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. Atlas Energy Solutions Inc. is the larger, with a market value of $1.6B against $1.2B — 1.3× the size. Atlas Energy Solutions Inc. grew revenue faster over the last twelve months: −8.11% against −15.1%. ProPetro Holding Corp. has the higher net margin (−1.15% vs −11.1%) and the higher return on invested capital (−0.73% vs −2.82%). 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 n/m 24.78
P/S 1.46 1.01 1.28
P/B 1.40 1.23 1.85
Price to free cash flow n/m n/m 15.03
EV/EBITDA 19.27 7.51 8.93
EV/Sales 2.25 1.02 1.40
Earnings yield (7.62%) (1.18%) 3.12%
Free cash flow yield (11.46%) (0.10%) 5.01%

Profitability

Metric AESI PUMP Oil & Gas Equipment & Services median
Gross margin 23.41% 22.69% 23.27%
Operating margin (8.28%) (0.97%) 9.34%
Net margin (11.08%) (1.15%) 4.69%
Free cash flow margin (16.71%) (0.10%) 5.05%
Return on equity (9.93%) (1.50%) 4.92%
Return on assets (4.93%) (0.81%) 2.37%
Return on invested capital (2.82%) (0.73%) 4.32%

Growth

Metric AESI PUMP Oil & Gas Equipment & Services median
Revenue growth (TTM) (8.11%) (15.14%) 6.08%
EPS growth (last fiscal year) (174.55%) 100.60% —
Revenue growth, 5-year CAGR 57.85% 9.97% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AESI PUMP Oil & Gas Equipment & Services median
Debt to equity 0.91 0.82 0.46
Current ratio 1.82 4.09 2.11
Net debt to EBITDA 3.06 0.15 0.76

Dividend

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

Size

Metric AESI PUMP Oil & Gas Equipment & Services median
Market cap 1.55b 1.17b 1.81b

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