Kinetik vs USA Compression Partners, LP
KNTK 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 KNTK and USAC compare
Kinetik is the larger company, worth 2.4 times as much as USA Compression Partners, LP ($8.8B against $3.7B).
USA Compression Partners, LP grew revenue faster over the last twelve months (29.4% versus 15.8% for Kinetik).
USA Compression Partners, LP keeps more of each dollar of sales as profit, with a net margin of 12.4% compared with 10.7% at Kinetik.
Both pay dividends: Kinetik yields 4.5% and USA Compression Partners, LP 6.2%.
Kinetik scores higher on the StockData Score (9 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 | KNTK | USAC |
|---|---|---|
| Size and price | ||
| Market cap | $8.8B | $3.7B |
| Share price | $54.48 | $25.51 |
| Change, 1 year | 55.6% | 8.8% |
| Change, 5 years | 71.5% | 69.1% |
| Beta (5Y) | 0.62 | 0.52 |
| Employees | 500 | 885 |
| StockData Score | ||
| Total score | 9 (better) | 8 |
| Valuation score | 1 | 1 |
| Growth score | 5 (better) | 2 |
| Performance score | 0 | 1 (better) |
| Health score | 0 | 1 (better) |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 17.0× | – |
| P/S | 4.4× | 2.9× (better) |
| EV/EBITDA | 19.6× | 9.5× (better) |
| P/FCF | 33.4× | 13.6× (better) |
| PEG | 0.79 | – |
| FCF yield | 3.0% | 7.4% (better) |
| Fair value | $38.37 | $31.78 |
| Margin of safety | −42.0% | 19.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 15.8% | 29.4% (better) |
| Revenue growth, 5Y average | 33.9% (better) | 8.4% |
| Net income growth (TTM) | 426% (better) | 46.0% |
| Profitability | ||
| Gross margin | 54.9% | 64.0% (better) |
| Operating margin | 12.2% | 28.9% (better) |
| Net margin | 10.7% | 12.4% (better) |
| FCF margin | 13.3% | 21.2% (better) |
| Return on invested capital | 9.0% | – |
| Financial health | ||
| Net debt / EBITDA | 6.01 | 4.23 (better) |
| Interest coverage | 1.1× | 1.9× (better) |
| Current ratio | 0.64 | 1.46 (better) |
| Altman Z-score | 1.21 | 1.35 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 4.5% | 6.2% (better) |
| Payout ratio | 106% | – |
| Shareholder yield | 4.5% | 6.2% (better) |
| Ownership | ||
| Held by institutions | 44.1% | 37.2% |
| Held by insiders | 13.0% | 21.7% |
| Insider net buying, 12 months | −$451M | −$536K (better) |
| Short interest, % of float | 4.8% | 0.59% |
Go deeper
- KNTK stock overview
- KNTK income statement
- KNTK valuation and score
- USAC stock overview
- USAC income statement
- USAC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.