Oil States International, Inc. (OIS) vs ProPetro Holding Corp. (PUMP)

Oil States International, Inc. and ProPetro Holding Corp. are both Oil & Gas Equipment & Services companies. ProPetro Holding Corp. is the larger, with a market value of $738.4M against $486.2M — 1.5× the size. Oil States International, Inc. has negative trailing earnings, so its P/E is not meaningful; ProPetro Holding Corp. trades at 361×. Oil States International, Inc. grew revenue faster over the last twelve months: −0.74% against −6.04%. ProPetro Holding Corp. has the higher net margin (0.16% vs −16.5%) and the higher return on invested capital (0.34% vs −9.83%). Across the 18 metrics below, ProPetro Holding Corp. leads on 14 and Oil States International, Inc. on 4.

Valuation

Metric OIS PUMP Oil & Gas Equipment & Services median
P/E n/m 360.84 20.53
P/S 0.73 0.60 1.08
P/B 0.81 0.75 1.64
Price to free cash flow 8.88 n/m 12.36
EV/EBITDA n/m 4.76 8.00
EV/Sales 0.73 0.69 1.29
Earnings yield (22.89%) 0.28% 3.88%
Free cash flow yield 11.26% (10.26%) 5.18%

Profitability

Metric OIS PUMP Oil & Gas Equipment & Services median
Gross margin 20.23% 23.86% 22.88%
Operating margin (14.04%) 0.48% 7.44%
Net margin (16.49%) 0.16% 4.12%
Free cash flow margin 8.22% (6.18%) 3.10%
Return on equity (16.86%) 0.22% 5.46%
Return on assets (11.55%) 0.12% 2.63%
Return on invested capital (9.83%) 0.34% 4.26%

Growth

Metric OIS PUMP Oil & Gas Equipment & Services median
Revenue growth (TTM) (0.74%) (6.04%) 4.65%
EPS growth (last fiscal year) (933.33%) 100.60% (13.00%)
Revenue growth, 5-year CAGR 0.95% 9.97% 12.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric OIS PUMP Oil & Gas Equipment & Services median
Debt to equity 0.03 0.86 0.44
Current ratio 2.36 3.49 2.04
Net debt to EBITDA 0.30 0.15 1.12

Dividend

Metric OIS PUMP Oil & Gas Equipment & Services median
Dividend yield — — 1.49%
Payout ratio — — 0.36

Size

Metric OIS PUMP Oil & Gas Equipment & Services median
Market cap 486.24m 738.41m 1.44b

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