Atlas Energy Solutions vs Cactus
Add, change or remove companies; up to four.
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 β4.5%).
- Cactus kept more of each dollar of sales as operating profit (23.2% operating margin, against β1.0%).
| Latest fiscal year | AESI Β· FY25 | WHD Β· FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | β |
| Revenue | $1.1B | $1.1B |
| Free cash flow | β$30.9M | β |
| Net income | β$50.3M | $166M |
| Growth | ||
| Revenue growth | 3.7% | β4.5% |
| 5-year growth | β | 25.4% |
| Share count change | 12.1% | β |
| Profitability | ||
| Gross margin | 13.8% | 37.0% |
| Operating margin | β1.0% | 23.2% |
| Net margin | β4.6% | 15.4% |
| FCF margin | β2.8% | β |
| Return on capital | β | 17.1% |
| Return on equity | β4.5% | 14.5% |
| Balance sheet | ||
| Net debt | β | β$107M |
| Net debt / EBITDA | β | β0.3x |
| Dividends and buybacks | $0.2M | $43.3M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 4 | β |
Revenue
FY16
AESI β
WHD $155M
FY17
AESI β
WHD $341M
FY18
AESI β
WHD $544M
FY19
AESI β
WHD $628M
FY20
AESI β
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
Operating margin
FY16
AESI β
WHD 6.9%
FY17
AESI β
WHD 26.0%
FY18
AESI β
WHD 32.7%
FY19
AESI β
WHD 29.1%
FY20
AESI β
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 β1.0%
WHD 23.2%
AESI
WHD
Free cash flow
FY16
AESI β
WHD β
FY17
AESI β
WHD β
FY18
AESI β
WHD β
FY19
AESI β
WHD β
FY20
AESI β
WHD β
FY21
AESI $2.0M
WHD β
FY22
AESI $116M
WHD β
FY23
AESI β$66.5M
WHD β
FY24
AESI β$118M
WHD β
FY25
AESI β$30.9M
WHD β
AESI
WHD
Return on capital
FY16
AESI β
WHD β
FY17
AESI β
WHD β
FY18
AESI β
WHD 61.9%
FY19
AESI β
WHD 48.1%
FY20
AESI β
WHD 19.9%
FY21
AESI β
WHD 23.7%
FY22
AESI β
WHD 42.1%
FY23
AESI β
WHD 32.7%
FY24
AESI β
WHD 23.9%
FY25
AESI β
WHD 17.1%
AESI
WHD
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.