Kodiak Gas Services, Inc. (KGS) vs Solaris Energy Infrastructure, Inc. (SEI)

Kodiak Gas Services, Inc. and Solaris Energy Infrastructure, Inc. are both Oil & Gas Equipment & Services companies. Kodiak Gas Services, Inc. and Solaris Energy Infrastructure, Inc. are of similar size ($5.7B and $5.3B). Kodiak Gas Services, Inc. trades at the lower P/E: 62.3× against 69.8×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 70.5% against 8.23%. Solaris Energy Infrastructure, Inc. has the higher net margin (6.95% vs 5.63%) and the lower return on invested capital (3.93% vs 4.98%). Both pay a dividend; Solaris Energy Infrastructure, Inc. yields more (5.88% vs 1.58%). Across the 21 metrics below, Kodiak Gas Services, Inc. leads on 13 and Solaris Energy Infrastructure, Inc. on 8.

Valuation

Metric KGS SEI Oil & Gas Equipment & Services median
P/E 62.32 69.75 24.78
P/S 3.63 5.53 1.28
P/B 2.34 3.63 1.85
Price to free cash flow 200.87 n/m 15.03
EV/EBITDA 11.26 20.08 8.93
EV/Sales 5.52 7.86 1.40
Earnings yield 1.60% 1.43% 3.12%
Free cash flow yield 0.50% (17.20%) 5.01%

Profitability

Metric KGS SEI Oil & Gas Equipment & Services median
Gross margin 63.85% 49.92% 23.27%
Operating margin 27.44% 24.25% 9.34%
Net margin 5.63% 6.95% 4.69%
Free cash flow margin 1.81% (95.04%) 5.05%
Return on equity 4.46% 5.46% 4.92%
Return on assets 1.59% 1.86% 2.37%
Return on invested capital 4.98% 3.93% 4.32%

Growth

Metric KGS SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 8.23% 70.52% 6.08%
EPS growth (last fiscal year) 58.93% 32.00% —
Revenue growth, 5-year CAGR 19.70% 43.30% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KGS SEI Oil & Gas Equipment & Services median
Debt to equity 1.28 2.24 0.46
Current ratio 1.45 4.12 2.11
Net debt to EBITDA 4.03 3.59 0.76

Dividend

Metric KGS SEI Oil & Gas Equipment & Services median
Dividend yield 1.58% 5.88% 2.12%
Payout ratio — 0.51 0.00

Size

Metric KGS SEI Oil & Gas Equipment & Services median
Market cap 5.34b 5.69b 1.81b

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