AESI vs NGS
AESI: A provider of integrated proppant production and logistics services for the oil and gas industry in the Permian Basin, featuring the Dune Express conveyor network. NGS: Equipment-as-a-service provider of natural gas compression units for oil and gas artificial lift applications, primarily serving unconventional production in the Permian Basin.
Side-by-side fundamentals
| Metric | AESI | NGS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $14.55 | $39.55 | |
| Market cap as of 2026-07-23 | $1.8B | $503M | |
| P/E as of 2026-07-23 | n/a | 23.02 | |
| PEG as of 2026-07-23 | n/a | 0.85 | |
| Net margin as of 2026-07-23 | -9.3% | +12.2% | NGS higher |
| Gross margin as of 2026-07-23 | +9.6% | +59.4% | NGS higher |
| Operating margin as of 2026-07-23 | -5.5% | +22.8% | NGS higher |
| ROE as of 2026-07-23 | -8.1% | +8.0% | NGS higher |
| ROA as of 2026-07-23 | -4.4% | +3.9% | NGS higher |
| Debt / equity as of 2026-07-23 | 0.53 | 0.81 | AESI lower |
| Revenue growth (YoY) as of 2026-07-23 | -8.4% | +11.3% | NGS higher |
| Revenue CAGR (3y) SEC XBRL | +31.4% | +26.6% | AESI higher |
| Dividend yield as of 2026-07-23 | +2.6% | +1.5% | AESI higher |
| Dividend streak (yrs) SEC XBRL | 1 | n/a | |
| Beta as of 2026-07-23 | 1.02 | 0.45 | |
| 1-year return as of 2026-07-22 close | +7.9% | +64.4% | NGS higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.