AESI vs WHD
AESI: A provider of frac sand and logistics infrastructure, including the Dune Express overland conveyor system, to the Permian Basin oil and gas industry. WHD: Cactus provides critical wellhead and pressure control equipment and field services to the onshore oil and gas industry.
Side-by-side fundamentals
| Metric | AESI | WHD | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $10.79 | $65.01 | |
| Market cap as of 2026-08-04 | $1.3B | $5.3B | |
| P/E as of 2026-08-03 | n/a | 61.53 | |
| PEG as of 2026-08-03 | n/a | 1.87 | |
| Net margin as of 2026-08-04 | -9.3% | +6.2% | WHD higher |
| Gross margin as of 2026-08-04 | +9.6% | +34.0% | WHD higher |
| Operating margin as of 2026-08-04 | -5.5% | +19.5% | WHD higher |
| ROE as of 2026-08-04 | -8.1% | +6.2% | WHD higher |
| ROA as of 2026-08-04 | -4.4% | +3.6% | WHD higher |
| Debt / equity as of 2026-08-04 | 0.53 | 0.01 | WHD lower |
| Revenue growth (YoY) as of 2026-08-04 | -8.4% | +4.5% | WHD higher |
| Revenue CAGR (3y) SEC XBRL | +31.4% | +16.2% | AESI higher |
| Dividend yield as of 2026-08-04 | +2.6% | +1.0% | AESI higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | WHD higher |
| Beta as of 2026-08-04 | 1.09 | 1.29 | |
| 1-year return as of 2026-07-31 close | -17.0% | +53.7% | WHD higher |
Fundamentals: market data, as of 2026-08-04. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
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.