Verdict: Side-by-side breakdown using the Bull Rankings model. AROC scored 62.6, TDW scored 49.9 — AROC leads.
Compare another set
AROC
Archrock, Inc.
Oil & Gas Equipment & Services · Quality-Growth
62.6
$30.28 · $5.3B
fundamentals as of
Score gap
12.7
AROC leads
TDW
Tidewater Inc.
Oil & Gas Equipment & Services · Quality-Growth
49.9
$85.42 · $4.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestAROC16.3x
Fastest growthAROC+28.7%
Strongest balance sheetTDW0.47
Highest qualityAROC77 / 100
Largest discount to fair valueTDW-54%
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
TDW
77
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
44
64
Valuevaluation vs sector peers
42
AROC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AROC
TDW
$291mC
FCF
$271mC
+28.7%A-
Rev
-1.0%D+
1.52C
D/E
0.47B
16.3xB
P/E
17.4xB
1.20B+
PEG
0.51A-
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
TDW
3% below
Price vs fair valuelower is cheaper
54% below
~7%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-4%/yr
-6%
1-yr DCF upside
+65%
+3%
5-yr DCF upside
+117%
+18%
10-yr DCF upside
+228%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Oil & Gas Equipment & Services · market cap $5.3b. Down 28% from 52-week high of $42.23 — deep drawdown territory. Revenue growing +29% — in hypergrowth territory. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.38 (implying +40% 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 22% is above 15% — 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.
Oil & Gas Equipment & Services · market cap $4.3b. 16% off the 52-week high of $101.58. PEG 0.51 — paying under fair value for the growth rate. 8 sell-side analysts publish a mean 1-yr target of $94.88 (implying +11% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 110% of net income — earnings translate cleanly into cash.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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 TDW diverge
On the headline score the gap is 12.7 points in favor of AROC. The widest single difference is Value, where AROC leads by 21.6 points.
ValueAROC 63.7 · TDW 42.1AROC +21.6
QualityAROC 77.0 · TDW 66.4AROC +10.6
GrowthAROC 50.0 · TDW 44.5AROC +5.5
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is AROC or TDW the better stock?
AROC scores higher: AROC 62.6, TDW 49.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AROC and TDW differ most?
The widest gap is value, where AROC leads by 22 points on the 0–100 pillar scale. AROC leads all three pillars, so the gap is broad rather than a single-measure difference.
How are AROC and TDW scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.