Archrock (AROC) vs Kodiak Gas Services (KGS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Kodiak Gas Services (KGS) has outperformed Archrock (AROC) over the past year, gaining 47.8% versus a gain of 17.4%. Kodiak Gas Services is the larger company by market cap ($5.42 billion vs $5.32 billion), about 1.0 times the size, while Archrock is growing revenue faster (+28.7% vs +12.8%). On valuation, Archrock trades at a lower forward P/E (13.9x vs 16.9x for Kodiak Gas Services).
Kodiak Gas Services offers the higher dividend yield (3.66% vs 2.90%). Archrock converts more of its revenue into profit, with a net margin of 21.6% versus 6.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AROC | KGS |
|---|---|---|
| Share price | $30.34 | $53.57 |
| Market cap | $5.32B | $5.42B |
| 1-day change | +0.83% | -1.96% |
| YTD return | +16.60% | +43.24% |
| 1-year return | +17.41% | +47.78% |
| 5-year return | +251.16% | — |
| P/E ratio (TTM) | 16.31 | 62.29 |
| Forward P/E | 13.95 | 16.88 |
| EPS (TTM) | $1.86 | $0.86 |
| Dividend yield | 2.90% | 3.66% |
| Annual dividend | $0.88 | $1.96 |
| Revenue (latest FY) | $1.49B | $1.31B |
| Revenue growth (YoY) | +28.70% | +12.83% |
| Net income (latest FY) | $322.29M | $80.52M |
| Gross margin | 48.57% | 63.31% |
| Operating margin | — | 25.99% |
| Net margin | 21.63% | 6.16% |
| 52-week high | $42.23 | $77.68 |
| 52-week low | $22.88 | $32.55 |
| Distance from 52-week high | -28.16% | -31.04% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +40.08% | +54.43% |
| Average volume | 1.74M | 1.77M |
| Shares outstanding | 175.34M | 101.10M |
| Employees | 1,350 | 1,300 |
| Sector | Utilities | Utilities |
| Industry | Natural Gas Distribution | Natural Gas Distribution |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- KGS has outperformed AROC by 30.4 percentage points over the past year.
- Kodiak Gas Services trades at a higher earnings multiple (62.3x vs 16.3x trailing P/E).
- Archrock is more profitable, keeping 21.6 cents of every revenue dollar as net income versus 6.2 cents for Kodiak Gas Services.
- Archrock grew revenue faster in its latest fiscal year (+28.70% vs +12.83%).
About Archrock
AROC stock →Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States. The company operates in two segments, Contract Operations and Aftermarket Services.
Utilities · Natural Gas Distribution · 1,350 employees
About Kodiak Gas Services
KGS stock →Kodiak Gas Services, Inc. operates and provides contract compression infrastructure for customers in the oil and gas industry in the United States.
Utilities · Natural Gas Distribution · 1,300 employees
AROC vs KGS FAQ
Which is bigger, Archrock or Kodiak Gas Services?
Kodiak Gas Services (KGS) is larger, with a market capitalization of $5.42B compared with $5.32B for Archrock (AROC).
Which stock has performed better over the past year, AROC or KGS?
KGS returned +47.78% over the past 12 months, compared with +17.41% for AROC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AROC or KGS?
AROC has the lower trailing P/E at 16.3, versus 62.3 for KGS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Archrock or Kodiak Gas Services?
Kodiak Gas Services has the higher yield at 3.66%, compared with 2.90% for Archrock.
Are Archrock and Kodiak Gas Services in the same industry?
Yes. Both are classified in the Natural Gas Distribution industry within the Utilities sector.