KGS vs USAC vs SLB Stock Comparison

Kodiak Gas Services, USA Compression Partners and Slb Prices as of Oct 27, 2026 Peers: Industry group
SLB Slb Limited/Nv
$54.08 +4.9% 1M +49.6% 1Y
Market cap
$80.14B
P/E
25.8x
Revenue (TTM)
$36.37B
Div. yield
–
Oilfield Services Energy
5 wins

Head to Head

12 decided of 12

USA Compression Partners leads on 7 of the 12 questions below (USA Compression Partners 7, Slb 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionKGSUSACSLBLeader
Larger companyMarket capitalisation $4.59B $3.66B $80.14B SLB
Cheaper on earningsLower P/E, profitable companies only 57.1x 25.3x 25.8x USAC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 23.1x 20.4x 21.5x USAC
Faster revenue growthRevenue growth, trailing twelve months +8.2% +19.9% +2.5% USAC
More profitableNet margin, trailing twelve months 5.8% 12.3% 8.5% USAC
Better return on capitalReturn on invested capital 6.2% 9.9% 9.5% USAC
Less leveragedLower net debt / EBITDA 3.8x 4.3x 1.2x SLB
Higher dividend yieldTrailing dividend yield 0.04% 0.08% 0.00% USAC
Better 1-year returnPrice return, last 12 months +31.8% +13.0% +49.6% SLB
Better 5-year returnAnnualised price return, 5 years — +9.2%/yr +10.2%/yr SLB
Less volatileAnnualised volatility, 1 year 42.6% 28.1% 36.6% USAC
Higher overall scoreMean of the five percentile scores vs peers 45/100 58/100 59/100 SLB

Percentile Scorecard

KGSUSACSLB

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

AxisKGSUSACSLB
Valuation 9 #43 of 47 35 #31 of 47 28 #34 of 47
Growth 69 #14 of 43 93 #4 of 43 45 #24 of 43
Profitability 74 #11 of 40 100 #1 of 40 85 #7 of 40
Financial Health 11 #40 of 45 9 #41 of 45 57 #20 of 45
Shareholder Returns 61 #13 of 32 55 #15 of 32 81 #7 of 32
Overall 45 58 59
  • KGS ranked among 48 companies in Oilfield Services and Equipment
  • USAC ranked among 48 companies in Oilfield Services and Equipment
  • SLB 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

PeriodKGSUSACSLBSPY
1 month -10.4%-0.8%+4.9% -0.2%
3 months -16.1%-1.9%+8.2% +3.9%
6 months -28.9%-6.8%-2.8% +8.2%
Year to date +26.8%+10.1%+40.9% +12.9%
1 year +31.8%+13.0%+49.6% +12.3%
3 years +175.7%+2.1%-3.1% +87.4%
3 years, per year +40.3%+0.7%-1.1% +23.3%
5 years —+55.0%+62.4% +67.9%
5 years, per year —+9.2%+10.2% +10.9%
10 years —+33.2%-32.1% +261.1%
10 years, per year —+2.9%-3.8% +13.7%

Risk

MeasureKGSUSACSLBSPY
Volatility, 1Y 42.6%28.1%36.6% 12.7%
Downside volatility, 1Y 47.3%28.5%33.4% 12.7%
Beta vs S&P 500, 1Y 0.830.090.74 1.00
Return / volatility, 1Y 0.750.461.35 0.97
Max drawdown, 5Y -42.2%-25.3%-48.9% -25.4%
From 52-week high -37.8%-16.4%-10.0% -1.2%
52-week high $76.27$30.30$60.12 $779.14
52-week low $32.95$21.99$35.19 $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.

MultipleKGSUSACSLB
P/E now vs peer median 56.3xmedian 26.1x 25.4xmedian 26.1x 26.0xmedian 26.1x
P/S now vs peer median 3.4xmedian 1.3x 3.1xmedian 1.3x 2.2xmedian 1.3x
EV/EBITDA now vs peer median 10.8xmedian 8.8x 9.7xmedian 8.8x 12.0xmedian 8.8x
P/FCF now vs peer median 955.6xmedian 14.9x 11.9xmedian 14.9x 16.7xmedian 14.9x
P/B now vs peer median 2.2xmedian 1.7x 12.8xmedian 1.7x 2.9xmedian 1.7x
PEG now vs peer median -21.87median 0.49 0.13median 0.49 -2.89median 0.49

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 monthsKGSUSACSLB
Revenue $1.39B $1.18B $36.37B
Gross profit $889.05M $772.78M $6.01B
Operating income $382.14M $352.30M $4.68B
Net income $80.57M $146.24M $3.15B
Free cash flow $5.01M $309.81M $4.81B
R&D – – $692.00M
EPS (diluted) $0.83 $0.99 $2.06
Cash & equivalents $137.55M $9.48M $2.74B
Total debt $2.72B $2.94B $12.80B
Shares (diluted) 96.81M 145.62M 1.51B
Enterprise value $4.35B $3.62B $76.07B

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
MetricKGSUSACSLB
P/E 56.3x 25.4x 26.0x
P/FCF 955.6x 11.9x 16.7x
P/Operating cash flow 10.0x 8.2x 12.3x
P/S 3.4x 3.1x 2.2x
P/B 2.2x 12.8x 2.9x
P/Tangible book 2.4x 33.3x 3.6x
EV/EBITDA 10.8x 9.7x 12.0x
EV/EBIT 19.3x 18.7x 19.0x
EV/Revenue 5.3x 5.6x 2.4x
EV/FCF 1,472x 21.3x 18.5x
EV/Operating cash flow 15.4x 14.8x 13.6x
PEG (3Y EPS CAGR) -21.87 0.13 -2.89

Growth

14 metrics
MetricKGSUSACSLB
Revenue growth (1Y) 8.2% 19.9% 2.5%
Revenue CAGR (3Y) 22.6% 15.0% 5.3%
Gross profit growth (1Y) 11.8% 18.2% -15.3%
Gross profit CAGR (3Y) 24.1% 14.7% -0.2%
Operating income growth (1Y) 17.9% 18.9% -16.5%
Operating income CAGR (3Y) 17.1% 21.9% -2.2%
Net income growth (1Y) -4.5% 55.9% -25.2%
Net income CAGR (3Y) 15.0% 40.7% -7.6%
EPS growth (1Y) -10.3% 50.4% -31.3%
EPS CAGR (3Y) -2.6% 197.5% -9.0%
Operating cash flow growth (1Y) 7.2% 25.1% -1.6%
Operating cash flow CAGR (3Y) 31.6% 19.6% 8.5%
Free cash flow growth (1Y) -96.1% 19.9% 0.1%
Free cash flow CAGR (3Y) 22.3% 68.5% 21.2%

Profitability

14 metrics
MetricKGSUSACSLB
Gross margin 63.8% 65.7% 16.5%
EBITDA margin 48.9% 57.8% 20.5%
Operating margin 27.4% 30.0% 12.9%
Pretax margin 8.1% 13.5% 10.8%
Net margin 5.8% 12.3% 8.5%
FCF margin 0.4% 26.3% 13.2%
Operating cash flow margin 34.4% 38.0% 18.0%
Return on equity 4.8% 48.4% 11.5%
Return on assets 1.6% 3.9% 5.7%
Return on invested capital 6.2% 9.9% 9.5%
Return on capital employed 8.2% 10.2% 11.4%
Asset turnover 0.3x 0.3x 0.7x
Cash conversion (OCF / net income) 5.9x 3.1x 2.1x
Stock comp / revenue 1.9% 0.6% 0.9%

Financial Health

11 metrics
MetricKGSUSACSLB
Debt / assets 49.5% 79.8% 23.0%
Debt / equity 1.3x 10.2x 0.5x
Net debt / EBITDA 3.8x 4.3x 1.2x
Debt / FCF 543.4x 9.5x 2.7x
Liabilities / assets 60.7% 92.2% 50.9%
Equity / assets 39.3% 7.8% 49.1%
Interest coverage – 1.8x 9.1x
Current ratio 1.4x 1.3x 1.4x
Quick ratio 1.1x 0.6x 0.9x
Cash ratio 0.4x 0.0x 0.3x
Altman Z-score 1.38 – 3.24

Shareholder Returns

7 metrics
MetricKGSUSACSLB
Dividend yield 4.1% 8.3% 2.1%
Net buyback yield 1.8% – 1.1%
Shareholder yield 5.9% 8.3% 3.2%
Payout ratio (earnings) 217.9% 189.3% –
Payout ratio (FCF) 3,506% 89.3% –
Dividend growth (1Y) 18.6% 4.0% –
Dividend CAGR (3Y) 60.7% 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.

ConsensusKGSUSACSLB
Forward P/E 23.1xFY2026 20.4xFY2026 21.5xFY2026
EPS, next fiscal year $2.05FY2026 $1.24FY2026 $2.52FY2026
EPS growth, next FY +130.3%FY2026 +45.9%FY2026 -14.0%FY2026
EPS growth, the year after +40.5% +24.2% +17.1%
Revenue, next fiscal year $1.59BFY2026 $1.46BFY2026 $38.38BFY2026
Revenue growth, next FY +21.6%FY2026 +46.4%FY2026 +7.5%FY2026
Revenue growth, the year after +5.5% -3.9% +0.5%
KGS estimates →USAC estimates →SLB estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersKGSUSACSLB
Held by institutions 100.0% 37.0% 89.8%
Institutions holding 407 130 1,698
Change in shares held, QoQ +16.6% +0.4% +1.6%
Institutions buying 282 63 783
Institutions selling 86 26 663
Buyers to sellers 3.28 2.42 1.18
KGS holders →USAC holders →SLB holders →

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.

KGSUSACSLB
KGS 1.00 0.26 0.21
USAC 0.26 1.00 0.30
SLB 0.21 0.30 1.00

Add a Peer

Largest companies in the same industry
KGS · Oilfield Services
+BKRBaker Hughes +HALHalliburton +WFRDWeatherford International +TDWTidewater +LBRTLiberty Energy +WTTRSelect Water Solutions +NESRNational Energy Services Reunited +RESRpc
Plot all 54 Oilfield Services stocks →

Related Comparisons

KGS vs BKRBaker Hughes KGS vs HALHalliburton KGS vs WFRDWeatherford International KGS vs TDWTidewater

Frequently Asked Questions

Which is bigger, KGS, USAC and SLB?

Slb (SLB) is the largest by market capitalisation: Kodiak Gas Services (KGS) $4.59B, USA Compression Partners (USAC) $3.66B, Slb (SLB) $80.14B.

Which stock is cheaper, KGS, USAC and SLB?

USA Compression Partners (USAC) trades on the lowest price-to-earnings ratio (Kodiak Gas Services (KGS) 57.1x, USA Compression Partners (USAC) 25.3x, Slb (SLB) 25.8x). On next year's consensus earnings, USA Compression Partners (USAC) is cheapest (Kodiak Gas Services (KGS) 23.1x, USA Compression Partners (USAC) 20.4x, Slb (SLB) 21.5x). 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: Kodiak Gas Services (KGS) +8.2%, USA Compression Partners (USAC) +19.9%, Slb (SLB) +2.5%.

Which company is more profitable?

USA Compression Partners (USAC) has the highest net margin (Kodiak Gas Services (KGS) 5.8%, USA Compression Partners (USAC) 12.3%, Slb (SLB) 8.5%). On return on invested capital, USA Compression Partners (USAC) leads (Kodiak Gas Services (KGS) 6.2%, USA Compression Partners (USAC) 9.9%, Slb (SLB) 9.5%).

Which stock has performed better?

Over the past year Slb (SLB) returned the most: Kodiak Gas Services (KGS) +31.8%, USA Compression Partners (USAC) +13.0%, Slb (SLB) +49.6%. Over five years, Slb (SLB) compounded fastest (USA Compression Partners (USAC) +9.2%/yr, Slb (SLB) +10.2%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

USA Compression Partners (USAC) has the highest dividend yield: Kodiak Gas Services (KGS) 0.04%, USA Compression Partners (USAC) 0.08%, Slb (SLB) 0.00%. Slb (SLB) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, USA Compression Partners (USAC) has been the steadiest (Kodiak Gas Services (KGS) 42.6%, USA Compression Partners (USAC) 28.1%, Slb (SLB) 36.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, KGS, USAC and SLB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, USA Compression Partners (USAC) leads on 7. 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.