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← CockpitCompetitor Analysis › ACDC ProFrac Holding Corp. Class AOpen in the cockpit ↗

ProFrac Holding Corp. Class AACDCCompetitor analysis, valuation and peers

United States · USD·Energy›Oilfield Services/Equipment
Momentum laggard 5
Mkt cap
$547M
US dollars, full cap
Free float
15%
of shares outstanding
$/day
$6.46M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-15.4 pp
WACC 7.5%
Hurdle
n/a
no reverse DCF
Next earnings
132 days
18 Mar 2027
Close · USD$3.00
1D+10.9%
1W-38.4%
1M-36.1%
3M-41.1%
6M-54.9%
YTD-22.8%
1Y-43.0%
ATR %13.9%
Beta1.20
52w lowhigh63.4% off high

What ProFrac does

Employees: 2,280

ProFrac at a glance

Size ProFrac (ACDC) is a United States Energy company (Oilfield Services/Equipment) with a market value of $547M, the 2634th largest of 3,117 United States companies the cockpit tracks. Shares closed at $3.00 on 6 Nov 2026.

Performance Over six months the shares fell 54.9%, against -26.7% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 16.2% over the last twelve months (peer median -3.4%); the operating margin is -10.7% (peer median 4.5%).

Valuation It trades at 1.1× enterprise value to sales against a peer median of 2.2× (6th cheapest of 21).

Capital Return on invested capital runs 15.4 points below its cost of capital (7.5% WACC).

Backlog Backlog (remaining performance obligations) was $2.90M at 30 Sep 2026, down 81% on a year earlier — 0.0 years of trailing revenue. Backlog detail →

Short interest Short interest is 3.2% of the free float (15 Oct 2026).

Next results Next results expected around 18 Mar 2027 (exchange calendar; dates can move).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 73ACDC 44
Six months, rebased to 100: ProFrac against the median of its 20 peers (local-currency closes).

ProFrac financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$1.79B$1.94B$2.19B$2.63B$2.43B
Revenue growth—-11%-17%+8%—
Gross profit-$15.4M$70.9M$254M$486M$720M
EBITDA$208M$282M$482M$656M$742M
Net income-$407M-$369M-$215M-$97.7M$91.5M
Free cash flow-$60.7M$19.6M$112M$286M$59.0M
Capital expenditure$143M$170M$255M$267M$356M
Total debt$1.22B$1.19B$1.27B$1.16B$1.04B

Quarterly statements and history in the cockpit →

ProFrac competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-50%-25%0%+25%-40%-20%0%688377CFW002554OIS1921HMHAT300084AESIDEEPINDS05686330HTGSEAMECLTDVIRIPUMPFET603036300157603727ACDC6-month return →1-month return →
Up and to the right = strong over both horizons. ProFrac is the large dot.

Fundamentals: revenue growth against valuation

-25%0%+25%+50%2×4×688377CFW002554OIS1921HMHAT300084AESIDEEPINDS05686330HTGSEAMECLTDVIRIPUMPFET603036300157603727ACDCRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. ProFrac is the large dot.

ProFrac competitors and peer comparison

How ProFrac compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

ProFrac against its 20 peers (data as of 6 Nov 2026)
MeasureACDCPeer medianRank in peer set
1-month return-36.1%-8.7%3rd lowest of 21
6-month return-54.9%-26.7%3rd lowest of 21
Distance from 52-week high-63.4%-48.0%8th lowest of 21
Revenue growth (TTM)-16.2%-3.4%3rd lowest of 21
Operating margin-10.7%4.5%4th lowest of 21
EV / Sales1.1×2.2×6th cheapest of 21
ROIC minus cost of capital-15.4 pp-4.8 pp3rd lowest of 21
EV / EBITDA9.2×9.0×7th cheapest of 13
Net debt / EBITDA5.8×0.9×3rd most indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
ProFrac ACDCUnited States$547M-55%-16%-11%1.1×n/an/a
Nanjing Develop Advanced Manufacturing Co. Ltd. Class 1 688377.SSChina$554M-52%0%9%3.2×7.5%+11.4%
Calfrac Well Services CFW.TOCanada$506M+36%-15%6%0.6×-10.9%+14.5%
China Oil HBP Science & Technology 002554.SZChina$502M-28%-29%-17%2.9×n/an/a
Oil States International OISUnited States$499M-4%-1%1%0.8×27.7%+1.0%
Dalipal 1921.HKHong Kong$603M-29%+3%3%1.9×n/an/a
HMH HMHUnited States$482M-49%-10%12%1.6×-2.1%+6.7%
Ashtead Technology AT..LUnited Kingdom$660M+26%+9%26%3.0×-5.5%+36.8%
Haimo Technologies 300084.SZChina$667M-31%-7%-12%7.3×n/an/a
Atlas Energy Solutions AESIUnited States$678M-71%-4%-11%1.6×n/an/a
Deep Industries DEEPINDS.NSIndia$433M+38%+41%12%3.9×25.4%+35.7%
Shandong Molong Petroleum Machinery 0568.HKHong Kong$698M-48%+58%0%2.7×n/an/a
Toyo Engineering 6330.TJapan$711M-16%-31%-10%0.4×-2.1%-0.1%
Hunting HTG.LUnited Kingdom$714M-25%-12%7%0.8×17.8%+9.6%
SEAMEC SEAMECLTD.NSIndia$397M-5%+60%24%3.6×n/an/a
Viridien VIRI.PAFrance$763M-16%-14%11%1.6×-2.9%+4.1%
ProPetro PUMPUnited States$785M-59%-6%0%0.8×n/an/a
Forum Energy Technologies FETUnited States$800M+30%+11%7%1.1×3.5%+9.1%
Jiangsu Rutong Petro-Machinery 603036.SSChina$373M-29%-3%25%3.8×5.7%+8.7%
New JCM 300157.SZChina$371M-44%+77%-8%4.1×n/an/a
Bomesc Offshore Engineering 603727.SSChina$823M+6%-12%-7%2.4×-9.1%-6.1%

ProFrac backlog

ProFrac reported $2.90M of remaining performance obligations at 30 Sep 2026, down 81% from a year earlier and down 74% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 0.98.

Questions

Which companies are ProFrac's closest peers?
The cockpit's peer set: Nanjing Develop Advanced Manufacturing Co. Ltd. Class 1 (688377.SS), Calfrac Well Services (CFW.TO), China Oil HBP Science & Technology (002554.SZ), Oil States International (OIS), Dalipal (1921.HK), HMH (HMH), Ashtead Technology (AT..L), Haimo Technologies (300084.SZ).
Is ProFrac expensive compared with its peers?
On ev / sales it trades at 1.1× against a peer median of 2.2×, 6th cheapest of 21 in its peer set.
How has ProFrac stock performed?
Over six months to 6 Nov 2026 the shares returned -54.9% against -26.7% for the median peer; over one year -43.0%.
What is ProFrac's backlog?
ProFrac's remaining performance obligations (contracted revenue not yet recognised) were $2.90M at 30 Sep 2026, -81% on a year earlier.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.