Kodiak Gas Services, Inc. (KGS) vs USA Compression Partners, LP (USAC)

Kodiak Gas Services, Inc. and USA Compression Partners, LP are both Oil & Gas Equipment & Services companies. Kodiak Gas Services, Inc. is the larger, with a market value of $4.8B against $3.6B — 1.3× the size. USA Compression Partners, LP trades at the lower P/E: 23.9× against 55.5×. USA Compression Partners, LP grew revenue faster over the last twelve months: 19.9% against 8.23%. USA Compression Partners, LP has the higher net margin (12.3% vs 5.63%) and the higher return on invested capital (6.84% vs 4.98%). Both pay a dividend; USA Compression Partners, LP yields more (8.23% vs 4.15%). Across the 22 metrics below, USA Compression Partners, LP leads on 15 and Kodiak Gas Services, Inc. on 7.

Valuation

Metric KGS USAC Oil & Gas Equipment & Services median
P/E 55.54 23.85 22.50
P/S 3.24 3.15 1.17
P/B 2.08 12.89 1.82
Price to free cash flow 179.02 11.84 13.72
EV/EBITDA 10.46 9.73 8.68
EV/Sales 5.12 5.64 1.34
Earnings yield 1.80% 4.19% 3.94%
Free cash flow yield 0.56% 8.45% 5.66%

Profitability

Metric KGS USAC Oil & Gas Equipment & Services median
Gross margin 63.85% 65.70% 23.26%
Operating margin 27.44% 29.95% 9.34%
Net margin 5.63% 12.27% 4.69%
Free cash flow margin 1.81% 26.57% 5.35%
Return on equity 4.46% 174.21% 4.92%
Return on assets 1.59% 4.54% 2.37%
Return on invested capital 4.98% 6.84% 4.32%

Growth

Metric KGS USAC Oil & Gas Equipment & Services median
Revenue growth (TTM) 8.23% 19.87% 6.08%
EPS growth (last fiscal year) 58.93% 18.06% (13.00%)
Revenue growth, 5-year CAGR 19.70% 8.37% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KGS USAC Oil & Gas Equipment & Services median
Debt to equity 1.28 10.25 0.46
Current ratio 1.45 1.35 2.07
Net debt to EBITDA 4.03 4.14 0.75

Dividend

Metric KGS USAC Oil & Gas Equipment & Services median
Dividend yield 4.15% 8.23% 1.51%
Payout ratio 2.33 1.98 0.38

Size

Metric KGS USAC Oil & Gas Equipment & Services median
Market cap 4.83b 3.61b 1.63b

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