SEACOR Marine (NYSE:SMHI – Get Free Report) and ProFrac (NASDAQ:ACDC – Get Free Report) are both small-cap energy companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, analyst recommendations, earnings, institutional ownership, valuation, profitability and risk.
Institutional and Insider Ownership
59.0% of SEACOR Marine shares are held by institutional investors. Comparatively, 12.8% of ProFrac shares are held by institutional investors. 16.8% of SEACOR Marine shares are held by company insiders. Comparatively, 2.2% of ProFrac shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Volatility and Risk
SEACOR Marine has a beta of 1.16, suggesting that its stock price is 16% more volatile than the S&P 500. Comparatively, ProFrac has a beta of 1.52, suggesting that its stock price is 52% more volatile than the S&P 500.
Earnings and Valuation
This table compares SEACOR Marine and ProFrac”s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| SEACOR Marine | $210.44 million | 1.12 | -$27.84 million | ($0.71) | -12.22 |
| ProFrac | $1.94 billion | 0.38 | -$369.00 million | ($2.33) | -1.75 |
SEACOR Marine has higher earnings, but lower revenue than ProFrac. SEACOR Marine is trading at a lower price-to-earnings ratio than ProFrac, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares SEACOR Marine and ProFrac’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| SEACOR Marine | -8.62% | -8.72% | -3.46% |
| ProFrac | -22.83% | -45.18% | -13.61% |
Analyst Recommendations
This is a breakdown of current recommendations and price targets for SEACOR Marine and ProFrac, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| SEACOR Marine | 1 | 1 | 1 | 0 | 2.00 |
| ProFrac | 2 | 2 | 1 | 0 | 1.80 |
SEACOR Marine currently has a consensus target price of $10.00, indicating a potential upside of 15.23%. ProFrac has a consensus target price of $5.25, indicating a potential upside of 28.99%. Given ProFrac’s higher probable upside, analysts clearly believe ProFrac is more favorable than SEACOR Marine.
Summary
SEACOR Marine beats ProFrac on 9 of the 13 factors compared between the two stocks.
About SEACOR Marine
SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installations, including offshore wind farms; handle anchors and mooring equipment for offshore rigs and platforms; assist offshore operations for production and storage facilities; provide construction, well work-over, and offshore wind farm installation and decommissioning support; and carry and launch equipment used underwater in drilling and well installation, maintenance, inspection, and repair, as well as offer accommodations for technicians and specialists, safety support, and emergency response services. As of December 31, 2023, the company operated a fleet of 58 support vessels, of which 55 were owned or leased-in, and three were managed on behalf of unaffiliated third parties. It serves integrated national and international oil companies, independent oil and natural gas exploration and production companies, and oil field service and construction companies, as well as offshore wind farm operators and offshore wind farm installation and maintenance companies. SEACOR Marine Holdings Inc. was founded in 1989 and is headquartered in Houston, Texas.
About ProFrac
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States. It operates through three segments: Stimulation Services, Manufacturing, and Proppant Production. The company offers hydraulic fracturing, well stimulation, in-basin frac sand, and other completion services and complementary products and services to upstream oil and natural gas companies engaged in the exploration and production of unconventional oil and natural gas resources. It also manufactures and sells high horsepower pumps, valves, piping, swivels, large-bore manifold systems, and fluid ends. ProFrac Holding Corp. was founded in 2016 and is headquartered in Willow Park, Texas.
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