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PTEN vs SOC
Revenue, margins, valuation, and 5-year total return — side by side.
Oil & Gas Drilling
PTEN vs SOC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Oil & Gas Drilling | Oil & Gas Drilling |
| Market Cap | $4.33B | $1.84T |
| Revenue (TTM) | $4.66B | $1M |
| Net Income (TTM) | $-119M | $-498M |
| Gross Margin | 8.8% | -8.7% |
| Operating Margin | -1.6% | -367.6% |
| Forward P/E | — | 7.5x |
| Total Debt | $1.28B | $0.00 |
| Cash & Equiv. | $421M | $98M |
PTEN vs SOC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| Patterson-UTI Energ… (PTEN) | 100 | 168.8 | +68.8% |
| Sable Offshore Corp. (SOC) | 100 | 132.5 | +32.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PTEN vs SOC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PTEN carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 0.59, yield 2.8%
- Rev growth -10.3%, EPS growth 90.2%, 3Y rev CAGR 22.2%
- Lower volatility, beta 0.59, Low D/E 39.7%, current ratio 1.64x
SOC is the clearest fit if your priority is long-term compounding.
- 32.4% 10Y total return vs PTEN's -22.1%
- 9.5% revenue growth vs PTEN's -10.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.5% revenue growth vs PTEN's -10.3% | |
| Quality / Margins | -2.6% margin vs SOC's -391.5% | |
| Stability / Safety | Beta 0.59 vs SOC's 1.51 | |
| Dividends | 2.8% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +111.0% vs SOC's -36.8% | |
| Efficiency (ROA) | -2.2% ROA vs SOC's -28.9%, ROIC -0.4% vs -44.6% |
PTEN vs SOC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PTEN vs SOC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PTEN leads this category, winning 4 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
PTEN is the larger business by revenue, generating $4.7B annually — 3669.1x SOC's $1M. PTEN is the more profitable business, keeping -2.6% of every revenue dollar as net income compared to SOC's -391.5%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $4.7B | $1M |
| EBITDAEarnings before interest/tax | $851M | -$454M |
| Net IncomeAfter-tax profit | -$119M | -$498M |
| Free Cash FlowCash after capex | $273M | -$611M |
| Gross MarginGross profit ÷ Revenue | +8.8% | -8.7% |
| Operating MarginEBIT ÷ Revenue | -1.6% | -367.6% |
| Net MarginNet income ÷ Revenue | -2.6% | -391.5% |
| FCF MarginFCF ÷ Revenue | +5.9% | -480.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | -12.7% | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | -5.4% |
Valuation Metrics
PTEN leads this category, winning 2 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.3B | $1.84T |
| Enterprise ValueMkt cap + debt − cash | $5.2B | $1.84T |
| Trailing P/EPrice ÷ TTM EPS | -47.54x | -3.07x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 7.50x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 5.67x | — |
| Price / SalesMarket cap ÷ Revenue | 0.90x | — |
| Price / BookPrice ÷ Book value/share | 1.36x | 2359.43x |
| Price / FCFMarket cap ÷ FCF | 11.64x | — |
Profitability & Efficiency
PTEN leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
PTEN delivers a -3.7% return on equity — every $100 of shareholder capital generates $-4 in annual profit, vs $-114 for SOC. On the Piotroski fundamental quality scale (0–9), PTEN scores 5/9 vs SOC's 2/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.7% | -113.8% |
| ROA (TTM)Return on assets | -2.2% | -28.9% |
| ROICReturn on invested capital | -0.4% | -44.6% |
| ROCEReturn on capital employed | -0.5% | -37.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 2 |
| Debt / EquityFinancial leverage | 0.40x | — |
| Net DebtTotal debt minus cash | $860M | -$98M |
| Cash & Equiv.Liquid assets | $421M | $98M |
| Total DebtShort + long-term debt | $1.3B | $0 |
| Interest CoverageEBIT ÷ Interest expense | -0.96x | -2.28x |
Total Returns (Dividends Reinvested)
Evenly matched — PTEN and SOC each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PTEN five years ago would be worth $14,872 today (with dividends reinvested), compared to $13,264 for SOC. Over the past 12 months, PTEN leads with a +111.0% total return vs SOC's -36.8%. The 3-year compound annual growth rate (CAGR) favors SOC at 8.2% vs PTEN's 5.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +77.9% | +9.5% |
| 1-Year ReturnPast 12 months | +111.0% | -36.8% |
| 3-Year ReturnCumulative with dividends | +17.3% | +26.5% |
| 5-Year ReturnCumulative with dividends | +48.7% | +32.6% |
| 10-Year ReturnCumulative with dividends | -22.1% | +32.4% |
| CAGR (3Y)Annualised 3-year return | +5.5% | +8.2% |
Risk & Volatility
PTEN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PTEN is the less volatile stock with a 0.59 beta — it tends to amplify market swings less than SOC's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. PTEN currently trades 90.4% from its 52-week high vs SOC's 36.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.59x | 1.51x |
| 52-Week HighHighest price in past year | $12.62 | $35.00 |
| 52-Week LowLowest price in past year | $5.10 | $3.72 |
| % of 52W HighCurrent price vs 52-week peak | +90.4% | +36.7% |
| RSI (14)Momentum oscillator 0–100 | 55.4 | 45.8 |
| Avg Volume (50D)Average daily shares traded | 10.6M | 5.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates PTEN as "Buy" and SOC as "Buy". Consensus price targets imply 110.3% upside for SOC (target: $27) vs -3.6% for PTEN (target: $11). PTEN is the only dividend payer here at 2.80% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $11.00 | $27.00 |
| # AnalystsCovering analysts | 53 | 4 |
| Dividend YieldAnnual dividend ÷ price | +2.8% | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | $0.32 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.6% | 0.0% |
PTEN leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 1 category is tied.
PTEN vs SOC: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is PTEN or SOC a better buy right now?
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 is the better long-term investment — PTEN or SOC?
Over the past 5 years, Patterson-UTI Energy, Inc.
(PTEN) delivered a total return of +48. 7%, compared to +32. 6% for Sable Offshore Corp. (SOC). Over 10 years, the gap is even starker: SOC returned +32. 4% versus PTEN's -22. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — PTEN or SOC?
By beta (market sensitivity over 5 years), Patterson-UTI Energy, Inc.
(PTEN) is the lower-risk stock at 0. 59β versus Sable Offshore Corp. 's 1. 51β — meaning SOC is approximately 156% more volatile than PTEN relative to the S&P 500.
04Which is growing faster — PTEN or SOC?
On earnings-per-share growth, the picture is similar: Patterson-UTI Energy, Inc.
grew EPS 90. 2% year-over-year, compared to 40. 6% for Sable Offshore Corp.. 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.
05Which has better profit margins — PTEN or SOC?
Patterson-UTI Energy, Inc.
(PTEN) is the more profitable company, earning -1. 9% net margin versus -391. 5% for Sable Offshore Corp. — meaning it keeps -1. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PTEN leads at -0. 5% versus -367. 6% for SOC. At the gross margin level — before operating expenses — PTEN leads at 4. 8%, 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.
06Is PTEN or SOC more undervalued right now?
Analyst consensus price targets imply the most upside for SOC: 110.
3% to $27. 00.
07Which pays a better dividend — PTEN or SOC?
In this comparison, PTEN (2.
8% yield) pays a dividend. SOC does not pay a meaningful dividend and should not be held primarily for income.
08Is PTEN or SOC better for a retirement portfolio?
For long-horizon retirement investors, Patterson-UTI Energy, Inc.
(PTEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 59), 2. 8% yield). Sable Offshore Corp. (SOC) carries a higher beta of 1. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PTEN: -22. 1%, SOC: +32. 4%), 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.
09What are the main differences between PTEN and SOC?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
PTEN pays a dividend while SOC 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.
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