Liberty Energy Inc. (LBRT) vs Select Water Solutions, Inc. (WTTR)

Liberty Energy Inc. and Select Water Solutions, Inc. are both Oil & Gas Equipment & Services companies. Liberty Energy Inc. is the larger, with a market value of $2.7B against $2.4B — 1.2× the size. Liberty Energy Inc. trades at the lower P/E: 22.1× against 69.0×. Liberty Energy Inc. grew revenue faster over the last twelve months: 2.29% against −1.95%. Liberty Energy Inc. has the higher net margin (2.92% vs 2.24%) and the lower return on invested capital (1.14% vs 2.30%). Both pay a dividend; Liberty Energy Inc. yields more (2.17% vs 1.51%). Across the 21 metrics below, Liberty Energy Inc. leads on 15 and Select Water Solutions, Inc. on 6.

Valuation

Metric LBRT WTTR Oil & Gas Equipment & Services median
P/E 22.13 68.96 22.50
P/S 0.64 1.76 1.17
P/B 1.38 2.22 1.82
Price to free cash flow n/m n/m 13.72
EV/EBITDA 6.92 11.25 8.68
EV/Sales 0.86 1.92 1.34
Earnings yield 4.52% 1.45% 3.94%
Free cash flow yield (10.44%) (2.93%) 5.66%

Profitability

Metric LBRT WTTR Oil & Gas Equipment & Services median
Gross margin 18.53% 16.15% 23.26%
Operating margin 1.25% 3.51% 9.34%
Net margin 2.92% 2.24% 4.69%
Free cash flow margin (6.73%) (5.17%) 5.35%
Return on equity 6.12% 3.10% 4.92%
Return on assets 3.09% 1.92% 2.37%
Return on invested capital 1.14% 2.30% 4.32%

Growth

Metric LBRT WTTR Oil & Gas Equipment & Services median
Revenue growth (TTM) 2.29% (1.95%) 6.08%
EPS growth (last fiscal year) (52.41%) (30.00%) (13.00%)
Revenue growth, 5-year CAGR 32.91% 18.39% 14.44%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LBRT WTTR Oil & Gas Equipment & Services median
Debt to equity 0.75 0.23 0.46
Current ratio 1.99 1.58 2.07
Net debt to EBITDA 0.75 1.41 0.75

Dividend

Metric LBRT WTTR Oil & Gas Equipment & Services median
Dividend yield 2.17% 1.51% 1.51%
Payout ratio 0.49 1.04 0.38

Size

Metric LBRT WTTR Oil & Gas Equipment & Services median
Market cap 2.73b 2.35b 1.63b

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