Kodiak Gas Services vs Propetro Holding
Kodiak Gas Services and Propetro Holding are similar in size: $1.31bn and $1.27bn of revenue in their latest fiscal years. Kodiak Gas Services grew faster (12.8% against -12.1%). Kodiak Gas Services kept more of each dollar of sales as profit: a net margin of 6.2% against 0.1%. Propetro Holding carries less debt relative to equity (14.6% against 216.6%).
| Latest fiscal year | Kodiak Gas ServicesKGS, 2025 | Propetro HoldingPUMP, 2025 |
|---|---|---|
| Revenue | $1.31bn | $1.27bn |
| Revenue growth | 12.8% | -12.1% |
| Net income | $80.5m | $824,000 |
| Operating margin | 26.0% | 0.5% |
| Net margin | 6.2% | 0.1% |
| Return on equity | 6.2% | 0.1% |
| Free cash flow | $284m | $45.3m |
| Cash | $3.2m | $91.3m |
| Total debt | $2.61bn | $122m |
| Debt to equity | 216.6% | 14.6% |
| Dividend per share | $1.80 | — |
| Dividend yield | 3.9% | — |
| Share buybacks | $104m | $0 |
| Employees | 1,300 | — |
| Market value | $4.75bn | $1.11bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 34 (Weak) |
| Insider trades, 12 months | 3 buys, 21 sales | 1 buys, 4 sales |