NOV Inc. (NOV) vs USA Compression Partners, LP (USAC)

NOV Inc. and USA Compression Partners, LP are both Oil & Gas Equipment & Services companies. NOV Inc. is the larger, with a market value of $6.2B against $3.5B — 1.8× the size. USA Compression Partners, LP trades at the lower P/E: 21.5× against 41.9×. USA Compression Partners, LP grew revenue faster over the last twelve months: 29.4% against −0.98%. USA Compression Partners, LP has the higher net margin (12.4% vs 1.65%) and the higher return on invested capital (7.11% vs 4.26%). Both pay a dividend; USA Compression Partners, LP yields more (6.50% vs 1.98%). Across the 22 metrics below, USA Compression Partners, LP leads on 15 and NOV Inc. on 7.

Valuation

Metric NOV USAC Oil & Gas Equipment & Services median
P/E 41.94 21.45 20.53
P/S 0.72 2.74 1.08
P/B 0.99 13.59 1.64
Price to free cash flow 19.29 12.85 12.36
EV/EBITDA 7.54 9.55 8.00
EV/Sales 0.79 5.07 1.29
Earnings yield 2.38% 4.66% 3.88%
Free cash flow yield 5.18% 7.78% 5.18%

Profitability

Metric NOV USAC Oil & Gas Equipment & Services median
Gross margin 20.73% 64.04% 22.88%
Operating margin 5.46% 28.88% 7.44%
Net margin 1.65% 12.40% 4.12%
Free cash flow margin 3.72% 21.31% 3.10%
Return on equity 2.26% 293.85% 5.46%
Return on assets 1.27% 4.99% 2.63%
Return on invested capital 4.26% 7.11% 4.26%

Growth

Metric NOV USAC Oil & Gas Equipment & Services median
Revenue growth (TTM) (0.98%) 29.41% 4.65%
EPS growth (last fiscal year) (75.63%) 18.06% (13.00%)
Revenue growth, 5-year CAGR 7.50% 8.37% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric NOV USAC Oil & Gas Equipment & Services median
Debt to equity 0.27 11.64 0.44
Current ratio 2.51 1.46 2.04
Net debt to EBITDA 0.18 4.14 1.12

Dividend

Metric NOV USAC Oil & Gas Equipment & Services median
Dividend yield 1.98% 6.50% 1.49%
Payout ratio 0.83 1.39 0.36

Size

Metric NOV USAC Oil & Gas Equipment & Services median
Market cap 6.20b 3.51b 1.44b

Compare with another peer

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