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 $344.1M against $165.8M — 2.1× the size. Smart Sand trades at the lower P/E: 14.6× against 16.5×. 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 (1.94%). 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 16.48 14.63 20.53
P/S 1.80 0.40 1.08
P/B 1.16 0.65 1.64
Price to free cash flow n/m 4.48 12.36
EV/EBITDA 8.10 4.11 8.00
EV/Sales 3.53 0.41 1.29
Earnings yield 6.07% 6.84% 3.88%
Free cash flow yield (9.17%) 22.33% 5.18%

Profitability

Metric NGS SND Oil & Gas Equipment & Services median
Gross margin 59.72% 13.46% 22.88%
Operating margin 21.57% 2.03% 7.44%
Net margin 10.81% 2.71% 4.12%
Free cash flow margin (16.47%) 8.95% 3.10%
Return on equity 7.30% 4.38% 5.46%
Return on assets 3.29% 3.03% 2.63%
Return on invested capital 4.10% 2.02% 4.26%

Growth

Metric NGS SND Oil & Gas Equipment & Services median
Revenue growth (TTM) 15.42% 26.53% 4.65%
EPS growth (last fiscal year) 14.60% (62.50%) (13.00%)
Revenue growth, 5-year CAGR 20.42% 21.96% 12.57%
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 0.44
Current ratio 2.01 1.69 2.04
Net debt to EBITDA 3.06 (0.37) 1.12

Dividend

Metric NGS SND Oil & Gas Equipment & Services median
Dividend yield 1.94% 0.00% 1.49%
Payout ratio 0.32 0.00 0.36

Size

Metric NGS SND Oil & Gas Equipment & Services median
Market cap 344.13m 165.78m 1.44b

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