EagleRock Land LLC (EROK) vs National Energy Services Reunited (NESR)

EagleRock Land LLC and National Energy Services Reunited are both Oil & Gas Equipment & Services companies. EagleRock Land LLC is the larger, with a market value of $2.4B against $1.9B — 1.3× the size. Across the 5 metrics below, EagleRock Land LLC leads on 3 and National Energy Services Reunited on 2.

Valuation

Metric EROK NESR Oil & Gas Equipment & Services median
P/E — 20.41 20.53
P/S n/m 1.20 1.08
P/B 0.28 1.86 1.64
Price to free cash flow n/m 11.97 12.36
EV/EBITDA n/m 7.00 8.00
EV/Sales n/m 1.26 1.29
Earnings yield — 4.90% 3.88%
Free cash flow yield 0.00% 8.35% 5.18%

Profitability

Metric EROK NESR Oil & Gas Equipment & Services median
Gross margin — 13.37% 22.88%
Operating margin — 9.34% 7.44%
Net margin — 5.77% 4.12%
Free cash flow margin — 9.99% 3.10%
Return on equity — 9.44% 5.46%
Return on assets — 4.76% 2.63%
Return on invested capital 0.00% 8.28% 4.26%

Growth

Metric EROK NESR Oil & Gas Equipment & Services median
Revenue growth (TTM) — 23.55% 4.65%
EPS growth (last fiscal year) — (35.00%) (13.00%)
Revenue growth, 5-year CAGR — 9.68% 12.57%
Net income growth, 5-year CAGR — 0.41% 0.00%

Health

Metric EROK NESR Oil & Gas Equipment & Services median
Debt to equity 0.00 0.26 0.44
Current ratio 2.06 1.02 2.04
Net debt to EBITDA — 0.77 1.12

Dividend

Metric EROK NESR Oil & Gas Equipment & Services median
Dividend yield — — 1.49%
Payout ratio — — 0.36

Size

Metric EROK NESR Oil & Gas Equipment & Services median
Market cap 2.44b 1.94b 1.44b

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