Atlas Energy Solutions
AESI · Oil & Gas Equipment & Services
$8.66
0.7%Cactus
WHD · Oil & Gas Equipment & Services
$63.15
4.6%The short version
- Atlas Energy Solutions is the larger business, with $1.1B of revenue in fiscal 2025 against $1.1B for Cactus.
- Atlas Energy Solutions grew revenue faster (3.7%, against −4.5%).
- Cactus kept more of each dollar of sales as operating profit (23.2% operating margin, against −1.0% operating margin).
| Latest fiscal year | AESI · FY25 | WHD · FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | — |
| Revenue | $1.1B | $1.1B |
| Free cash flow | −$30.9M | — |
| Net income | −$50.3M | $166M |
| Growth | ||
| Revenue growth | 3.7% | −4.5% |
| 5-year growth | — | 25.4% |
| Share count change | 12.1% | — |
| Profitability | ||
| Gross margin | 13.8% | 37.0% |
| Operating margin | −1.0% | 23.2% |
| Net margin | −4.6% | 15.4% |
| FCF margin | −2.8% | — |
| Return on capital | — | 17.1% |
| Return on equity | −4.5% | 14.5% |
| Balance sheet | ||
| Net debt | — | −$107M |
| Net debt / EBITDA | — | −0.3x |
| Dividends and buybacks | $0.2M | $43.3M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | 4 | — |
FY16
AESI —
WHD $155M
FY17
AESI —
WHD $341M
FY18
AESI —
WHD $544M
FY19
AESI —
WHD $628M
FY20
AESI —
WHD $349M
FY21
AESI $172M
WHD $439M
FY22
AESI $483M
WHD $688M
FY23
AESI $614M
WHD $1.1B
FY24
AESI $1.1B
WHD $1.1B
FY25
AESI $1.1B
WHD $1.1B
AESI
WHD
FY16
AESI —
WHD 6.9%
FY17
AESI —
WHD 26.0%
FY18
AESI —
WHD 32.7%
FY19
AESI —
WHD 29.1%
FY20
AESI —
WHD 20.1%
FY21
AESI 27.3%
WHD 17.2%
FY22
AESI 48.1%
WHD 25.4%
FY23
AESI 43.2%
WHD 24.1%
FY24
AESI 10.8%
WHD 25.6%
FY25
AESI −1.0%
WHD 23.2%
AESI
WHD
FY16
AESI —
WHD —
FY17
AESI —
WHD —
FY18
AESI —
WHD —
FY19
AESI —
WHD —
FY20
AESI —
WHD —
FY21
AESI $2.0M
WHD —
FY22
AESI $116M
WHD —
FY23
AESI −$66.5M
WHD —
FY24
AESI −$118M
WHD —
FY25
AESI −$30.9M
WHD —
AESI
WHD
FY16
AESI —
WHD —
FY17
AESI —
WHD —
FY18
AESI —
WHD 61.9%
FY19
AESI —
WHD 48.1%
FY20
AESI —
WHD 19.9%
FY21
AESI —
WHD 23.7%
FY22
AESI —
WHD 42.1%
FY23
AESI —
WHD 32.7%
FY24
AESI —
WHD 23.9%
FY25
AESI —
WHD 17.1%
AESI
WHD
Add another company
Compare up to four at once.
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.