Argan (AGX) Stock Insights
$5.10B
Market Cap
27.43
P/E
27.52
Forward P/E
71
Score
AGX price $363.63 +10.94 +3.10%
Stocklytics score rationale: value 54, quality 80, growth 78.
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 675047000 | 892815000 | 482153000 | 238997000 | 392206000 | 509370000 | 455040000 | 573333000 | 874179000 | 944606000 |
Argan, Inc., operating through its various subsidiaries, offers a comprehensive suite of services to the power generation and renewable energy sectors. These services span engineering, procurement, construction (EPC), commissioning, operations management, maintenance, project development, and technical and consulting support. The company is structured into three main operating divisions: 1. Power Industry Services…
AGX fair value $433.62. Price $363.63. Price is 16% below fair value.
Below fair value, but more expensive than usual. A smaller discount than on 73% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 545.70M. Growth 18.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 14.03M. Net debt -333.09M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-12-03 | — | 3.14 | — | 358.78M |
| 2026-09-02 | 3.76 | 2.64 | 383.98M | 300.53M |
| 2026-06-04 | 3.24 | 2.31 | 290.95M | 256.03M |
| 2026-03-26 | 3.47 | 1.99 | 262.05M | 255.32M |
| 2025-12-04 | 2.17 | 2.05 | 251.15M | 263.84M |
| 2025-09-04 | 2.50 | 1.99 | 237.74M | 243.00M |
| 2025-06-04 | 1.60 | 1.09 | 193.66M | 193.75M |
| 2025-03-27 | 2.22 | 1.15 | 232.47M | 197.50M |
| 2024-12-05 | 2.00 | 1.26 | 257.01M | 225.60M |
| 2024-09-05 | 1.31 | 0.97 | 227.01M | 183.55M |
| 2024-06-06 | 0.58 | 0.52 | 157.68M | 134.75M |
| 2024-04-11 | 0.89 | 0.75 | 164.55M | 161.60M |
| 2023-12-06 | 0.40 | 0.88 | 163.75M | 161.60M |
| 2023-09-06 | 0.94 | 0.75 | 141.35M | 140.55M |
| 2023-06-08 | 0.16 | 0.36 | 103.67M | 116.90M |
| 2023-04-12 | 1.00 | 0.71 | 118.78M | 116.90M |
| 2022-12-07 | 0.56 | 0.71 | 117.88M | 131.75M |
| 2022-09-08 | 0.30 | 0.39 | 118.11M | 118.00M |
| 2022-06-08 | 0.50 | 0.30 | 100.28M | 106.05M |
| 2022-04-13 | 0.14 | 0.26 | 125.57M | 120.85M |
| 2021-12-08 | 0.78 | 0.47 | 124.45M | 104.86M |
| 2021-09-07 | 0.81 | 0.48 | 133.01M | — |
| 2021-06-08 | 0.67 | 0.35 | 126.34M | 90.46M |
| 2021-04-14 | 0.60 | 0.47 | 117.23M | — |
| 2020-12-09 | 0.60 | 0.32 | 127.33M | — |
| 2020-09-09 | 0.36 | 0.05 | 87.49M | 12.15M |
| 2020-06-09 | -0.05 | -0.08 | 60.15M | 96.24M |
| 2020-04-14 | -0.46 | -0.01 | 67.99M | 1.48M |
| 2019-12-10 | -0.44 | -0.05 | 58.41M | 6.64M |
| 2019-09-09 | 0.07 | 0.03 | 63.06M | 52.02M |
| 2019-06-10 | -1.78 | -0.12 | 49.54M | 3.11M |
| 2019-04-10 | -0.04 | -0.05 | 87.66M | 109.57M |
| 2018-12-06 | 2.07 | 0.34 | 116.46M | 19.13M |
| 2018-09-05 | 1.08 | 0.40 | 136.67M | 50.63M |
| 2018-06-11 | 0.31 | 0.34 | 141.37M | 155.08M |
| 2018-04-11 | 0.45 | 0.73 | 169.58M | 275.13M |
| 2017-12-06 | 1.09 | 0.99 | 232.94M | 211.53M |
| 2017-09-07 | 1.72 | 1.03 | 259.80M | 212.26M |
| 2017-06-07 | 1.31 | 0.93 | 230.49M | 163.64M |
| 2017-04-10 | 1.29 | 0.81 | 206.76M | 129.85M |
Yield 0.61%. Payout ratio 15.64%. Frequency Quarterly.
Safety score 91/100 · Safe. Payout ratio is 16% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 16 separate years. Yield is 0.6%, which is modest.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-10-22 | $0.70 | 2026-10-22 | 2026-10-30 | Quarterly |
| 2026-07-23 | $0.50 | 2026-07-23 | 2026-07-31 | Quarterly |
| 2026-04-22 | $0.50 | 2026-04-22 | 2026-04-30 | Quarterly |
| 2026-01-22 | $0.50 | 2026-01-22 | 2026-01-30 | Quarterly |
| 2025-10-23 | $0.50 | 2025-10-23 | 2025-10-31 | Quarterly |
| 2025-07-23 | $0.38 | 2025-07-23 | 2025-07-31 | Quarterly |
| 2025-04-22 | $0.38 | 2025-04-22 | 2025-04-30 | Quarterly |
| 2025-01-23 | $0.38 | 2025-01-23 | 2025-01-31 | Quarterly |
| 2024-10-23 | $0.38 | 2024-10-23 | 2024-10-31 | Quarterly |
| 2024-07-23 | $0.30 | 2024-07-23 | 2024-07-31 | Quarterly |
| 2024-04-19 | $0.30 | 2024-04-22 | 2024-04-30 | Quarterly |
| 2024-01-22 | $0.30 | 2024-01-23 | 2024-01-31 | Quarterly |
| 2023-10-20 | $0.30 | 2023-10-23 | 2023-10-31 | Quarterly |
| 2023-07-20 | $0.25 | 2023-07-21 | 2023-07-31 | Quarterly |
| 2023-04-19 | $0.25 | 2023-04-20 | 2023-04-28 | Quarterly |
| 2023-01-19 | $0.25 | 2023-01-20 | 2023-01-31 | Quarterly |
| 2022-10-20 | $0.25 | 2022-10-21 | 2022-10-31 | Quarterly |
| 2022-07-20 | $0.25 | 2022-07-21 | 2022-07-29 | Quarterly |
| 2022-04-20 | $0.25 | 2022-04-21 | 2022-04-29 | Quarterly |
| 2022-01-20 | $0.25 | 2022-01-21 | 2022-01-31 | Quarterly |
| 2021-10-20 | $0.25 | 2021-10-21 | 2021-10-29 | Quarterly |
| 2021-07-21 | $0.25 | 2021-07-22 | 2021-07-30 | Quarterly |
| 2021-04-21 | $0.25 | 2021-04-22 | 2021-04-30 | Semi-Annual |
| 2020-12-18 | $1.25 | 2020-12-21 | 2020-12-29 | Special |
| 2020-10-21 | $0.25 | 2020-10-22 | 2020-10-30 | Semi-Annual |
| 2020-07-22 | $1.25 | 2020-07-23 | 2020-07-31 | Special |
| 2020-04-21 | $0.25 | 2020-04-22 | 2020-04-30 | Quarterly |
| 2020-01-22 | $0.25 | 2020-01-23 | 2020-01-31 | Quarterly |
| 2019-10-22 | $0.25 | 2019-10-23 | 2019-10-31 | Quarterly |
| 2019-07-22 | $0.25 | 2019-07-23 | 2019-07-31 | Quarterly |
| 2019-04-18 | $0.25 | 2019-04-22 | 2019-04-30 | Quarterly |
| 2019-01-23 | $0.25 | 2019-01-24 | 2019-01-31 | Quarterly |
| 2018-10-23 | $0.25 | 2018-10-24 | 2018-10-31 | Quarterly |
| 2018-07-23 | $0.25 | 2018-07-24 | 2018-07-31 | Quarterly |
| 2018-04-20 | $0.25 | 2018-04-23 | 2018-04-30 | Semi-Annual |
| 2017-10-19 | $1.00 | 2017-10-20 | 2017-10-31 | Annual |
| 2016-10-14 | $0.70 | 2016-10-18 | 2016-10-28 | Annual |
| 2015-10-13 | $0.70 | 2015-10-15 | 2015-11-05 | Annual |
| 2014-10-10 | $0.70 | 2014-10-15 | 2014-11-06 | Annual |
| 2013-10-10 | $0.75 | 2013-10-15 | 2013-11-07 | Annual |
| 2012-10-09 | $0.60 | 2012-10-11 | 2012-11-07 | Annual |
| 2011-10-27 | $0.50 | 2011-10-31 | 2011-11-15 | Annual |
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-22 | Getsinger Peter W | Buy | 895 | $40.15 | 35.93K |
| 2026-09-22 | Getsinger Peter W | Sell | 1.00K | $40.15 | 40.15K |
| 2026-09-09 | Collins Charles Edwin IV | Buy | 3.51K | — | — |
| 2026-07-31 | Jeffrey John Ronald Jr. | Sell | 5.72K | $579.64 | 3.31M |
| 2026-06-30 | Jeffrey John Ronald Jr. | Buy | 944 | $43.70 | 41.25K |
| 2026-06-30 | Jeffrey John Ronald Jr. | Buy | 4.77K | $35.72 | 170.46K |
| 2026-06-30 | Jeffrey John Ronald Jr. | Sell | 5.00K | $35.72 | 178.60K |
| 2026-06-30 | Jeffrey John Ronald Jr. | Sell | 1.00K | $43.70 | 43.70K |
| 2026-06-22 | Griffin William F Jr | Sell | 20.00K | $760.43 | 15.21M |
| 2026-06-18 | Griffin William F Jr | Sell | 30.00K | $725.85 | 21.78M |
| 2026-06-17 | Baugher Joshua Scott | Buy | 455 | $61.22 | 27.86K |
| 2026-06-17 | Baugher Joshua Scott | Sell | 455 | $732.83 | 333.44K |
| 2026-06-17 | Baugher Joshua Scott | Sell | 1.00K | $61.22 | 61.22K |
| 2026-06-17 | Baugher Joshua Scott | Sell | 305 | $734.00 | 223.87K |
| 2026-06-17 | Sweeney Karen | Sell | 300 | $705.00 | 211.50K |
| 2026-06-17 | Getsinger Peter W | Sell | 2.00K | $699.00 | 1.40M |
| 2026-06-16 | Getsinger Peter W | Sell | 4.73K | $708.65 | 3.35M |
| 2026-06-16 | Watson David Hibbert | Buy | 430 | $148.72 | 63.95K |
| 2026-06-16 | Watson David Hibbert | Buy | 588 | $61.22 | 36.00K |
| 2026-06-16 | Watson David Hibbert | Buy | 862 | $39.47 | 34.02K |
| 2026-06-16 | Watson David Hibbert | Sell | 1.88K | $707.35 | 1.33M |
| 2026-06-16 | Watson David Hibbert | Sell | 1.67K | $39.47 | 65.76K |
| 2026-06-16 | Watson David Hibbert | Sell | 1.00K | $61.22 | 61.22K |
| 2026-06-16 | Watson David Hibbert | Sell | 667 | $148.72 | 99.20K |
| 2026-06-15 | Getsinger Peter W | Buy | 4.73K | $35.72 | 168.88K |
| 2026-06-15 | Getsinger Peter W | Sell | 5.00K | $35.72 | 178.60K |
| 2026-06-15 | Flanders Cynthia | Sell | 2.60K | $666.31 | 1.73M |
| 2026-06-15 | Watson David Hibbert | Sell | 9.99K | $651.22 | 6.51M |
| 2026-06-12 | Griffin William F Jr | Sell | 50.00K | $643.46 | 32.17M |
| 2026-06-10 | Flanders Cynthia | Buy | 533 | — | — |
| 2026-06-10 | Flanders Cynthia | Sell | 1.00K | — | — |
| 2026-06-10 | Flanders Cynthia | Buy | 189 | — | — |
| 2026-06-10 | Flanders Cynthia | Sell | 530 | — | — |
| 2026-06-10 | Sweeney Karen | Buy | 533 | — | — |
| 2026-06-10 | Sweeney Karen | Buy | 189 | — | — |
| 2026-06-10 | Sweeney Karen | Sell | 530 | — | — |
| 2026-06-10 | Leimkuhler William F. | Buy | 533 | — | — |
| 2026-06-10 | Leimkuhler William F. | Buy | 189 | — | — |
| 2026-06-10 | Leimkuhler William F. | Sell | 530 | — | — |
| 2026-06-10 | Jeffrey John Ronald Jr. | Buy | 533 | — | — |
| 2026-06-10 | Jeffrey John Ronald Jr. | Buy | 189 | — | — |
| 2026-06-10 | Jeffrey John Ronald Jr. | Sell | 530 | — | — |
| 2026-06-10 | QUINN JAMES W | Buy | 533 | — | — |
| 2026-06-10 | QUINN JAMES W | Buy | 189 | — | — |
| 2026-06-10 | QUINN JAMES W | Sell | 530 | — | — |
| 2026-06-10 | Getsinger Peter W | Buy | 533 | — | — |
| 2026-06-10 | Getsinger Peter W | Buy | 189 | — | — |
| 2026-06-10 | Getsinger Peter W | Sell | 530 | — | — |
| 2026-06-10 | Larroque Alexander Lisa | Buy | 533 | — | — |
| 2026-06-10 | Larroque Alexander Lisa | Buy | 189 | — | — |
| 2026-06-10 | Larroque Alexander Lisa | Sell | 530 | — | — |
| 2026-04-29 | Getsinger Peter W | Sell | 3.00K | $628.36 | 1.89M |
| 2026-04-29 | Getsinger Peter W | Sell | 500 | — | — |
| 2026-04-29 | Larroque Alexander Lisa | Sell | 350 | $630.58 | 220.70K |
| 2026-04-28 | Leimkuhler William F. | Sell | 5.00K | $617.41 | 3.09M |
| 2026-04-28 | Leimkuhler William F. | Sell | 400 | $621.14 | 248.46K |
| 2026-04-28 | Leimkuhler William F. | Sell | 400 | $618.61 | 247.44K |
| 2026-04-27 | Jeffrey John Ronald Jr. | Sell | 2.70K | $664.84 | 1.79M |
| 2026-04-21 | Collins Charles Edwin IV | Buy | 333 | $148.72 | 49.52K |
| 2026-04-21 | Collins Charles Edwin IV | Buy | 500 | $61.22 | 30.61K |
| 2026-04-21 | Collins Charles Edwin IV | Buy | 5.24K | $33.81 | 177.00K |
| 2026-04-21 | Collins Charles Edwin IV | Buy | 5.00K | $36.78 | 183.90K |
| 2026-04-21 | Collins Charles Edwin IV | Sell | 11.07K | $621.61 | 6.88M |
| 2026-04-21 | Collins Charles Edwin IV | Sell | 5.00K | $36.78 | 183.90K |
| 2026-04-21 | Collins Charles Edwin IV | Sell | 5.24K | $33.81 | 177.00K |
| 2026-04-21 | Collins Charles Edwin IV | Sell | 500 | $61.22 | 30.61K |
| 2026-04-21 | Collins Charles Edwin IV | Sell | 333 | $148.72 | 49.52K |
| 2026-04-21 | Jeffrey John Ronald Jr. | Sell | 5.00K | $37.13 | 185.65K |
| 2026-04-21 | Jeffrey John Ronald Jr. | Buy | 4.70K | $37.13 | 174.44K |
| 2026-04-21 | Jeffrey John Ronald Jr. | Sell | 3.64K | $615.40 | 2.24M |
| 2026-04-20 | Collins Charles Edwin IV | Buy | 2.50K | $39.47 | 98.67K |
| 2026-04-20 | Collins Charles Edwin IV | Sell | 2.50K | $610.00 | 1.52M |
| 2026-04-20 | Collins Charles Edwin IV | Sell | 2.50K | $39.47 | 98.67K |
| 2026-04-17 | Collins Charles Edwin IV | Buy | 937 | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Buy | 2.53K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Buy | 1.12K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Buy | 2.81K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Sell | 2.50K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Sell | 4.50K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Sell | 1.67K | — | — |
| 2026-04-17 | Collins Charles Edwin IV | Sell | 1.00K | — | — |
| 2026-04-17 | Watson David Hibbert | Buy | 5.76K | — | — |
| 2026-04-17 | Watson David Hibbert | Buy | 11.51K | — | — |
| 2026-04-17 | Watson David Hibbert | Buy | 2.30K | — | — |
| 2026-04-17 | Watson David Hibbert | Sell | 19.31K | $602.11 | 11.63M |
| 2026-04-17 | Watson David Hibbert | Sell | 10.00K | — | — |
| 2026-04-17 | Watson David Hibbert | Sell | 5.00K | — | — |
| 2026-04-17 | Watson David Hibbert | Sell | 4.00K | — | — |
| 2026-04-17 | Baugher Joshua Scott | Sell | 584 | — | — |
| 2026-04-17 | Baugher Joshua Scott | Buy | 305 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Buy | 360 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Buy | 730 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Buy | 270 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Buy | 548 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Sell | 1.00K | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Sell | 500 | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Sell | 1.33K | — | — |
| 2026-04-16 | Collins Charles Edwin IV | Sell | 667 | — | — |
| 2026-04-16 | Watson David Hibbert | Buy | 736 | — | — |
| 2026-04-16 | Watson David Hibbert | Buy | 1.87K | — | — |
Latest filed quarter: Q2 2026.
Institutions holding: 593, holders +75 vs prior quarter. Ownership 100.95%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 2.21M | 85.81K | +4.04% | 1.76B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 778.04K | 260.42K | +50.31% | 621.31M |
| FIRST TRUST ADVISORS LP | 754.40K | -36.95K | -4.67% | 602.43M |
| RENAISSANCE TECHNOLOGIES LLC | 648.38K | 37.48K | +6.14% | 517.76M |
| VANGUARD CAPITAL MANAGEMENT LLC | 594.78K | 7.32K | +1.25% | 474.96M |
| STATE STREET CORP | 544.20K | 26.54K | +5.13% | 434.57M |
| GEODE CAPITAL MANAGEMENT, LLC | 506.13K | 46.83K | +10.20% | 404.23M |
| AMERICAN CENTURY COMPANIES INC | 447.98K | 26.34K | +6.25% | 357.74M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 420.10K | 328.24K | +357.30% | 335.48M |
| LONE PINE CAPITAL LLC | 368.67K | -24.46K | -6.22% | 294.40M |
| DIMENSIONAL FUND ADVISORS LP | 356.85K | -41.12K | -10.33% | 284.96M |
| INVESCO LTD. | 273.12K | 11.20K | +4.28% | 218.10M |
| MORGAN STANLEY | 214.90K | 54.92K | +34.33% | 171.61M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 186.22K | -52.52K | -22.00% | 148.70M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 182.20K | 151.71K | +497.63% | 145.50M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 181.40K | 150.91K | +495.01% | 144.86M |
| EPOCH INVESTMENT PARTNERS, INC. | 180.66K | -21.82K | -10.77% | 144.27M |
| GOLDMAN SACHS GROUP INC | 173.81K | -1.32K | -0.75% | 138.80M |
| TD ASSET MANAGEMENT INC | 173.60K | -34.10K | -16.42% | 138.63M |
| BANK OF NEW YORK MELLON CORP | 165.15K | -135.23K | -45.02% | 131.88M |
| UBS GROUP AG | 156.86K | -167.18K | -51.59% | 125.26M |
| NORTHERN TRUST CORP | 151.51K | 11.69K | +8.36% | 120.99M |
| SURGOCAP PARTNERS LP | 149.98K | 149.98K | New | 119.77M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 144.77K | 144.77K | New | 115.61M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 144.77K | 5.17K | +3.70% | 115.61M |
Insights · Dividends · Forecast · Financials · Learn
$5.10B
Market Cap
27.43
P/E
27.52
Forward P/E
71
Score