Atlas Energy Solutions Inc. (AESI) vs Forum Energy Technologies, Inc. (FET)

Atlas Energy Solutions Inc. and Forum Energy Technologies, Inc. are both Oil & Gas Equipment & Services companies. Atlas Energy Solutions Inc. is the larger, with a market value of $1.6B against $959.6M — 1.6× the size. Forum Energy Technologies, Inc. grew revenue faster over the last twelve months: 3.93% against −8.11%. Forum Energy Technologies, Inc. has the higher net margin (−0.19% vs −11.1%) and the higher return on invested capital (5.97% vs −2.82%). Across the 19 metrics below, Forum Energy Technologies, Inc. leads on 17 and Atlas Energy Solutions Inc. on 2.

Valuation

Metric AESI FET Oil & Gas Equipment & Services median
P/E n/m n/m 24.78
P/S 1.46 1.12 1.28
P/B 1.40 3.23 1.85
Price to free cash flow n/m 17.21 15.03
EV/EBITDA 19.27 15.10 8.93
EV/Sales 2.25 1.25 1.40
Earnings yield (7.62%) (0.10%) 3.12%
Free cash flow yield (11.46%) 5.81% 5.01%

Profitability

Metric AESI FET Oil & Gas Equipment & Services median
Gross margin 23.41% 28.04% 23.27%
Operating margin (8.28%) 4.58% 9.34%
Net margin (11.08%) (0.19%) 4.69%
Free cash flow margin (16.71%) 6.52% 5.05%
Return on equity (9.93%) (0.51%) 4.92%
Return on assets (4.93%) (0.20%) 2.37%
Return on invested capital (2.82%) 5.97% 4.32%

Growth

Metric AESI FET Oil & Gas Equipment & Services median
Revenue growth (TTM) (8.11%) 3.93% 6.08%
EPS growth (last fiscal year) (174.55%) 92.64% —
Revenue growth, 5-year CAGR 57.85% 9.08% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AESI FET Oil & Gas Equipment & Services median
Debt to equity 0.91 0.50 0.46
Current ratio 1.82 2.19 2.11
Net debt to EBITDA 3.06 1.58 0.76

Dividend

Metric AESI FET Oil & Gas Equipment & Services median
Dividend yield 4.83% — 2.12%
Payout ratio — 0.00 0.00

Size

Metric AESI FET Oil & Gas Equipment & Services median
Market cap 1.55b 959.58m 1.81b

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