Head to Head Comparison: Kodiak Gas Services (NYSE:KGS) & SEACOR Marine (NYSE:SMHI)

Kodiak Gas Services (NYSE:KGS) and SEACOR Marine (NYSE:SMHI) are both energy companies, but which is the better business? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, dividends and analyst recommendations.

Analyst Recommendations

This is a summary of current recommendations for Kodiak Gas Services and SEACOR Marine, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Kodiak Gas Services	0	2	10	0	2.83
SEACOR Marine	1	1	1	0	2.00

Kodiak Gas Services presently has a consensus price target of $78.89, indicating a potential upside of 28.74%. SEACOR Marine has a consensus price target of $10.00, indicating a potential upside of 0.40%. Given Kodiak Gas Services’ stronger consensus rating and higher possible upside, research analysts plainly believe Kodiak Gas Services is more favorable than SEACOR Marine.

Profitability

This table compares Kodiak Gas Services and SEACOR Marine’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Kodiak Gas Services	5.77%	11.92%	3.70%
SEACOR Marine	-8.62%	-8.72%	-3.46%

Volatility & Risk

Kodiak Gas Services has a beta of 0.97, indicating that its share price is 3% less volatile than the S&P 500. Comparatively, SEACOR Marine has a beta of 1.1, indicating that its share price is 10% more volatile than the S&P 500.

Valuation and Earnings

This table compares Kodiak Gas Services and SEACOR Marine”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Kodiak Gas Services	$1.31 billion	4.74	$80.52 million	$0.84	72.95
SEACOR Marine	$227.83 million	1.19	-$27.84 million	($0.71)	-14.03

Kodiak Gas Services has higher revenue and earnings than SEACOR Marine. SEACOR Marine 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.

Insider and Institutional Ownership

24.9% of Kodiak Gas Services shares are owned by institutional investors. Comparatively, 59.1% of SEACOR Marine shares are owned by institutional investors. 0.6% of Kodiak Gas Services shares are owned by company insiders. Comparatively, 16.8% of SEACOR Marine shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Summary

Kodiak Gas Services beats SEACOR Marine on 11 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 SEACOR Marine

SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installations, including offshore wind farms; handle anchors and mooring equipment for offshore rigs and platforms; assist offshore operations for production and storage facilities; provide construction, well work-over, and offshore wind farm installation and decommissioning support; and carry and launch equipment used underwater in drilling and well installation, maintenance, inspection, and repair, as well as offer accommodations for technicians and specialists, safety support, and emergency response services. As of December 31, 2023, the company operated a fleet of 58 support vessels, of which 55 were owned or leased-in, and three were managed on behalf of unaffiliated third parties. It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies, as well as offshore wind farm operators and offshore wind farm installation and maintenance companies. SEACOR Marine Holdings Inc. was founded in 1989 and is headquartered in Houston, Texas.