Kodiak Gas Services vs Select Water Solutions
Kodiak Gas Services and Select Water Solutions are similar in size: $1.31bn and $1.41bn of revenue in their latest fiscal years. Kodiak Gas Services grew faster (12.8% against -3.1%). Kodiak Gas Services kept more of each dollar of sales as profit: a net margin of 6.2% against 1.5%.
| Latest fiscal year | Kodiak Gas ServicesKGS, 2025 | Select Water SolutionsWTTR, 2025 |
|---|---|---|
| Revenue | $1.31bn | $1.41bn |
| Revenue growth | 12.8% | -3.1% |
| Net income | $80.5m | $21.2m |
| Operating margin | 26.0% | — |
| Net margin | 6.2% | 1.5% |
| Return on equity | 6.2% | 2.7% |
| Free cash flow | $284m | −$79.9m |
| Cash | $3.2m | $18.1m |
| Total debt | $2.61bn | $320m |
| Debt to equity | 216.6% | — |
| Dividend per share | $1.80 | — |
| Dividend yield | 3.9% | 1.5% |
| Share buybacks | $104m | $7.3m |
| Employees | 1,300 | — |
| Market value | $4.75bn | $2.37bn |
| Price vs our value range | — | — |
| Moat score | — | 9 (Weak) |
| Insider trades, 12 months | 3 buys, 21 sales | 0 buys, 25 sales |