Added to YB: 2025-08-18
Pitch date: 2025-08-14
ACDC [bullish]
ProFrac Holding Corp.
+110.23%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.
Market Cap
$1.3B
Pitch Price
$3.52
Price Target
90.00 (+1116%)
Dividend
N/A
EV/EBITDA
9.01
P/E
-2.81
EV/Sales
1.47
Sector
Energy Equipment and Services
Category
turnaround
Show full summary:
Stairway to Heaven or Highway to Hell? ProFrac Holdings $ACDC
ACDC: Frack services rollup down 42% on $75M equity raise. Vertically integrated with 8 sand mines, in-house manufacturing, power gen. Management sees $2-3B peak EBITDA vs current $450M. Owns 60% of Flotek ($226M). Founder-led by Wilks cousins. Cyclical bottom + strong FCF $100M/qtr. Price target $30-90 at cycle peak (10-30x upside).
Read full article (6 min)