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 $1.8B against $1.6B — 1.1× 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 24.78
P/S 1.46 n/m 1.28
P/B 1.40 0.62 1.85
Price to free cash flow n/m n/m 15.03
EV/EBITDA 19.27 n/m 8.93
EV/Sales 2.25 n/m 1.40
Earnings yield (7.62%) (20.73%) 3.12%
Free cash flow yield (11.46%) (329.40%) 5.01%

Profitability

Metric AESI NEXT Oil & Gas Equipment & Services median
Gross margin 23.41% 0.00% 23.27%
Operating margin (8.28%) 0.00% 9.34%
Net margin (11.08%) 0.00% 4.69%
Free cash flow margin (16.71%) 0.00% 5.05%
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%) —
Revenue growth, 5-year CAGR 57.85% — 10.60%
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 2.11
Net debt to EBITDA 3.06 (58.53) 0.76

Dividend

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

Size

Metric AESI NEXT Oil & Gas Equipment & Services median
Market cap 1.55b 1.78b 1.81b

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