Added to YB: 2025-06-04
Pitch date: 2025-06-03
ARIS [neutral]
Aris Water Solutions, Inc.
-0.11%
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
$23.72
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
Aris Water Solutions, Inc. - $ARIS
ARIS pass: Fast-growing water handling/recycling in Permian Basin w/ long-term contracts + volume commitments. Revenue +11% but 50% from just 2 clients. Strong OCF ($178M on $435M rev) funds expansion. Earnings up despite earthquake/regulatory challenges. Trades at ~10% FCF yield w/ 8-10% growth potential (11% IRR). Risks: heavy capital needs, narrow geography, oil price exposure.
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