Archrock vs USA Compression Partners, LP
AROC and USAC side by side, both in gas production and distribution. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AROC and USAC compare
Archrock is the larger company, worth 1.3 times as much as USA Compression Partners, LP ($4.7B against $3.7B).
USA Compression Partners, LP grew revenue faster over the last twelve months (29.4% versus 11.5% for Archrock).
Archrock keeps more of each dollar of sales as profit, with a net margin of 21.8% compared with 12.4% at USA Compression Partners, LP.
Both pay dividends: Archrock yields 2.5% and USA Compression Partners, LP 6.2%.
Archrock scores higher on the StockData Score (18 against 8 for USA Compression Partners, LP), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AROC | USAC |
|---|---|---|
| Size and price | ||
| Market cap | $4.7B | $3.7B |
| Share price | $27.09 | $25.51 |
| Change, 1 year | 10.0% | 8.8% |
| Change, 5 years | 257% | 69.1% |
| Beta (5Y) | 0.78 | 0.52 |
| Employees | 1,350 | 885 |
| StockData Score | ||
| Total score | 18 (better) | 8 |
| Valuation score | 5 (better) | 1 |
| Growth score | 3 (better) | 2 |
| Performance score | 3 (better) | 1 |
| Health score | 3 (better) | 1 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 14.6× | – |
| P/S | 3.2× | 2.9× (better) |
| P/B | 3.1× | – |
| EV/EBITDA | 8.1× (better) | 9.5× |
| P/FCF | 16.3× | 13.6× (better) |
| PEG | 0.17 | – |
| FCF yield | 6.1% | 7.4% (better) |
| Fair value | $35.80 | $31.78 |
| Margin of safety | 24.3% (better) | 19.7% |
| Growth | ||
| Revenue growth (TTM) | 11.5% | 29.4% (better) |
| Revenue growth, 5Y average | 11.2% (better) | 8.4% |
| Net income growth (TTM) | 41.9% | 46.0% (better) |
| EPS growth (TTM) | 40.2% | – |
| Profitability | ||
| Gross margin | 48.9% | 64.0% (better) |
| Operating margin | – | 28.9% |
| Net margin | 21.8% (better) | 12.4% |
| FCF margin | 19.4% | 21.2% (better) |
| Return on equity | 22.2% | – |
| Financial health | ||
| Debt / equity | 1.51 | – |
| Net debt / EBITDA | 2.68 (better) | 4.23 |
| Interest coverage | – | 1.9× |
| Current ratio | 1.39 | 1.46 (better) |
| Altman Z-score | 0.66 | 1.35 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 2.5% | 6.2% (better) |
| Payout ratio | 46.4% | – |
| Years of dividend growth | 3 | – |
| Dividend growth, 5Y average | 6.6% | – |
| Buyback yield | 0.96% | – |
| Shareholder yield | 3.4% | 6.2% (better) |
| Ownership | ||
| Held by institutions | 101% | 37.2% |
| Held by insiders | 2.7% | 21.7% |
| Insider net buying, 12 months | −$12.2M | −$536K (better) |
| Short interest, % of float | 4.2% | 0.59% |
Go deeper
- AROC stock overview
- AROC income statement
- AROC valuation and score
- USAC stock overview
- USAC income statement
- USAC valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.