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 $1.2B against $501.3M — 2.3× the size. Oil States International, Inc. grew revenue faster over the last twelve months: −2.80% against −15.1%. ProPetro Holding Corp. has the higher net margin (−1.15% vs −16.8%) and the higher return on invested capital (−0.73% vs −10.0%). Across the 18 metrics below, ProPetro Holding Corp. leads on 11 and Oil States International, Inc. on 7.

Valuation

Metric OIS PUMP Oil & Gas Equipment & Services median
P/E n/m n/m 24.78
P/S 0.75 1.01 1.28
P/B 0.83 1.23 1.85
Price to free cash flow 6.97 n/m 15.03
EV/EBITDA n/m 7.51 8.93
EV/Sales 0.75 1.02 1.40
Earnings yield (22.83%) (1.18%) 3.12%
Free cash flow yield 14.35% (0.10%) 5.01%

Profitability

Metric OIS PUMP Oil & Gas Equipment & Services median
Gross margin 19.89% 22.69% 23.27%
Operating margin (14.39%) (0.97%) 9.34%
Net margin (16.79%) (1.15%) 4.69%
Free cash flow margin 10.76% (0.10%) 5.05%
Return on equity (17.05%) (1.50%) 4.92%
Return on assets (11.83%) (0.81%) 2.37%
Return on invested capital (10.01%) (0.73%) 4.32%

Growth

Metric OIS PUMP Oil & Gas Equipment & Services median
Revenue growth (TTM) (2.80%) (15.14%) 6.08%
EPS growth (last fiscal year) (933.33%) 100.60% —
Revenue growth, 5-year CAGR 0.95% 9.97% 10.60%
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 0.82 0.46
Current ratio 2.35 4.09 2.11
Net debt to EBITDA 0.30 0.15 0.76

Dividend

Metric OIS PUMP Oil & Gas Equipment & Services median
Dividend yield — — 2.12%
Payout ratio 0.00 0.00 0.00

Size

Metric OIS PUMP Oil & Gas Equipment & Services median
Market cap 501.28m 1.17b 1.81b

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