Kodiak Gas Services (NYSE:KGS) & Gulf Island Fabrication (NASDAQ:GIFI) Head-To-Head Analysis

Kodiak Gas Services (NYSE:KGS) and Gulf Island Fabrication (NASDAQ:GIFI) are both energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, risk, institutional ownership, earnings, dividends and analyst recommendations.

Earnings & Valuation

This table compares Kodiak Gas Services and Gulf Island Fabrication”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Kodiak Gas Services	$1.16 billion	2.48	$49.90 million	$0.53	61.17
Gulf Island Fabrication	$159.20 million	0.68	$14.74 million	$0.74	9.08

Kodiak Gas Services has higher revenue and earnings than Gulf Island Fabrication. Gulf Island Fabrication is trading at a lower price-to-earnings ratio than Kodiak Gas Services, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Kodiak Gas Services has a beta of 1.35, meaning that its share price is 35% more volatile than the S&P 500. Comparatively, Gulf Island Fabrication has a beta of 0.22, meaning that its share price is 78% less volatile than the S&P 500.

Insider and Institutional Ownership

25.0% of Kodiak Gas Services shares are owned by institutional investors. Comparatively, 46.4% of Gulf Island Fabrication shares are owned by institutional investors. 0.3% of Kodiak Gas Services shares are owned by insiders. Comparatively, 20.1% of Gulf Island Fabrication shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares Kodiak Gas Services and Gulf Island Fabrication’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Kodiak Gas Services	3.93%	8.49%	2.67%
Gulf Island Fabrication	7.87%	13.50%	9.21%

Analyst Recommendations

This is a summary of current ratings and target prices for Kodiak Gas Services and Gulf Island Fabrication, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kodiak Gas Services	0	1	10	0	2.91
Gulf Island Fabrication	0	0	0	0	0.00

Kodiak Gas Services presently has a consensus target price of $40.64, suggesting a potential upside of 25.35%. Given Kodiak Gas Services’ stronger consensus rating and higher probable upside, equities analysts clearly believe Kodiak Gas Services is more favorable than Gulf Island Fabrication.

Summary

Kodiak Gas Services beats Gulf Island Fabrication on 8 of the 14 factors compared between the two stocks.

About Kodiak Gas Services

Kodiak Gas Services, Inc. operates contract compression infrastructure for customers in the oil and gas industry in the United States. It operates in two segments, Compression Operations and Other Services. The Compression Operations segment operates company-owned and customer-owned compression infrastructure to enable the production, gathering, and transportation of natural gas and oil. The Other Services segment provides a range of contract services, including station construction, maintenance and overhaul, and other ancillary time and material-based offerings. The company was formerly known as Frontier TopCo, Inc. Kodiak Gas Services, Inc. was founded in 2010 and is headquartered in The Woodlands, Texas.

About Gulf Island Fabrication

Gulf Island Fabrication, Inc., together with its subsidiaries, operates as a fabricator of steel structures and modules in the United States. It operates through Services, Fabrication, and Shipyard divisions. The company provides maintenance, repair, construction, scaffolding, coatings, welding enclosures, and other specialty services on offshore platforms, inland structures, and industrial facilities; services required to connect production equipment and service modules, and equipment on offshore platforms; project management and commissioning services; hookup services; and civil construction and staffing services to the industrial and energy sectors, as well as undertakes municipal and drainage projects, including pump stations, levee reinforcement, bulkheads, and other public works. It also fabricates modules, skids, and piping systems for onshore refining, petrochemical, liquified natural gas (LNG), industrial, and offshore facilities; foundations, secondary steel components, and support structures for alternative energy developments and coastal mooring facilities; offshore production platforms and associated structures, including jacket foundations, piles, and topsides for fixed production and utility platforms, as well as hulls and topsides for floating production and utility platforms; and other complex steel structures and components. In addition, the company fabricates newbuild marine vessels and provides marine repair and maintenance services. The company serves international energy producers; refining, petrochemical, LNG, industrial, and power operators; and engineering, procurement, and construction companies. Gulf Island Fabrication, Inc. was incorporated in 1985 and is headquartered in The Woodlands, Texas.