4 models fit Archrock Inc. Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
Premium(i)
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
ACCE opinionArchrock Inc. Common Stock (AROC)
Fair value (4 models)
$21.79
ACCE price target
$33.00
Rating
Overvalued
Horizon
12 months
Fair value published on 20 Oct 2026, 14:06 CEST; previously $22.65 since 15 Oct 2026, 00:00 CEST.
ACCE price target published on 10 Oct 2026, 00:00 CEST.
Rating published on 20 Oct 2026, 14:06 CEST.
Price used: $29.12 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, EV/EBITDA comparison, and Graham number.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
33.6% above
-25.2% to fair value
ACCE score
50
out of 100
Analysts
100% buy
7 covering
P/E
15.7x
forward 13.4x
1-year return
+14.4%
Dividend yield
3.24%
Archrock Inc. Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Archrock (AROC) owns and operates a fleet of natural gas compression units that it rents to producers and midstream operators, and it also sells and services compression equipment. The business is contract-based and recurring, which shows up in the 67.3% gross margin and 35.9% operating margin. Revenue is shrinking, though: top-line growth is running at -3.1%, so the thesis rests on margin durability and cash generation rather than volume expansion. At a 15.7x trailing and 14.3x forward P/E with a 22.2% ROE, the stock is priced for steady earnings rather than a growth rerating. Our composite score is 52/100, and the open question is whether the contracted fleet can hold its margins as the revenue base contracts.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Score collapsed in 90 days
ACCE Score fell 18 points, from 70 to 52, with Momentum at 39 and Growth at 19. The deterioration is broad rather than confined to one pillar.
moderate
Insider selling, no buying
Insiders sold $12.67M across the last 10 disclosed transactions and bought nothing. Insider ownership is only 2.7%, so the signal is modest but one-directional.
moderate
Leverage and revenue slipping
Debt/Equity is 1.62 and revenue fell 3.1% year over year, though earnings still rose 5.9%. The stock trades 33.6% above the model fair value of $21.79, leaving less room for error if revenue keeps declining.
AI research notes
AI-assisted·How I use AIWritten Oct 19, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
The stock trades 33.6% above the model fair value of $21.79, so the price already prices in a lot of growth.
Analysts rate the stock Buy or Strong Buy at 100% (7 of 7), and their mean price target sits well above the current price.
Net margin of 21.8% and return on equity of 22.2% show the business earns strong profits on what it owns.
Why it could disappoint
Revenue fell 3.1% year over year, reversing a 5-year average growth rate of 11.2% per year.
Debt to equity of 1.62 leaves the equity exposed to refinancing costs and interest rate moves in a capital-intensive business.
Latest earnings per share missed expectations by 17.4%, with 0.38 reported against 0.46 expected.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 27, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where AROC's valuation models land
Price
$29.12
Model fair value
$21.79
Model range
$16.87 to $29.45
Fair value $21.79
Price $29.12
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
Graham number
P/E comparison
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores