Natural Gas Services Group, Inc. (NGS) vs Smart Sand (SND)

Natural Gas Services Group, Inc. and Smart Sand are both Oil & Gas Equipment & Services companies. Natural Gas Services Group, Inc. is the larger, with a market value of $399.3M against $214.5M — 1.9× the size. Smart Sand trades at the lower P/E: 18.8× against 19.1×. Smart Sand grew revenue faster over the last twelve months: 26.5% against 15.4%. Natural Gas Services Group, Inc. has the higher net margin (10.8% vs 2.71%) and the higher return on invested capital (4.10% vs 2.02%). Only Natural Gas Services Group, Inc. pays a dividend (1.67%). Across the 22 metrics below, Smart Sand leads on 12 and Natural Gas Services Group, Inc. on 10.

Valuation

Metric NGS SND Oil & Gas Equipment & Services median
P/E 19.08 18.78 22.50
P/S 2.08 0.51 1.17
P/B 1.34 0.84 1.82
Price to free cash flow n/m 5.75 13.72
EV/EBITDA 8.75 5.25 8.68
EV/Sales 3.81 0.53 1.34
Earnings yield 5.24% 5.33% 3.94%
Free cash flow yield (7.92%) 17.40% 5.66%

Profitability

Metric NGS SND Oil & Gas Equipment & Services median
Gross margin 59.72% 13.46% 23.26%
Operating margin 21.57% 2.03% 9.34%
Net margin 10.81% 2.71% 4.69%
Free cash flow margin (16.47%) 8.95% 5.35%
Return on equity 7.30% 4.38% 4.92%
Return on assets 3.29% 3.03% 2.37%
Return on invested capital 4.10% 2.02% 4.32%

Growth

Metric NGS SND Oil & Gas Equipment & Services median
Revenue growth (TTM) 15.42% 26.53% 6.08%
EPS growth (last fiscal year) 14.60% (62.50%) (13.00%)
Revenue growth, 5-year CAGR 20.42% 21.96% 14.44%
Net income growth, 5-year CAGR 61.60% (48.73%) 0.00%

Health

Metric NGS SND Oil & Gas Equipment & Services median
Debt to equity 1.11 0.06 0.46
Current ratio 2.01 1.69 2.07
Net debt to EBITDA 3.06 (0.37) 0.75

Dividend

Metric NGS SND Oil & Gas Equipment & Services median
Dividend yield 1.67% 0.00% 1.51%
Payout ratio 0.32 0.00 0.38

Size

Metric NGS SND Oil & Gas Equipment & Services median
Market cap 399.33m 214.54m 1.63b

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