ProFrac Holding Corp. (ACDC) vs RPC, Inc. (RES)

ProFrac Holding Corp. and RPC, Inc. are both Oil & Gas Equipment & Services companies. RPC, Inc. is the larger, with a market value of $1.3B against $750.4M — 1.7× the size. ProFrac Holding Corp. has negative trailing earnings, so its P/E is not meaningful; RPC, Inc. trades at 64.4×. RPC, Inc. grew revenue faster over the last twelve months: 25.4% against −16.2%. RPC, Inc. has the higher net margin (1.19% vs −22.8%) and the higher return on invested capital (2.23% vs −9.80%). Across the 19 metrics below, RPC, Inc. leads on 15 and ProFrac Holding Corp. on 4.

Valuation

Metric ACDC RES Oil & Gas Equipment & Services median
P/E n/m 64.36 22.50
P/S 0.41 0.75 1.17
P/B 1.14 1.21 1.82
Price to free cash flow n/m 23.73 13.72
EV/EBITDA 12.58 5.87 8.68
EV/Sales 1.01 0.67 1.34
Earnings yield (57.82%) 1.55% 3.94%
Free cash flow yield (6.61%) 4.21% 5.66%

Profitability

Metric ACDC RES Oil & Gas Equipment & Services median
Gross margin 21.50% 23.26% 23.26%
Operating margin (15.00%) 1.91% 9.34%
Net margin (22.76%) 1.19% 4.69%
Free cash flow margin (2.71%) 3.16% 5.35%
Return on equity (50.92%) 1.93% 4.92%
Return on assets (15.24%) 1.46% 2.37%
Return on invested capital (9.80%) 2.23% 4.32%

Growth

Metric ACDC RES Oil & Gas Equipment & Services median
Revenue growth (TTM) (16.18%) 25.36% 6.08%
EPS growth (last fiscal year) (60.87%) (65.12%) (13.00%)
Revenue growth, 5-year CAGR 28.80% 22.14% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ACDC RES Oil & Gas Equipment & Services median
Debt to equity 1.68 0.03 0.46
Current ratio 0.84 3.34 2.07
Net debt to EBITDA 5.15 (0.77) 0.75

Dividend

Metric ACDC RES Oil & Gas Equipment & Services median
Dividend yield — 2.64% 1.51%
Payout ratio — 1.70 0.38

Size

Metric ACDC RES Oil & Gas Equipment & Services median
Market cap 750.35m 1.31b 1.63b

Compare with another peer

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