Head to Head Analysis: NOV (NYSE:NOV) versus Atlas Energy Solutions (NYSE:AESI)

Atlas Energy Solutions (NYSE:AESI) and NOV (NYSE:NOV) are both energy companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, dividends, valuation, institutional ownership, profitability and analyst recommendations.

Valuation & Earnings

This table compares Atlas Energy Solutions and NOV”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Atlas Energy Solutions	$1.10 billion	1.37	-$50.30 million	($0.95)	-12.62
NOV	$8.74 billion	0.86	$145.00 million	$0.26	80.77

NOV has higher revenue and earnings than Atlas Energy Solutions. Atlas Energy Solutions is trading at a lower price-to-earnings ratio than NOV, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Atlas Energy Solutions has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500. Comparatively, NOV has a beta of 0.92, indicating that its share price is 8% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and target prices for Atlas Energy Solutions and NOV, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Atlas Energy Solutions	3	3	4	0	2.10
NOV	2	8	5	1	2.31

Atlas Energy Solutions currently has a consensus price target of $18.12, suggesting a potential upside of 51.16%. NOV has a consensus price target of $21.31, suggesting a potential upside of 1.47%. Given Atlas Energy Solutions’ higher probable upside, equities analysts plainly believe Atlas Energy Solutions is more favorable than NOV.

Profitability

This table compares Atlas Energy Solutions and NOV’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Atlas Energy Solutions	-11.08%	-9.57%	-4.84%
NOV	1.10%	3.44%	1.94%

Insider and Institutional Ownership

34.6% of Atlas Energy Solutions shares are held by institutional investors. Comparatively, 93.3% of NOV shares are held by institutional investors. 16.4% of Atlas Energy Solutions shares are held by insiders. Comparatively, 1.1% of NOV shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

NOV beats Atlas Energy Solutions on 11 of the 15 factors compared between the two stocks.

About Atlas Energy Solutions

Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

About NOV

NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally. It operates through two segments, Energy Equipment, and Energy Products and Services. The company provides solids control and waste management equipment and services, managed pressure drilling, drilling fluids, premium drillpipe, wired pipe, drilling optimization services, tubular inspection and coating services, instrumentation, downhole tools, and drill bits. It also offers equipment and technologies for hydraulic fracture stimulation, including downhole multistage fracturing tools, pressure pumping trucks, blenders, sanders, hydration and injection units, flowline, and manifolds; coiled tubing units, and wireline units and tools; connections and liner hangers; onshore production consists of composite pipe, surface transfer and progressive cavity pumps, and artificial lift systems; and offshore production, such as floating production systems and subsea production technologies, as well as manufactures industrial pumps and mixers. In addition, the company provides substructures, derricks, and masts; cranes; jacking systems; pipe lifting, racking, rotating, and assembly systems; mud pumps; pressure control equipment; drives and generators; rig instrumentation and control systems; mooring, anchor, and deck handling machinery; equipment components for offshore wind construction vessels; and pipelay and construction systems. Further, the company offers spare parts, repair, and rentals as well as comprehensive remote equipment monitoring, technical support, field service, and customer training. The company was formerly known as National Oilwell Varco, Inc. and changed its name to NOV Inc. in January 2021. NOV Inc. was founded in 1862 and is based in Houston, Texas.