Bristow Group (NYSE: BRS) and Emerge Energy Services (NYSE:EMES) are both small-cap transportation companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, institutional ownership, valuation, profitability, earnings, analyst recommendations and dividends.

Dividends

Bristow Group pays an annual dividend of $0.28 per share and has a dividend yield of 3.0%. Emerge Energy Services does not pay a dividend. Bristow Group pays out -5.3% of its earnings in the form of a dividend.

Insider & Institutional Ownership

31.0% of Emerge Energy Services shares are held by institutional investors. 10.0% of Bristow Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Valuation and Earnings

This table compares Bristow Group and Emerge Energy Services’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Bristow Group $1.33 billion 0.25 $62.14 million ($5.26) -1.77
Emerge Energy Services $231.85 million 1.04 -$26.10 million ($1.14) -7.02

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

Profitability

This table compares Bristow Group and Emerge Energy Services’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Bristow Group -13.32% -6.83% -2.91%
Emerge Energy Services -14.29% -170.44% -25.17%

Risk and Volatility

Bristow Group has a beta of 2.81, meaning that its stock price is 181% more volatile than the S&P 500. Comparatively, Emerge Energy Services has a beta of 1.56, meaning that its stock price is 56% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and price targets for Bristow Group and Emerge Energy Services, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Bristow Group 0 4 1 0 2.20
Emerge Energy Services 0 3 4 0 2.57

Bristow Group presently has a consensus target price of $13.25, suggesting a potential upside of 42.63%. Emerge Energy Services has a consensus target price of $18.17, suggesting a potential upside of 127.08%. Given Emerge Energy Services’ stronger consensus rating and higher probable upside, analysts clearly believe Emerge Energy Services is more favorable than Bristow Group.

Summary

Bristow Group beats Emerge Energy Services on 9 of the 15 factors compared between the two stocks.

Bristow Group Company Profile

Bristow Group Inc. is an industrial aviation services provider and helicopter service provider to the offshore energy industry. The Industrial Aviation Services segment’s operations are conducted primarily through four regions: Europe Caspian, Africa, Americas and Asia Pacific. The Europe Caspian region consists of all its operations and affiliates in Europe and Central Asia, including Norway, the United Kingdom and Turkmenistan. The Africa region consists of all its operations and affiliates on the African continent, including Nigeria, Tanzania and Egypt. The Americas region consists of all its operations and affiliates in North America and South America, including Brazil, Canada, Trinidad and the United States Gulf of Mexico. The Asia Pacific region consists of all its operations and affiliates in Australia and Southeast Asia, including Malaysia and Sakhalin. Additionally, it operates a training unit, Bristow Academy.

Emerge Energy Services Company Profile

Emerge Energy Services LP owns, operates, acquires and develops a portfolio of energy service assets. The Company operates through Sand segment. The Company conducts its Sand operations through its subsidiary, Superior Silica Sands LLC (SSS). The Company’s Sand business mines, processes and distributes silica sand, an input for the hydraulic fracturing of oil and gas wells. As of December 31, 2016, its Wisconsin facilities consisted of three dry plants located in Arland, Barron and New Auburn, Wisconsin, with a total permitted capacity of 6.3 million finished tons per year, and five wet plants and mine complexes. As of December 31, 2016, its dry plant in Kosse, Texas, had a capacity of 600,000 tons per year that is supplied by a separate mine and wet plant that processes local Texas sand. As of December 31, 2016, the Company also had 14 transload facilities located throughout North America in the basins where it delivers its sand, as well as a fleet of 5,573 railcars.

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