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Navitas Petroleum Limited Partnership (NVPT) Fair Value & Analysis

Energy · Il · Market cap 15.7B ILA

What is Navitas Petroleum Limited Partnership really worth?

NP Navitas Petroleum Limited Partnership NVPT · TA
Price133.60 ILA
Fair Value31.22 ILA
Upside−76.6%
Quality48/100

Below-average quality, and trading another 328% above our fair value of 31.22 ILA.

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Strengths

Highly profitable · 27.3% net margin
Wide moat 82/100

Risks

!Expensive Growth (revenue 5y +55.9 %/yr)
!Moderate debt · negative free cash flow
!Mixed vs. peers (6/13)
!Evidence only medium, so the estimate is less certain
!Weak on dividend: 19 out of 100
Evidence: Medium Range 21.56 ILA – 40.87 ILA

Fair value as of: Aug 30, 2026

From 13 valuation models · updated 6 days ago

Share price +6.6% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (40.87 ILA). The favourable scenario is already priced in.
  • Solid but not exceptional quality (48/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (21.56 ILA to 40.87 ILA) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

143.60 ILA 12.61 ILA Fair Value 31.22 ILA Apr 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range 12.61 ILA – 143.60 ILA · fair‑value band 21.56 ILA – 40.87 ILA · the 133.60 ILA price screens above the 31.22 ILA fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Navitas Petroleum Limited Partnership (NVPT) currently trades at 133.60 ILA, while our model-based Fair Value estimate is 31.22 ILA, implying the stock looks roughly 327.9% overvalued today. The Quality Score stands at 48/100 (below-average quality), in the Energy sector. Bull case: the Growth Earnings group reads highest at a median of 62.67 ILA per share, and 0 of the 13 models we run sit above the 133.60 ILA price. Bear case: the Asset-Based group reads lowest at 5.45 ILA, and 13 of the 13 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, Navitas Petroleum Limited Partnership generated revenue of 586M ILA at a net margin of 27.3%. It earns a return on equity of 27.0%. Net debt stands at 1.0B ILA. The stock trades on a trailing P/E of 32.7. Fundamentals as of Aug 30, 2026

Our scenario range runs from 21.56 ILA (bear case) to 40.87 ILA (bull case); at 133.60 ILA, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Energy peers we cover trades at −35% fair-value upside, at −77%, NVPT screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 1.93 ILS per share, which is 6.2 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Note: the current price implies far more future growth than the conservative anchors of our models allow (base growth is deliberately capped, we do not regard such extreme rates as sustainable). Our models are not designed for expectations this high; that is why the individual models scatter extremely (3.99 ILA to 72.45 ILA). Read the values as a conservative anchor, not as a price target.
Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
EPV best evidence 6.82 ILA 8.99 ILA 10.88 ILA 74
ROIC Compounder 6.82 ILA 10.37 ILA 15.82 ILA 68
EV/EBITDA 4.40 ILA 7.92 ILA 11.44 ILA 65
All 13 models by family
Earnings-Based
Graham-Dodd 10.39 ILA 72.45 ILA 101.68 ILA 61
Lynch FV 37.43 ILA 53.47 ILA 69.52 ILA 59
PEG = 1.0 37.43 ILA 53.47 ILA 69.52 ILA 55
EPV best evidence 6.82 ILA 8.99 ILA 10.88 ILA 74
Multiples
P/E Multiple 16.04 ILA 21.39 ILA 26.74 ILA 63
P/S Multiple 2.99 ILA 3.99 ILA 4.99 ILA 58
P/B Multiple 10.98 ILA 14.64 ILA 18.30 ILA 55
EV/EBIT 5.20 ILA 8.99 ILA 12.77 ILA 64
EV/EBITDA 4.40 ILA 7.92 ILA 11.44 ILA 65
Asset-Based
NCAV (Graham) 4.07 ILA 5.45 ILA 8.13 ILA 54
Economic Profit
Residual Income 10.17 ILA 13.53 ILA 54.45 ILA 56
ROIC Compounder 6.82 ILA 10.37 ILA 15.82 ILA 68
Growth Earnings
Growth-Adj P/E 43.87 ILA 62.67 ILA 81.47 ILA 65

Widest divergence: Growth Earnings (62.67 ILA) versus Asset-Based (5.45 ILA). Highest evidence: EPV (74).

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Key figures & financial health

P/E ratio 32.7
P/S ratio 15.0 P/E × margin
EPS (TTM) 4.09 ILA price ÷ EPS = P/E 32.7
Dividend yield 0.9% payout 30.2%
Net margin 45.9% FY2025
Return on equity 27.0% TTM
More key figures
Profitability
Return on assets (EBIT) 4.3% avg 5y
Operating margin 55.5% TTM
Growth
Revenue (TTM) 586M ILA TTM
Revenue growth (YoY) +12.5% 3y avg +48.7%
EPS growth (YoY) −75.9%
Balance sheet & cash flow
Free cash flow −449M ILA FY2025
Net debt 1.0B ILA FY2025

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 48/100

Of which business quality 45 · Market factors (momentum, volatility) 66

Profitability 46
Margins and returns on capital today
Quality Growth 96
Are margins and returns improving?
Cashflow 22
Earnings quality: real cash, not paper profit
Fin. Strength 64
Balance sheet, leverage, solvency risk
Investment 0
Disciplined investing over empire-building
Low Volatility 77
Calm price path (market factor)
Momentum 55
Price trend over the last 3–12 months (market factor)
52W Momentum 73
Distance to the 52-week high (market factor)
Net Issuance 38
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Navitas Petroleum, Limited Partnership explores for, develops, and produces oil and natural gas in the United States and the Southwest Atlantic. Its asset portfolio includes Shenandoah, Buckskin, Denbury Onshore, Neches, Monument, and Shenandoah South projects.

Full company description

Navitas Petroleum, Limited Partnership explores for, develops, and produces oil and natural gas in the United States and the Southwest Atlantic. Its asset portfolio includes Shenandoah, Buckskin, Denbury Onshore, Neches, Monument, and Shenandoah South projects. Navitas Petroleum, Limited Partnership was founded in 2013 and is headquartered in Herzliya, Israel.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Navitas Petroleum Limited Partnership reported revenue of $395M in FY2025 versus $86.4M in FY2021, a compound +46.3%/yr. Reported net income was $182M in FY2025, compounding +160.9%/yr from FY2021. FY2021 was a trough year, so the rate overstates the trend.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2025)
395M ILS
Latest YoY
+406.6%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+48.7%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+55.9%
Avg. revenue growth/yr (6Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+61.2%
Value creation/yr We only publish this rate when it is defensible. Reason: rate outside our plausibility band
not computed
Revenue +46.3%/yr
FY21 $86.4M
FY22 $120M
FY23 $93.8M
FY24 $78.0M
FY25 $395M
Net income +160.9%/yr
FY21 $3.9M
FY22 $59.6M
FY23 $14.7M
FY24 $12.3M
FY25 $182M

NVPT screens 328% overvalued. Compare with CNOOC Limited →

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Cite: Fair Value Calculator (2026). "Navitas Petroleum Limited Partnership Fair Value". https://www.fairvalue-calculator.com/stock/NVPT

Peer Group

Oil & Gas E&P · 296 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 48 · Above median
Fair Value upside −77% · Bottom 25%
Return on equity (TTM) 27% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 27% · Top 25%
Operating margin (TTM) 55% · Top 25%
Revenue growth 12% · Above median
Dividend yield (TTM) 0.9% · Bottom 25%
Debt / equity 1.37× · Higher than 75% of peers

Valuation Multiples vs Oil & Gas E&P median · lower = cheaper

P/E (TTM) 32.7× · Pricier than 75% of peers
P/B 5.41× · Pricier than 75% of peers
P/S (TTM) 8.93× · Pricier than 75% of peers
EV/EBITDA 13.5× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 9
FUTURE62 · sector 7
PAST100 · sector 9
HEALTH32 · sector 87
DIVIDEND19 · sector 70

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

Similar stocks

10 more Oil & Gas E&P stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
CNOOC Limited 600938 ¥32.85 ¥32.55 −1%
ConocoPhillips explores for, COP $130.35 $90.15 −31%
Canadian Natural Resources Limited CNQ C$69.03 C$44.78 −35%
EOG Resources, Inc EOG $143.35 $132.20 −8%
Occidental Petroleum Corporation OXY $59.17 $30.06 −49%
Diamondback Energy, Inc FANG $200.52 $105.24 −48%
Devon Energy Corporation DVN $47.35 $27.06 −43%
Woodside Energy Group WDS A$32.55 A$20.71 −36%
EQT Corporation EQT $54.57 $42.85 −21%
Texas Pacific Land Corporation TPL $366.50 $77.26 −79%

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Frequently asked questions

Is Navitas Petroleum Limited Partnership (NVPT) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of 31.22 ILA versus a price of 133.60 ILA, about −77% upside (overvalued).
What is the fair value of NVPT?
Our model-based fair value for Navitas Petroleum Limited Partnership is 31.22 ILA (as of Aug 30, 2026), built from audited fundamentals. The current price: 133.60 ILA.
What is the quality score of NVPT?
Navitas Petroleum Limited Partnership has a Quality Score of 48/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Navitas Petroleum Limited Partnership (NVPT)?
Navitas Petroleum Limited Partnership reported trailing-twelve-month revenue of about 586M ILS (latest available figure, as of Aug 30, 2026).
What is the net profit margin of NVPT?
The net profit margin of Navitas Petroleum Limited Partnership is about 27.3%, meaning it keeps roughly 27.3% of revenue as net income. Based on the latest reported figures.
Does Navitas Petroleum Limited Partnership pay a dividend?
Navitas Petroleum Limited Partnership currently shows a dividend yield of about 0.93% relative to its recent price (as of Aug 30, 2026).
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