KGS vs AROC vs USAC vs PUMP

For growth investors, Archrock, Inc.

(AROC) is the stronger pick with 28. 7% revenue growth year-over-year, versus -12. 1% for ProPetro Holding Corp. (PUMP). Archrock, Inc. (AROC) offers the better valuation at 20. 7x trailing P/E (19. 3x forward), making it the more compelling value choice. Analysts rate Kodiak Gas Services, Inc. (KGS) a "Buy" — based on 9 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.

On trailing P/E, Archrock, Inc.

(AROC) is the cheapest at 20. 7x versus ProPetro Holding Corp. at 1993. 6x. On forward P/E, Archrock, Inc. is actually cheaper at 19. 3x.

Over the past 5 years, Kodiak Gas Services, Inc.

(KGS) delivered a total return of +374. 7%, compared to +41. 6% for ProPetro Holding Corp. (PUMP). Over 10 years, the gap is even starker: AROC returned +577. 9% versus PUMP's +7. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), USA Compression Partners, LP (USAC) is the lower-risk stock at 0.

38β versus ProPetro Holding Corp. 's 1. 12β — meaning PUMP is approximately 198% more volatile than USAC relative to the S&P 500. On balance sheet safety, Kodiak Gas Services, Inc. (KGS) carries a lower debt/equity ratio of 4% versus 162% for Archrock, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Archrock, Inc.

(AROC) is pulling ahead at 28. 7% versus -12. 1% for ProPetro Holding Corp. (PUMP). On earnings-per-share growth, the picture is similar: ProPetro Holding Corp. grew EPS 100. 6% year-over-year, compared to 18. 1% for USA Compression Partners, LP. Over a 3-year CAGR, KGS leads at 22. 7% 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.

Archrock, Inc.

(AROC) is the more profitable company, earning 21. 6% net margin versus 0. 1% for ProPetro Holding Corp. — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AROC leads at 38. 7% versus 1. 5% for PUMP. At the gross margin level — before operating expenses — AROC leads at 48. 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.

On forward earnings alone, Archrock, Inc.

(AROC) trades at 19. 3x forward P/E versus 28. 5x for Kodiak Gas Services, Inc. — 9. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AROC: 5. 0% to $40. 00.

In this comparison, USAC (7.

6% yield), KGS (2. 6% yield), AROC (2. 1% yield) pay a dividend. PUMP does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, USA Compression Partners, LP (USAC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

38), 7. 6% yield, +250. 5% 10Y return). Both have compounded well over 10 years (USAC: +250. 5%, PUMP: +7. 2%), 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.

Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: KGS is a small-cap quality compounder stock; AROC is a small-cap high-growth stock; USAC is a small-cap income-oriented stock; PUMP is a small-cap quality compounder stock. KGS, AROC, USAC pay a dividend while PUMP does 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.