AROC vs BKR vs USAC Stock Comparison

Archrock, Baker Hughes and USA Compression Partners Prices as of Oct 26, 2026 Peers: Industry group
AROC Archrock, Inc.
$29.98 -1.5% 1M +17.8% 1Y
Market cap
$5.54B
P/E
16.9x
Revenue (TTM)
$1.50B
Div. yield
0.03%
Oil and Gas Pipelines Energy
6 wins
BKR Baker Hughes Co
$56.01 -3.1% 1M +18.4% 1Y
Market cap
$58.59B
P/E
18.9x
Revenue (TTM)
$27.73B
Div. yield
0.02%
Oilfield Services Energy
3 wins

Head to Head

12 decided of 12

Archrock leads on 6 of the 12 questions below (Archrock 6, Baker Hughes 3, USA Compression Partners 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAROCBKRUSACLeader
Larger companyMarket capitalisation $5.54B $58.59B $3.65B BKR
Cheaper on earningsLower P/E, profitable companies only 16.9x 18.9x 25.3x AROC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.8x 22.1x 20.2x AROC
Faster revenue growthRevenue growth, trailing twelve months +11.5% +0.4% +19.9% USAC
More profitableNet margin, trailing twelve months 21.8% 11.2% 12.3% AROC
Better return on capitalReturn on invested capital 16.5% 8.9% 9.9% AROC
Less leveragedLower net debt / EBITDA 2.0x 0.1x 4.3x BKR
Higher dividend yieldTrailing dividend yield 0.03% 0.02% 0.08% USAC
Better 1-year returnPrice return, last 12 months +17.8% +18.4% +8.5% BKR
Better 5-year returnAnnualised price return, 5 years +29.3%/yr +17.5%/yr +9.5%/yr AROC
Less volatileAnnualised volatility, 1 year 32.3% 33.2% 28.1% USAC
Higher overall scoreMean of the five percentile scores vs peers 83/100 55/100 57/100 AROC

Percentile Scorecard

AROCBKRUSAC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAROCBKRUSAC
Valuation 88 #5 of 35 44 #27 of 47 33 #32 of 47
Growth 94 #3 of 34 67 #15 of 44 95 #3 of 44
Profitability 88 #5 of 34 75 #11 of 41 100 #1 of 41
Financial Health 71 #11 of 35 49 #24 of 46 9 #42 of 46
Shareholder Returns 73 #9 of 31 42 #19 of 32 48 #17 of 32
Overall 83 55 57
  • AROC ranked among 35 companies in Oil and Gas Midstream
  • BKR ranked among 48 companies in Oilfield Services and Equipment
  • USAC ranked among 48 companies in Oilfield Services and Equipment

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAROCBKRUSACSPY
1 month -1.5%-3.1%-2.2% -0.8%
3 months -16.0%-7.6%-2.8% +3.5%
6 months -19.8%-18.1%-6.7% +7.0%
Year to date +15.2%+23.0%+8.7% +12.2%
1 year +17.8%+18.4%+8.5% +13.0%
3 years +139.6%+60.9%+0.8% +86.3%
3 years, per year +33.8%+17.2%+0.3% +23.1%
5 years +261.2%+124.0%+57.1% +68.6%
5 years, per year +29.3%+17.5%+9.5% +11.0%
10 years +151.9%—+31.9% +258.0%
10 years, per year +9.7%—+2.8% +13.6%

Risk

MeasureAROCBKRUSACSPY
Volatility, 1Y 32.3%33.2%28.1% 12.7%
Downside volatility, 1Y 34.6%34.2%28.5% 12.7%
Beta vs S&P 500, 1Y 0.510.680.09 1.00
Return / volatility, 1Y 0.550.550.30 1.02
Max drawdown, 5Y -38.8%-47.2%-25.3% -25.4%
From 52-week high -28.5%-19.6%-17.5% -1.8%
52-week high $41.95$69.67$30.30 $779.14
52-week low $23.04$44.47$21.99 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAROCBKRUSAC
P/E now vs peer median 15.9xmedian 21.0x 17.9xmedian 25.5x 25.1xmedian 25.5x
P/S now vs peer median 3.5xmedian 2.7x 2.0xmedian 1.2x 3.1xmedian 1.2x
EV/EBITDA now vs peer median 6.6xmedian 11.0x 11.5xmedian 8.6x 9.6xmedian 8.6x
P/FCF now vs peer median 18.0xmedian 16.6x 17.8xmedian 14.7x 11.7xmedian 14.7x
P/B now vs peer median 3.4xmedian 2.6x 2.8xmedian 1.6x 12.6xmedian 1.6x
PEG now vs peer median 0.25median 1.92 0.45median 0.41 0.13median 0.41

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAROCBKRUSAC
Revenue $1.50B $27.73B $1.18B
Gross profit $1.01B $6.58B $772.78M
Operating income $850.31M $3.59B $352.30M
Net income $328.53M $3.12B $146.24M
Free cash flow $291.33M $3.13B $309.81M
R&D – $569.00M –
EPS (diluted) $1.88 $3.11 $0.99
Cash & equivalents $2.00M $15.73B $9.48M
Total debt $9.70B $16.25B $2.94B
Shares (diluted) 174.74M 997.00M 145.62M
Enterprise value $5.53B $21.69B $3.62B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAROCBKRUSAC
P/E 15.9x 17.9x 25.1x
P/FCF 18.0x 17.8x 11.7x
P/Operating cash flow 7.2x 12.5x 8.1x
P/S 3.5x 2.0x 3.1x
P/B 3.4x 2.8x 12.6x
P/Tangible book 3.7x 3.5x 32.8x
EV/EBITDA 6.6x 11.5x 9.6x
EV/EBIT 8.9x 15.7x 18.6x
EV/Revenue 5.1x 2.0x 5.6x
EV/FCF 26.1x 17.9x 21.2x
EV/Operating cash flow 10.5x 12.7x 14.7x
PEG (3Y EPS CAGR) 0.25 0.45 0.13

Growth

14 metrics
MetricAROCBKRUSAC
Revenue growth (1Y) 11.5% 0.4% 19.9%
Revenue CAGR (3Y) 18.2% 6.0% 15.0%
Gross profit growth (1Y) 19.7% -0.9% 18.2%
Gross profit CAGR (3Y) 29.3% 5.8% 14.7%
Operating income growth (1Y) 25.9% 9.7% 18.9%
Operating income CAGR (3Y) 34.3% 23.9% 21.9%
Net income growth (1Y) 41.9% 1.3% 55.9%
Net income CAGR (3Y) 69.9% 39.1% 40.7%
EPS growth (1Y) 42.3% 1.0% 50.4%
EPS CAGR (3Y) 63.1% 39.9% 197.5%
Operating cash flow growth (1Y) 56.3% 29.7% 25.1%
Operating cash flow CAGR (3Y) 46.2% 16.4% 19.6%
Free cash flow growth (1Y) 1,641% 44.5% 19.9%
Free cash flow CAGR (3Y) 74.1% 21.8% 68.5%

Profitability

14 metrics
MetricAROCBKRUSAC
Gross margin 67.3% 23.7% 65.7%
EBITDA margin 76.3% 17.6% 57.8%
Operating margin 56.5% 12.9% 30.0%
Pretax margin 29.0% 12.7% 13.5%
Net margin 21.8% 11.2% 12.3%
FCF margin 19.4% 11.3% 26.3%
Operating cash flow margin 48.2% 16.0% 38.0%
Return on equity 21.5% 15.8% 48.4%
Return on assets 7.5% 6.0% 3.9%
Return on invested capital 16.5% 8.9% 9.9%
Return on capital employed 20.4% 9.7% 10.2%
Asset turnover 0.3x 0.5x 0.3x
Cash conversion (OCF / net income) 2.2x 1.4x 3.1x
Stock comp / revenue 2.4% 0.7% 0.6%

Financial Health

11 metrics
MetricAROCBKRUSAC
Debt / assets 52.8% 30.9% 79.8%
Debt / equity 1.5x 0.8x 10.2x
Net debt / EBITDA 2.0x 0.1x 4.3x
Debt / FCF 8.1x 5.2x 9.5x
Liabilities / assets 65.1% 61.8% 92.2%
Equity / assets 34.9% 38.2% 7.8%
Interest coverage 5.2x – 1.8x
Current ratio 1.4x 2.1x 1.3x
Quick ratio 0.9x 1.7x 0.6x
Cash ratio 0.0x 1.1x 0.0x
Altman Z-score 1.40 2.10 –

Shareholder Returns

7 metrics
MetricAROCBKRUSAC
Dividend yield 2.9% 1.6% 10.6%
Net buyback yield 0.8% – –
Shareholder yield 3.8% 1.6% 10.6%
Payout ratio (earnings) 46.4% 29.1% 189.3%
Payout ratio (FCF) 52.3% 29.1% 89.3%
Dividend growth (1Y) 20.6% 4.2% 4.0%
Dividend CAGR (3Y) 18.1% 6.4% 2.5%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAROCBKRUSAC
Forward P/E 17.8xFY2026 22.1xFY2026 20.2xFY2026
EPS, next fiscal year $1.68FY2026 $2.54FY2026 $1.24FY2026
EPS growth, next FY -8.2%FY2026 -2.3%FY2026 +45.9%FY2026
EPS growth, the year after +26.2% +10.6% +24.2%
Revenue, next fiscal year $1.55BFY2026 $30.90BFY2026 $1.46BFY2026
Revenue growth, next FY +4.1%FY2026 +11.4%FY2026 +46.4%FY2026
Revenue growth, the year after -1.1% -1.5% -3.9%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAROCBKRUSAC
Held by institutions 100.0% 97.2% 37.0%
Institutions holding 453 1,148 130
Change in shares held, QoQ +3.3% +5.2% +0.4%
Institutions buying 261 576 63
Institutions selling 126 429 26
Buyers to sellers 2.07 1.34 2.42

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AROCBKRUSAC
AROC 1.00 0.43 0.38
BKR 0.43 1.00 0.33
USAC 0.38 0.33 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AROC, BKR and USAC?

Baker Hughes (BKR) is the largest by market capitalisation: Archrock (AROC) $5.54B, Baker Hughes (BKR) $58.59B, USA Compression Partners (USAC) $3.65B.

Which stock is cheaper, AROC, BKR and USAC?

Archrock (AROC) trades on the lowest price-to-earnings ratio (Archrock (AROC) 16.9x, Baker Hughes (BKR) 18.9x, USA Compression Partners (USAC) 25.3x). On next year's consensus earnings, Archrock (AROC) is cheapest (Archrock (AROC) 17.8x, Baker Hughes (BKR) 22.1x, USA Compression Partners (USAC) 20.2x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

USA Compression Partners (USAC) grew revenue fastest over the trailing twelve months: Archrock (AROC) +11.5%, Baker Hughes (BKR) +0.4%, USA Compression Partners (USAC) +19.9%.

Which company is more profitable?

Archrock (AROC) has the highest net margin (Archrock (AROC) 21.8%, Baker Hughes (BKR) 11.2%, USA Compression Partners (USAC) 12.3%). On return on invested capital, Archrock (AROC) leads (Archrock (AROC) 16.5%, Baker Hughes (BKR) 8.9%, USA Compression Partners (USAC) 9.9%).

Which stock has performed better?

Over the past year Baker Hughes (BKR) returned the most: Archrock (AROC) +17.8%, Baker Hughes (BKR) +18.4%, USA Compression Partners (USAC) +8.5%. Over five years, Archrock (AROC) compounded fastest (Archrock (AROC) +29.3%/yr, Baker Hughes (BKR) +17.5%/yr, USA Compression Partners (USAC) +9.5%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

USA Compression Partners (USAC) has the highest dividend yield: Archrock (AROC) 0.03%, Baker Hughes (BKR) 0.02%, USA Compression Partners (USAC) 0.08%.

Which stock is riskier?

By one-year price volatility, USA Compression Partners (USAC) has been the steadiest (Archrock (AROC) 32.3%, Baker Hughes (BKR) 33.2%, USA Compression Partners (USAC) 28.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AROC, BKR and USAC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Archrock (AROC) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.