Kodiak Gas Services, Inc. (KGS) vs Cactus, Inc. (WHD)

Kodiak Gas Services, Inc. and Cactus, Inc. are both Oil & Gas Equipment & Services companies. Kodiak Gas Services, Inc. and Cactus, Inc. are of similar size ($4.9B and $4.8B). Cactus, Inc. trades at the lower P/E: 51.9× against 55.5×. Cactus, Inc. grew revenue faster over the last twelve months: 21.8% against 8.23%. Cactus, Inc. has the higher net margin (6.01% vs 5.63%) and the higher return on invested capital (14.4% vs 4.98%). Both pay a dividend; Kodiak Gas Services, Inc. yields more (4.15% vs 0.92%). Across the 23 metrics below, Cactus, Inc. leads on 17 and Kodiak Gas Services, Inc. on 6.

Valuation

Metric KGS WHD Oil & Gas Equipment & Services median
P/E 55.54 51.92 22.50
P/S 3.24 3.15 1.17
P/B 2.08 2.94 1.82
Price to free cash flow 179.02 13.03 13.72
EV/EBITDA 10.46 10.97 8.68
EV/Sales 5.12 2.91 1.34
Earnings yield 1.80% 1.93% 3.94%
Free cash flow yield 0.56% 7.68% 5.66%

Profitability

Metric KGS WHD Oil & Gas Equipment & Services median
Gross margin 63.85% 33.23% 23.26%
Operating margin 27.44% 18.65% 9.34%
Net margin 5.63% 6.01% 4.69%
Free cash flow margin 1.81% 24.19% 5.35%
Return on equity 4.46% 5.82% 4.92%
Return on assets 1.59% 3.71% 2.37%
Return on invested capital 4.98% 14.36% 4.32%

Growth

Metric KGS WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 8.23% 21.79% 6.08%
EPS growth (last fiscal year) 58.93% (13.00%) (13.00%)
Revenue growth, 5-year CAGR 19.70% 25.36% 14.44%
Net income growth, 5-year CAGR 0.00% 36.96% 0.00%

Health

Metric KGS WHD Oil & Gas Equipment & Services median
Debt to equity 1.28 0.01 0.46
Current ratio 1.45 2.59 2.07
Net debt to EBITDA 4.03 (1.54) 0.75

Dividend

Metric KGS WHD Oil & Gas Equipment & Services median
Dividend yield 4.15% 0.92% 1.51%
Payout ratio 2.33 0.49 0.38

Size

Metric KGS WHD Oil & Gas Equipment & Services median
Market cap 4.83b 4.91b 1.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack