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 ($5.2B and $4.8B). Kodiak Gas Services, Inc. trades at the lower P/E: 55.5× against 61.5×. 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; Kodiak Gas Services, Inc. yields more (4.15% vs 0.77%). Across the 21 metrics below, Kodiak Gas Services, Inc. leads on 14 and Solaris Energy Infrastructure, Inc. on 7.

Valuation

Metric KGS SEI Oil & Gas Equipment & Services median
P/E 55.54 61.51 22.50
P/S 3.24 4.87 1.17
P/B 2.08 3.20 1.82
Price to free cash flow 179.02 n/m 13.72
EV/EBITDA 10.46 18.41 8.68
EV/Sales 5.12 7.21 1.34
Earnings yield 1.80% 1.63% 3.94%
Free cash flow yield 0.56% (19.50%) 5.66%

Profitability

Metric KGS SEI Oil & Gas Equipment & Services median
Gross margin 63.85% 49.92% 23.26%
Operating margin 27.44% 24.25% 9.34%
Net margin 5.63% 6.95% 4.69%
Free cash flow margin 1.81% (95.04%) 5.35%
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% (13.00%)
Revenue growth, 5-year CAGR 19.70% 43.30% 14.44%
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 2.07
Net debt to EBITDA 4.03 3.59 0.75

Dividend

Metric KGS SEI Oil & Gas Equipment & Services median
Dividend yield 4.15% 0.77% 1.51%
Payout ratio 2.33 0.56 0.38

Size

Metric KGS SEI Oil & Gas Equipment & Services median
Market cap 4.83b 5.22b 1.63b

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