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Evaluating Enviri (NVRI) After Strong Share Price Momentum And Reported Net Loss

Simply Wall St·01/07/2026 04:37:03
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With no single headline event driving attention, Enviri (NYSE:NVRI) is drawing interest as investors weigh its recent share performance against fundamentals such as revenue of US$2.24b and a reported net loss of US$162.8m.

See our latest analysis for Enviri.

Enviri's share price has climbed over recent months, with a 90 day share price return of 55.16%, while the 1 year total shareholder return of 114.37% points to strong momentum building around the stock.

If Enviri's move has caught your attention, it could be a good moment to see what else is gaining traction, including fast growing stocks with high insider ownership.

With Enviri reporting US$2.24b in revenue, a net loss of US$162.8m, and an intrinsic value estimate that sits well above its recent US$18.20 share price, is there still a buying opportunity here or is the market already pricing in future growth?

Most Popular Narrative Narrative: 14.7% Undervalued

At a last close of US$18.20 against a narrative fair value of about US$21.33, Enviri is framed as having more room to run if its story plays out.

The accelerating global focus on sustainability, recycling, and the circular economy has led Enviri to expand its Clean Earth and Metals & Recycling segments, where new service capabilities and robust project pipelines position the company to benefit from increasing structural demand, supporting future revenue growth and stabilized cash flows.

Read the complete narrative.

Curious what kind of revenue mix, margin rebuild, and future earnings multiple are baked into that fair value? The narrative leans on specific growth rates, profitability shifts, and a compressed P/E assumption that sits well below the wider industry. The numbers behind that gap between price and value might surprise you.

Result: Fair Value of $21.33 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, that story can unravel quickly if steel end markets stay weak or if the Rail segment continues to absorb cash on loss-making contracts for longer than expected.

Find out about the key risks to this Enviri narrative.

Build Your Own Enviri Narrative

If you see the numbers differently or want to stress test your own assumptions, you can build a custom thesis around Enviri in just a few minutes: Do it your way.

A great starting point for your Enviri research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

Ready For More Investment Ideas?

If Enviri has sparked your interest, do not stop here. Use this momentum to scan the market for other ideas that could fit your style and goals.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.