Kodiak Gas Services vs USA Compression Partners, LP
KGS 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 KGS and USAC compare
Kodiak Gas Services is the larger company, worth 1.2 times as much as USA Compression Partners, LP ($4.5B against $3.7B).
USA Compression Partners, LP grew revenue faster over the last twelve months (29.4% versus 14.5% for Kodiak Gas Services).
USA Compression Partners, LP keeps more of each dollar of sales as profit, with a net margin of 12.4% compared with 11.3% at Kodiak Gas Services.
Both pay dividends: Kodiak Gas Services yields 3.3% and USA Compression Partners, LP 6.2%.
Kodiak Gas Services scores higher on the StockData Score (11 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 | KGS | USAC |
|---|---|---|
| Size and price | ||
| Market cap | $4.5B | $3.7B |
| Share price | $44.40 | $25.51 |
| Change, 1 year | 30.1% | 8.8% |
| Change, 5 years | – | 69.1% |
| Beta (5Y) | 0.79 | 0.52 |
| Employees | 1,300 | 885 |
| StockData Score | ||
| Total score | 11 (better) | 8 |
| Valuation score | 4 (better) | 1 |
| Growth score | 4 (better) | 2 |
| Performance score | 0 | 1 (better) |
| Health score | 2 (better) | 1 |
| Dividend score | 1 | 3 (better) |
| Valuation | ||
| P/E | 26.0× | – |
| P/S | 3.1× | 2.9× (better) |
| EV/EBITDA | 9.5× | 9.5× (better) |
| P/FCF | – | 13.6× |
| FCF yield | −0.79% | 7.4% (better) |
| Fair value | $56.94 | $31.78 |
| Margin of safety | 22.0% (better) | 19.7% |
| Growth | ||
| Revenue growth (TTM) | 14.5% | 29.4% (better) |
| Revenue growth, 5Y average | – | 8.4% |
| Net income growth (TTM) | 121% (better) | 46.0% |
| EPS growth (TTM) | 104% | – |
| Profitability | ||
| Gross margin | 64.0% | 64.0% (better) |
| Operating margin | 31.0% (better) | 28.9% |
| Net margin | 11.3% | 12.4% (better) |
| FCF margin | −2.4% | 21.2% (better) |
| Financial health | ||
| Net debt / EBITDA | 3.55 (better) | 4.23 |
| Interest coverage | – | 1.9× |
| Current ratio | 1.31 | 1.46 (better) |
| Altman Z-score | 1.35 | 1.35 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.3% | 6.2% (better) |
| Payout ratio | 112% | – |
| Years of dividend growth | 2 | – |
| Buyback yield | 0.75% | – |
| Shareholder yield | 4.1% | 6.2% (better) |
| Ownership | ||
| Held by institutions | 104% | 37.2% |
| Held by insiders | 73.8% | 21.7% |
| Insider net buying, 12 months | −$341M | −$536K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 25.0% | 0.59% |
Go deeper
- KGS stock overview
- KGS income statement
- KGS 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.