Archrock vs Kodiak Gas Services
Archrock and Kodiak Gas Services are similar in size: $1.49bn and $1.31bn of revenue in their latest fiscal years. Archrock grew faster (28.7% against 12.8%). Archrock kept more of each dollar of sales as profit: a net margin of 21.6% against 6.2%. Archrock carries less debt relative to equity (161.6% against 216.6%).
| Latest fiscal year | ArchrockAROC, 2025 | Kodiak Gas ServicesKGS, 2025 |
|---|---|---|
| Revenue | $1.49bn | $1.31bn |
| Revenue growth | 28.7% | 12.8% |
| Net income | $322m | $80.5m |
| Operating margin | — | 26.0% |
| Net margin | 21.6% | 6.2% |
| Return on equity | 22.9% | 6.2% |
| Free cash flow | $120m | $284m |
| Cash | $1.6m | $3.2m |
| Total debt | $2.41bn | $2.61bn |
| Debt to equity | 161.6% | 216.6% |
| Dividend per share | $0.80 | $1.80 |
| Dividend yield | 2.8% | 3.9% |
| Share buybacks | $70.2m | $104m |
| Employees | 1,350 | 1,300 |
| Market value | $5.57bn | $4.75bn |
| Price vs our value range | Within our value range | — |
| Moat score | 21 (Weak) | — |
| Insider trades, 12 months | 0 buys, 7 sales | 3 buys, 21 sales |