Diversified Energy Company PLC (DEC) vs Stabilis Solutions, Inc. (SLNG)

Diversified Energy Company PLC and Stabilis Solutions, Inc. are both Oil & Gas Integrated companies. Diversified Energy Company PLC is the larger, with a market value of $1.1B against $96.3M — 11.4× the size. Stabilis Solutions, Inc. has negative trailing earnings, so its P/E is not meaningful; Diversified Energy Company PLC trades at 1.2×. Stabilis Solutions, Inc. grew revenue faster over the last twelve months: −19.7% against −42.1%. Diversified Energy Company PLC has the higher net margin (29.5% vs −14.1%) and the higher return on invested capital (12.9% vs −10.7%). Across the 18 metrics below, Diversified Energy Company PLC leads on 11 and Stabilis Solutions, Inc. on 7.

Valuation

Metric DEC SLNG Oil & Gas Integrated median
P/E 1.16 n/m 11.88
P/S 0.56 1.75 1.20
P/B 1.04 1.67 1.56
Price to free cash flow n/m 13.88 9.74
EV/EBITDA 3.61 n/m 4.94
EV/Sales 2.22 1.56 1.57
Earnings yield 85.94% (8.08%) 7.58%
Free cash flow yield (12.92%) 7.20% 6.71%

Profitability

Metric DEC SLNG Oil & Gas Integrated median
Gross margin 68.18% 20.74% 39.18%
Operating margin 45.24% (13.94%) 14.90%
Net margin 29.45% (14.06%) 8.76%
Free cash flow margin (7.28%) 14.26% 9.61%
Return on equity 74.90% (12.68%) 12.22%
Return on assets 17.06% (8.60%) 6.47%
Return on invested capital 12.85% (10.67%) 10.61%

Growth

Metric DEC SLNG Oil & Gas Integrated median
Revenue growth (TTM) (42.12%) (19.66%) 5.63%
EPS growth (last fiscal year) 348.91% (128.00%) —
Revenue growth, 5-year CAGR 33.15% 10.43% 12.04%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DEC SLNG Oil & Gas Integrated median
Debt to equity 3.07 0.10 0.55
Current ratio 0.57 1.59 1.18
Net debt to EBITDA 3.14 (0.28) 0.80

Dividend

Metric DEC SLNG Oil & Gas Integrated median
Dividend yield 1.10% — 5.01%
Payout ratio — 0.00 0.29

Size

Metric DEC SLNG Oil & Gas Integrated median
Market cap 1.10b 96.33m 51.12b

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