Added to YB: 2025-05-14
Pitch date: 2025-05-12
ARIS [neutral]
Aris Water Solutions, Inc.
+1.5%
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
$23.34
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
The Market Punished Aris. Was It Right?
ARIS (earnings update): Despite 16% revenue/6% EBITDA growth in Q1, stock dropped 20% on weak Q2 outlook due to maintenance costs and skim oil prices. Long-term resilient with Chevron/ConocoPhillips contracts. At current price, implied growth rates look high but achievable with shifting from capex ($154M→$100M) to shareholder value. Not yet a buy.
Read full article (5 min)