Kodiak Gas Services, Inc.
Kodiak Gas Services, Inc. (KGS) is listed on NYSE and classified in Oil & Gas Equipment & Services, part of the Energy sector. It is headquartered in The Woodlands, United States and has 1,300 employees. The company is worth $4.46B and trades at 51.2x its earnings of the last twelve months; the median for its sector is 14.7x. Revenue was $1.31B in fiscal 2025, up 12.8% from the year before. Net income was $80.52M. The share price is 43.3% below its 52-week high of $77.68. It pays a dividend yielding 4.45%. 7 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Two Sigma (Two Sigma Investments), at $158.06M. In that quarter, 3 of them opened or added to the position and 3 reduced it. Over the last 30 days, company insiders sold $197.09K of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +190.7% over 5Y.
This stock has less than 5 years of price history — the answer would measure a shorter period than the one asked for.
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 3 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Year-end price | $37.40 | $40.83 | $20.08 | |
| P/E | 69.2x | 42.0x | 72.9x | 69.2x |
| P/S | 2.5x | 2.5x | 3.1x | 1.8x |
| P/B | 2.6x | 2.7x | 2.6x | 1.4x |
| EPS | $0.89 | $0.56 | $0.29 | |
| Dividend yield | 3.87% | 4.81% |
Seven formulas applied to the reported numbers, each with its assumption next to the result. None of them predicts a price.
Square root of 22.5 × earnings × book value. Blind to intangibles, so it undervalues software and brands.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Median P/E of 14.7 among peers in the sector.
This formula has no meaning here — usually a loss, negative cash flow, or a missing input.
Cash flow growing 5.0% a year for 10 years, discounted at 10%, then 2.5% forever.
Sector median of 8.2x operating profit, less net debt. Banks have no EBITDA.
Companies of similar size in Energy, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| GLNGGolar Lng Ltd | $44.03 | 30.8x | 2.3x | 2.27% | 10.12% | $4.5B |
| CNRCore Natural Resources, Inc. | $88.35 | 44.6x | 1.2x | 0.45% | 2.67% | $4.39B |
| IEPIcahn Enterprises L.p | $6.13 | — | 2.4x | 32.63% | -17.81% | $4.36B |
| PTENPatterson Uti Energy Inc | $11.34 |
| 3.87% |
| 1.89% |
| Payout | 202.25% | 202.25% | 282.14% | 131.03% |
| Profit margin | 4.30% | 6.16% | 4.30% | 2.36% |
| ROE | 3.63% | 6.67% | 3.63% | 1.76% |
Median of the years shown; P/E years above 200x are left out.
Dividend growing 0.0% a year against a 8.7% required return, from the stock’s beta.
The average of the method families that answered, not of the seven numbers: four of the seven start from the same earnings per share.
5 methods answered, across 4 families.
Room for errors in the reported numbers.
-48.5% from the average.
Models, not forecasts, and not investment advice. How each formula works →
| — |
| 1.4x |
| 3.53% |
| -2.77% |
| $4.32B |
| DKDelek US Holdings, Inc. | $75.79 | 21.2x | 24.9x | 1.35% | 78.76% | $4.64B |
| CRCCalifornia Resources Corp | $52.96 | — | 1.4x | 3.06% | -3.55% | $4.7B |