ProPetro vs Select Water Solutions
PUMP and WTTR side by side, both in oil and gas field services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PUMP and WTTR compare
Select Water Solutions is the larger company, worth 2.5 times as much as ProPetro ($2.3B against $923M).
Select Water Solutions grew revenue faster over the last twelve months (7.8% versus −6.0% for ProPetro).
Select Water Solutions keeps more of each dollar of sales as profit, with a net margin of 3.3% compared with 0.16% at ProPetro.
Select Water Solutions pays a dividend yielding 1.3%; ProPetro does not pay one.
Select Water Solutions scores higher on the StockData Score (11 against 9 for ProPetro), 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 | PUMP | WTTR |
|---|---|---|
| Size and price | ||
| Market cap | $923M | $2.3B |
| Share price | $7.51 | $16.43 |
| Change, 1 year | −28.0% | 51.8% |
| Change, 5 years | −3.5% | 208% |
| Beta (5Y) | 0.92 | 0.88 |
| Employees | 1,700 | 15 |
| StockData Score | ||
| Total score | 9 | 11 (better) |
| Valuation score | 4 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 1 | 3 (better) |
| Health score | 2 | 4 (better) |
| Dividend score | 0 | 2 (better) |
| Valuation | ||
| P/S | 0.8× (better) | 1.5× |
| P/B | 0.9× (better) | 2.1× |
| EV/EBITDA | 5.9× (better) | 25.2× |
| FCF yield | −10.4% | −2.8% (better) |
| Fair value | $9.99 | $8.76 |
| Margin of safety | 24.8% (better) | −87.5% |
| Growth | ||
| Revenue growth (TTM) | −6.0% | 7.8% (better) |
| Revenue growth, 5Y average | 10.0% | 18.4% (better) |
| Net income growth (TTM) | – | 150% |
| Profitability | ||
| Gross margin | 23.9% (better) | 17.7% |
| Operating margin | 0.48% | 5.2% (better) |
| Net margin | 0.16% | 3.3% (better) |
| FCF margin | −7.9% | −4.2% (better) |
| Return on equity | 0.22% | 5.2% (better) |
| Return on invested capital | 0.30% | 5.6% (better) |
| Financial health | ||
| Debt / equity | 0.86 | 0.22 (better) |
| Net debt / EBITDA | 0.63 (better) | 2.08 |
| Interest coverage | 0.5× | 3.4× (better) |
| Current ratio | 3.49 (better) | 1.61 |
| Altman Z-score | 1.40 | 3.03 (better) |
| Piotroski F-score | 6 (better) | 3 |
| Dividends and buybacks | ||
| Dividend yield | – | 1.3% |
| Payout ratio | – | 72.6% |
| Buyback yield | – | 0.38% |
| Shareholder yield | 0.00% | 1.7% (better) |
| Ownership | ||
| Held by institutions | 120% | 87.9% |
| Held by insiders | 1.7% | 30.9% |
| Insider net buying, 12 months | −$278M | −$163M (better) |
| Short interest, % of float | 15.0% | 8.9% |
Go deeper
- PUMP stock overview
- PUMP income statement
- PUMP valuation and score
- WTTR stock overview
- WTTR income statement
- WTTR valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.