Liberty Energy vs RPC
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KIRA’s take AI analyst
I put Liberty Energy and RPC side by side, using each one’s latest annual report. Here is what stands out:
- Liberty Energy is the larger business, with $4.0B of revenue in fiscal 2025 against $1.6B for RPC, about 2.5 times as much.
- RPC grew revenue faster (15.0%, against −7.2%).
- RPC kept more of each dollar of sales as operating profit (2.8% operating margin, against 1.8%).
- RPC turned more of its sales into free cash flow (3.3% FCF margin, against 0.4%).
- Investors pay more for each dollar of Liberty Energy’s earnings: a P/E of 67.0x against 62.5x for RPC.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Liberty Energy
LBRT
4/9
5-year growthNet marginReturn on equityShare count change
RPC
RES
5/9
Revenue growthGross marginOperating marginFCF marginNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | LBRT FY25 | RES FY25 |
|---|---|---|
| Size | ||
| Market cap | $2.6B | $1.3B |
| Revenue | $4.0B | $1.6B |
| Free cash flow | $14.1M | $52.9M |
| Net income | $148M | $32.1M |
| Growth | ||
| Revenue growth | −7.2% | 15.0% |
| 5-year growth | 32.9% | 22.1% |
| Share count change | −2.4% | 0.4% |
| Profitability | ||
| Gross margin | 20.9% | 24.2% |
| Operating margin | 1.8% | 2.8% |
| Net margin | 3.7% | 2.0% |
| FCF margin | 0.4% | 3.3% |
| Return on capital | 2.2% | — |
| Return on equity | 7.3% | 3.0% |
| Balance sheet | ||
| Net debt | $527M | −$158M |
| Net debt / EBITDA | 0.9x | −0.8x |
| Dividends and buybacks | $79.4M | $38.0M |
| Valuation & quality | ||
| P/E | 67.0x | 62.5x |
| Piotroski F-score | 4 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.