Evenly matched
13 companies value 19 bn revenue 19 bn margin -2.7% free cash flow -0.7 bn avg. score 2.2
PTEN holds 24.6% of the group's value, 1.3x the runner-up · LBRT leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PTEN | Patterson-UTI United States · score 3.9 | 25% | 4.6 bn | 4.7 bn | -1.9% | 0.2 bn | 3.9% | 3.0% | Drilling rigs and completion services · Largest land drilling rig fleet in North America | |
| 2 | WBI | WaterBridge Infrastructure LLC United States · score 0.6 | 19% | 3.5 bn | 0.8 bn | 2.0% | -0.1 bn | -3.5% | — | Water infrastructure holding company · Texas — revenue of $751m | |
| 3 | LBRT | Liberty Energy United States · score 2.1 | 15% | 2.8 bn | 4.2 bn | 2.9% | -0.3 bn | -11.4% | 2.1% | Hydraulic fracturing and integrated energy services · Largest independent US hydraulic fracturing provider | |
| 4 | WTTR | Select Water Solutions, Inc. United States · score 1.5 | 14% | 2.6 bn | 1.4 bn | 2.2% | -0.1 bn | -3.2% | 1.4% | Sustainable water management for the energy industry · Texas — revenue of $1.4bn | |
| 5 | RES | RPC INC United States · score 5.7 | 7% | 1.4 bn | 1.8 bn | 1.3% | 0.0 bn | 2.8% | 2.6% | Specialized oilfield services and equipment · Georgia — revenue of $1.8bn | |
| 6 | AESI | Atlas Energy Solutions Inc. United States · score 0.0 | 7% | 1.2 bn | 1.1 bn | -11.1% | -0.2 bn | -15.3% | — | Frac sand, logistics and distributed energy in the Permian · Texas — revenue of $1.1bn | |
| 7 | PUMP | ProPetro Holding Corp. United States · score 0.0 | 5% | 1.0 bn | 1.2 bn | -1.2% | -0.0 bn | -2.2% | — | Hydraulic fracturing and energy services in Midland, Texas · Texas — revenue of $1.2bn | |
| 8 | ACDC | ProFrac Holding Corp. United States · score 0.0 | 4% | 0.7 bn | 1.8 bn | -22.8% | -0.1 bn | -8.2% | — | Hydraulic fracturing, sand and well chemicals · Texas — revenue of $1.8bn | |
| 9 | RNGR | Ranger Energy Services, Inc. United States · score 6.1 | 2% | 0.3 bn | 0.6 bn | 2.4% | 0.0 bn | 6.7% | 1.6% | Well service rigs and wireline services · Texas — revenue of $607m | |
| 10 | SND | Smart Sand, Inc. United States · score 7.6 | 1% | 0.2 bn | 0.4 bn | 2.7% | 0.0 bn | 16.0% | 4.6% | Frac sand and mine-to-wellsite logistics · Pennsylvania — revenue of $387m | |
| 11 | KLXE | KLX Energy Services Holdings, Inc. United States · score 0.0 | 1% | 0.1 bn | 0.6 bn | -9.7% | 0.0 bn | -1.4% | — | Onshore oil well services in the United States · Texas — revenue of $636m | |
| 12 | NINE | Nine Energy Service, Inc. United States · score 0.0 | 1% | 0.1 bn | 0.6 bn | -9.1% | -0.0 bn | -20.3% | — | Oil and gas well completion services · Texas — revenue of $562m | |
| 13 | TUSK | MAMMOTH ENERGY SERVICES, INC. United States · score 1.1 | 1% | 0.1 bn | 0.0 bn | 1.6% | -0.1 bn | -90.6% | — | Services for oil and gas, aviation and electrical infrastructure · Oklahoma — revenue of $44m |
Other industries in the same sector
- Sector overview
- Integrated oil 5 companies
- Exploration and production (E&P) 51 companies
- Midstream and pipelines 18 companies
- National and state oil companies 5 companies
- Refining and marketing 10 companies
- Canadian oil producers 8 companies
- Oilfield services and equipment 27 companies
- Midstream MLPs (partnerships) 10 companies
- LNG and gas exports 11 companies
- Natural gas (E&P) 11 companies
- Oil and land royalties 9 companies
- Uranium and nuclear fuel 17 companies
and 5 industries more
- Subsea and offshore equipment 3 companies
- Offshore drilling 5 companies
- Coal 11 companies
- Biofuels 14 companies
- Fuel distribution 14 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.