experienced a significant rally following an investment announcement at the World Economic Forum (WEF). The investment is expected to enhance GFR's operational capabilities and market presence, attracting attention from investors and analysts alike. This development aligns with the company's strategic goals and positions it favorably within the energy sector. The investment from WEF is likely to significantly enhance GFR's operational capabilities and market positioning.

18 Nov

4

Greenfire Resources Ltd. (GFR) experienced a notable increase in stock value this week, attributed to positive developments in its operational strategies and market positioning. The company has made significant strides in enhancing its resource management and sustainability practices, which have garnered investor interest. Additionally, favorable market conditions and strategic partnerships have contributed to the bullish sentiment surrounding GFR, leading to increased trading activity and investor confidence. Strategic advancements and positive market conditions are likely to significantly influence GFR's future performance and investor sentiment.

17 Nov

4

Waterous Energy Fund has increased its stake in Greenfire Resources Ltd. by purchasing shares worth C$12.8 million. This investment reflects Waterous Energy Fund's confidence in Greenfire's potential and strategic direction in the energy sector. The significant investment by Waterous Energy Fund indicates strong confidence in Greenfire's future prospects and could positively influence market sentiment.

14 Nov

4

Waterous Energy Fund has acquired shares of Greenfire Resources Ltd. (GFR), signaling a strategic investment in the company. This acquisition may enhance GFR's financial position and market presence, potentially leading to future growth opportunities. The acquisition by Waterous Energy Fund is a significant strategic move that could enhance Greenfire Resources' market position and investor sentiment.

12 Nov

3

Waterous Energy Fund has acquired shares of Greenfire Resources Ltd. (GFR), signaling a strategic investment in the company. This acquisition may enhance GFR's financial position and market presence, potentially leading to future growth opportunities. The deal reflects confidence in GFR's operations and prospects within the energy sector. The acquisition indicates a moderately noticeable influence on GFR's market positioning and financial performance.

6 Nov

4

Greenfire Resources Ltd. (GFR) has announced a rights offering aimed at raising capital, alongside a conditional notice of redemption for its senior secured notes due in 2028. The rights offering will allow existing shareholders to purchase additional shares at a specified price, while the redemption of the notes is part of a strategic financial maneuver to manage debt obligations. These actions are intended to strengthen the company's financial position and support its growth initiatives. The rights offering and debt redemption are significant strategic moves that could enhance financial stability and investor confidence.

4 Nov

4

Greenfire Resources Ltd. (GFR) has reported a significant surge in its net margin, raising questions among market analysts regarding the sustainability of its earnings. Despite skepticism from investors, the company's financial performance indicates a strong position in the market, potentially challenging prevailing doubts about its future profitability. The increase in net margin suggests effective cost management and operational efficiency, which could bolster investor confidence moving forward. The surge in net margin indicates a significant improvement in financial performance that could alter investor sentiment and the company's trajectory.

4 transcript

Greenfire Resources Ltd. (GFR) reported significant advancements during its Q3 2025 earnings call, highlighting transformational strategies aimed at enhancing operational efficiency and market positioning. The company emphasized its commitment to sustainable practices and innovative technologies, which are expected to drive future growth. Key financial metrics showed promising trends, indicating a positive outlook for the upcoming quarters. Management outlined plans for strategic investments and partnerships to further bolster its competitive edge in the industry. Transformational strategies and significant financial improvements are likely to significantly impact future performance and investor sentiment.

4

Greenfire Resources Ltd. (GFR) is positioning itself to tap into the US market's untapped potential, focusing on innovative strategies and sustainable practices to discover and develop valuable resources. The company aims to leverage its expertise to identify and capitalize on emerging opportunities, enhancing its competitive edge in the energy sector. GFR's initiatives are expected to attract investor interest and drive growth as it navigates the evolving market landscape. Strategic moves to explore the US market could significantly alter GFR's growth trajectory and investor sentiment.

3 Nov

4

Greenfire Resources Ltd. (GFR) announced its third quarter 2025 results, highlighting operational updates and providing guidance for 2026. The company also outlined refinancing initiatives aimed at strengthening its financial position. Key metrics and performance indicators were discussed, reflecting the company's strategic direction and market outlook. Refinancing initiatives and 2026 guidance are likely to significantly impact the company's financial stability and market positioning.

4

Greenfire Resources Ltd. (GFR) has announced its intention to conduct a rights offering to raise C$300 million. The offering aims to provide the company with additional capital to support its growth initiatives and operational plans. Shareholders will have the opportunity to purchase additional shares at a specified price, allowing them to maintain their ownership percentage. The rights offering is part of GFR's strategy to enhance its financial position and invest in future projects. The rights offering is a significant strategic move that could enhance the company's financial position and support growth initiatives.

stockrow.com/GFR · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com