Select Water Solutions, Inc. (WTTR) vs Expro Group Holdings N.V. (XPRO)

Select Water Solutions, Inc. and Expro Group Holdings N.V. are both Oil & Gas Equipment & Services companies. Select Water Solutions, Inc. is the larger, with a market value of $2.7B against $1.9B — 1.4× the size. Expro Group Holdings N.V. trades at the lower P/E: 51.0× against 73.7×. Select Water Solutions, Inc. grew revenue faster over the last twelve months: −1.95% against −7.93%. Expro Group Holdings N.V. has the higher net margin (2.32% vs 2.24%) and the higher return on invested capital (3.22% vs 2.30%). Across the 20 metrics below, Expro Group Holdings N.V. leads on 17 and Select Water Solutions, Inc. on 3.

Valuation

Metric WTTR XPRO Oil & Gas Equipment & Services median
P/E 73.67 51.03 24.78
P/S 1.88 1.17 1.28
P/B 2.37 1.22 1.85
Price to free cash flow n/m 21.59 15.03
EV/EBITDA 11.96 6.75 8.93
EV/Sales 2.04 1.13 1.40
Earnings yield 1.36% 1.96% 3.12%
Free cash flow yield (2.74%) 4.63% 5.01%

Profitability

Metric WTTR XPRO Oil & Gas Equipment & Services median
Gross margin 16.15% 23.27% 23.27%
Operating margin 3.51% 4.67% 9.34%
Net margin 2.24% 2.32% 4.69%
Free cash flow margin (5.17%) 5.93% 5.05%
Return on equity 3.10% 2.43% 4.92%
Return on assets 1.92% 1.62% 2.37%
Return on invested capital 2.30% 3.22% 4.32%

Growth

Metric WTTR XPRO Oil & Gas Equipment & Services median
Revenue growth (TTM) (1.95%) (7.93%) 6.08%
EPS growth (last fiscal year) (30.00%) 0.00% —
Revenue growth, 5-year CAGR 18.39% 18.94% 10.60%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric WTTR XPRO Oil & Gas Equipment & Services median
Debt to equity 0.23 0.06 0.46
Current ratio 1.58 2.13 2.11
Net debt to EBITDA 1.41 (0.39) 0.76

Dividend

Metric WTTR XPRO Oil & Gas Equipment & Services median
Dividend yield 2.75% — 2.12%
Payout ratio 0.25 0.00 0.00

Size

Metric WTTR XPRO Oil & Gas Equipment & Services median
Market cap 2.68b 1.88b 1.81b

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