Archrock vs Tidewater
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KIRAβs take AI analyst
I put Archrock and Tidewater side by side, using each oneβs latest annual report. Here is what stands out:
- Archrock is the larger business, with $1.5B of revenue in fiscal 2025 against $1.4B for Tidewater.
- Archrock grew revenue faster (28.7%, against 0.5%).
- Tidewater turned more of its sales into free cash flow (26.1% FCF margin, against 8.0%).
- Tidewater earned a higher return on the capital invested in it (19.4%, against 12.1%).
- Investors pay more for each dollar of Tidewaterβs earnings: a P/E of 17.6x against 15.7x for Archrock.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Archrock
AROC
1/9
Revenue growth
Tidewater
TDW
7/9
5-year growthNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | AROC FY25 | TDW FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.1B | $4.3B |
| Revenue | $1.5B | $1.4B |
| Free cash flow | $120M | $353M |
| Net income | $322M | $335M |
| Growth | ||
| Revenue growth | 28.7% | 0.5% |
| 5-year growth | 11.2% | 27.8% |
| Share count change | 7.6% | β5.0% |
| Profitability | ||
| Gross margin | 48.6% | β |
| Operating margin | β | 20.9% |
| Net margin | 21.6% | 24.7% |
| FCF margin | 8.0% | 26.1% |
| Return on capital | 12.1% | 19.4% |
| Return on equity | 22.9% | 27.0% |
| Balance sheet | ||
| Net debt | $2.4B | $116M |
| Net debt / EBITDA | 2.9x | 0.3x |
| Dividends and buybacks | $212M | $90.1M |
| Valuation & quality | ||
| P/E | 15.7x | 17.6x |
| Piotroski F-score | 7 | 7 |
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.