Atlas Energy Solutions
AESI · Oil & Gas Equipment & Services
$8.66
0.7%Tidewater
TDW · Oil & Gas Equipment & Services
$86.07
8.1%The short version
- Tidewater is the larger business, with $1.4B of revenue in fiscal 2025 against $1.1B for Atlas Energy Solutions.
- Atlas Energy Solutions grew revenue faster (3.7%, against 0.5%).
- Tidewater kept more of each dollar of sales as operating profit (20.9% operating margin, against −1.0% operating margin).
- Tidewater turned more of its sales into free cash flow (26.1% FCF margin, against −2.8% FCF margin).
| Latest fiscal year | AESI · FY25 | TDW · FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | $4.3B |
| Revenue | $1.1B | $1.4B |
| Free cash flow | −$30.9M | $353M |
| Net income | −$50.3M | $335M |
| Growth | ||
| Revenue growth | 3.7% | 0.5% |
| 5-year growth | — | 27.8% |
| Share count change | 12.1% | −5.0% |
| Profitability | ||
| Gross margin | 13.8% | — |
| Operating margin | −1.0% | 20.9% |
| Net margin | −4.6% | 24.7% |
| FCF margin | −2.8% | 26.1% |
| Return on capital | — | 19.4% |
| Return on equity | −4.5% | 27.0% |
| Balance sheet | ||
| Net debt | — | $116M |
| Net debt / EBITDA | — | 0.3x |
| Dividends and buybacks | $0.2M | $90.1M |
| Valuation & quality | ||
| P/E | — | 17.6x |
| Piotroski F-score | 4 | 7 |
FY16
AESI —
TDW $979M
FY17
AESI —
TDW $602M
FY18
AESI —
TDW $407M
FY19
AESI —
TDW $487M
FY20
AESI —
TDW $397M
FY21
AESI $172M
TDW $371M
FY22
AESI $483M
TDW $648M
FY23
AESI $614M
TDW $1.0B
FY24
AESI $1.1B
TDW $1.3B
FY25
AESI $1.1B
TDW $1.4B
AESI
TDW
FY16
AESI —
TDW −7.1%
FY17
AESI —
TDW −96.1%
FY18
AESI —
TDW −26.4%
FY19
AESI —
TDW −17.8%
FY20
AESI —
TDW −47.1%
FY21
AESI 27.3%
TDW −25.6%
FY22
AESI 48.1%
TDW 4.1%
FY23
AESI 43.2%
TDW 18.0%
FY24
AESI 10.8%
TDW 23.1%
FY25
AESI −1.0%
TDW 20.9%
AESI
TDW
FY16
AESI —
TDW $58.9M
FY17
AESI —
TDW $4.3M
FY18
AESI —
TDW −$17.5M
FY19
AESI —
TDW −$49.4M
FY20
AESI —
TDW −$10.9M
FY21
AESI $2.0M
TDW $6.1M
FY22
AESI $116M
TDW $23.6M
FY23
AESI −$66.5M
TDW $72.6M
FY24
AESI −$118M
TDW $255M
FY25
AESI −$30.9M
TDW $353M
AESI
TDW
FY16
AESI —
TDW −1.4%
FY17
AESI —
TDW —
FY18
AESI —
TDW —
FY19
AESI —
TDW −6.0%
FY20
AESI —
TDW −15.0%
FY21
AESI —
TDW −9.5%
FY22
AESI —
TDW 2.7%
FY23
AESI —
TDW 10.6%
FY24
AESI —
TDW 16.6%
FY25
AESI —
TDW 19.4%
AESI
TDW
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.