COMPARE · Data as of August 21, 2026
AROC vs NESR
Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 60.0, NESR scored 55.3 — AROC leads.
Compare another set
AROC
Archrock, Inc.
60
$31.80 · $5.6B
fundamentals as of
Score gap
4.7
AROC leads
NESR
National Energy Services Reunited Corp. Ordinary Shares
55.3
$33.03 · $3.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestAROC17.1x
- Fastest growthNESR+23.5%
- Strongest balance sheetNESR0.29
- Highest qualityAROC82 / 100
- Largest discount to fair valueAROC-20%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AROC
stronger →← stronger
NESR
82
Qualityreturns · margins · balance sheet
56
50
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
60
AROC and NESR split the three pillars evenly.
Fundamentals, head-to-head
AROC
NESR
$291mC
FCF
$156mC
+11.5%B
Rev
+23.5%A-
1.52C
D/E
0.29A-
17.1xB
P/E
35.9xC
1.48B
PEG
0.76A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AROC
NESR
20% below
Price vs fair valuelower is cheaper
9% below
~7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~12%/yr
-1%
1-yr DCF upside
-16%
+25%
5-yr DCF upside
+10%
+73%
10-yr DCF upside
+65%
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
NESR
Why this score
- Diluting shareholders
- Cyclical growth
- Short track record
The companies
AROCArchrock, Inc.
Why now
Oil & Gas Equipment & Services · market cap $5.6b. Down 25% from 52-week high of $42.23 — deep drawdown territory. Revenue growing +12%, comfortably above the S&P median. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.63 (implying +34% upside).
Moat
Net margin 22% 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.
NESRNational Energy Services Reunited Corp. Ordinary Shares
Why now
Oil & Gas Equipment & Services · market cap $3.3b. 11% off the 52-week high of $36.94. Revenue growing +24%, comfortably above the S&P median. PEG 0.76 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $43.00 (implying +30% upside).
Moat
FCF converts 167% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trailing P/E 36x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
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.
Where AROC and NESR diverge
On the headline score the gap is 4.7 points in favor of AROC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityAROC 81.8 · NESR 56.5AROC +25.3
- ValueAROC 52.9 · NESR 60.0NESR +7.1
- GrowthAROC 50.0 · NESR 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.