Verdict: Side-by-side breakdown using the Bull Rankings model. NESR scored 53.0, WHD scored 59.2 — WHD leads.
Compare another set
NESR
National Energy Services Reunited Corp.
Oil & Gas Equipment & Services · Quality-Growth
53
$22.78 · $2.3B
fundamentals as of
Score gap
6.2
WHD leads
WHD
Cactus, Inc.
Oil & Gas Equipment & Services · Quality-Growth
59.2
$63.43 · $4.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestNESR24.8x
Fastest growthNESR+23.5%
Strongest balance sheetWHD0.03
Highest qualityWHD84 / 100
Largest discount to fair valueNESR-35%
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)
NESR
stronger →← stronger
WHD
56
Qualityreturns · margins · balance sheet
84
50
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
49
NESR and WHD split the three pillars evenly.
Fundamentals, head-to-head
NESR
WHD
$156mC
FCF
$324mC
+23.5%A-
Rev
+21.8%A-
0.29A-
D/E
0.03A
24.8xC+
P/E
53.3xC
0.46A
PEG
2.35C
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
NESR
WHD
35% below
Price vs fair valuelower is cheaper
17% below
~4%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~9%/yr
+20%
1-yr DCF upside
-4%
+54%
5-yr DCF upside
+21%
+120%
10-yr DCF upside
+67%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Oil & Gas Equipment & Services · market cap $2.3b. Down 38% from 52-week high of $36.94 — deep drawdown territory. Revenue growing +24%, comfortably above the S&P median. PEG 0.46 — paying under fair value for the growth rate. 9 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $42.11 (implying +85% upside).
Moat
FCF converts 167% of net income — earnings translate cleanly into cash.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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.
Oil & Gas Equipment & Services · market cap $4.4b. 14% off the 52-week high of $74.07. Revenue growing +22%, comfortably above the S&P median. 9 sell-side analysts rate this a Buy with a mean 1-yr target of $70.22 (implying +11% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 198% of net income — earnings translate cleanly into cash.
Risk
Trailing P/E 53.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Beta 1.43 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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 NESR and WHD diverge
On the headline score the gap is 6.2 points in favor of WHD. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityNESR 56.1 · WHD 84.3WHD +28.2
ValueNESR 53.1 · WHD 49.2NESR +3.9
GrowthNESR 50.0 · WHD 50.0level
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 WHD or NESR the better stock?
WHD scores higher: WHD 59.2, NESR 53.0 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 WHD and NESR differ most?
The widest gap is quality, where WHD leads by 28 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are WHD and NESR 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.