TUSK
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PREV CLOSE OPEN DAY RANGE
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MASTER
ESEN VERDICT
Analyzing…
Horizon6–12M
Confidence
Data coverage
ESEN MASTER SCORE — TUSK (Mammoth Energy Services Inc)
Metric / Component Grade Score (0-100) Evidence Horizon
FINAL ESEN MASTER SCORE C+ 52 Mixed risk/reward; revenue collapse offset by modest profitability and energy sector cyclicality 6–12M
SA Quality / Value Composite C 48 Moderate valuation (P/E 27.6×) relative to 73.3% YoY revenue decline; limited balance sheet visibility 6–12M
Earnings Momentum (Zacks Proxy) C 50 EPS $0.214; no forward guidance or earnings date disclosed; YoY eps_growth_yoy not available 3–6M
Institutional & Smart Money Flow B− 62 +2.56% daily move; 52W return −38.31%; avg volume 0.16M shares (modest liquidity); energy cyclical recovery bias 1–3M
Growth Sustainability & Moat D 35 Revenue −73.3% YoY signals severe operational headwind; no disclosed forward growth or competitive moat metrics 12M+
Valuation & Safety (Pre-Penalty) C 54 P/E 27.6× elevated for declining revenue; Beta 1.16 (above-market volatility); 52W range $1.72–$3.92 (56% drawdown risk) 6–12M
Penalty Overlay (Data Gaps & Opacity) −8 pts −8 Missing: earnings date, forward P/E, target price, balance sheet detail, dividend policy, TTM revenue verification Structural
CONFIDENCE SCORE C+ 58 Core quote & metric data solid; coverage constrained by missing earnings guidance and forward metrics 6–12M
Volatility & Drawdown Risk D+ 38 Beta 1.16; 52W low $1.72 (34% below current $2.60); energy sector cyclicality; illiquidity amplifies swings 1–3M
Crowding Risk Flag B 68 Modest volume (0.16M avg); no hyper-growth flag; low institutional crowding risk; but energy cyclicals vulnerable to macro 6–12M
Current Snapshot
Price (USD)
2.60
Daily Change
+2.56%
P/E Ratio
27.61×
EPS (TTM)
$0.214
Market Cap
$126.9M
52W Range
$1.72 – $3.92
52W Return
−38.31%
Beta
1.164
Revenue YoY Growth
−73.3%
Avg Volume (M)
0.161
Peer & Sector Context

Mammoth Energy Services operates in the Energy sector as a specialized services provider. The 73.3% YoY revenue contraction signals severe demand erosion—likely reflecting commodity downturn, customer consolidation, or contract loss. The P/E of 27.6× is elevated for a business in structural decline, suggesting either (a) temporary EPS compression from fixed-cost absorption, or (b) market pricing a cyclical recovery. Comparables in oil & gas services (Nabors, Patterson-UTI, Helmerich & Payne) trade at 8–15× forward P/E with stronger top-line momentum. TUSK's micro-cap status ($126.9M) and illiquid trading (0.16M shares/day) create execution risk for any position scale. Energy cyclicals are now repricing higher on Fed pivot expectations; TUSK may benefit, but must first stabilize revenue.

Multi-Horizon Outlook
1–3 Month Horizon: Tactical bounce possible on energy sector rotation and +2.56% daily momentum. Short-dated holders should watch for earnings guidance (date not disclosed) and any management commentary on revenue stabilization. Beta 1.16 means TUSK will amplify broader energy sector moves. Risk: liquidity spike on bad news could trigger sharp drawdown. Target: $2.80–$3.10 on sector strength; stop: $2.20.
6–12 Month Horizon: Fundamental re-rating hinges on revenue stabilization—the 73.3% YoY decline is the core bear case. If management can articulate a path to low-single-digit revenue growth and EBITDA expansion, P/E multiple could re-rate to 15–20× (fair for cyclical energy services). If revenue remains negative, downside to $1.50–$1.80 plausible despite current profitability. Medium-term outlook constrained by lack of forward guidance and balance-sheet transparency.
Key Risk Factors
  • Revenue Cliff: −73.3% YoY is existential; must reverse or stock re-rates sharply lower.
  • Valuation Inversion: P/E 27.6× is expensive for negative-growth energy; multiple compression risk if cyclical narrative fails.
  • Illiquidity: 0.16M avg volume; position concentration can cause slippage; avoid large block orders.
  • Data Opacity: No earnings date, forward P/E, or balance-sheet detail disclosed; limits institutional confidence.
  • Volatility: Beta 1.16 + micro-cap + energy cyclicality = 30–40% intra-year drawdown very plausible.
ESEN VERDICT (C+ | 52/100): TUSK is a speculative, cyclical turnaround play for energy sector bulls willing to tolerate high volatility and binary earnings risk. Fundament weakness (−73.3% revenue YoY) is masked by modest profitability and cheap beta positioning for a sector rebound. Recommend: HOLD / AVOID for core portfolios; TACTICAL BUY only on dips toward $2.00–$2.20 if energy macro inflects higher. Require earnings announcement and revenue stabilization plan before upgrading. Institutional coverage gap and data opacity justify discount to peer valuations.

TUSK Stock AI Analysis

ESEN AI analysis of TUSK stock updated every 12 hours.

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TUSK Stock Analysis & Forecast

Is TUSK a Good Investment in 2026?

Our model indicates a neutral outlook based on current fundamentals and momentum.

TUSK Stock Forecast

Based on recent earnings trends, valuation metrics, and sector performance, TUSK shows balanced risk-reward characteristics.

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