Greenfire Resources Ltd (GFR) AI Stock Analysis

Greenfire Resources Ltd., along with its subsidiaries, develops, explores, and operates oil and gas properties located in the Athabasca oil sands region of Alberta. Headquartered in Calgary, Canada, the company operates Tier-1 oil sands assets in Western Canada. Greenfire Resources extracts bitumen using steam-assisted gravity drainage (SAGD) technology, a thermal oil recovery method intended to improve operational recovery efficiency and minimize environmental impact. The company also invests in research and development to advance extraction methods and reduce its carbon footprint across its operating footprint.

Between FY2021 and FY2025, Greenfire Resources increased revenue from $270.7M to $603.3M, representing a four-year compound annual growth rate of 22.2%. Revenue peaked at $998.8M in FY2022 before dropping 32.3% in FY2023. In FY2025, revenue fell 23.7% year over year, while net income declined to $47.5M from $121.4M in FY2024, yielding a net margin of 7.9% and diluted EPS of $0.14. Over the trailing twelve months, revenue reached $581.5M with an operating margin of 38.2% and an EPS of -$0.20. In the latest quarter ended June 30, 2026, quarterly revenue grew 21.9% year over year, while quarterly earnings declined 38.2%.

As of June 30, 2026, Greenfire Resources held $3.0M in cash and short-term investments against total debt of $32.1M, resulting in net debt of $29.2M. The company reported shareholders' equity of $1.15B and total assets of $1.31B, with a debt-to-equity ratio of 0.03 and a current ratio of 0.96. Operating cash flow stood at $134.0M in FY2025, which supported capital expenditures of $109.8M and generated free cash flow of $24.3M.

Greenfire Resources trades at a forward P/E of 7.7x, below the 12.7x median of its US-listed Energy peers. Its enterprise value to EBITDA ratio of 35.6x stands well above the peer group median of 8.0x, while its price-to-sales ratio is 2.7x compared to the peer median of 1.8x. Over the past year, the stock returned 43.4%, outperforming the S&P 500 return of 16.8%, and sits 9.7% above its 200-day moving average as of October 16, 2026.

Wall Street coverage consists of 3 Strong Buy, 1 Buy, and 1 Hold ratings. The mean price target is $5.75, which sits 12.4% below the October 16, 2026 closing price of $6.57. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $500.0M and EPS of $0.24, reflecting an EPS decrease of 63.6%. Analysts project next fiscal year revenue to reach $894.0M with EPS of $0.95. The company beat EPS estimates in 1 of the last 4 quarters, and its next earnings date is November 9, 2026.

This page is an AI-written research summary of Greenfire Resources Ltd (GFR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: GFR income statement, GFR balance sheet, GFR key metrics, GFR analyst forecast, GFR chart. See the GFR stock overview for the latest quote and news.