USA Compression Partners, LP (USAC) vs Cactus, Inc. (WHD)

USA Compression Partners, LP and Cactus, Inc. are both Oil & Gas Equipment & Services companies. Cactus, Inc. is the larger, with a market value of $4.9B against $3.6B — 1.4× the size. USA Compression Partners, LP trades at the lower P/E: 23.9× against 51.9×. Cactus, Inc. grew revenue faster over the last twelve months: 21.8% against 19.9%. USA Compression Partners, LP has the higher net margin (12.3% vs 6.01%) and the lower return on invested capital (6.84% vs 14.4%). Both pay a dividend; USA Compression Partners, LP yields more (8.23% vs 0.92%). Across the 23 metrics below, USA Compression Partners, LP leads on 14 and Cactus, Inc. on 9.

Valuation

Metric USAC WHD Oil & Gas Equipment & Services median
P/E 23.85 51.92 22.50
P/S 3.15 3.15 1.17
P/B 12.89 2.94 1.82
Price to free cash flow 11.84 13.03 13.72
EV/EBITDA 9.73 10.97 8.68
EV/Sales 5.64 2.91 1.34
Earnings yield 4.19% 1.93% 3.94%
Free cash flow yield 8.45% 7.68% 5.66%

Profitability

Metric USAC WHD Oil & Gas Equipment & Services median
Gross margin 65.70% 33.23% 23.26%
Operating margin 29.95% 18.65% 9.34%
Net margin 12.27% 6.01% 4.69%
Free cash flow margin 26.57% 24.19% 5.35%
Return on equity 174.21% 5.82% 4.92%
Return on assets 4.54% 3.71% 2.37%
Return on invested capital 6.84% 14.36% 4.32%

Growth

Metric USAC WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 19.87% 21.79% 6.08%
EPS growth (last fiscal year) 18.06% (13.00%) (13.00%)
Revenue growth, 5-year CAGR 8.37% 25.36% 14.44%
Net income growth, 5-year CAGR 0.00% 36.96% 0.00%

Health

Metric USAC WHD Oil & Gas Equipment & Services median
Debt to equity 10.25 0.01 0.46
Current ratio 1.35 2.59 2.07
Net debt to EBITDA 4.14 (1.54) 0.75

Dividend

Metric USAC WHD Oil & Gas Equipment & Services median
Dividend yield 8.23% 0.92% 1.51%
Payout ratio 1.98 0.49 0.38

Size

Metric USAC WHD Oil & Gas Equipment & Services median
Market cap 3.61b 4.91b 1.63b

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