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 $1.3B against $975.2M — 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 22.50
P/S 1.15 0.82 1.17
P/B 1.10 0.99 1.82
Price to free cash flow n/m n/m 13.72
EV/EBITDA 16.64 6.06 8.68
EV/Sales 1.95 0.82 1.34
Earnings yield (9.65%) (1.47%) 3.94%
Free cash flow yield (14.52%) (0.12%) 5.66%

Profitability

Metric AESI PUMP Oil & Gas Equipment & Services median
Gross margin 23.41% 22.69% 23.26%
Operating margin (8.28%) (0.97%) 9.34%
Net margin (11.08%) (1.15%) 4.69%
Free cash flow margin (16.71%) (0.10%) 5.35%
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% (13.00%)
Revenue growth, 5-year CAGR 57.85% 9.97% 14.44%
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 2.07
Net debt to EBITDA 3.06 0.15 0.75

Dividend

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

Size

Metric AESI PUMP Oil & Gas Equipment & Services median
Market cap 1.29b 975.22m 1.63b

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