North American Energy Partners Inc.(USA) (NYSE: NOA) and Keane Group (NYSE:FRAC) are both small-cap oils/energy companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, profitability, analyst recommendations, dividends, institutional ownership, valuation and risk.

Valuation and Earnings

This table compares North American Energy Partners Inc.(USA) and Keane Group’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
North American Energy Partners Inc.(USA) $160.98 million 0.67 -$330,000.00 $0.03 141.67
Keane Group $420.57 million 3.69 -$187.08 million N/A N/A

North American Energy Partners Inc.(USA) has higher earnings, but lower revenue than Keane Group.

Profitability

This table compares North American Energy Partners Inc.(USA) and Keane Group’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
North American Energy Partners Inc.(USA) 0.87% 1.53% 0.64%
Keane Group -9.90% -19.19% -8.80%

Dividends

North American Energy Partners Inc.(USA) pays an annual dividend of $0.06 per share and has a dividend yield of 1.4%. Keane Group does not pay a dividend. North American Energy Partners Inc.(USA) pays out 200.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. North American Energy Partners Inc.(USA) has increased its dividend for 2 consecutive years.

Institutional & Insider Ownership

43.4% of North American Energy Partners Inc.(USA) shares are held by institutional investors. Comparatively, 38.3% of Keane Group shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Analyst Recommendations

This is a breakdown of recent recommendations for North American Energy Partners Inc.(USA) and Keane Group, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
North American Energy Partners Inc.(USA) 0 0 2 0 3.00
Keane Group 0 9 10 0 2.53

North American Energy Partners Inc.(USA) presently has a consensus price target of $9.00, suggesting a potential upside of 111.76%. Keane Group has a consensus price target of $20.78, suggesting a potential upside of 49.59%. Given North American Energy Partners Inc.(USA)’s stronger consensus rating and higher possible upside, equities analysts clearly believe North American Energy Partners Inc.(USA) is more favorable than Keane Group.

Summary

North American Energy Partners Inc.(USA) beats Keane Group on 9 of the 13 factors compared between the two stocks.

North American Energy Partners Inc.(USA) Company Profile

North American Energy Partners Inc. provides a range of mining and heavy construction services to customers in the resource development and industrial construction sectors within Western Canada. The Company’s operating divisions include Heavy Construction and Mining; Industrial, and Tailings & Environmental Construction. Its Heavy Construction and Mining division is engaged in hard rock and oil sands mining, overburden removal, mine site development and mine reclamation. Its Industrial division offers services, which include site development, installation of underground utilities and piping, concrete foundations, facilities and infrastructure construction, and design/build services. The Tailings & Environmental Construction division performs a range of tailings, reclamation and environmental construction services, including oil sands tailings remediation; management of mine tailings; tailings dam and dyke construction, pipeline co-corridor construction, and tailings pipelines.

Keane Group Company Profile

Keane Group, Inc. is provider of integrated well completion services in the United States, with a focus on demanding completion solutions. The Company’s segments include Completion Services, which comprises hydraulic fracturing and wireline divisions, and Other Services, which consists of coiled tubing, cementing and drilling divisions. It provides hydraulic fracturing and wireline services pursuant to contractual arrangements, such as term contracts and pricing agreements, or on a spot market basis. It provides certain complementary services such as coiled tubing, cementing and drilling pursuant to contractual arrangements, such as term contracts on a spot basis. Its primary services include horizontal and vertical fracturing, wireline perforation and logging and engineered solutions, as well as other value-added service offerings. As of July 3, 2017, the Company had approximately 1.2 million hydraulic horsepower spread across 23 hydraulic fracturing fleets and 31 wireline trucks.

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