(GEVO) Gevo - Overview
Sector: Basic Materials | Industry: Specialty Chemicals | Exchange: NASDAQ (USA) | Market Cap: 409m USD | Total Return: 63.9% in 12m
Avg Turnover: 5.60M
Qual. Beats: -1
Rev. Trend: 93.2%
Qual. Beats: 0
Warnings
High Debt/EBITDA (5.9) with thin interest coverage (-0.7)
High Debt while negative Cash Flow
Interest Coverage Ratio -0.7 is critical
Altman Z'' -8.01 < 1.0 - financial distress zone
Choppy
Tailwinds
Tailwind, Pullback Swing
Gevo, Inc. is a carbon abatement and renewable fuels company focused on the commercialization of sustainable aviation fuel (SAF), renewable natural gas (RNG), and low-carbon chemicals. The company utilizes a vertically integrated business model that converts agricultural feedstock and captured methane into drop-in hydrocarbons, while simultaneously producing high-protein animal feed for the food supply chain.
The company operates across four distinct segments, leveraging proprietary technologies such as its Verity platform for supply chain carbon tracking and anaerobic digestion for methane conversion. This positioning aligns with the broader energy transition sector, where SAF demand is driven by global mandates to reduce lifecycle greenhouse gas emissions in the aviation industry, which is traditionally difficult to electrify. Investors seeking a deeper understanding of the companys valuation metrics and risk profile should consult ValueRay for further analysis.
Headquartered in Colorado, Gevo manages projects ranging from Alcohol-to-Jet fuel development to the production of isobutanol and renewable gasoline blendstocks. Its strategic focus remains on scaling industrial-capacity biorefineries to meet long-term supply agreements with commercial airlines and fuel distributors.
- Net-Zero 1 project execution and financing milestones impact long-term revenue viability
- Federal tax credit eligibility under the Inflation Reduction Act dictates profitability margins
- Strategic partnerships and offtake agreements for sustainable aviation fuel drive valuation
- Volatility in renewable natural gas pricing affects short-term cash flow generation
- Deployment and licensing of the Verity carbon tracking platform influences service margins
| Net Income: -33.8m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.07 > 0.02 and ΔFCF/TA 8.80 > 1.0 |
| NWC/Revenue: 51.01% < 20% (prev 125.8%; Δ -74.74% < -1%) |
| CFO/TA -0.02 > 3% & CFO -10.5m > Net Income -33.8m |
| Net Debt (94.8m) to EBITDA (16.0m): 5.93 < 3 |
| Current Ratio: 4.31 > 1.5 & < 3 |
| Outstanding Shares: last quarter (236.8m) vs 12m ago 2.07% < -2% |
| Gross Margin: 47.31% > 18% (prev 0.27%; Δ 4.70k% > 0.5%) |
| Asset Turnover: 26.20% > 50% (prev 6.20%; Δ 20.00% > 0%) |
| Interest Coverage Ratio: -0.66 > 6 (EBITDA TTM 16.0m / Interest Expense TTM 19.4m) |
| A: 0.14 (Total Current Assets 115.9m - Total Current Liabilities 26.9m) / Total Assets 653.5m |
| B: -1.31 (Retained Earnings -855.6m / Total Assets 653.5m) |
| C: -0.02 (EBIT TTM -12.8m / Avg Total Assets 665.7m) |
| D: -4.29 (Book Value of Equity -853.2m / Total Liabilities 198.8m) |
| Altman-Z'' = -8.01 = D |
| DSRI: 0.22 (Receivables 10.9m/11.9m, Revenue 174.4m/42.0m) |
| GMI: 0.56 (GM 47.31% / 26.58%) |
| AQI: 0.79 (AQ_t 0.27 / AQ_t-1 0.34) |
| SGI: 4.15 (Revenue 174.4m / 42.0m) |
| TATA: -0.04 (NI -33.8m - CFO -10.5m) / TA 653.5m) |
| Beneish M = -1.97 (Cap -4..+1) = B |
As of May 24, 2026, the stock is trading at USD 1.70 with a total of 2,890,251 shares traded.
Over the past week, the price has changed by +5.36%,
over one month by -4.32%,
over three months by -2.21% and
over the past year by +63.89%.
Gevo has received a consensus analysts rating of 3.33. Therefore, it is recommended to hold GEVO.
- StrongBuy: 0
- Buy: 1
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 5.4 | 217.1% |
P/B = 0.9921
P/EG = -0.01
Revenue TTM = 174.4m USD
EBIT TTM = -12.8m USD
EBITDA TTM = 16.0m USD
Long Term Debt = 166.8m USD (from longTermDebt, last quarter)
Short Term Debt = 951k USD (from shortTermDebt, last quarter)
Debt = 173.7m USD (from shortLongTermDebtTotal, last quarter) + Leases 3.48m
Net Debt = 94.8m USD (calculated: Debt 173.7m - CCE 78.9m)
Enterprise Value = 503.7m USD (408.9m + Debt 173.7m - CCE 78.9m)
Interest Coverage Ratio = -0.66 (Ebit TTM -12.8m / Interest Expense TTM 19.4m)
EV/FCF = -11.58x (Enterprise Value 503.7m / FCF TTM -43.5m)
FCF Yield = -8.64% (FCF TTM -43.5m / Enterprise Value 503.7m)
FCF Margin = -24.95% (FCF TTM -43.5m / Revenue TTM 174.4m)
Net Margin = -19.38% (Net Income TTM -33.8m / Revenue TTM 174.4m)
Gross Margin = 47.31% ((Revenue TTM 174.4m - Cost of Revenue TTM 91.9m) / Revenue TTM)
Gross Margin QoQ = 52.89% (prev 46.54%)
Tobins Q-Ratio = 0.77 (Enterprise Value 503.7m / Total Assets 653.5m)
Interest Expense / Debt = 11.19% (Interest Expense 19.4m / Debt 173.7m)
Taxrate = 21.0% (US default 21%)
NOPAT = -10.1m (EBIT -12.8m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 4.31 (Total Current Assets 115.9m / Total Current Liabilities 26.9m)
Debt / Equity = 0.39 (Debt 173.7m / totalStockholderEquity, last quarter 447.7m)
Debt / EBITDA = 5.93 (Net Debt 94.8m / EBITDA 16.0m)
Debt / FCF = -2.18 (negative FCF - burning cash) (Net Debt 94.8m / FCF TTM -43.5m)
Total Stockholder Equity = 464.3m (last 4 quarters mean from totalStockholderEquity)
RoA = -5.08% (Net Income -33.8m / Total Assets 653.5m)
RoE = -2.56% (Net Income TTM -33.8m / Total Stockholder Equity 1.32b)
RoCE = -0.86% (EBIT -12.8m / Capital Employed (Equity 1.32b + L.T.Debt 166.8m))
RoIC = -1.61% (negative operating profit) (NOPAT -10.1m / Invested Capital 627.6m)
WACC = 9.96% (E(408.9m)/V(582.6m) * Re(10.44%) + D(173.7m)/V(582.6m) * Rd(11.19%) * (1-Tc(0.21)))
Discount Rate = 10.44% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -55.56 | Cagr: -0.68%
[DCF] Fair Price = unknown (Cash Flow -43.5m)
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -2.34 | # QB: -1
Revenue Correlation: 93.19 | Revenue CAGR: 200.9% | SUE: -0.46 | # QB: 0
EPS current Quarter (2026-06-30): EPS=-0.03 | Chg30d=N/A | Revisions=N/A | Analysts=2
EPS next Quarter (2026-09-30): EPS=-0.04 | Chg30d=N/A | Revisions=N/A | Analysts=2
EPS current Year (2026-12-31): EPS=-0.19 | Chg30d=-107.44% | Revisions=-33% | GrowthEPS=-33.3% | GrowthRev=+12.5%
EPS next Year (2027-12-31): EPS=-0.13 | Chg30d=N/A | Revisions=N/A | GrowthEPS=+32.1% | GrowthRev=+7.3%
[Analyst] Revisions Ratio: -33%