AESI vs LBRT
AESI: Atlas Energy Solutions is a Permian-focused energy services provider specializing in proppant supply chain logistics and water management for oil and gas operators. LBRT: A leading North American completions and energy services provider, now expanding into high-demand distributed power generation for data centers and industrial clients.
Side-by-side fundamentals
| Metric | AESI | LBRT | Edge |
|---|---|---|---|
| Price as of 2026-10-21 close | $9.39 | $16.69 | |
| Market cap | $1.2B | $2.7B | |
| P/E as of 2026-10-21 | n/a | 22.55 | |
| Net margin FY2025, SEC XBRL | -4.6% | +3.7% | LBRT higher |
| Gross margin FY2025, SEC XBRL | +13.8% | n/a | |
| Operating margin FY2025, SEC XBRL | -1.0% | +1.8% | LBRT higher |
| ROE FY2025, SEC XBRL | -4.2% | +7.1% | LBRT higher |
| ROA FY2025, SEC XBRL | -2.3% | +4.2% | LBRT higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-06-30 | 0.87 | 0.66 | LBRT lower |
| Revenue growth (YoY) FY2025, SEC XBRL | +3.7% | -7.2% | AESI higher |
| Revenue CAGR (3y) SEC XBRL | +31.4% | -1.2% | AESI higher |
| Dividend yield as of 2026-09-02 | n/a | +1.9% | |
| Dividend streak (yrs) SEC XBRL | 1 | 4 | LBRT higher |
| Beta as of 2026-09-03 | 1.29 | 1.61 | |
| 1-year return as of 2026-10-21 close | -9.5% | +4.9% | LBRT higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.