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 $4.4B against $3.5B — 1.3× the size. USA Compression Partners, LP trades at the lower P/E: 22.1× against 35.5×. Cactus, Inc. grew revenue faster over the last twelve months: 40.4% against 29.4%. USA Compression Partners, LP has the higher net margin (12.4% vs 6.69%) and the lower return on invested capital (7.11% vs 15.1%). Both pay a dividend; USA Compression Partners, LP yields more (6.31% vs 0.98%). Across the 23 metrics below, USA Compression Partners, LP leads on 12 and Cactus, Inc. on 11.

Valuation

Metric USAC WHD Oil & Gas Equipment & Services median
P/E 22.10 35.48 20.63
P/S 2.82 2.66 0.99
P/B 14.00 2.66 1.63
Price to free cash flow 13.24 14.60 13.24
EV/EBITDA 9.71 9.26 7.99
EV/Sales 5.16 2.45 1.25
Earnings yield 4.53% 2.82% 3.85%
Free cash flow yield 7.55% 6.85% 5.14%

Profitability

Metric USAC WHD Oil & Gas Equipment & Services median
Gross margin 64.04% 33.51% 22.46%
Operating margin 28.88% 18.76% 7.53%
Net margin 12.40% 6.69% 4.60%
Free cash flow margin 21.31% 18.21% 4.05%
Return on equity 293.85% 7.00% 5.24%
Return on assets 4.99% 4.61% 2.54%
Return on invested capital 7.11% 15.12% 4.27%

Growth

Metric USAC WHD Oil & Gas Equipment & Services median
Revenue growth (TTM) 29.41% 40.37% 4.65%
EPS growth (last fiscal year) 18.06% (13.00%) (13.00%)
Revenue growth, 5-year CAGR 8.37% 25.36% 12.57%
Net income growth, 5-year CAGR 0.00% 36.96% 0.00%

Health

Metric USAC WHD Oil & Gas Equipment & Services median
Debt to equity 11.64 0.01 0.41
Current ratio 1.46 3.06 2.04
Net debt to EBITDA 4.14 (1.54) 1.12

Dividend

Metric USAC WHD Oil & Gas Equipment & Services median
Dividend yield 6.31% 0.98% 1.44%
Payout ratio 1.39 0.38 0.35

Size

Metric USAC WHD Oil & Gas Equipment & Services median
Market cap 3.51b 4.42b 1.34b

Compare with another peer

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