Hornbeck Offshore Services Inc (HOS) vs Select Water Solutions, Inc. (WTTR)

Hornbeck Offshore Services Inc and Select Water Solutions, Inc. are both Oil & Gas Equipment & Services companies. Select Water Solutions, Inc. is the larger, with a market value of $2.7B against $1.8B — 1.5× the size. Hornbeck Offshore Services Inc trades at the lower P/E: 30.3× against 73.7×. Hornbeck Offshore Services Inc grew revenue faster over the last twelve months: 10.3% against −1.95%. Hornbeck Offshore Services Inc has the higher net margin (2.93% vs 2.24%) and the higher return on invested capital (3.71% vs 2.30%). Across the 21 metrics below, Hornbeck Offshore Services Inc leads on 16 and Select Water Solutions, Inc. on 5.

Valuation

Metric HOS WTTR Oil & Gas Equipment & Services median
P/E 30.33 73.67 24.78
P/S 0.89 1.88 1.28
P/B 0.76 2.37 1.85
Price to free cash flow 5.12 n/m 15.03
EV/EBITDA 3.24 11.96 8.93
EV/Sales 0.63 2.04 1.40
Earnings yield 3.30% 1.36% 3.12%
Free cash flow yield 19.52% (2.74%) 5.01%

Profitability

Metric HOS WTTR Oil & Gas Equipment & Services median
Gross margin 13.53% 16.15% 23.27%
Operating margin 5.42% 3.51% 9.34%
Net margin 2.93% 2.24% 4.69%
Free cash flow margin 17.39% (5.17%) 5.05%
Return on equity 2.52% 3.10% 4.92%
Return on assets 1.51% 1.92% 2.37%
Return on invested capital 3.71% 2.30% 4.32%

Growth

Metric HOS WTTR Oil & Gas Equipment & Services median
Revenue growth (TTM) 10.30% (1.95%) 6.08%
EPS growth (last fiscal year) (41.67%) (30.00%) —
Revenue growth, 5-year CAGR 11.98% 18.39% 10.60%
Net income growth, 5-year CAGR 9.44% 0.00% 0.00%

Health

Metric HOS WTTR Oil & Gas Equipment & Services median
Debt to equity 0.19 0.23 0.46
Current ratio 3.47 1.58 2.11
Net debt to EBITDA (0.54) 1.41 0.76

Dividend

Metric HOS WTTR Oil & Gas Equipment & Services median
Dividend yield — 2.75% 2.12%
Payout ratio 0.00 0.25 0.00

Size

Metric HOS WTTR Oil & Gas Equipment & Services median
Market cap 1.84b 2.68b 1.81b

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