Kodiak Gas Services (KGS) vs NOV (NOV)
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 NOV (NOV) over the past year, gaining 47.8% versus a gain of 39.0%. NOV is the larger company by market cap ($6.75 billion vs $5.41 billion), about 1.2 times the size, while Kodiak Gas Services is growing revenue faster (+12.8% vs -1.4%). On valuation, NOV trades at a lower forward P/E (14.8x vs 16.9x for Kodiak Gas Services).
Kodiak Gas Services offers the higher dividend yield (3.66% vs 1.74%). Kodiak Gas Services converts more of its revenue into profit, with a net margin of 6.2% versus 1.7%.
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 | KGS | NOV |
|---|---|---|
| Share price | $53.50 | $18.94 |
| Market cap | $5.41B | $6.75B |
| 1-day change | -0.13% | -0.29% |
| YTD return | +43.24% | +21.50% |
| 1-year return | +47.78% | +39.02% |
| 5-year return | — | +26.68% |
| P/E ratio (TTM) | 62.21 | 70.13 |
| Forward P/E | 16.86 | 14.76 |
| EPS (TTM) | $0.86 | $0.27 |
| Dividend yield | 3.66% | 1.74% |
| Annual dividend | $1.96 | $0.33 |
| Revenue (latest FY) | $1.31B | $8.74B |
| Revenue growth (YoY) | +12.83% | -1.42% |
| Net income (latest FY) | $80.52M | $145.00M |
| Gross margin | 63.31% | 20.21% |
| Operating margin | 25.99% | 5.65% |
| Net margin | 6.16% | 1.66% |
| 52-week high | $77.68 | $21.93 |
| 52-week low | $32.55 | $12.29 |
| Distance from 52-week high | -31.13% | -13.66% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +54.64% | +16.87% |
| Average volume | 1.77M | 3.34M |
| Shares outstanding | 101.10M | 356.48M |
| Employees | 1,300 | 31,605 |
| Sector | Utilities | Consumer Discretionary |
| Industry | Natural Gas Distribution | Oil and Gas Field Machinery |
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
- Kodiak Gas Services offers a meaningfully higher dividend yield (3.66% vs 1.74%).
- Kodiak Gas Services grew revenue faster in its latest fiscal year (+12.83% vs -1.42%).
- The two companies sit in different sectors: Kodiak Gas Services in Utilities and NOV in Consumer Discretionary.
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
About NOV
NOV stock →NOV Inc. designs, constructs, manufactures, and sells systems, components, and products for oil and gas drilling and production, and industrial and renewable energy sectors in the United States and internationally.
Consumer Discretionary · Oil and Gas Field Machinery · 31,605 employees
KGS vs NOV FAQ
Which is bigger, Kodiak Gas Services or NOV?
NOV (NOV) is larger, with a market capitalization of $6.75B compared with $5.41B for Kodiak Gas Services (KGS).
Which stock has performed better over the past year, KGS or NOV?
KGS returned +47.78% over the past 12 months, compared with +39.02% for NOV (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KGS or NOV?
KGS has the lower trailing P/E at 62.2, versus 70.1 for NOV. 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, Kodiak Gas Services or NOV?
Kodiak Gas Services has the higher yield at 3.66%, compared with 1.74% for NOV.
Are Kodiak Gas Services and NOV in the same industry?
No. Kodiak Gas Services is in the Utilities sector, while NOV is in Consumer Discretionary.