Oil & Gas Equipment & Services
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Side-by-side financial analysisStock Comparison
CLB vs PTEN vs KO vs LBRT vs NINE
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Drilling
Beverages - Non-Alcoholic
Oil & Gas Equipment & Services
Oil & Gas Equipment & Services
CLB vs PTEN vs KO vs LBRT vs NINE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Oil & Gas Equipment & Services | Oil & Gas Drilling | Beverages - Non-Alcoholic | Oil & Gas Equipment & Services | Oil & Gas Equipment & Services |
| Market Cap | $586M | $4.04B | $348.25B | $4.55B | $442M |
| Revenue (TTM) | $525M | $4.66B | $49.28B | $4.05B | $541M |
| Net Income (TTM) | $31M | $-119M | $13.70B | $150M | $62M |
| Gross Margin | 17.8% | 8.8% | 61.7% | 10.7% | 8.6% |
| Operating Margin | 10.0% | -1.6% | 29.3% | 1.5% | -2.2% |
| Forward P/E | 21.2x | — | 24.7x | 105.2x | 2.0x |
| Total Debt | $206M | $1.28B | $45.49B | $873M | $383M |
| Cash & Equiv. | $23M | $421M | $10.27B | $28M | $20M |
CLB vs PTEN vs KO vs LBRT vs NINE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| Core Laboratories N… (CLB) | 100 | 62.6 | -37.4% |
| Patterson-UTI Energ… (PTEN) | 100 | 306.9 | +206.9% |
| The Coca-Cola Compa… (KO) | 100 | 181.1 | +81.1% |
| Liberty Energy Inc. (LBRT) | 100 | 512.2 | +412.2% |
| Nine Energy Service… (NINE) | 100 | 523.1 | +423.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CLB vs PTEN vs KO vs LBRT vs NINE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CLB lags the leaders in this set but could rank higher in a more targeted comparison.
PTEN is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 0 yrs, beta 0.22, yield 3.0%
- Lower volatility, beta 0.22, Low D/E 39.7%, current ratio 1.64x
- Beta 0.22, yield 3.0%, current ratio 1.64x
- Beta 0.22 vs NINE's 2.94
KO ranks third and is worth considering specifically for growth exposure and long-term compounding.
- Rev growth 1.9%, EPS growth 23.6%, 3Y rev CAGR 3.7%
- 118.2% 10Y total return vs LBRT's 73.5%
- 1.9% revenue growth vs PTEN's -10.3%
- 27.8% margin vs PTEN's -2.6%
Among these 5 stocks, LBRT doesn't own a clear edge in any measured category.
NINE carries the broadest edge in this set and is the clearest fit for value and momentum.
- Lower P/E (2.0x vs 105.2x)
- +15.2% vs CLB's +5.3%
- 18.1% ROA vs PTEN's -2.2%, ROIC 0.1% vs -0.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.9% revenue growth vs PTEN's -10.3% | |
| Value | Lower P/E (2.0x vs 105.2x) | |
| Quality / Margins | 27.8% margin vs PTEN's -2.6% | |
| Stability / Safety | Beta 0.22 vs NINE's 2.94 | |
| Dividends | 3.0% yield, vs KO's 2.5%, (1 stock pays no dividend) | |
| Momentum (1Y) | +15.2% vs CLB's +5.3% | |
| Efficiency (ROA) | 18.1% ROA vs PTEN's -2.2%, ROIC 0.1% vs -0.4% |
CLB vs PTEN vs KO vs LBRT vs NINE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CLB vs PTEN vs KO vs LBRT vs NINE — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 3 of 6 categories
PTEN leads 1 • NINE leads 1 • CLB leads 0 • LBRT leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
KO leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 93.9x CLB's $525M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to PTEN's -2.6%. On growth, KO holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $525M | $4.7B | $49.3B | $4.0B | $541M |
| EBITDAEarnings before interest/tax | $71M | $851M | $15.5B | $549M | $38M |
| Net IncomeAfter-tax profit | $31M | -$119M | $13.7B | $150M | $62M |
| Free Cash FlowCash after capex | $24M | $273M | $12.6B | -$193M | -$33M |
| Gross MarginGross profit ÷ Revenue | +17.8% | +8.8% | +61.7% | +10.7% | +8.6% |
| Operating MarginEBIT ÷ Revenue | +10.0% | -1.6% | +29.3% | +1.5% | -2.2% |
| Net MarginNet income ÷ Revenue | +5.9% | -2.6% | +27.8% | +3.7% | +11.5% |
| FCF MarginFCF ÷ Revenue | +4.5% | +5.9% | +25.5% | -4.8% | -6.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.4% | -12.7% | +12.1% | +4.5% | -13.6% |
| EPS Growth (YoY)Latest quarter vs prior year | — | — | +18.2% | +16.7% | +14.7% |
Valuation Metrics
PTEN leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 18.7x trailing earnings, CLB trades at a 41% valuation discount to LBRT's 31.5x P/E. On an enterprise value basis, PTEN's 5.4x EV/EBITDA is more attractive than KO's 25.9x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $586M | $4.0B | $348.2B | $4.5B | $442M |
| Enterprise ValueMkt cap + debt − cash | $769M | $4.9B | $383.5B | $5.4B | $805M |
| Trailing P/EPrice ÷ TTM EPS | 18.71x | -44.38x | 26.62x | 31.54x | -8.16x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.24x | — | 24.75x | 105.21x | 2.05x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 2.38x | — | — |
| EV / EBITDAEnterprise value multiple | 12.11x | 5.36x | 25.89x | 9.28x | 16.09x |
| Price / SalesMarket cap ÷ Revenue | 1.11x | 0.84x | 7.26x | 1.14x | 0.79x |
| Price / BookPrice ÷ Book value/share | 2.11x | 1.27x | 10.18x | 2.24x | — |
| Price / FCFMarket cap ÷ FCF | 25.93x | 10.86x | 65.76x | 322.49x | — |
Profitability & Efficiency
KO leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-4 for PTEN. PTEN carries lower financial leverage with a 0.40x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs NINE's 2/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +11.3% | -3.7% | +41.1% | +7.4% | — |
| ROA (TTM)Return on assets | +5.2% | -2.2% | +13.1% | +4.0% | +18.1% |
| ROICReturn on invested capital | +8.3% | -0.4% | +15.8% | +2.3% | +0.1% |
| ROCEReturn on capital employed | +9.9% | -0.5% | +17.3% | +3.0% | +0.2% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 | 7 | 4 | 2 |
| Debt / EquityFinancial leverage | 0.74x | 0.40x | 1.33x | 0.42x | — |
| Net DebtTotal debt minus cash | $183M | $860M | $35.2B | $846M | $363M |
| Cash & Equiv.Liquid assets | $23M | $421M | $10.3B | $28M | $20M |
| Total DebtShort + long-term debt | $206M | $1.3B | $45.5B | $873M | $383M |
| Interest CoverageEBIT ÷ Interest expense | 5.18x | -0.96x | 10.70x | 5.24x | -0.17x |
Total Returns (Dividends Reinvested)
NINE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NINE five years ago would be worth $35,916 today (with dividends reinvested), compared to $2,851 for CLB. Over the past 12 months, NINE leads with a +1518.8% total return vs CLB's +5.3%. The 3-year compound annual growth rate (CAGR) favors NINE at 43.0% vs CLB's -17.0% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -24.8% | +67.7% | +18.6% | +49.6% | +2781.4% |
| 1-Year ReturnPast 12 months | +5.3% | +71.2% | +17.7% | +112.2% | +1518.8% |
| 3-Year ReturnCumulative with dividends | -42.8% | -6.7% | +42.6% | +105.9% | +192.3% |
| 5-Year ReturnCumulative with dividends | -71.5% | +14.2% | +63.1% | +93.0% | +259.2% |
| 10-Year ReturnCumulative with dividends | -83.0% | -40.0% | +118.2% | +73.5% | -60.9% |
| CAGR (3Y)Annualised 3-year return | -17.0% | -2.3% | +12.6% | +27.2% | +43.0% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.20 beta — it tends to amplify market swings less than NINE's 2.94 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.3% from its 52-week high vs CLB's 62.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.96x | 0.22x | -0.20x | 1.21x | 2.94x |
| 52-Week HighHighest price in past year | $20.36 | $13.14 | $84.04 | $34.48 | $11.40 |
| 52-Week LowLowest price in past year | $9.72 | $5.10 | $65.35 | $9.90 | $0.00 |
| % of 52W HighCurrent price vs 52-week peak | +62.5% | +81.1% | +96.3% | +81.4% | +89.5% |
| RSI (14)Momentum oscillator 0–100 | 41.2 | 47.2 | 60.8 | 42.1 | 56.0 |
| Avg Volume (50D)Average daily shares traded | 445K | 8.6M | 12.7M | 3.2M | 38K |
Analyst Outlook
Evenly matched — PTEN and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CLB as "Hold", PTEN as "Buy", KO as "Buy", LBRT as "Buy", NINE as "Hold". Consensus price targets imply 96.5% upside for CLB (target: $25) vs 6.5% for KO (target: $86). For income investors, PTEN offers the higher dividend yield at 3.00% vs CLB's 0.32%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $25.00 | $12.29 | $86.13 | $34.71 | $18.00 |
| # AnalystsCovering analysts | 37 | 53 | 48 | 19 | 9 |
| Dividend YieldAnnual dividend ÷ price | +0.3% | +3.0% | +2.5% | +1.2% | — |
| Dividend StreakConsecutive years of raises | 0 | 0 | 56 | 3 | 1 |
| Dividend / ShareAnnual DPS | $0.04 | $0.32 | $2.04 | $0.33 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.1% | +1.7% | +0.2% | +0.5% | 0.0% |
KO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PTEN leads in 1 (Valuation Metrics). 1 tied.
CLB vs PTEN vs KO vs LBRT vs NINE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CLB or PTEN or KO or LBRT or NINE a better buy right now?
For growth investors, The Coca-Cola Company (KO) is the stronger pick with 1.
9% revenue growth year-over-year, versus -10. 3% for Patterson-UTI Energy, Inc. (PTEN). Core Laboratories N. V. (CLB) offers the better valuation at 18. 7x trailing P/E (21. 2x forward), making it the more compelling value choice. Analysts rate Patterson-UTI Energy, Inc. (PTEN) a "Buy" — based on 53 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CLB or PTEN or KO or LBRT or NINE?
On trailing P/E, Core Laboratories N.
V. (CLB) is the cheapest at 18. 7x versus Liberty Energy Inc. at 31. 5x. On forward P/E, Nine Energy Service, Inc. is actually cheaper at 2. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — CLB or PTEN or KO or LBRT or NINE?
Over the past 5 years, Nine Energy Service, Inc.
(NINE) delivered a total return of +259. 2%, compared to -71. 5% for Core Laboratories N. V. (CLB). Over 10 years, the gap is even starker: KO returned +118. 2% versus CLB's -83. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CLB or PTEN or KO or LBRT or NINE?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
20β versus Nine Energy Service, Inc. 's 2. 94β — meaning NINE is approximately -1567% more volatile than KO relative to the S&P 500. On balance sheet safety, Patterson-UTI Energy, Inc. (PTEN) carries a lower debt/equity ratio of 40% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
05Which is growing faster — CLB or PTEN or KO or LBRT or NINE?
By revenue growth (latest reported year), The Coca-Cola Company (KO) is pulling ahead at 1.
9% versus -10. 3% for Patterson-UTI Energy, Inc. (PTEN). On earnings-per-share growth, the picture is similar: Patterson-UTI Energy, Inc. grew EPS 90. 2% year-over-year, compared to -52. 4% for Liberty Energy Inc.. Over a 3-year CAGR, PTEN leads at 22. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CLB or PTEN or KO or LBRT or NINE?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus -9. 1% for Nine Energy Service, Inc. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus -0. 5% for PTEN. At the gross margin level — before operating expenses — KO leads at 61. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CLB or PTEN or KO or LBRT or NINE more undervalued right now?
On forward earnings alone, Nine Energy Service, Inc.
(NINE) trades at 2. 0x forward P/E versus 105. 2x for Liberty Energy Inc. — 103. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CLB: 96. 5% to $25. 00.
08Which pays a better dividend — CLB or PTEN or KO or LBRT or NINE?
In this comparison, PTEN (3.
0% yield), KO (2. 5% yield), LBRT (1. 2% yield), CLB (0. 3% yield) pay a dividend. NINE does not pay a meaningful dividend and should not be held primarily for income.
09Is CLB or PTEN or KO or LBRT or NINE better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
20), 2. 5% yield, +118. 2% 10Y return). Nine Energy Service, Inc. (NINE) carries a higher beta of 2. 94 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KO: +118. 2%, NINE: -60. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CLB and PTEN and KO and LBRT and NINE?
These companies operate in different sectors (CLB (Energy) and PTEN (Energy) and KO (Consumer Defensive) and LBRT (Energy) and NINE (Energy)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
PTEN, KO, LBRT pay a dividend while CLB, NINE do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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