Oceaneering International, Inc. (OII) vs Cactus, Inc. (WHD)

Oceaneering International, Inc. and Cactus, Inc. are both Oil & Gas Equipment & Services companies. Cactus, Inc. is the larger, with a market value of $5.2B against $4.7B — 1.1× the size. Oceaneering International, Inc. trades at the lower P/E: 13.3× against 54.0×. Cactus, Inc. grew revenue faster over the last twelve months: 21.8% against 3.84%. Oceaneering International, Inc. has the higher net margin (12.2% vs 6.01%) and the higher return on invested capital (18.1% vs 14.4%). Across the 22 metrics below, Cactus, Inc. leads on 12 and Oceaneering International, Inc. on 10.

Valuation

Metric OII WHD Oil & Gas Equipment & Services median
P/E 13.29 54.02 24.78
P/S 1.61 3.28 1.28
P/B 3.95 3.06 1.85
Price to free cash flow 19.86 13.55 15.03
EV/EBITDA 11.37 11.41 8.93
EV/Sales 1.60 3.03 1.40
Earnings yield 7.52% 1.85% 3.12%
Free cash flow yield 5.03% 7.38% 5.01%

Profitability

Metric OII WHD Oil & Gas Equipment & Services median
Gross margin 19.82% 33.23% 23.27%
Operating margin 10.37% 18.65% 9.34%
Net margin 12.19% 6.01% 4.69%
Free cash flow margin 8.08% 24.19% 5.05%
Return on equity 34.71% 5.82% 4.92%
Return on assets 13.96% 3.71% 2.37%
Return on invested capital 18.09% 14.36% 4.32%

Growth

Metric OII WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 3.84% 21.79% 6.08%
EPS growth (last fiscal year) 142.36% (13.00%) —
Revenue growth, 5-year CAGR 8.78% 25.36% 10.60%
Net income growth, 5-year CAGR 0.00% 36.96% 0.00%

Health

Metric OII WHD Oil & Gas Equipment & Services median
Debt to equity 0.42 0.01 0.46
Current ratio 2.18 2.59 2.11
Net debt to EBITDA (0.50) (1.54) 0.76

Dividend

Metric OII WHD Oil & Gas Equipment & Services median
Dividend yield — 1.07% 2.12%
Payout ratio 0.00 0.22 0.00

Size

Metric OII WHD Oil & Gas Equipment & Services median
Market cap 4.66b 5.23b 1.81b

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