Professional
Added to YB: 2025-08-12
Pitch date: 2025-08-08
PUMP [bullish]
ProPetro Holding Corp.
+110.7%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
ProPetro Holding Corp. operates as an integrated oilfield services company. It offers hydraulic fracturing, wireline, cementing, and other complementary oilfield completion services to oil and gas producers and non-oil and gas applications, such as general industrial projects and data centers located primarily in Texas and New Mexico.
Market Cap
$509.4M
Pitch Price
$4.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.40
P/E
-3.33
EV/Sales
0.43
Sector
Energy Equipment and Services
Category
turnaround
Call me crazy, I added another OFS stock - ProPetro Holding Corp.
PUMP: Trading at cyclical trough (53% YTD decline) with quality e-frac fleet. $49M Q2 EBITDA, $26M FCF. Permian Basin pureplay hit by oil rig count drop. Bull case: US LNG export growth, stabilized pricing, equipment attrition, industry consolidation. $468M EV with mobile power upside potential (200MW = $60-80M EBITDA).
Read full article (8 min)