Atlas Energy Solutions vs Tidewater
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KIRAβs take AI analyst
I put Atlas Energy Solutions and Tidewater side by side, using each oneβs latest annual report. Here is what stands out:
- 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 β1.0%).
- Tidewater turned more of its sales into free cash flow (26.1% FCF margin, against β2.8%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Atlas Energy Solutions
AESI
1/7
Revenue growth
Tidewater
TDW
6/7
Operating marginNet marginFCF marginReturn on equityPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | AESI FY25 | TDW FY25 |
|---|---|---|
| Size | ||
| Market cap | $1.1B | $4.3B |
| Revenue | $1.1B | $1.4B |
| Free cash flow | β$30.9M | $353M |
| Net income | β$50.3M | $335M |
| Growth | ||
| Revenue growth | 3.7% | 0.5% |
| 5-year growth | β | 27.8% |
| Share count change | 12.1% | β5.0% |
| Profitability | ||
| Gross margin | 13.8% | β |
| Operating margin | β1.0% | 20.9% |
| Net margin | β4.6% | 24.7% |
| FCF margin | β2.8% | 26.1% |
| Return on capital | β | 19.4% |
| Return on equity | β4.5% | 27.0% |
| Balance sheet | ||
| Net debt | β | $116M |
| Net debt / EBITDA | β | 0.3x |
| Dividends and buybacks | $0.2M | $90.1M |
| Valuation & quality | ||
| P/E | β | 17.6x |
| Piotroski F-score | 4 | 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.