Atlas Energy Solutions Inc. (AESI) vs Bristow Group Inc. (VTOL)

Atlas Energy Solutions Inc. and Bristow Group Inc. are both Oil & Gas Equipment & Services companies. Atlas Energy Solutions Inc. is the larger, with a market value of $1.3B against $1.1B — 1.2× the size. Atlas Energy Solutions Inc. has negative trailing earnings, so its P/E is not meaningful; Bristow Group Inc. trades at 10.9×. Bristow Group Inc. grew revenue faster over the last twelve months: 8.19% against −8.11%. Bristow Group Inc. has the higher net margin (6.66% vs −11.1%) and the higher return on invested capital (6.45% vs −2.82%). Only Bristow Group Inc. pays a dividend (0.96%). Across the 20 metrics below, Bristow Group Inc. leads on 19 and Atlas Energy Solutions Inc. on 1.

Valuation

Metric AESI VTOL Oil & Gas Equipment & Services median
P/E n/m 10.86 22.50
P/S 1.15 0.74 1.17
P/B 1.10 1.06 1.82
Price to free cash flow n/m 43.60 13.72
EV/EBITDA 16.64 5.72 8.68
EV/Sales 1.95 1.01 1.34
Earnings yield (9.65%) 9.21% 3.94%
Free cash flow yield (14.52%) 2.29% 5.66%

Profitability

Metric AESI VTOL Oil & Gas Equipment & Services median
Gross margin 23.41% 25.64% 23.26%
Operating margin (8.28%) 10.03% 9.34%
Net margin (11.08%) 6.66% 4.69%
Free cash flow margin (16.71%) 1.69% 5.35%
Return on equity (9.93%) 10.05% 4.92%
Return on assets (4.93%) 4.46% 2.37%
Return on invested capital (2.82%) 6.45% 4.32%

Growth

Metric AESI VTOL Oil & Gas Equipment & Services median
Revenue growth (TTM) (8.11%) 8.19% 6.08%
EPS growth (last fiscal year) (174.55%) 34.58% (13.00%)
Revenue growth, 5-year CAGR 57.85% 3.70% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric AESI VTOL Oil & Gas Equipment & Services median
Debt to equity 0.91 0.68 0.46
Current ratio 1.82 2.26 2.07
Net debt to EBITDA 3.06 1.47 0.75

Dividend

Metric AESI VTOL Oil & Gas Equipment & Services median
Dividend yield 0.00% 0.96% 1.51%
Payout ratio — 0.11 0.38

Size

Metric AESI VTOL Oil & Gas Equipment & Services median
Market cap 1.29b 1.12b 1.63b

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