ProFrac Holding Corp. (ACDC) vs Atlas Energy Solutions Inc. (AESI)

ProFrac Holding Corp. and Atlas Energy Solutions Inc. are both Oil & Gas Equipment & Services companies. Atlas Energy Solutions Inc. is the larger, with a market value of $666.4M against $493.6M — 1.4× the size. ProFrac Holding Corp. grew revenue faster over the last twelve months: −3.30% against −3.69%. ProFrac Holding Corp. has the higher net margin (0.00% vs −13.0%) and the lower return on invested capital (−9.29% vs −3.28%). Across the 19 metrics below, ProFrac Holding Corp. leads on 10 and Atlas Energy Solutions Inc. on 9.

Valuation

Metric ACDC AESI Oil & Gas Equipment & Services median
P/E n/m n/m 20.53
P/S 0.26 0.63 1.08
P/B 0.79 0.62 1.64
Price to free cash flow n/m n/m 12.36
EV/EBITDA 10.75 15.07 8.00
EV/Sales 0.81 1.57 1.29
Earnings yield (79.85%) (20.83%) 3.88%
Free cash flow yield (0.40%) (49.79%) 5.18%

Profitability

Metric ACDC AESI Oil & Gas Equipment & Services median
Gross margin 21.82% 22.10% 22.88%
Operating margin (11.80%) (10.22%) 7.44%
Net margin 0.00% (12.99%) 4.12%
Free cash flow margin 7.01% (31.12%) 3.10%
Return on equity 0.00% (12.15%) 5.46%
Return on assets 0.00% (5.85%) 2.63%
Return on invested capital (9.29%) (3.28%) 4.26%

Growth

Metric ACDC AESI Oil & Gas Equipment & Services median
Revenue growth (TTM) (3.30%) (3.69%) 4.65%
EPS growth (last fiscal year) (60.87%) (174.55%) (13.00%)
Revenue growth, 5-year CAGR 28.80% 57.85% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACDC AESI Oil & Gas Equipment & Services median
Debt to equity 1.45 0.97 0.44
Current ratio 0.90 1.22 2.04
Net debt to EBITDA 5.15 3.06 1.12

Dividend

Metric ACDC AESI Oil & Gas Equipment & Services median
Dividend yield — 0.00% 1.49%
Payout ratio — — 0.36

Size

Metric ACDC AESI Oil & Gas Equipment & Services median
Market cap 493.55m 666.38m 1.44b

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