COMPARE · Reviewed July 29, 2026
AROC vs INVX
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 58.9, INVX scored 54.4 — AROC leads.
Compare another set
AROC
Archrock, Inc.
58.9
$35.34 · $6.2B
fundamentals as of
Score gap
4.5
AROC leads
INVX
Innovex International, Inc.
54.4
$26.61 · $1.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
INVX
81
Qualityreturns · margins · balance sheet
59
50
Growthrevenue & earnings expansion
50
51
Valuevaluation vs sector peers
55
AROC and INVX split the three pillars evenly.
Fundamentals, head-to-head
AROC
INVX
$245mC
FCF
$152mC
+22.7%A-
Rev
+26.3%A-
1.57C
D/E
0.07A
19.2xB
P/E
35.5xC
1.59C+
PEG
0.71A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AROC
INVX
4% above
Price vs fair valuelower is cheaper
48% below
~13%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
-22%
1-yr DCF upside
+46%
-4%
5-yr DCF upside
+92%
+32%
10-yr DCF upside
+187%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AROC
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
INVX
Why this score
- Cyclical growth
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $6.2b. 16% off the 52-week high of $42.23. Revenue growing +23%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.88 (implying +21% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
INVXInnovex International, Inc.
Why now
Oil & Gas Equipment & Services · market cap $1.9b. 18% off the 52-week high of $32.25. Revenue growing +26% — in hypergrowth territory. PEG 0.71 — paying under fair value for the growth rate. 5 sell-side analysts publish a mean 1-yr target of $33.00 (implying +24% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 5% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.