Stocks/NFGC

NFGC

New Found Gold Corp.
Basic Materials·Gold
$2.08
$491M market cap
Revenue
$12.9M
Free Cash Flow
$-46.5M
Rev Growth
+0.0%
FCF Margin
-360.2%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

New Found Gold Corp., a mineral exploration company, engages in the identification, acquisition, and exploration of mineral properties in the Provinces of Newfoundland and Labrador, and Ontario. The company primarily explores for gold deposit. It holds 100% interests in the Queensway project that includes 86 mineral licenses and 6,041 claims covering an area of 151,030 hectares of land located near Gander, Newfoundland; and the Lucky Strike project comprising 11,684 hectares located in Kirkland

2-Year Price History

$1.89-40.9%
$1.0$1.5$2.0$2.5$3.0volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall (CAD M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q17.1-12.7-12.9-13.7-18.6-24.5-5.843.61.7236.7-41.9%-172.5x--
Act2025-Q45.8-15.2-20.6-15.1-20.5-22.0-1.467.71.1302.5-58.9%-152.2x--

Valuation & Metrics

Market Stats

Price$2.08
Market Cap$491M
Enterprise Value$636M
P/S Ratio52.5x
P/FCF--
EV/FCF--
FCF Margin (TTM)-360.2%
FCF Yield-6.9%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$12.9M
Net Income$-28.9M
Free Cash Flow$-46.5M

Revenue Growth (YoY)+0.0%
EBITDA Margin-215.9%
Net Margin-223.5%
FCF Margin-360.2%
CapEx % of Revenue55.8%
SBC % of Revenue0.0%
ROIC-50.4%
WC Change % Rev-36.6%
Interest Coverage-160.8x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares5.0M
Days to Cover2.5
Change (vs Prior)-14.0%
Need at least 2 settlement dates for chart

Employees

Headcount62
Revenue / Employee$208,315
Gross Profit / Employee$-120,176

Cash Runway

11.2months
CRITICAL

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
17.7%(+14.7% YoY)
83 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.1%(+0.0% YoY)
1 filers
Vanguard, iShares, SPDR
Market makers
1.0%(+1.0% YoY)
4 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
SPROTT INC.$15.0M$2.21−$529K+$13.2M+1.7%$3.29B
VAN ECK ASSOCIATES CORP$14.8M$3.21+$3.4M+$4.8M+0.8%$133.17B
Merk Investments LLC$8.9M$2.67+$0+$8.9M+4.8%$368M
BANK OF AMERICA CORP /DE/$8.4M$1.85+$6.6M+$4.6M-0.1%$1.36T
MORGAN STANLEY$5.2M$2.41+$2.5M+$5.1M-0.3%$1.65T
MARSHALL WACE, LLP$4.7M$2.00+$3.7M+$1.8M+0.6%$92.71B
Groupe la Francaise$4.3M$1.94+$4.5M+$4.3M+0.1%$7.14B
JANE STREET GROUP, LLCMM$4.0M$2.94−$1.6M+$4.0M-0.1%$92.10B
D. E. Shaw & Co., Inc.$3.9M$2.40+$1.7M+$3.9M-0.3%$118.02B
TWO SIGMA INVESTMENTS, LP$2.8M$2.76−$193K+$2.6M-0.9%$117.03B
MILLENNIUM MANAGEMENT LLC$2.5M$2.34+$2.1M+$1.9M-0.5%$127.40B
HEARTLAND ADVISORS INC$1.7M$2.77+$49K+$1.7M-0.4%$1.96B
RENAISSANCE TECHNOLOGIES LLC$1.4M$2.18+$1.2M+$1.0M+1.2%$63.91B
Cambridge Investment Research Advisors, Inc.$522K$1.77−$47K+$522K-0.4%$38.49B
SUSQUEHANNA INTERNATIONAL GROUP, LLPMM$499K$2.99+$113K+$333K-0.6%$77.14B
Hartree Partners, LP$485K$2.97+$0+$485K+3.4%$461M
Kiker Wealth Management, LLC$438K$1.94+$438K+$438K+3.4%$209M
HRT FINANCIAL LP$426K$2.14+$379K+$426K-0.6%$39.46B
CITADEL ADVISORS LLC$418K$2.56−$877K+$367K-0.4%$138.22B
Quantbot Technologies LP$413K$2.82+$58K+$413K+1.0%$2.44B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
+0.97%
avg per quarter
Holders (ex-self)
+0.99%
excl. this stock
Buyers (this Q)
+0.11%
36 buyers · $0.02B in
Sellers (this Q)
+0.40%
18 sellers · $0.02B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+23.9%
how holders react when this stock falls
On quiet Qs
+3.0%
−10% to +10% baseline
On rallies (+10%+)
+19.0%
how they react when this stock rises
Holders' portfolio flow this Q
+40.6%
inflows — adds are organic
Sellers' portfolio flow this Q
+12.6%
Sellers grew AUM elsewhere — opinionated cut of this stock.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-3.4%
Holder mid (any stock)
-4.6%
Holder rally (any stock)
-5.6%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

08.3M16.6M25.0M33.3M$1.20$2.15$3.10$4.05$5.002021-092022-092023-092024-092025-092026-03
hover the chart for per-quarter detailprice (right axis)
VAN ECK ASSOCIATES CORP7.6MSPROTT INC.7.7MMerk Investments LLC4.8MBANK OF AMERICA CORP /DE/4.3MInvesco Ltd.MORGAN STANLEY2.7MMoerus Capital Management LLCMARSHALL WACE, LLP2.4MTWO SIGMA INVESTMENTS, LP1.4MGroupe la Francaise2.3M

Analyst Coverage

Analyst Coverage
Analyst Ratings
1
Buy: 1Consensus: Buy

Corporate

Order Flow (FINRA, ~3w lag)

26.7%retail-3.6pp
9.6%dark-1.1pp
week of 2026-04-13
0%10%20%30%40%50%60%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

New Found Gold Corp: Chronic Share Printing Meets Imminent Liquidity Gap

Overall Risk
8/10
Fraud
4/10
Dilution
9/10
Insolvency
9/10
Earnings Overstated
3/10
Hidden Liabilities
5/10
Legal
6/10
Audit Warnings
9/10
Hidden Upside
4/10
Contextually Acceptable
4/10