Atlas Energy Solutions Inc. (AESI) vs NextDecade Corporation (NEXT)

Atlas Energy Solutions Inc. and NextDecade Corporation are both Oil & Gas Equipment & Services companies. NextDecade Corporation is the larger, with a market value of $1.6B against $1.3B — 1.2× the size. NextDecade Corporation has the higher net margin (0.00% vs −11.1%) and the higher return on invested capital (−1.12% vs −2.82%). Across the 14 metrics below, Atlas Energy Solutions Inc. leads on 7 and NextDecade Corporation on 7.

Valuation

Metric AESI NEXT Oil & Gas Equipment & Services median
P/E n/m n/m 22.50
P/S 1.15 n/m 1.17
P/B 1.10 0.59 1.82
Price to free cash flow n/m n/m 13.72
EV/EBITDA 16.64 n/m 8.68
EV/Sales 1.95 n/m 1.34
Earnings yield (9.65%) (21.73%) 3.94%
Free cash flow yield (14.52%) (345.19%) 5.66%

Profitability

Metric AESI NEXT Oil & Gas Equipment & Services median
Gross margin 23.41% 0.00% 23.26%
Operating margin (8.28%) 0.00% 9.34%
Net margin (11.08%) 0.00% 4.69%
Free cash flow margin (16.71%) 0.00% 5.35%
Return on equity (9.93%) (15.32%) 4.92%
Return on assets (4.93%) (3.11%) 2.37%
Return on invested capital (2.82%) (1.12%) 4.32%

Growth

Metric AESI NEXT Oil & Gas Equipment & Services median
Revenue growth (TTM) (8.11%) — 6.08%
EPS growth (last fiscal year) (174.55%) (387.50%) (13.00%)
Revenue growth, 5-year CAGR 57.85% — 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AESI NEXT Oil & Gas Equipment & Services median
Debt to equity 0.91 3.70 0.46
Current ratio 1.82 0.37 2.07
Net debt to EBITDA 3.06 (58.53) 0.75

Dividend

Metric AESI NEXT Oil & Gas Equipment & Services median
Dividend yield 0.00% — 1.51%
Payout ratio — — 0.38

Size

Metric AESI NEXT Oil & Gas Equipment & Services median
Market cap 1.29b 1.60b 1.63b

Compare with another peer

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