2 models fit Flowco Holdings Inc. Class A Common Stock and they disagree: 0 of 2 land within 15% of the average.
Two or more of our models back this value.
Premium(i)Bronze42
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionFlowco Holdings Inc. Class A Common Stock (FLOC)
Fair value (2 models)
$15.64
ACCE price target
$22.00
Rating
Overvalued
Horizon
12 months
Fair value published on 20 Oct 2026, 15:04 CEST; previously $16.13 since 16 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Rating published on 20 Oct 2026, 15:04 CEST.
Price used: $19.63 at the close on 23 Oct 2026, 22:00 CEST.
Models: P/E comparison and EV/EBITDA comparison.
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
25.5% above
-20.3% to fair value
ACCE score
68
out of 100
Analysts
89% buy
9 covering
P/E
15.4x
forward 10.5x
1-year return
+24.2%
Dividend yield
1.70%
Flowco Holdings Inc. Class A 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
Flowco Holdings makes artificial-lift and production equipment for oil and gas wells, plus the related rental and service business that keeps those systems running in the field. Revenue growth of 22.1% is well ahead of most oilfield-services peers, and a 55.1% gross margin suggests the mix is tilted toward proprietary equipment and recurring service rather than commodity pressure pumping. The company trades at 14.5 times trailing earnings and 10.5 times forward earnings, so the market is pricing in a meaningful step-up in profit that the forward multiple implies but has yet to show. The 17.5% operating margin and 10.2% return on equity are respectable rather than exceptional, which is the main question to test: whether that growth is converting into durable returns. At a $2.0 billion market capitalization with no index membership, the name is a candidate for a deeper look at margin trajectory and cash generation, not a conclusion in itself.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Heavy insider selling
Insiders disclosed $382.37M in sales across the last 10 filings and zero buys. Insiders selling this heavily while the stock trades 25.5% above the model fair value of $15.64 deserves weight in sizing.
moderate
Elevated short interest
Short interest sits at 9.1% of shares, a meaningful bearish bet against a stock already up on a 33.3% earnings gain. Expect sharper moves on any disappointment.
moderate
Weak momentum and margin score
The Quality score is 62 and the Momentum score is 39, the weakest components of the ACCE Score of 69. Gross margin is 55.1% but net margin is only 6.1%, so most profit is lost below the gross line.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 22.1% year over year, and the five-year average annual growth rate is 72.2%.
At $19.43 the stock trades on a forward P/E of 10.5x, below the sector median forward P/E of 16.1x.
Analysts rating Buy or Strong Buy make up 89% (8 of 9), and their mean price target sits 56.1% above the share price.
Why it could disappoint
The diluted share count rose 1075.9% over the last fiscal year, which dilutes existing holders' claim on earnings and cash flow.
A net margin of 6.1% and return on invested capital of 7.6% leave little room for error if costs rise or prices fall.
The price implies just 2.2% yearly cash flow growth over five years, while the stock trades 25.5% above the model fair value of $15.64.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 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 FLOC's valuation models land
Price
$19.63
Model fair value
$15.64
Model range
$9.08 to $23.51
Fair value $15.64
Price $19.63
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
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