Added to YB: 2025-04-15
Pitch date: 2025-04-11
ARIS [neutral]
Aris Water Solutions, Inc.
-5.91%
current return
Author Info
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Company Info
Aris Water Solutions, Inc., an environmental infrastructure and solutions company, provides water handling and recycling solutions to oil and natural gas operators in the United States.
Market Cap
$775.6M
Pitch Price
$25.18
Price Target
N/A
Dividend
2.36%
EV/EBITDA
7.68
P/E
28.38
EV/Sales
3.38
Sector
Energy Equipment and Services
Category
growth
Everything You Need to Know About Aris
ARIS (pass): Permian water mgmt co. solving enviro issues & creating profit. Strong infra, Chevron partnership. Revenue up, margins improving. 41% rev to op cash flow. Risks: customer concentration, debt, macro factors. 10% FCFF growth = 11% IRR, but sustaining long-term growth challenging. Intriguing but not compelling at current valuation.
Read full article (6 min)