Kodiak Gas Services rents and services natural gas compression units, the large skid-mounted engines that keep gas moving through pipelines and processing plants, and it is the largest pure-play compression fleet operator in the US. The moat is the fleet itself: the compressors are expensive to build, hard to site, and sit on multi-year contracts, so incumbents rarely lose share to newcomers. Revenue grew 21.1% over the latest period, and a 63.8% gross margin and 34.2% operating margin point to strong pricing on the installed base. The trailing P/E of 57.6 looks stretched, but the forward P/E of 19.7 implies earnings are expected to climb sharply, which is the number to test. Return on equity is only 4.6%, so the case rests on growth and cash generation rather than current profitability. At a 4.8 billion dollar market cap and with no index membership, the name is small enough to be overlooked, and the score of 62 out of 100 suggests it is worth a deeper look at the contract backlog and leverage.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 10:03 CEST | Rating | Fairly valued | Overvalued | $44.07 |
| 23 Oct 2026, 10:03 CEST | Fair value | $40.51 | $41.63 | $44.07 |
| 19 Oct 2026, 18:04 CEST | Rating | Overvalued | first publication | $47.21 |
| 19 Oct 2026, 18:04 CEST | Fair value | $41.63 | $29.64 | $47.21 |
| 11 Oct 2026, 00:00 CEST | Fair value | $29.64 | $27.37 | $53.47 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $51.70 | first publication | $53.57 |
| 30 Sept 2026, 00:00 CEST | Fair value | $27.37 | $26.81 | $52.72 |
| 28 Sept 2026, 00:00 CEST | Fair value | $26.81 | $27.65 | $52.91 |
| 25 Sept 2026, 00:00 CEST | Fair value | $27.65 | $28.43 | $53.30 |
| 21 Sept 2026, 00:00 CEST | Fair value | $28.43 | $28.80 | $58.73 |
Answered from Kodiak Gas Services Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| KGS Kodiak Gas Services Inc. Common Stock | $44.31 | $41 | 9% above | 57.2x | 4.6% | 71 | 61 |
| WHD Cactus Inc. Class A Common Stock | $63.15 | $41 | 53% above | 53.1x | 13.1% | 72 | 70 |
| TDW Tidewater Inc. Common Stock | $86.07 | $57 | 52% above | 16.2x | 19.4% | 80 | 59 |
| AROC Archrock Inc. Common Stock | $29.12 | $22 | 34% above | 15.7x | 22.2% | 81 | 50 |
| WBI WaterBridge Infrastructure LLC Class A Shares Representing Limited Liability Company Interests | $29.74 | - | - | 371.8x | -1.3% | 56 | 62 |
| OII Oceaneering International Inc. Common Stock | $39.27 | $31 | 28% above | 11.2x | 34.6% | 73 | 70 |
| WFRD Weatherford International plc Ordinary Shares | $86.85 | $65 | 33% above | 16.0x | 23.3% | 64 | 56 |
Where KGS ranks against its sector peers on each metric.