Key insights
- A retail investor highlights Expand Energy (EXE), a large independent US natural gas producer, noting its low P/E ratio and profitability despite falling natural gas prices and geopolitical tensions. The investor suggests the stock may be undervalued, but the overall impact on the broad US market is limited due to the single stock focus and small position size.
I am wondering why there's been no discussion about this stock recently. Expand Energy Corp is the largest independent US producer of natural gas. The stock is traded on NASDAQ.
As of May 8, 2026, EXE shares closed at approximately $95.92. Their P/E is 7.15, which is pretty low for an energy company. Net income was about $3.2 billion for twelve months ending 3/31/26 and they have $5 billion in debt.
I only have 25 shares in the stock, bought at $95 on April 21st 2026, because I wanted to have a relatively safe energy stock in my portfolio.
Overall, it looks like a good company and the fundamentals offer room for growth. The macro environment, despite the Iran war, has seen natural gas prices falling due to abundant inventory from less LNG exports, but they're still able to make a good profit their debt load is light.
Was wondering if other people have noticed this stock, since I haven't found any discussion on it?