KLX Energy Services Part 2: Estimates And Relative Valuation
The linear regression model suggests steady revenue growth in NTM 2023, but the rate can decelerate in NTM 2024 and...
Part 1: Pricing Rise Alone May Not Be Sufficient For KLX Energy Services
Cross-selling and pricing hikes across multiple product lines will lead to KLX Energy Services' operating margin improvement in Q3. Free...
NexTier Oilfield Solutions Part 2: Estimates And Relative Valuation
The regression estimate suggests NEX's revenues will go higher sharply in NTM 2023 but may decelerate in NTM 2024. EBITDA...
NexTier Oilfield Part 1: Strong Asset Utilization And Diversification Will Set The Next Course
NexTier Oilfield's fleets are "sold out," and it does not plan to deploy additional horsepower in 2022. However, it may...
Cactus Part 2: Estimates And Relative Valuation
The regression equation suggests a sharp revenue growth for Cactus in NTM 2023. EBITDA can increase sharply in NTM 2023...
Cactus Part 1: Growth Kicks In But Low Rental Price Base Holds Cactus Back
Additions to the public and large private customers and increased inventory utilization will lead to higher topline and margin expansion...
ProPetro Holding Part 2: Estimates And Relative Valuation
The regression equation suggests a steady revenue growth for PUMP in the next couple of years. EBITDA can increase sharply...
ProPetro Holding Part 1: A Case Of Cautious Growth Vs. Qualitative Improvement
Higher demand for pressure pumping fleets, better pricing, and improved utilization augur well for ProPetro's medium-term outlook. Although the total...
Mammoth Energy Services Part 2: Estimates And Relative Valuation
The regression model suggests a steady revenue growth for TUSK in the next couple of years. EBITDA can turn positive...
Mammoth Energy Services Part 1: Frac Fleet Growth Versus Sedate Economic Activity
Mammoth Energy expects to field two more frac fleets by Q1 2023. • By the end of 2023, its fleet...
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