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 ($4.1B and $3.9B). Solaris Energy Infrastructure, Inc. trades at the lower P/E: 44.1× against 49.0×. Solaris Energy Infrastructure, Inc. grew revenue faster over the last twelve months: 73.8% against 8.23%. Solaris Energy Infrastructure, Inc. has the higher net margin (7.75% vs 5.74%) and the lower return on invested capital (0.00% vs 4.98%). Both pay a dividend; Kodiak Gas Services, Inc. yields more (3.53% vs 0.83%). Across the 21 metrics below, Solaris Energy Infrastructure, Inc. leads on 11 and Kodiak Gas Services, Inc. on 10.

Valuation

Metric KGS SEI Oil & Gas Equipment & Services median
P/E 49.02 44.12 20.63
P/S 2.86 3.95 0.99
P/B 1.84 3.19 1.63
Price to free cash flow 158.02 n/m 13.24
EV/EBITDA 9.68 18.37 7.99
EV/Sales 4.74 5.86 1.25
Earnings yield 2.04% 2.27% 3.85%
Free cash flow yield 0.63% (15.53%) 5.14%

Profitability

Metric KGS SEI Oil & Gas Equipment & Services median
Gross margin 63.85% 49.78% 22.46%
Operating margin 27.44% 22.84% 7.53%
Net margin 5.74% 7.75% 4.60%
Free cash flow margin 1.81% 61.29% 4.05%
Return on equity 4.55% 5.92% 5.24%
Return on assets 1.62% 2.23% 2.54%
Return on invested capital 4.98% 0.00% 4.27%

Growth

Metric KGS SEI Oil & Gas Equipment & Services median
Revenue growth (TTM) 8.23% 73.80% 4.65%
EPS growth (last fiscal year) 58.93% 32.00% (13.00%)
Revenue growth, 5-year CAGR 19.70% 43.30% 12.57%
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 0.03 0.41
Current ratio 1.45 2.10 2.04
Net debt to EBITDA 4.03 3.59 1.12

Dividend

Metric KGS SEI Oil & Gas Equipment & Services median
Dividend yield 3.53% 0.83% 1.44%
Payout ratio 1.75 0.48 0.35

Size

Metric KGS SEI Oil & Gas Equipment & Services median
Market cap 3.94b 4.05b 1.34b

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