Archrock vs Cactus
Archrock is the larger business, with $1.49bn of revenue in fiscal 2025 against $1.08bn for Cactus (1.4 times as much). Archrock grew faster (28.7% against -4.5%). Archrock kept more of each dollar of sales as profit: a net margin of 21.6% against 15.4%.
| Latest fiscal year | ArchrockAROC, 2025 | CactusWHD, 2025 |
|---|---|---|
| Revenue | $1.49bn | $1.08bn |
| Revenue growth | 28.7% | -4.5% |
| Net income | $322m | $166m |
| Operating margin | — | — |
| Net margin | 21.6% | 15.4% |
| Return on equity | 22.9% | 14.5% |
| Free cash flow | $120m | — |
| Cash | $1.6m | $124m |
| Total debt | $2.41bn | $0 |
| Debt to equity | 161.6% | — |
| Dividend per share | $0.80 | — |
| Dividend yield | 2.8% | 0.9% |
| Share buybacks | $70.2m | $5.9m |
| Employees | 1,350 | 1,500 |
| Market value | $5.57bn | $4.33bn |
| Price vs our value range | Within our value range | — |
| Moat score | 21 (Weak) | 86 (Strong) |
| Insider trades, 12 months | 0 buys, 7 sales | 0 buys, 22 sales |