ProFrac Holding Corp. (ACDC) vs ProPetro Holding Corp. (PUMP)

ProFrac Holding Corp. and ProPetro Holding Corp. are both Oil & Gas Equipment & Services companies. ProPetro Holding Corp. is the larger, with a market value of $1.2B against $826.8M — 1.4× the size. ProPetro Holding Corp. grew revenue faster over the last twelve months: −15.1% against −16.2%. ProPetro Holding Corp. has the higher net margin (−1.15% vs −22.8%) and the higher return on invested capital (−0.73% vs −9.80%). Across the 19 metrics below, ProPetro Holding Corp. leads on 17 and ProFrac Holding Corp. on 2.

Valuation

Metric ACDC PUMP Oil & Gas Equipment & Services median
P/E n/m n/m 24.78
P/S 0.47 1.01 1.28
P/B 1.30 1.23 1.85
Price to free cash flow n/m n/m 15.03
EV/EBITDA 13.32 7.51 8.93
EV/Sales 1.07 1.02 1.40
Earnings yield (50.54%) (1.18%) 3.12%
Free cash flow yield (5.78%) (0.10%) 5.01%

Profitability

Metric ACDC PUMP Oil & Gas Equipment & Services median
Gross margin 21.50% 22.69% 23.27%
Operating margin (15.00%) (0.97%) 9.34%
Net margin (22.76%) (1.15%) 4.69%
Free cash flow margin (2.71%) (0.10%) 5.05%
Return on equity (50.92%) (1.50%) 4.92%
Return on assets (15.24%) (0.81%) 2.37%
Return on invested capital (9.80%) (0.73%) 4.32%

Growth

Metric ACDC PUMP Oil & Gas Equipment & Services median
Revenue growth (TTM) (16.18%) (15.14%) 6.08%
EPS growth (last fiscal year) (60.87%) 100.60% —
Revenue growth, 5-year CAGR 28.80% 9.97% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACDC PUMP Oil & Gas Equipment & Services median
Debt to equity 1.68 0.82 0.46
Current ratio 0.84 4.09 2.11
Net debt to EBITDA 5.15 0.15 0.76

Dividend

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

Size

Metric ACDC PUMP Oil & Gas Equipment & Services median
Market cap 826.84m 1.17b 1.81b

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