Professional
Added to YB: 2025-05-19
Pitch date: 2025-04-30
ARIS [neutral]
Aris Water Solutions, Inc.
-3.64%
current return
Author Info
No bio for this author
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
$24.59
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
Horizon Kinetics Portfolio Holding: Aris Water Solutions, Inc.
ARIS (holding update): Oil/gas water infrastructure at 8.5x est. pretax CF. Handles 1.3M bbl/day in Permian with 60% margins. 3-year 14% volume growth, price increased to $0.75/bbl. Key advantages: established pipeline network, recycling capability, NM/TX operations amid disposal constraints. Delaware Basin water-to-oil ratio rising, boosting demand as competitors face entry barriers.
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