North American Energy Partners (NYSE: NOA) and Select Egy Svcs (NYSE:WTTR) are both small-cap oils/energy companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, valuation, profitability, dividends and risk.

Valuation and Earnings

This table compares North American Energy Partners and Select Egy Svcs’ gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
North American Energy Partners $160.98 million 0.77 -$330,000.00 $0.03 146.33
Select Egy Svcs $302.39 million 5.46 -$307.52 million N/A N/A

North American Energy Partners has higher revenue, but lower earnings than Select Egy Svcs.

Profitability

This table compares North American Energy Partners and Select Egy Svcs’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
North American Energy Partners 0.87% 1.53% 0.64%
Select Egy Svcs -6.18% -6.04% -4.91%

Dividends

North American Energy Partners pays an annual dividend of $0.06 per share and has a dividend yield of 1.4%. Select Egy Svcs does not pay a dividend. North American Energy Partners pays out 200.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. North American Energy Partners has raised its dividend for 2 consecutive years.

Analyst Ratings

This is a summary of current ratings for North American Energy Partners and Select Egy Svcs, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
North American Energy Partners 0 0 2 0 3.00
Select Egy Svcs 1 1 6 0 2.63

North American Energy Partners currently has a consensus price target of $9.00, suggesting a potential upside of 105.01%. Select Egy Svcs has a consensus price target of $19.00, suggesting a potential upside of 22.27%. Given North American Energy Partners’ stronger consensus rating and higher possible upside, equities research analysts plainly believe North American Energy Partners is more favorable than Select Egy Svcs.

Institutional & Insider Ownership

39.0% of North American Energy Partners shares are held by institutional investors. Comparatively, 29.5% of Select Egy Svcs shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Summary

North American Energy Partners beats Select Egy Svcs on 9 of the 13 factors compared between the two stocks.

North American Energy Partners Company Profile

North American Energy Partners Inc. provides a range of mining and heavy construction services to customers in the resource development and industrial construction sectors within Western Canada. The Company’s operating divisions include Heavy Construction and Mining; Industrial, and Tailings & Environmental Construction. Its Heavy Construction and Mining division is engaged in hard rock and oil sands mining, overburden removal, mine site development and mine reclamation. Its Industrial division offers services, which include site development, installation of underground utilities and piping, concrete foundations, facilities and infrastructure construction, and design/build services. The Tailings & Environmental Construction division performs a range of tailings, reclamation and environmental construction services, including oil sands tailings remediation; management of mine tailings; tailings dam and dyke construction, pipeline co-corridor construction, and tailings pipelines.

Select Egy Svcs Company Profile

Select Energy Services, Inc. is a holding company. The Company is provider of total water solutions to the United States unconventional oil and gas industry. The Company is engaged in sourcing and transfer of water prior to its use in drilling and completion activities associated with hydraulic fracturing or fracking, which collectively referrd to as pre-frac water services. The Company provides its services to integrated and exploration and production (E&P) companies. Its operating segments include water solutions, accommodation and rentals, and wellsite completion and constructive services. The Company’s services include water sourcing, water transfer, water treatment, fluid handling, disposal solutions, accommodations, rentals, and wellsite construction. The Company also provides complementary water-related services that support oil and gas well completion and production activities including containment, monitoring, treatment, flowback, hauling and disposal.

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