Added to YB: 2025-07-09
Pitch date: 2025-07-07
NGS [neutral]
Natural Gas Services Group, Inc.
+71.71%
current return
Author Info
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Company Info
Natural Gas Services Group, Inc. provides natural gas compression equipment, flares and related assets; and electric compression equipment, technology, and services to the energy industry in the United States.
Market Cap
$535.4M
Pitch Price
$24.67
Price Target
N/A
Dividend
1.04%
EV/EBITDA
9.15
P/E
24.71
EV/Sales
4.23
Sector
Energy Equipment and Services
Category
turnaround
Monday Delight: 07/07/25 - Natural Gas Services Group, Inc.
NGS (quick overview): $322M mcap, 7.0x EV/EBITDA. Shifting from equipment sales to rental model (20%+ incremental ROIC vs <10% legacy) under new CEO (Mill Road Capital MD) w/ 3.3% stake. Aggressively expanding rental fleet with all new units pre-contracted. GAAP earnings understate true profitability (P/OE ~10-11x). Risk: heavy Permian Basin exposure ties growth to regional drilling.
Read full article (1 min)