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

Earnings & Valuation

This table compares North American Energy Partners and Keane Group’s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
North American Energy Partners $160.98 million 0.79 -$330,000.00 $0.03 150.00
Keane Group $420.57 million 3.81 -$187.08 million ($1.22) -11.73

North American Energy Partners has higher revenue, but lower earnings than Keane Group. Keane Group is trading at a lower price-to-earnings ratio than North American Energy Partners, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of recent recommendations and price targets for North American Energy Partners and Keane Group, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
North American Energy Partners 0 0 2 0 3.00
Keane Group 0 9 10 0 2.53

North American Energy Partners currently has a consensus target price of $9.00, suggesting a potential upside of 100.00%. Keane Group has a consensus target price of $20.78, suggesting a potential upside of 45.20%. Given North American Energy Partners’ stronger consensus rating and higher possible upside, equities analysts plainly believe North American Energy Partners is more favorable than Keane Group.

Insider & Institutional Ownership

39.0% of North American Energy Partners shares are owned by institutional investors. Comparatively, 37.4% of Keane Group shares are owned by institutional investors. 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.

Profitability

This table compares North American Energy Partners 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 0.87% 1.53% 0.64%
Keane Group -9.90% -19.19% -8.80%

Dividends

North American Energy Partners pays an annual dividend of $0.06 per share and has a dividend yield of 1.3%. Keane Group does not pay a dividend. North American Energy Partners 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 has raised its dividend for 2 consecutive years.

Summary

North American Energy Partners beats Keane Group on 10 of the 14 factors compared between the two stocks.

About North American Energy Partners

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.

About Keane Group

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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