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 $826.8M against $501.3M — 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 24.78
P/S 0.47 0.75 1.28
P/B 1.30 0.83 1.85
Price to free cash flow n/m 6.97 15.03
EV/EBITDA 13.32 n/m 8.93
EV/Sales 1.07 0.75 1.40
Earnings yield (50.54%) (22.83%) 3.12%
Free cash flow yield (5.78%) 14.35% 5.01%

Profitability

Metric ACDC OIS Oil & Gas Equipment & Services median
Gross margin 21.50% 19.89% 23.27%
Operating margin (15.00%) (14.39%) 9.34%
Net margin (22.76%) (16.79%) 4.69%
Free cash flow margin (2.71%) 10.76% 5.05%
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%) —
Revenue growth, 5-year CAGR 28.80% 0.95% 10.60%
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 2.11
Net debt to EBITDA 5.15 0.30 0.76

Dividend

Metric ACDC OIS Oil & Gas Equipment & Services median
Dividend yield — — 2.12%
Payout ratio — 0.00 0.00

Size

Metric ACDC OIS Oil & Gas Equipment & Services median
Market cap 826.84m 501.28m 1.81b

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