ProFrac Holding Corp. (ACDC) vs Oil States International, Inc. (OIS)

ProFrac Holding Corp. and Oil States International, Inc. are both Oil & Gas Equipment & Services companies. ProFrac Holding Corp. is the larger, with a market value of $750.4M against $479.0M — 1.6× the size. Oil States International, Inc. grew revenue faster over the last twelve months: −2.80% against −16.2%. Oil States International, Inc. has the higher net margin (−16.8% vs −22.8%) and the lower return on invested capital (−10.0% vs −9.80%). Across the 18 metrics below, Oil States International, Inc. leads on 13 and ProFrac Holding Corp. on 5.

Valuation

Metric ACDC OIS Oil & Gas Equipment & Services median
P/E n/m n/m 22.50
P/S 0.41 0.74 1.17
P/B 1.14 0.82 1.82
Price to free cash flow n/m 6.84 13.72
EV/EBITDA 12.58 n/m 8.68
EV/Sales 1.01 0.73 1.34
Earnings yield (57.82%) (23.28%) 3.94%
Free cash flow yield (6.61%) 14.63% 5.66%

Profitability

Metric ACDC OIS Oil & Gas Equipment & Services median
Gross margin 21.50% 19.89% 23.26%
Operating margin (15.00%) (14.39%) 9.34%
Net margin (22.76%) (16.79%) 4.69%
Free cash flow margin (2.71%) 10.76% 5.35%
Return on equity (50.92%) (17.05%) 4.92%
Return on assets (15.24%) (11.83%) 2.37%
Return on invested capital (9.80%) (10.01%) 4.32%

Growth

Metric ACDC OIS Oil & Gas Equipment & Services median
Revenue growth (TTM) (16.18%) (2.80%) 6.08%
EPS growth (last fiscal year) (60.87%) (933.33%) (13.00%)
Revenue growth, 5-year CAGR 28.80% 0.95% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACDC OIS Oil & Gas Equipment & Services median
Debt to equity 1.68 0.03 0.46
Current ratio 0.84 2.35 2.07
Net debt to EBITDA 5.15 0.30 0.75

Dividend

Metric ACDC OIS Oil & Gas Equipment & Services median
Dividend yield — — 1.51%
Payout ratio — — 0.38

Size

Metric ACDC OIS Oil & Gas Equipment & Services median
Market cap 750.35m 478.96m 1.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack