Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
KGS
HoldHot AirKodiak Gas Services, Inc. · Energy · United States · $5.8B · Avg Vol: $107M/d
COMPANY DESCRIPTION
Kodiak Gas Services, Inc. is a leading provider of natural gas contract compression services in the Permian Basin and other key U.S. onshore producing regions. The company offers mission-critical infrastructure that helps optimize gas production and transportation, utilizing a modern and efficient fleet of compressor units. Its strategic positioning in high-growth natural gas basins and focus on operational excellence provide a stable revenue stream and competitive edge.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 707.9M | 850.4M | 1.2B | 1.3B | 22.7% | 1.4B | 1.5B | 1.8B | 16.5% |
| EPS | 2.41 | 1.42 | 0.29 | 0.58 | 0.90 | -21.9% | 0.88 | — | — | — |
| Shares | — | 77.4M | 77.4M | 87.8M | 85.8M | +10.8% | 101.1M | — | — | — |
| Debt | — | 2.7B | 1.8B | 2.6B | 2.6B | -1.5% | 2.8B | — | — | — |
| Equity | — | 229.1M | 1.1B | 1.4B | 1.2B | 73.8% | — | — | — | — |
| Op CF | — | 219.8M | 266.3M | 328.0M | 599.7M | 39.7% | 478.9M | — | — | — |
| Inv CF | — | -251.4M | -218.4M | -292.5M | -285.3M | — | — | — | — | — |
| Fin CF | — | 23.2M | -62.8M | -36.3M | -316.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Energy, ranked by industry match, size, and score similarity. Cross-listings of KGS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| KGS | Kodiak Gas Services, Inc.(you) | $5.8B | 37 | Hold |
| AROC | Archrock, Inc. | $5.5B | 37 | Hold |
| WFRD | Weatherford International plc | $6.7B | 46 | Hold |
| WBI | WaterBridge Infrastructure LLC | $3.9B | 34 | Sell |
| LB | LandBridge Company LLC | $6.7B | 49 | Hold |
| TDW | Tidewater Inc. | $4.6B | 52 | Hold |
| SEI | Solaris Energy Infrastructure, Inc. | $5.0B | 19 | Strong Sell |
| EROK | EagleRock Land LLC | $3.2B | 26 | Sell |
| NOV | NOV Inc. | $7.5B | 57 | Hold |
| WTTR | Select Water Solutions, Inc. | $2.8B | 49 | Hold |
Peer medians: ROE 10.2% · P/E 17.6x · Gross margin 43.5%