Atlas Energy Solutions Inc. (AESI) vs ProPetro Holding Corp. (PUMP)

Atlas Energy Solutions Inc. and ProPetro Holding Corp. are both Oil & Gas Equipment & Services companies. ProPetro Holding Corp. is the larger, with a market value of $738.4M against $666.4M — 1.1× the size. Atlas Energy Solutions Inc. has negative trailing earnings, so its P/E is not meaningful; ProPetro Holding Corp. trades at 361×. Atlas Energy Solutions Inc. grew revenue faster over the last twelve months: −3.69% against −6.04%. ProPetro Holding Corp. has the higher net margin (0.16% vs −13.0%) and the higher return on invested capital (0.34% vs −3.28%). Across the 19 metrics below, ProPetro Holding Corp. leads on 16 and Atlas Energy Solutions Inc. on 3.

Valuation

Metric AESI PUMP Oil & Gas Equipment & Services median
P/E n/m 360.84 20.53
P/S 0.63 0.60 1.08
P/B 0.62 0.75 1.64
Price to free cash flow n/m n/m 12.36
EV/EBITDA 15.07 4.76 8.00
EV/Sales 1.57 0.69 1.29
Earnings yield (20.83%) 0.28% 3.88%
Free cash flow yield (49.79%) (10.26%) 5.18%

Profitability

Metric AESI PUMP Oil & Gas Equipment & Services median
Gross margin 22.10% 23.86% 22.88%
Operating margin (10.22%) 0.48% 7.44%
Net margin (12.99%) 0.16% 4.12%
Free cash flow margin (31.12%) (6.18%) 3.10%
Return on equity (12.15%) 0.22% 5.46%
Return on assets (5.85%) 0.12% 2.63%
Return on invested capital (3.28%) 0.34% 4.26%

Growth

Metric AESI PUMP Oil & Gas Equipment & Services median
Revenue growth (TTM) (3.69%) (6.04%) 4.65%
EPS growth (last fiscal year) (174.55%) 100.60% (13.00%)
Revenue growth, 5-year CAGR 57.85% 9.97% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AESI PUMP Oil & Gas Equipment & Services median
Debt to equity 0.97 0.86 0.44
Current ratio 1.22 3.49 2.04
Net debt to EBITDA 3.06 0.15 1.12

Dividend

Metric AESI PUMP Oil & Gas Equipment & Services median
Dividend yield 0.00% — 1.49%
Payout ratio — — 0.36

Size

Metric AESI PUMP Oil & Gas Equipment & Services median
Market cap 666.38m 738.41m 1.44b

Compare with another peer

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